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Amanda R

Series 63, Series 65

Denver, CO

Integrity Alliance, LLC

Amanda Reynolds is a financial advisor with Integrity Alliance, LLC in Denver, Colorado. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Integrity Alliance, she worked briefly at BFC Planning, Inc. and Securities Management & Research, Inc., and she has been associated with Huff and Associates Inc. for over two decades. Outside of her advisory role, she owns and manages Honey B's Macaron, a bakery business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting services using a variety of investment approaches and platforms.

Annuities ESG / Sustainable investing
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Jeffrey B

CFP®, ChFC®, Series 63, Series 65

Lone Tree, CO

Schwab Wealth Advisory

Jeffrey Baclawski is a CFP® and ChFC® with 25 years of industry experience. He has worked at Schwab Wealth Advisory since 2017 and has prior experience at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.

Passive / index investing Private / alternative investments
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Oksana D

CFP®, Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Oksana Doncila is a Certified Financial Planner (CFP®) with 21 years of industry experience. She currently works at Empower Advisory Group and previously held roles at Personal Capital Advisors Corporation and Wells Fargo. Empower Advisory Group provides financial planning and investment management services 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 includes point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Benjamin S

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Benjamin Sia is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great-West Investments and Putnam Investments. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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William C

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

William Carron is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Charles Schwab, Waddell & Reed, and OppenheimerFunds Distributor, Inc. 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 clients. The firm’s approach emphasizes integrated services linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Samim S

Series 63, Series 65

Littleton, CO

Crestmark Wealth Group

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.

Business succession planning Wealth management
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Richard C

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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 closely tied to Empower’s recordkeeping and administrative platforms and includes both point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Douglas D

Series 66

Littleton, CO

VOYA Financial Advisors, Inc.

Douglas Disbrow is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity, Merrill, and Bank of America, and he has also worked as a DoorDash delivery driver. VOYA Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jeff S

Series 65, Series 63

Greenwood Village, CO

Empower Advisory Group

Jeff Sampson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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 clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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David M

CFP®, Series 63, Series 66

Englewood, CO

Mariner

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron W

Series 66, Series 63

Lone Tree, CO

Schwab Wealth Advisory

Aaron Walles is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Fidelity Brokerage Services and Charles Schwab Bank. Outside of his advisory role, he operates BikeDoor2Door LLC, a mobile bicycle repair and maintenance business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations delivered through Schwab’s standard asset allocation models and research tools.

Passive / index investing Private / alternative investments
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Clark K

CFP®, Series 65

Greenwood Village, CO

Prime Capital Financial

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Megan A

Series 63, Series 66

Lone Tree, CO

Schwab Wealth Advisory

Megan Andrews Covell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Charles Schwab and its affiliated advisory firms since 1999, including 12 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions rather than discretionary portfolio management.

Passive / index investing Private / alternative investments
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Amer T

Series 66

Parker, CO

Key Investment Services LLC

Amer Tipura is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., MassMutual Life Insurance Co, and MML Investor Services, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client investment direction and model selection, with financial professionals providing recommendations and ongoing monitoring.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Robert L

CFP®, Series 63, Series 65

Englewood, CO

Mariner

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Lauretta M

Series 63

Greenwood Village, CO

Benjamin F. Edwards & Company, Inc.

Lauretta Moell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing both discretionary and non-discretionary wrap programs with multiple investment strategies monitored by an Investment Strategy Committee.

Private / alternative investments Tax-loss harvesting Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Jeanie B

Series 65, Series 63

Littleton, CO

Crestmark Wealth Group

Jeanie Boymel is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Northwestern Mutual and New York Life. Outside of her advisory role, she is involved in physical fitness coaching and serves as vice president on the board of a local booster club, as well as president of the Denver chapter of Women in Insurance and Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, employing third-party asset managers in both discretionary and non-discretionary arrangements under a dual registration structure.

Business succession planning Wealth management
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Zachary T

Series 66

Greenwood Village, CO

Empower Advisory Group

Zachary Tomek is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at T. Rowe Price for seven years and holds a Series 66 designation. Outside of his advisory role, he is involved in reptile and fish breeding and coaches hockey as a referee and coach. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail account holders. The firm’s integrated services emphasize long-term portfolio returns and operate within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Michael D

CFP®, Series 63

Denver, CO

Hightower Advisors

Michael Dibala is a Certified Financial Planner® with 27 years of industry experience. He has been with Hightower Advisors since 2021 and previously spent 16 years at Investment Security Group, Inc. in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet the needs of its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Crystal S

Series 63, Series 65

Greenwood Village, CO

Empower Advisory Group

Crystal Sullings is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at GWFS Equities since 2018 and National Planning Holdings from 2016 to 2017. Outside of her advisory role, she serves as President of the Colorado Firefighters Calendar Board of Directors, which benefits the Children's Hospital of Colorado. Empower Advisory Group provides financial planning and investment management services 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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