Bradley Beyer is a financial advisor at Corient with the CFP® designation and Series 65 license, holding four years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. He participates as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team approach that combines in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, along with affiliated private fund capabilities.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.

Rafe Kinder is a CFP® professional with Moneta Group Investment Advisors, LLC in Denver, CO. He joined Moneta in 2022 and has prior experience working at Black Pepper Pho and in educational roles at the University of Colorado - Boulder and Valor Christian High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Bruce Kendrick is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower since 2020, following four years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Bradley Steffen is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously 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, along with Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated platform tied to Empower’s recordkeeping and administrative services.

Jaclyn Marshall is a financial advisor at Farther with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Farther, she worked at Modern Capital Group LLC and Regiment Securities. She is also the founder of J Blue Production, an independent communications consultancy focused on strategic communications. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.

Dean Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously founded and led Lewis Wealth Management, LLC for 15 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and tax-managed strategies.

Huntor Rainwater is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, GWFS Equities, and Advised Assets Group. Prior to his advisory career, he was employed at the University of Northern Colorado and Heritage Todd Creek Golf Club. 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 clients. The firm’s services combine proprietary and third-party planning methodologies with integration into Empower’s recordkeeping and administrative platforms.

David Schwendtner is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and Rock Solid Wealth Management. Outside of advising, he participates in the Dave Ramsey SmartVestor Pro program and serves as an independent insurance agent offering various insurance products. He is also a part-time caregiver for his son, who has special medical needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Wayne Bellinger Jr. is a financial advisor with OSAIC Institutions, Inc., holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has worked at Bellco Credit Union since 2012 and was previously with CUSO Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with significant discretionary and non-discretionary assets under management.

Alyson Williamson is a financial advisor at Empower Advisory Group with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes positions at GWFS Equities, Inc. and O'Meara Ford. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Keith Jones is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at Empower since 2023, following seven years at Personal Capital Advisors Corporation. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

David Mcleod is a Series 65 credentialed financial advisor with 24 years of industry experience. He has been with Great West Life & Ann/Aag since 2007. He is currently with Empower Advisory Group, a firm that 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 clients. Empower’s services integrate proprietary and third-party financial planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Axiom Law and Amesite. 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, delivering services through integrated recordkeeping and administrative platforms.

Bryce Rodgers is a financial advisor at Empower Advisory Group in Greenwood Village, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Financial Services in 2026, Rodgers worked at TIAA and Financial One and also has a background with Colorado Mesa University and The Perfect Workout. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Samantha Martinez is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, previously working at T. Rowe Price from 2017 to 2021. Prior to her finance career, she held management roles in the restaurant industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory model from many other enterprise wealth managers.

Vance Rusley is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to that, he worked at Personal Capital Advisors 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 to IRA and retail brokerage clients. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated model tied to Empower’s administrative platforms.

Jill Ruckle is a financial advisor with Kestra Advisory who holds the Series 66 and Series 63 designations and has 15 years of industry experience. She has worked at Kestra Advisory since 2025 and previously held roles at Kestra Investment Services, Royal Alliance Associates, and Rountree & Associates. Outside of her advisory work, she is involved as a securities manager at Personal Benefit Advisory, Inc., where she serves as the primary point of contact for advisors providing financial services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients such as sovereign wealth funds and providing access to multiple management platforms and third-party solutions.

Michael Castillo is a financial advisor with Key Investment Services LLC in Denver, CO. He holds Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Fidelity, Northern Trust Securities, and Banc of America Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed account solutions. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.