Chelsea Kessler is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she has held positions at NYLIFE Securities LLC and New York Life Insurance Co. Kessler is also involved with S.H.E Suite, an organization that helps organize women's networking events. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers a range of financial planning and investment management services, with a focus on tailored recommendations and largely non-discretionary asset management.

Ashley Hampton is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and Southern Glazer's Wine & Spirits. 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 and annual rebalancing through a financial planning service that produces “point-in-time” plans and optional managed account solutions.

Lacey Cobb is a financial advisor with Empower Advisory Group and holds the CFP®, CFA®, and Series 65 designations. She has 15 years of industry experience, with prior roles at Personal Capital and Polaris firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Sergio Lovato is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bluerock Capital Markets and Charles Schwab in various advisory and banking roles. Outside of his advisory work, he is a partner in short-term rental property ventures in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach features multi-manager solutions and a combination of proprietary and third-party research to support portfolio construction across various asset classes.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Michael Pasieka is a CFA® charterholder with 10 years of industry experience. He has worked at Empower Advisory Group since 2023 and was previously with Personal Capital Advisors Corporation starting in 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Bryan Knoebel is a CFP® professional with 12 years of industry experience, currently serving at Empower Advisory Group since 2023. He previously worked at Personal Capital Advisors Corporation from 2017 to 2023 and at Project Black Financial Technologies, LLC from 2013 to 2017. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning services.

John Baker is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2016. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Timothy Keating is a financial advisor with Cerity Partners LLC in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously led Keating Wealth Management, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a comprehensive range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a variety of affiliated capabilities.

Kittye Tilford is a CFP® professional with eight years of industry experience, currently serving at Focus Partners Wealth, LLC since 2017. Prior to this, she worked at Jones Barclay Boston from 2009 to 2016. She is based in Denver, CO. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients, including ERISA retirement plans. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party separate account managers, and private funds through an enhanced open architecture framework.

Daniel Kuhl Jr. is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at Empower Advisory Group since 2023 and Personal Capital Advisors since 2014. Outside of his advisory role, he operates Combat Press, LLC, where he contributes as a sports blogger. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm offers integrated services combining proprietary planning methodologies and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Gordan Post is a CFP® with 15 years of industry experience, currently affiliated with Focus Partners Wealth, LLC. He has held positions at Kovitz Investment Group Partners, Transform Wealth, The Milestone Group, and CoBiz Wealth. Focus Partners Wealth 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 that combines active and passive strategies within an enhanced open architecture framework.

Katheryn Pine Holmes is a CFP® professional at Empower Advisory Group with 21 years of industry experience. Her career includes roles at Fidelity Investments and various Fidelity affiliates spanning over a decade before joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Grant Ferdinandsen is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Empower Retirement and Northwestern Mutual. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Cameron Hinshaw is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including planning, customized portfolio management, and donor-advised fund advisory within a vertically integrated structure.

Spencer Cure is a financial advisor with Wells Fargo Clearing in Centennial, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, GWFS Equities, and Janus Distributors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that are IPS-driven and grounded in modern portfolio theory. The firm’s investment menus include a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jens Fonnesbeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Denver, CO. His prior experience includes roles at First National Bank of Omaha, U.S. Bancorp Investments, and Fidelity Brokerage Services. Outside of advisory work, he manages family-held rental properties in the Denver metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm offers advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sandra Conroy is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. She has been active in the financial services industry since August 1985, providing clients with wealth management services that address both individual and complex financial needs. Her professional focus includes education planning, executive compensation, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Sandra’s approach centers on developing personalized strategies tailored to clients’ short- and long-term financial objectives, emphasizing the importance of understanding life priorities beyond markets and returns. Her credentials include the Personal Investment Advisor (PIA) designation, and she holds a High School Diploma/GED from Greenville Central School. Prior to her financial career, Sandra managed Arthur Murray Ballroom Dance Studios in Florida and Arizona and became a franchise owner and operator in Denver. She also trained as a Medic in the U.S. Army Reserves. Outside of her professional work, Sandra is married with two children and three grandchildren. Her personal interests include dancing, golfing, and traveling.

Zakary Flitter Bilello is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. His prior work includes positions at Spicer Jeffries, LLP, and various roles in retail and education sectors. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Jeffrey Nelligan is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the Board of Directors for the Boys and Girls Clubs of Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both advisory and brokerage capabilities.