Ilario Kane is a financial advisor at Empower Advisory Group with the Series 66 designation and less than one year of industry experience. Prior to joining Empower, he has held various roles across multiple industries, including positions at Power Home Remodeling and Alpine Modern Cafe. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Courtney Babb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2015. She has been associated with Charles Schwab & Co., Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and emphasizes client-directed decision-making supported by Schwab’s research tools and standard asset allocation models.

Nicholas Yeros is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2017, including his current role at Schwab Wealth Advisory since 2021. Prior to that, he spent one year at Atmos Energy Corporation. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Amanda Reynolds is a financial advisor with Integrity Alliance, LLC in Denver, Colorado. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Integrity Alliance, she worked briefly at BFC Planning, Inc. and Securities Management & Research, Inc., and she has been associated with Huff and Associates Inc. for over two decades. Outside of her advisory role, she owns and manages Honey B's Macaron, a bakery business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting services using a variety of investment approaches and platforms.

Jeffrey Baclawski is a CFP® and ChFC® with 25 years of industry experience. He has worked at Schwab Wealth Advisory since 2017 and has prior experience at Strategic Advisers, Inc. and Fidelity Brokerage Services LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab's asset allocation models and research tools to recommend investments while leaving final trading decisions to clients, conducting annual account reviews without discretionary trading authority.

Oksana Doncila is a Certified Financial Planner (CFP®) with 21 years of industry experience. She currently works at Empower Advisory Group and previously held roles at Personal Capital Advisors Corporation and Wells Fargo. 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’s approach includes point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

Benjamin Sia is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great-West Investments and Putnam Investments. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

William Carron is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Charles Schwab, Waddell & Reed, and OppenheimerFunds Distributor, Inc. 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 clients. The firm’s approach emphasizes integrated services linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ethan Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is also a member and manager of DONATI LLC, a company involved in managing rental properties. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence of third-party advisory products.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 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 account holders. The firm’s integrated model is closely tied to Empower’s recordkeeping and administrative platforms and includes both point-in-time financial plans and optional managed account solutions.

Douglas Disbrow is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity, Merrill, and Bank of America, and he has also worked as a DoorDash delivery driver. VOYA Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Jeff Sampson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with GWFS Equities, Inc. since 2016. 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 emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Aaron Walles is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 66 and Series 63 licenses and has six years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Fidelity Brokerage Services and Charles Schwab Bank. Outside of his advisory role, he operates BikeDoor2Door LLC, a mobile bicycle repair and maintenance business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations delivered through Schwab’s standard asset allocation models and research tools.

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Megan Andrews Covell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Charles Schwab and its affiliated advisory firms since 1999, including 12 years specifically at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering clients annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions rather than discretionary portfolio management.

Amer Tipura is a financial advisor at Key Investment Services LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., MassMutual Life Insurance Co, and MML Investor Services, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client investment direction and model selection, with financial professionals providing recommendations and ongoing monitoring.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.