Charles Guy Jr. is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab. 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 retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Jeff Shafer is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including Lincoln Financial Advisors Corporation and LPL Financial LLC. Shafer is also involved in selling life, long-term care, and disability insurance through a separate business activity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while offering access to both proprietary and third-party managed account solutions.

Kevin Bodkin is a financial advisor with PNC Wealth Management in Littleton, Colorado, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BOK Financial Securities, and LPS Capital. He serves as a board member for the Metropolitan Loft Homeowners Association in Denver. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Peter Lush is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering planning supported by an online tool and telephone access to advisors.

Brandalyn Harvey is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF and TIAA since 2020 and previously held roles at Key Investment Services, LLC and KeyBank. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Jay Cheney is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Brendan Wise is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and has worked at firms including UBS Financial Services, RBC Wealth Management, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, he serves as a rink director for a hockey facility in St. Louis Park, MN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Leon Ramirez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Bellco Credit Union for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Floros is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors Corporation, LPL Financial, LLC, and Morgan Stanley. 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 offers integrated services linked to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Luke Wood is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Douglas Davis is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has worked at GWFS Equities, Inc. since 2013 and Northstar Realty Securities since 2012. 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 an integrated service model connected to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Jessica Gay is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and four years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Bank, NA for ten years prior to joining TIAA-CREF. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing ties to TIAA employer retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Matthew Robles is a financial advisor at Empower Advisory Group with a Series 65 credential and three years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and held positions at Greater Richmond Partnership, Chik Fil A, and Kroger. 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 focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kim Richfield is a financial advisor at Empower Advisory Group with three years of industry experience. Her prior roles include positions at Fidelity Investments and nonprofit organizations such as Donor Alliance and Children’s Hospitals in Colorado and Wisconsin. Outside of advising, she engages in a small resale business based in Arvada, Colorado. 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 serves a large participant base with scalable advisory services.

Scott Schroeder is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 65 designation and has been with Empower Advisory Group since 2023, following a tenure at Personal Capital Advisors Corporation starting in 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 clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Timothy Bickley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His career has included multiple roles within the Charles Schwab organizations since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using proprietary research and standard asset allocation models to support client decision-making while not exercising discretionary trading authority.

David Whelan is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. In addition to his advisory work, he serves as a military police soldier in the Colorado Army National Guard and is an elected trustee for the Town of Firestone. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a model that combines proprietary and third-party planning methodologies.

Mitchell Powers is a financial advisor with Hightower Advisors in Denver, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Investment Security Group, Inc. and Integrated Concepts Inc. Mitchell has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Craig Birk is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023, and previously was with Personal Capital Advisors Corporation for over a decade. 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 integrated service delivery tied to Empower’s recordkeeping and administrative platforms.