Roger Reynolds is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Foundation For Financial Education and Federal Financial Group, LLC. Outside of his advisory role, Reynolds serves as a chapter director for a nonprofit focused on financial education and facilitates access to estate planning document services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm’s platform combines model portfolio solutions, discretionary asset management, and financial planning services, supporting a high client load per advisor through a range of internal and third-party managed investment models.

Grace Kelly is a Certified Financial Planner (CFP®) with 10 years of industry experience. She is currently with Schwab Wealth Advisory Inc. and has previously worked at First Oak Wealth Management LLC and Charles Schwab & Co., Inc. Grace holds the Series 66 and Series 63 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering services such as annual 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 and does not charge clients directly for its advisory services.

Alexander Perry is a financial advisor with PNC Wealth Management in Littleton, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Alpha Capital Family Office, Fidelity Brokerage Services, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Eric Swanson is a CFP® with 22 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has held roles within Charles Schwab & Co., Inc. since 2017 and has prior experience at Key Bank, Uber, Lyft, and TIAA-CREF. Outside of his advisory work, Swanson volunteers with a nonprofit organization that supports youth dance programs by assisting at fundraising events. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations through Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on non-discretionary advice and collaborating with affiliated money managers for discretionary portfolio management.

Dylan Burke is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Goldman Sachs & Co, Prince Perelson, and Transform Wealth LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Jack Kauss is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Schwab Wealth Advisory since 2020 and has worked at Charles Schwab & Co., Inc. since 2017, following a prior role at US Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering services including financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Isabella Muturi Sauve is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, and TIAA-CREF. Outside of her advisory role, she is involved in healthcare services as a care provider for her mother. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations while clients retain final trading decisions.

David Harper II is a financial advisor with Brookstone Capital Management LLC in Castle Rock, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Regal Investment Advisors, LLC since 2016 and has been associated with Cornerstone Financial Consultants since 1997, which is the name he uses for marketing. Outside of advisory work, he is a licensed insurance agent and sells insurance and annuity products. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm delivers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with back-office and turnkey asset management platform services.

Jacob Garcia is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Schwab Wealth Advisory, Garcia has worked at Charles Schwab & Co., Inc. and has diverse experience across several industries including behavioral health and food service. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm serves individual clients using standard Schwab asset allocation models and research tools, offering investment recommendations without exercising discretionary trading authority.

Rhett Belcher is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 16 years of industry experience. He has been with TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides access to affiliated services such as TIAA Trust and donor-advised funds.

Martin Holt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has held roles at GWFS Equities, J.P. Morgan Securities, JPMORGAN Chase Bank, Scottrade Investment Management, and TD Ameritrade Services. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Eric Chodkowski is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation and Santander 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 IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Jennifer Smith is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2017 and previously spent 11 years at Merrill. She holds Series 63 and Series 65 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, offering services such as annual financial reviews, retirement and planning discussions, 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 act as a discretionary portfolio manager.

Nolan Schultz is a CFP® professional with eight years of industry experience, currently serving as an Associate Wealth Advisor at CWM, LLC. He has held roles at Carson Wealth, Cetera Advisor Networks, and Charles Schwab, among others. Outside of advisory work, he is also an insurance agent specializing in life, health, and accident coverage. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, typically managing discretionary accounts using model portfolios guided by an internal Investment Committee and combining various analytical and customization tools.

Lauren Richardson is a CFP® with eight years of industry experience, currently serving as an advisor at Kestra Advisory. She has held advisory roles at Kestra Advisory Services and Kestra Investment Services, among other positions, since 2017. Outside of her advisory work, she is involved with PROPLANCO MANAGEMENT LLC, focusing on insurance client management, and manages a real estate property in Denver. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors such as sovereign wealth funds.

Matthew Berens is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at TIAA-CREF Individual and Institutional Services and Firstbank. His career also includes roles outside finance, such as employment with Jefferson County Public Schools and Pizza Hut. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients through integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base with a relatively high client-to-advisor ratio.

Scott Watson is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds a Series 66 designation and has worked at Schwab Wealth Advisory since 2020, with prior experience at Charles Schwab & Co., Townsend, and Waddell & Reed. 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 across a range of securities. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Aaron Mclachlan is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Householder Group Estate & Retirement Specialists, Wells Fargo, and Fidelity Brokerage Services. Outside of his advisory role, he is involved with ECA Marketing and participates in educational activities through White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Jerilyn Suster is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience working with Jeffco Public Schools and various community organizations. She serves as volunteer treasurer for the Rendezvous Buckhorn Home Owners Association. 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 focuses on long-term portfolio returns and client savings rates, delivering both financial plans and optional managed account solutions.

Darrin Wohlk is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, he worked at Fidelity Investments and UPS, among other positions. 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 client savings rates in its financial planning approach.