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.

Michelle Hallett is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance since 2015. Hallett also serves as a bank/trust officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple financial platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kristin Borke is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for 16 years before joining Empower Financial Services in 2023. 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 account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leah Durkee is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. 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, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems.

J Howell is a financial advisor with Money Concepts Capital Corp in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Money Concepts Capital Corp since 2001. Outside of his advisory role, Howell serves as an officer on the board of directors for the Lemmon Lodge Homeowners Association in Grand Lake, CO, and operates Blair Financial Planning under the DBA Maestro Associates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

Mark Stone is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.

James Schindelar is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Transamerica Capital, Inc. and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms.

James Milleville is a financial advisor at TIAA-CREF with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2007, with a brief tenure at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services in 2020-2021. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers both point-in-time planning and ongoing portfolio management using model or customized portfolios under a fiduciary standard.

James Allen is a financial advisor at Principal Financial Services based in Denver, CO, with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Principal Securities since 1994 and Principal Life Insurance since 1993. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm provides financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Mauka is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, Mauka worked at Charles Schwab & Co., Inc. for six years and has experience in various other roles, including positions at Amazon and Randstad. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Jonathan Vergara is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Colorado Credit Union, among other firms. Outside of his advisory role, he coaches the U12 team for Colorado United Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessments and mutual funds or ETFs for investment implementation.

Matthew Maiers is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, and it offers integrated tax, accounting, and employer financial-wellness solutions.

Ashleigh Kurzweil is a financial advisor at TIAA-CREF with 11 years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at TIAA-CREF since 2009. Outside of her advisory role, she serves as a co-leader for the Girls Scouts of the USA. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, frequently serving clients with connections to TIAA-administered employer retirement plans.

Milton Murphy is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2018, after seven years at Sammons Financial Network. Outside of his advisory work, he owns and oversees a fitness testing facility, Body Fat USA, and conducts educational seminars on succession planning for financial advisors. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting, employing both discretionary and non-discretionary arrangements that incorporate a range of analytical approaches.

Mark Sindrich is a CFP® professional with 43 years of industry experience, currently serving at Kestra Advisory since 2016. He has operated Sindrich & Associates since 1980 and is involved in business development and investment planning through multiple entities. Sindrich is also a member of Diversified Financial Partners LLC and Moneypenny Management LLC, with business interests that include insurance and office operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and manages multiple platforms with a focus on serving large institutional clients.

Ana Maria Harding is a financial advisor at TIAA-CREF with nine years of industry experience. She holds Series 63 and Series 66 registrations and has worked at TIAA-CREF and TIAA since 2019, following three years at Oppenheimerfunds Distributor, Inc. Outside of her advisory role, Harding is the owner of Rogersons Enterprises LLC. 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 connected to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management through model-based and customized managed accounts.

Adam Erganbright is a financial advisor with Empower Advisory Group, holding the Series 66 and Series 63 designations and five years of industry experience. His work history includes roles at Empower Retirement and prior experience outside financial services at Whole Foods and Behavioral Health Group. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.