Jackson Wegner is a CFP® professional with six years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2026 and previously held roles at Moneta Group Investment Advisors, LCL, Valeo Financial Advisors, and PNC. He is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical analysis supplemented by third-party research.

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation, JP Morgan Securities LLC, JP Morgan Chase Bank, Fisher Investments, Strategic Advisers Inc, and Fidelity Investments. Outside of advising, he is a co-founder of Pure Pet Extracts, a company specializing in pet wellness products. 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’s integrated model delivers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Andrew Eldridge is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at T Rowe Price for five years before joining GWFS Equities, Inc., where he has been employed for five years. 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 retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Marielle Stockdale is a financial advisor with Schwab Wealth Advisory in Highlands Ranch, CO, holding the CFA® designation along with Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab, First Command Financial Planning, and USAA Group, as well as 11 years of service in the U.S. Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers wealth management services primarily through annual reviews and investment recommendations without discretionary trading authority.

Jason Taylor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Denver, CO. His prior roles include positions at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm combines fundamental, technical, and cyclical analysis with options, alternative investments, and private fund recommendations to construct and monitor customized portfolios.

Stephanie Canales is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Investments and Zillow Group. 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’s integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He spent over two decades with Northwestern Mutual and its affiliated entities before joining NewEdge Advisors. Moats is also involved in the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated insurance companies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs a combination of in-house manager selection, third-party model portfolios, and advisor discretion, supported by technology and centralized due diligence.

Branden Borowiak is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Citizens Securities, Inc. Outside of his advisory work, he serves as Treasurer for the Secret Oaks Home Owners Association, managing financials and reporting for the community. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Kyle Kersting is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2024, he worked for nine years at Janiczek Wealth Management. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP. Cerity Partners provides customized wealth management and related services to a diverse national client base, utilizing tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Brian Vance is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Axa Advisors, LLC. 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 retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he is involved in educational activities as a financial advisor at White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jan Michael Villas is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including 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 retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Myra Donovan is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO. She holds a Series 63 designation and has 36 years of industry experience, including longstanding roles at New York Life Insurance Company and Nylife Securities Inc. since 1989 and 1990, respectively. In addition to her advisory work, she is active as an insurance broker appointed with outside carriers for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans, charitable organizations, and corporate entities.

George Demetrion is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has advised Assets Group LLC since 2002. Outside of finance, he owns George Demetrion Photography, specializing in event and portrait photography for nonprofit, pageant, and sporting events. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated solutions linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Benjamin Porter is a Series 66 licensed financial advisor with 10 years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and previously spent four years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Sandra Knecht is a CFA® charterholder with 22 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, CoBiz Wealth, and Charles Schwab. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Spencer Brown is a CFP® professional at Empower Advisory Group with 12 years of industry experience. His prior roles include positions at LPL Financial and BOK Financial Securities, Inc. He is based in Greenwood Village, CO. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christopher Milinazzo is a CFP® professional with 12 years of industry experience, currently affiliated with Commonwealth Financial Network in Denver, CO. He has worked with Commonwealth since 2019 and has prior experience at HD Vest Insurance Agency and related entities. Outside of his advisory role, he is a co-owner of private investment entities MIL OPS, LLC and MilWealth, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.