Jordan Lozada is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 registrations and seven years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Broadridge. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm uses an integrated model tied to Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its point-in-time financial plans.

Jesse Piburn is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and 14 years of industry experience. He has worked with Empower Financial Services and Personal Capital Advisors in prior roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm delivers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Cory Marsh is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 65 designation and previously worked at GWFS Equities, Inc. from 2012 to 2017 before joining his current firm. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform linked to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Amy Schiel is a financial advisor at Benjamin F. Edwards & Company, Inc. with four years of industry experience. She holds a Series 66 designation and previously worked at Stryker Corporation and Luscombe Rocky Mountain. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, using a range of model strategies and portfolios that are regularly monitored and reviewed.

Jordan Long is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, LLC and Forge Financial Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage account holders. The firm’s integrated approach combines proprietary and third-party financial planning methodologies with recordkeeping and administrative platforms.

Emma Smith is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at William Blair for six years and has academic experience from Bentley University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across various asset classes.

Louis Klos is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has advised clients at Advised Assets Group, LLC since 2014. Outside of his advisory role, Klos is vice president and minority stockholder of Dinosaur Safaris, Inc., a company engaged in excavating and selling Jurassic period dinosaur bones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Paolo Antonio Baladad is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms including Vanderbilt Financial Group, Arcadia Financial Group, Wells Fargo Clearing Services, and E*TRADE Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Oshri Kane is a financial advisor with Empower Advisory Group holding a Series 66 designation. He joined the firm in 2026 and has prior experience as a full-time student and various service industry roles. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both standalone financial plans and optional managed account solutions.

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Jonathan Ahalt is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, LLC, Transform Wealth, LLC, and Strategic Capital Advisors, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

John Zetzman is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including WestMed LLC and U.S. Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated solutions tied to Empower’s recordkeeping and administrative platforms.

Julia Stauffer is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. She has two years of industry experience and has previously worked at Transform Wealth and Gen II Fund Services. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions for individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

John Rafferty is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 designations. He has two years of industry experience and previously worked at several firms, including Empower Financial Services, The Guild, and Bristol Seafood. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jason Shimkos is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he works as a line cook at Daughter Thai Kitchen and Bar. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jeffrey Brownlee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Flint Hills Resources for four years. He is based in Denver, CO. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Liana Oneil is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including ALPS Distributors, RiverFront Investment Group, and Kestra Advisory. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios.

David Bromeier is a financial advisor at Farther with 25 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to his current role at Farther, he worked at HFG Advisors for over a decade and was involved with the Heartland Institute of Financial Education as a consultant and instructor. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Donna Stumpp is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, she spent eight years working with Denver Public Schools. She serves as treasurer for the Broomfield Bird Club, a community birding organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders, offering integrated services tied to recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time planning service and serves a large participant base relative to its advisor headcount.

Lisabeth Durbin is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 registrations and bringing nine years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and New York Life Insurance Co. She is also involved in insurance brokerage, specifically selling and servicing Penn Mutual life insurance products. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, and charitable organizations, offering advisory programs, financial planning, and retirement plan consulting through a platform that integrates both advisory and broker-dealer services.