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.

Jeremy Weldon is a financial advisor with Schwab Wealth Advisory Inc. in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of experience in the industry, including continuous service at Charles Schwab & Co., Inc. since 2000. He has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, offering non-discretionary fiduciary investment advice and financial planning. The firm bases its guidance on proprietary asset-allocation models and Schwab’s internal research, providing tailored recommendations reviewed at least annually.

Braydan Hiebert is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2024. Outside of his advisory role, he serves as an assistant coach for the Metropolitan State University of Denver Lacrosse Club. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations on mutual funds, ETFs, SMAs, and alternative investments without exercising discretionary trading authority.

Michael Snyder is a CFP® with 17 years of industry experience. He is currently with Empower Advisory Group and has prior experience at GWFS Equities, JPMorgan Chase Bank, and Think Mutual Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within employer plan lineups and serves a large participant base relative to its adviser headcount.

Melanie Francis is a financial advisor with Principal Financial Services based in Denver, CO, holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been with Princor Financial Services since 2004 and Principal Life Insurance Company since 2003. Outside of her advisory role, Melanie serves as a bank trust officer, providing accounting services and supporting the management of Principal retirement account relationships. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Dawne Waltz is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has previously worked at 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 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.

Mason Hebert is a CFP® with 14 years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and previously spent nine years at USAA in various investment and financial planning roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in its Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Leslie Sandusky III is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Empower Financial Services and Xel Exchange. Outside of his advisory role, he is a partner in a cryptocurrency mining operation. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Gregory Bjork is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2018, following a 14-year tenure at Jefferies & Company. Based in Denver, CO, he focuses on investment advisory services within a large enterprise firm. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, and charitable organizations. The firm offers a variety of investment programs and provides both discretionary and non-discretionary portfolio management, maintaining custody of client assets while delivering a broad range of consulting and financial planning services.

Joshua Kendall is a CFP® and ChFC® with 12 years of experience in the financial industry. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2025. His prior roles include positions at Mariner Wealth Advisors, Bank of the West, BancWest Investment Services, TIAA-CREF, and Griffin Capital Securities. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse range of clients, including institutional investors, high-net-worth individuals, and family offices. The firm’s investment approach focuses on fundamental, company-level research and integrates proprietary governance and sustainability assessments across active equity and fixed-income strategies.

Evan Schumacher is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. He previously worked at Wipfli Financial Advisors and Hewins 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 employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized tactics such as direct indexing and tax-loss harvesting.

Thomas Bevington is a CFP® with 10 years of experience in the financial services industry. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Matter Family Office, Charles Schwab, and Fidelity Brokerage Services. Creative Planning provides wealth management and financial planning services to a wide range of clients, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Mark Whaley is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses with three years of industry experience. He is also co-founder and Chief Technology Officer of Everest Microbial Defense, LLC, a company that develops and distributes antimicrobial technology products. Additionally, he serves as a trustee board member at Bergen Park Church and consults independently in the carpet and flooring maintenance industry. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning options. The firm employs both discretionary portfolio management and model portfolios, incorporating tactical market-timing and momentum-based strategies alongside technology-driven solutions.

Matthew Heim is a financial advisor at Cresset Asset Management, LLC with a Series 65 credential and four years of industry experience. Prior to joining Cresset in 2022, he held positions at the University of Colorado at Boulder, The Walsh Group, The Roaring Fork Club, and Berkshire School. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence process and a range of advisory and family office services.

Nathanael Southard is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of his advisory role, he owns and manages a rental investment property. 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 employer retirement plans. The firm offers model and customized portfolios under a fiduciary standard and acts as adviser to a donor-advised fund within a vertically integrated structure.

Joshua Vanderschuere is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities and held positions with Denver Public Schools and the University of Denver. Outside of his advisory role, he owns and manages a single home rental. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, and operates within a large-scale platform closely tied to Empower’s recordkeeping and administrative services.

Robert Jones is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Ayco/Goldman Sachs & Co. LLC and United Capital Financial Advisers, LLC. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified asset allocation and private market programs for qualified clients.

John Gooch is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab-affiliated firms since 2013. Outside of his advisory work, he teaches Brazilian Jiu Jitsu fundamentals classes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Douglas Barker is a CFP®-certified financial advisor at Mariner with 12 years of industry experience. He previously worked at First Western Trust Bank for five years and was self-employed for one year before joining Mariner in 2021. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and administrative CFO capabilities alongside traditional portfolio management.

Steven Hagedon is a financial advisor at Empower Advisory Group with 12 years of industry experience. He has held roles at Empower Financial Services, Fidelity Brokerage Services, and Wells Fargo, among others. Hagedon holds Series 63 and Series 66 licenses. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered through a platform tied closely to Empower’s recordkeeping and administrative services.