Jonah Caldwell is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Advised Assets Group, LLC since 2021 and Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and serves a large participant base through a high client-to-advisor ratio.

Luke Jackson is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. He began his career at Beacon Pointe in 2023 and has a background in full-time education from 2014 to 2024. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across multiple asset classes, combining proprietary asset-allocation modeling with third-party independent managers.

Amy Bertle is a CFP® with 12 years of industry experience, currently serving at Allworth Financial, L.P. in Denver, CO. She has worked with AW Securities and Allworth Financial since 2019 and was previously employed at Destiny Capital Corporation and Destiny Capital Securities Corporation from 2016 to 2019. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies using model allocations, third-party sub-advisers, and technology solutions, with a unique operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Alexander Falloon is a CFP® with 12 years of industry experience, currently practicing at Empower Advisory Group. He has worked at GWFS Equities, Inc. since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors, 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 retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Jonathan Adams is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Carson Wealth, Aveo Capital, and Jack Clancy and Associates, as well as a lengthy tenure with South Metro Fire Rescue. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Lawrence Nimbach is a CFA® charterholder with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Denver, CO. He has worked with Momentum Capital Group LLC and New York Life-affiliated entities since 2017, focusing on selling New York Life products and brokering non-registered insurance products. Nimbach operates Momentum Capital Group LLC as a DBA for these activities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Parker Duke is a financial advisor at Independent Financial Partners with a Series 66 designation and one year of industry experience. His work history includes roles at IFP Securities, Moneta, Wilde Wealth Management, and several positions at Brigham Young University - Idaho. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory services.

Brendan Thompson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for five years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Madeline Van Alstine is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2021, following prior roles with Investment Center Advisor Group and LPL Financial. Before her financial industry career, she was involved with Dottys Dumpling Dowry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and investment recommendations without exercising discretionary trading authority.

Brandon Frank is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo bank and Wells Fargo Clearing prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffery Favati is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Beyond advising, he works as a bartender for catering events on an as-needed basis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base relative to its advisor headcount.

Tyler Schall is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent in Tennessee. His prior experience includes roles at Star Wealth Advisors, UWC Wealth Management, and CoreCap Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

John Ranieri III is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at UBS and MVision Private Equity Advisers. His background includes work and study at the University of Colorado Boulder. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with close connections to affiliated banking and capital markets entities.

Christopher Grimes is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding the CFP® designation and Series 63 license, and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2013 and previously spent nine years at Five Peaks Capital Group LLC. Outside of his advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated advisors. The firm emphasizes customized solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. She is also Vice President of Randy R. Kilgore & Company, a partnership formed with her father focused on employee benefit packages, personal life insurance, retirement planning, and investment strategies. Additionally, she serves as Vice President of the Kilgore Cihon Advisor Group and is President Elect of the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist in portfolio construction and monitoring.

John Dalton is a CFP® and CFA® professional with 22 years of experience in financial advising. He has worked at Provident Capital Management, Inc. since 1993 and held positions at Aveo Capital Partners and Carson Wealth before joining CWM, LLC. Outside of his advisory work, he provides tax return preparation services as a CPA for 5 to 10 hours monthly, separate from trading hours. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Mercedez Duong is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her career includes roles at Charles Schwab & Co., Inc., Evensky & Katz / Foldes Wealth Management, and Kennedy Financial Services. Prior to her advisory roles, she spent several years in education at Texas Tech University and Odessa College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Abhiram Killamsetty is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously worked at several firms including Costa Norte & Co and Florida Financial Advisors. Outside of advisory roles, he has experience with Salus Digital LLC and has held academic positions at the University of Colorado Boulder. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Thomas Stefaniak is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Denver, CO, and has previously worked at Pinnacle Wealth Management and LPL Financial. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. 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 using third-party platforms and sponsors proprietary investment vehicles, serving as an operating general partner for multiple private funds.

Robert Einspahr is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing, delivering services that align closely with Empower’s recordkeeping and administrative platforms.