Darrin Wohlk is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Investments and UPS, among other positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Rashedul Khan is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, with six years of industry experience and a Series 66 designation. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and Fidelity. Before entering the financial services industry, he worked in the restaurant business. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, combining active and passive strategies, and sponsors proprietary investment vehicles while offering a range of wealth management and fiduciary services.

Matthew Peterson is a financial advisor with Principal Financial Services in Denver, Colorado. He holds a Series 66 designation and has two years of industry experience, including roles at Principal Securities, Inc. and Principal Life Insurance Company. Outside of his advisory work, he coordinates sporting events for the University of Missouri alumni group in Denver. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, and corporations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

David Hartley is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Penn Mutual Life Insurance Company, VALIC Financial Advisors, and Agia. Hartley owns Wealth Wellness LLC and Wealth 4 Wellness, businesses focused on financial planning and retirement planning services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of custody, execution, and portfolio management options.

David Seems is a financial advisor with Principal Financial Services in Highlands Ranch, CO. He holds the ChFC® designation and Series 63 license, and has 43 years of industry experience. He is the owner of Business Advisors, LLC, a firm he has operated since 2002, and has worked with Principal Life Insurance Company and Princor Financial Services Corporation since 2004. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Thomas Bockenstedt is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 12 years of industry experience and has been with Advised Assets Group, LLC since 2014. 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 emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

David Janis is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, E*Trade Securities LLC, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated model is aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Eric Ragland is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66 and Series 63 registrations. Prior to joining Empower Advisory Group, he worked at firms including Robinhood Markets, Inc., Farmers Financial Solutions, New York Life Insurance Co., and Fidelity Investments. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Quade Yaegel is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for 12 years before joining Empower in 2026. 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 clients. The firm’s integrated model emphasizes long-term portfolio returns and collaborates closely with affiliated Empower entities for recordkeeping and product offerings.

Eleni Yeros is a CFP® and holds a Series 65 license with seven years of industry experience. She has worked at Wambolt & Associates since 2018 and joined both CWM, LLC and Carson Wealth in 2025. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs model portfolios managed by an in-house Investment Committee and offers services including portfolio management, financial planning, and retirement-plan solutions, emphasizing fiduciary processes and a range of operational features such as revenue-sharing disclosures and a lead-generation platform.

Elizabeth Musarra is a financial advisor at Cerity Partners Retirement Plan Consultants with the PFS™ designation and four years of industry experience. She has worked at Cerity Partners LLC since 2019 and previously was with Karsten Advisors and operated her own practice, Liz Musarra, from 2004 to 2017. Cerity Partners Retirement Plan Consultants advises sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and offers educational and fiduciary training services.

Aaron Spencer is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of his advisory role, he serves as Director and President of the Cherry Creek Vista II Homeowners Association. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

James Clark is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF, Clark worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Terrie Martinez is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at GWFS Equities, Advised Assets Groups, World Financial Group, and Transamerica Financial Advisors. Outside of her advisory work, she provides caregiving for a grandchild. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Meghan McGuire is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Principal Securities and Principal Life Insurance since 2022, following prior roles at Transamerica Investors Securities Corporation and AssetMark Financial. McGuire also serves as a bank and trust officer to support and manage Principal retirement plan account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, businesses, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Edwards is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been advising clients at Advised Assets Group, LLC since 2016. Additionally, he works as a mortgage loan officer with Colorado Home Smartz, LLC, assisting home buyers with mortgage loans. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Austin New is a financial advisor with Empower Advisory Group holding a Series 65 designation. He has experience working at Empower Financial Services, Inc since 2024, following six years running Austin New, CPA, and three years at Meador & Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Patricia Kummer is a Certified Financial Planner® with over 41 years of industry experience. She is currently with Mariner and has previously been associated with Mutual Securities Inc. and her own firms, Kummer Financial Strategies, LLC and Kummer Financial Strategies, Inc. In addition to her advisory work, she is an author based in Highlands Ranch, Colorado. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets.

Mark Fellows is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as trustee and co-trustee for several family trusts and acts as executor for an estate, performing these duties on a limited basis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a combination of discretionary and non-discretionary strategies managed internally and by third parties.

Todd Walker is a financial advisor with Centaurus Financial, Inc. in Centennial, Colorado. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including over 21 years at Centaurus Financial. Outside of his advisory role, he is involved in fine art collection and advising, including consulting and sales related to art, and teaches classes through community colleges on a contractual basis. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing various analytical approaches and allowing both discretionary and non-discretionary account management.