Austin York is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior experience includes roles at Personal Capital Advisors Corporation and TD Ameritrade. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and client savings rates.

Sean Whalen is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and one year of industry experience. He has worked at Empower Retirement since 2022 and previously held various roles in education, private security, and customer service. 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 delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning approach.

Peter Lampert is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Hornor, Townsend & Kent since 2024 and Penn Mutual Life Insurance Company since 2023. Lampert also manages several business ventures focused on education planning, tax services, and insurance brokerage, including serving as president of a nonprofit dedicated to college affordability. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a network of advisers, combining investment advice with brokerage and custody services.

Ryan Wargo is a financial advisor at Empower Advisory Group with two years of industry experience. He holds a Series 65 designation and has worked at firms including Personal Capital Advisors Corporation and JP Morgan Chase. Prior to his advisory roles, he held positions at Apex Companies LLC and the City of Fort Collins. 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 certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Erik Anderson is a Certified Financial Planner® with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ryan Financial Inc and LPL Financial. Outside of advisory services, he holds a 25% ownership stake in ALE Restaurants, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charities, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Matthew Cawley is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Eide Bailly Advisors, LLC, Mutual of Omaha, and Lincoln Park Capital LLC. Outside of his advisory work, he serves as a head coach for boys high school lacrosse. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services ranging from comprehensive financial planning to investment fiduciary services for ERISA-qualified retirement plans.

Frederick Taylor is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked for Northstar Investment Advisors, LLC for 26 years before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms like Envestnet UMA.

Tammy Santi is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Schwab Wealth Advisory in 2021, she was affiliated with Charles Schwab and has work experience in the technology and healthcare sectors, including roles at Lyft, Uber, and Medix IT. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients, operating as an internal advisory unit within the Charles Schwab ecosystem.

Jeffrey Zych is a financial advisor with Cerity Partners Retirement Plan Consultants in Denver, CO, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Arkadios Capital, Karsten Advisors, Triad Advisors, and BD4RIA, Inc. Outside of advisory work, he is involved in a small rental property business. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on fiduciary services, plan design, and administrative support. Their investment approach centers on asset-allocation model portfolios, written investment policy statements, and ongoing monitoring, primarily managing assets on a non-discretionary basis.

Lisa Di Lorenzo is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 65 designations and has 16 years of industry experience. She has advised at Assets Group, LLC since 2011. 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 certain retail brokerage account holders. The firm’s integrated model includes point-in-time financial plans and optional managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Brady Jones is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with Carson Wealth and Wambolt & Associates, LLC. Jones also serves in the United States Marine Corps and was involved with The Wooden Table from 2014 to 2019. 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 manages accounts primarily on a discretionary basis using model portfolios and combines various analytical approaches and third-party sub-advisors, with a focus on retirement-plan and institutional services.

Dustin Gale is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Kayne Anderson Rudnick and VP Distributors LLC since 2015. He serves as an advisory board member for Project ECHO, a nonprofit organization focused on providing at-risk students with vocational skills and entrepreneurship training. Kayne Anderson Rudnick offers discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets as of December 31, 2024.

Scott Weneck is a financial advisor at Creative Planning with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lockton Investment Advisors and Lockton Financial Advisors. Creative Planning provides 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 utilizes a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Daniel Copeland is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Fidelity National Information Services and T. Rowe Price. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Clifford Weybrecht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Northwestern Mutual, among other firms. 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 integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jared Gomes is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. 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 uses an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Zyrine Valerie Suante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at DXC Technology and Concentrix CVG Philippines Inc. 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 services integrate with Empower’s recordkeeping and administrative platforms and offer both point-in-time financial plans and managed account solutions.

Ma Eva Cutura is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, she worked at Infosys BPM Limited and Concentrix Philippines. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, using an integrated model that aligns with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its point-in-time financial plans.

Courtney Burrell is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Mass Mutual Investors Services. Outside of her advisory role, she is involved in life coaching, focusing on life and money mindset coaching without providing financial advice. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Melissa Fisher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Douglas Dawson. Outside of her advisory work, she is a wellness advocate with doTERRA International LLC, supporting essential oil education within her team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s administrative platforms.