Van Lam is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Madeline Genita is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Foundever, Infosys BPM Limited, and Concentrix. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using a model integrated with Empower’s recordkeeping and administrative platforms.

Todd Lang is a CFP® professional with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent over 25 years at Wells Fargo Advisors and Wells Fargo Clearing. Lang is co-trustee for the Lang Investment Group 401(k) plan and has significant ownership in Lang Investment Group, supporting a separate financial practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm provides investment management, financial and tax planning, and a range of advisory services, utilizing a mix of in-house and third-party investment strategies with ongoing portfolio monitoring.

Gabrielle Sherry is a financial advisor at &Partners with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of advising, she serves on the Meadowglenn HOA Architecture Committee in Westminster, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and third-party managers. The firm operates as a registered investment adviser and broker-dealer with capabilities in municipal advisory and underwriting services.

Kendall Dron is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Key Investment Services, Kendall worked at KeyBank and Trustco Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Thomas Maxfield is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Northern Trust Bank and Northern Trust Securities, as well as Kovitz Investment Group Partners, Transform Wealth LLC, and TMG, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Orlan Nasol is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked with Wells Fargo International Solutions LLC in the Philippines for four years. 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, including point-in-time financial plans and optional managed account solutions.

Cole Stephenson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His background includes roles at Silicon Mountain Technologies and various positions in the hospitality industry. He has also worked with Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Corey Walter is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner. In addition to his advisory role, Walter is the owner and founder of Wealth Management by Design, LLC, and he has been involved in catering services through Epicurean Catering since 2016. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and money managers.

Angelo Harper Ribera is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab & Co., the University of Colorado: Boulder, and the Boulder Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within Schwab, utilizing proprietary research tools and asset allocation models without charging clients directly for its advisory services.

Mark Leaf is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at TIAA and various Cetera entities before joining Empower in 2025. 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. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kevin Healy is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Fidelity Investments, and T Rowe Price. He also spent time working outside the financial industry at Chaney Landscaping. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

Robert Mainz is a CFP® professional with 12 years of industry experience, currently affiliated with Schwab Wealth Advisory in Lone Tree, Colorado. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering 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 and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Nathan Jensen is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWFS Equities, Inc., Heartland Payment Systems, and Yield Solutions 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 select retail brokerage account holders. The firm’s integrated model, aligned with Empower’s recordkeeping and administrative platforms, offers point‑in‑time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Phillip Davis Jr. is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citizens Bank. 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 retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Rachel Kramarchuk is a financial advisor at CWM, LLC with a Series 65 designation and two years of industry experience. She previously worked at Carson Wealth and Colton Alexander. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of portfolio management and retirement plan services.

Krista Aliga is a CFP® professional with eight years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to this, she worked with Personal Capital Advisors Corporation from 2016 to 2023. 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 emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Derik Harrison is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. His career includes roles at Empower Financial Services, LPL Financial LLC, and Thrivent Financial. 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 clients. The firm’s services focus on long-term portfolio returns and integrate with Empower’s recordkeeping and administrative platforms.

Glenn Aldridge is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, PNC Investments, and JP Morgan Securities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and rebalancing within plan lineups selected by plan sponsors.

Dominic Tafoya Johnson is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Valorem Financial and Carson Group, as well as teaching experience at the University of Texas and high schools. Johnson is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products, and serves as a notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with model portfolios and utilizing fundamental and technical analysis alongside third-party sub-advisors and customization tools.