Danica Athanassiou is a financial advisor with Empower Advisory Group who holds a Series 66 registration and has 17 years of industry experience. She has worked at Raymond James Financial Services and its affiliates from 2010 to 2021 and has been with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Outside of financial advising, she is involved in a retail aquarium business and owns an online shop selling vintage posters and paper goods. 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’s services emphasize long‑term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

Bradford Werth is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at All Pro Pavement and Delta Payments. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kirk Diefenbach is a financial advisor at Empower Advisory Group with 28 years of industry experience. His background includes 19 years at Charles Schwab and Charles Schwab Bank. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Holden Rieping is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at T. Rowe Price and Fidelity Investments. 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 annual rebalancing.

Carly Slonin is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 66 and Series 65 credentials and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Raymond James Financial Services. Outside of finance, her background includes roles at DogOn Fitness and Falls Road Veterinary Hospital. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sean Odell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Empower Retirement, Citigroup, and Key Bank. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Johnson Financial Group LLC, JFG Wealth Management, Saza Wealth Partners LLC, Shine Wealth Partners, The Saza Group, and Janiczek Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and institutional investors. The firm utilizes tailored asset-allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Amanda Phillips De Saverio is a CFP® professional with five years of industry experience, currently serving at WealthSpire Advisors. She previously worked at Sunflower Bank from 2016 to 2020 before joining Corundum Group, Inc. in 2020. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm follows a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Ross Ferrin is a ChFC® credentialed financial advisor with 32 years of industry experience, currently with Integrity Alliance, LLC since 2025. He has previously worked at Lion Street Advisors and Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin is a silent partner in a golf club rental business and serves as a board member for Outfitters for Christ, a nonprofit that connects youth development with outdoor ranch activities. Integrity Alliance, LLC is an enterprise firm with over 300 independent advisors managing approximately $5.4 billion in assets. The firm offers a range of advisory and brokerage services to individual investors, corporations, and qualified retirement plans, utilizing a combination of advisor-managed discretionary accounts, model portfolios, and third-party sub-advisers.

Jane Bartosik is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 66 licenses and has 22 years of industry experience. Her prior roles include positions at GWFS Equities, Bank of America, and Merrill. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing.

David Romero is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Capital Inc from 2013 to 2020 and has been with Empower Retirement since 2021. Outside of his advisory role, he provides youth baseball pitching consultation and instruction as a lead instructor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Calum Hayes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Retirement, Western Wealth Management LLC, LPL Financial, Charles Schwab, and Northwestern Mutual. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services through a model closely tied to Empower’s recordkeeping and administrative platforms.

Linae Provost is a financial advisor at Empower Advisory Group with two years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at USAA and Liberty AV Solutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Amoy Gordon is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services LLC for three years. Outside of his advisory role, Gordon owns an online book-selling business and works as a food delivery driver. 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 account holders. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Eliot Mote is a financial advisor at TIAA-CREF with 26 years of industry experience. He has held his current role since 2007. Mote holds Series 63 and Series 65 licenses and is based in Denver, CO. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Douglas Busken is a CFP® with eight years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at Alerus, Infinex Investments, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he is active as a triathlon coach. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.