Colby Miller is a financial advisor at TCI Wealth Advisors, Inc. in Denver, CO, holding a Series 65 credential. He joined TCI Wealth Advisors in 2026 after eight years at PricewaterhouseCoopers Advisory Services, LLC, and spent three years working in the hospitality industry at UpTown Bar and Grille. TCI Wealth Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with investment management, financial planning, and retirement plan consulting. The firm employs a disciplined, long-term asset allocation approach using institutional asset-class funds, ETFs, and mutual funds, supported by technology for consolidated reporting and active cash management.

Melissa Rupe is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 designations and 17 years of industry experience. Her prior roles include positions at USAA Investment Management Company and USAA Financial Advisors Inc. She is based in Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering a range of services including annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many enterprise wealth managers.

Victoria Trosset is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. She holds a Series 65 designation and has worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and SC&H Financial Advisors, Inc. prior to her current role. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with various specialized offerings.

Jeffrey Blomgren is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he manages a rental property in Denver. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Stephen Prinster is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mercer Global Advisors since 2008. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Joshua Gustafson is a CFP® professional with 26 years of experience in financial advising. He has worked at Mercer Global Advisors Inc. in various periods since 2015, with a brief retirement in 2024-2025. He is based in Denver, CO. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a range of investment vehicles and platforms.

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.

Spencer Kozmata is a Certified Financial Planner (CFP®) with six years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2022, and has prior experience at Charles Schwab and Raymond James Financial Services. Kozmata also worked at Chatham Financial and was affiliated with the University of Colorado early in his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions and the firm conducting at least annual account reviews.

Chad Williams is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department and provides diversified, multi-asset allocation strategies along with specialized services such as planning for professional and developing athletes.

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. based in Denver, Colorado, holding Series 65 and Series 63 licenses with 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 employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under the Advisers Act fiduciary standard, including retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

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.

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.

Charles Arnold is a financial advisor with TLG Advisors, Inc., holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. His work history includes roles at Winbak Farms LLC and The Leaders Group Inc. Arnold is also licensed as an independent life insurance agent. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, charitable organizations, and institutional investors. The firm provides investment supervisory services, portfolio management, and fiduciary services, utilizing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital investment program called Starlight Portfolios.

Mark Wilson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Schwab Wealth Advisory and Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, providing advice without discretionary trading authority.