Tristan Paolo Segovia is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and previously worked at TELUS International Philippines for seven years. 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’s services focus on long-term portfolio returns and annual rebalancing within an integrated platform tied to Empower’s recordkeeping and administrative systems.

Nicolas Korosec is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and JPMorgan Chase. 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. The firm uses an integrated model connected to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Patricia Rizzi is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining Sanctuary Advisors in 2024. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent investment adviser representatives through a platform that offers multiple portfolio management options and employs diverse analytical approaches while acting as a fiduciary when engaged under a written advisory agreement.

Kyle Ferrare is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Lone Tree, Colorado. He previously spent 15 years with Simon Quick Advisors, LLC before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm’s advice is delivered through Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Jennifer Litsas is a CFP® professional with 10 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC. Her prior experience includes three years at William Buck before joining Moneta, with a one-year sabbatical in 2019-2020. She has been with Moneta since 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a Partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process focused on asset allocation and manager due diligence.

John Hoffman is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding a Series 66 credential and 10 years of industry experience. He has been with Schwab Wealth Advisory since 2017 and Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations through Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Brooke Miller is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mariner since 2023. Prior to this, she worked at IWP Wealth PCA for six years and held roles at Kummer Financial Strategies, Inc. and Mutual Securities, Inc. from 2014 to 2017. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, offering investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party manager allocations and provides integrated tax and accounting services alongside traditional portfolio management.

John Snyder is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at ROYAL FUND MANAGEMENT, LLC, Jo-Ann Holst Advisers, Inc., The Rye Consortium Limited, Coalfire, and Westcon Group. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Lynn Dunston is a CFP® with 13 years of industry experience and is currently an advisor at Moneta Group Investment Advisors, LLC in Denver, CO. Prior to joining Moneta in 2019, Dunston was the principal at Dunston Financial Group, LLC from 2015 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients including retirement plans and foundations. The firm uses a Partner-led team approach supported by a centralized Investments Department and emphasizes asset allocation and manager due diligence through an open-architecture, multi-criteria selection process.

Carlon Parks is a CFP® professional at TIAA-CREF with 20 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, Inc. He owns a rental property managed by a third party. TIAA-CREF provides financial planning and discretionary managed account programs primarily serving individuals with existing TIAA employer retirement plan relationships, as well as trusts, estates, and corporate entities. The firm offers a range of advisory services including customized portfolio management and acts as advisor to a donor-advised fund.

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, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client education and annual account reviews without discretionary trading authority.

Braydan Hiebert is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., and has held positions in retail and service industries. He serves as an assistant coach for the Metropolitan State University of Denver Lacrosse Club. 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 Schwab’s proprietary research tools and standard asset allocation models.

Michael Snyder is a Certified Financial Planner® 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 for employer-sponsored retirement plan sponsors and participants, as well as individual IRA and brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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® professional with 14 years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked since 2022, following prior roles at Charles Schwab and USAA Investment Management Company. His background includes extensive experience in financial planning and investment advisory services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s proprietary research tools and standard asset allocation models. The firm operates as an internal advisory unit within Charles Schwab and does not exercise discretionary trading authority on behalf of clients.

Leslie Sandusky III is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations. Outside of advisory work, he is a partner in a cryptocurrency mining business, where he handles bookkeeping and currency selection. 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 clients. The firm uses an integrated approach connected to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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 14 years at Jefferies & Company. Based in Denver, CO, he serves clients through Oppenheimer’s broad advisory platform. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

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.