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.

Stefan Heaton is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 credentials and has two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and at Charles Schwab since 2023. Prior to his advisory role, he held positions at Sprouts Farmer's Market and King Soopers. 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 clients retain final trading decisions.

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.

Regina Ramsey is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Walsh University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s research tools and asset allocation models to guide investment decisions without exercising discretionary trading authority.

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.

Jason Abar is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2014. Outside of his advisory role, he is involved with Abar Investments Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while allowing clients to make final trading decisions.

Marco Ramos is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and Northwestern Mutual. He also has experience outside finance, having worked seven years in the dairy industry with Daisy Lane Dairy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

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.

Paula Smith is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has been associated with Charles Schwab since 1999. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Charles Schwab ecosystem and does not manage client accounts on a discretionary basis, leaving final trading decisions to clients.

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.

Zachary Van Sant is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Schwab Wealth Advisory since 2025. Outside of finance, he has experience working in educational settings and briefly operated the Colorado Pinball Pub. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

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.

Grady Dok is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab and Miracle Mile Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final decision authority on trades.

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.

Ethan Hervol is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. He has worked at Charles Schwab since 2013 and has been with Schwab Wealth Advisory since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.