Connor Schutt is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. He has approximately one year of experience in the industry, with prior roles including positions at T. Rowe Price and State Farm VP Management Corp. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering services through proprietary planning methodologies and managed account solutions.

Matthew Schmidt is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with TIAA-CREF and TIAA since 2015. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm combines point-in-time planning services with ongoing discretionary management using model or customized portfolios and acts as adviser to a donor-advised fund sponsored by Charityvest.

Ruchita Mickelsen is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower in 2025, she worked at Equitable Advisors and held roles outside of finance including positions at Certified Language International and Trans Perfect. Mickelsen also owns a dropshipping Shopify store, managing it outside of normal business hours. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

Chad Williams is a CFP®-certified financial advisor with 26 years of industry experience, currently with Moneta Group Investment Advisors, LLC. His prior experience includes roles at Aveo Capital Partners, DMK Advisor Group, Stephen A. Kohn & Associates, First Allied Advisory Services, and Capital Investment Management. He is also involved with Rockhaven LLC, which manages revenue from his advisory and insurance activities under Aveo Capital Partners and DMK Advisor Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a Partner-led Team structure with an open-architecture investment process emphasizing asset allocation and manager due diligence, and it manages proprietary multi-strategy retirement funds.

Olena Shevchenko is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GWFS Equities Inc since 2016. Outside of her advisory role, she has worked as an image processor for the E-470 Toll Road, reading and entering license plate characters. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to 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.

Ross Walker is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2015. 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 account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jarrod Imatani is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at People's Securities, Inc. and TD Asset Management. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and utilizes qualitative and quantitative analysis to provide retirement plan advisory, financial planning, and wealth management services.

Alice Layson is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at Accenture, Inc. and E*Trade Securities LLC. 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.

Vanessa Ramich is a financial advisor at Cresset Asset Management, LLC with 12 years of industry experience. She previously worked at J.P. Morgan and Walton Enterprises before joining Cresset in 2021. Outside of her advisory role, she serves as a trustee for a client’s family trust. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, and institutional entities. The firm employs a diversified, asset-allocation-driven approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities providing comprehensive wealth management and advisory services.

Soo Lee is a financial advisor with The Huntington Investment Company in Arvada, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Huntington in 2026, Soo worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years combined. Outside of finance, Soo participates in ride-share programs as a contractor for both Lyft and Uber. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering a range of wrap-fee programs and portfolio management options.

Ari Litvin is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Securities Series 63 and 65 licenses. He has 26 years of industry experience with prior roles at Wells Fargo Clearing, RBC Capital Markets, and Raymond James & Associates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Rachel Carlson is a financial advisor at Wealth Enhancement Advisory Services, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at D.A. Davidson and Merrill. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Tristan Paolo Segovia is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at TELUS International Philippines for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services focus on long-term portfolio returns and annual rebalancing within an integrated platform tied to Empower’s recordkeeping and administrative systems.

Nicolas Korosec is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and JPMorgan Chase. 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 select retail brokerage clients. The firm uses an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Patricia Rizzi is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives through a platform that offers multiple portfolio management options and employs diverse analytical approaches while acting as a fiduciary when engaged under a written advisory agreement.

Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.

Christian Stromgren is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, American Century Investments, and Integrity Advisory, LLC. Before his financial advisory career, he held roles at Uber, Lyft, and Community 1st National Bank. 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’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans focused on long-term returns and client savings rates.