Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

Brian Blick is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. 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 certain retail brokerage accounts. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Nicole Winings is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. Outside of advisory work, she is the sole proprietor of Soda Riot CO, a beverage distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His background includes roles at Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab, and Janus-related firms. He holds Series 63 and Series 66 licenses. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Thayer Hyland is a CFP®-designated financial advisor with 16 years of industry experience. He has been with TIAA-CREF since 2006 and currently works at their Glendale, CO office. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers separate planning services and ongoing portfolio management through model and customized strategies within a vertically integrated structure.

Parker Applegate is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and based in Denver, CO. He began his advisory career in 2025 and previously worked in various roles including at Colorado State University and Sierra Trading Post. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple asset classes, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Robert Ryan is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial and operated his own firm, Ryan Financial, Inc. He serves as a trustee for a family trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, and institutions, offering a range of financial planning, asset management, and retirement consulting services through a large network of advisors.

Heyzhielle Vie Po Quimque is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Securities, LLC and Wells Fargo EGS Philippines LLC prior to joining Empower. 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 integrated model combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Jared Mabey is a CFP® with 14 years of industry experience, currently serving at Independent Financial Partners since 2022. His prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory work, he is involved in entrepreneurial activities through ownership of Grok Capital LLC and Grok Wealth, which provide financial planning and marketing services. Independent Financial Partners is a nationwide advisory firm managing over $12.5 billion in assets and supporting a network of independent Investment Adviser Representatives. The firm offers decentralized investment strategies alongside centralized asset management options and is noted for its retirement-plan advisory and pension consulting services.

Paul Sammons is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His previous roles include positions at Northern Lights Distributors, Toews Corporation, and GWFS Equities, Inc. 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 services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Gregory Wambolt is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. His career includes roles at Carson Wealth, Centric Investment Group, Metis Wealth Management, Northwestern Mutual, and his own firm, Wambolt & Associates, LLC. Outside of advisory work, he serves as a board member and investor in a labor platform company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies overseen by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan fiduciary services and a range of institutional solutions.

Heyden Pue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and has prior experience with AutoPay and Mile High Services. Outside of his financial career, he has worked as a beer vendor for NFL games and concerts, including for the Denver Broncos' former stadium. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

Simon Villegas is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Robert W. Baird & Co. and Robert Half International. In addition to advisory work, he is involved as an insurance agent specializing in annuities, group benefits, and various types of insurance coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Casey Story is a financial advisor with Empower Advisory Group and holds the Series 66 designation. Casey has been with Empower since 2025 and has prior work experience in software and media companies including Vital Software, Health Recovery Solutions, and National Cinemedia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Brendan Erne is a CFA® charterholder and holds the Series 66 designation, with 18 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has also been associated with Personal Capital Advisors. Brendan is based in Greenwood Village, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Adam Snyder is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at T Rowe Price, Risk Management and Wealth Preservation LLC, Rock Bottom Brewery, and Darden Restaurant Group. Outside of his advisory work, he also works as a contract courier for Door Dash. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative services.

Stephanie Barres is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Empower Financial Services since 2020, as well as at Janus Management Holdings Corp. and Janus Distributors LLC from 2016 to 2019. 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 offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Scott Perry is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Personal Capital Advisors Corporation, Fisher Investments, and Cetera Investment Advisors LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Jason Dohrman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked for JPMorgan Securities LLC from 2014 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

Tristan Latzel is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TIAA‑CREF Individual & Institutional Services, LLC since 2019. His prior work history includes roles at Marine Land, Trane U.S. Inc., BMO Harris Bank, and University of Wisconsin - La Crosse. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing portfolio management, and it serves as investment adviser to the TIAA Donor Advised Fund.