Lisa Robinson is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with TIAA and TIAA-CREF since 2005. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm offers financial planning, discretionary managed account programs, and broker-dealer services, operating within a vertically integrated structure that includes advisory roles for a donor-advised fund.

Zachary Frauhiger is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Empower Financial Services, Volly, Broadly, EdgeLink, Elewraps, and Enterprise Holdings. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jose Castaneda is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work includes roles at Foothills Moving & Storage, LLC, and the University of Colorado, Boulder. 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’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory principles and emphasizes multi-factor tilts, tax management, and a variety of implementation options.

Tess Bosley is a financial advisor with Focus Partners Wealth, LLC in Denver, CO. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and the University of Vermont. Focus Partners Wealth serves a diverse range of clients, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering comprehensive investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis and integrates multiple asset strategies.

Hieu Tran is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated firms since 1999. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, providing clients with annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, delivering advice without discretionary trading authority, and operates as an internal advisory unit within the Schwab ecosystem.

Todd Burnaford is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Personal Capital Advisors Corporation and Prudential Investment Management Services LLC. Outside of his advisory work, he is co-owner of a bagel shop with his spouse, assisting with administrative duties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm offers integrated services linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time plans and optional managed accounts.

Aaron Leffingwell is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes positions at GWFS Equities, Inc. and Icon Advisers, Inc. 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 retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. from 2016 to 2020. Barkmeier is based in Highlands Ranch, CO, and holds a Series 65 license. Mariner serves a diverse range of clients including individuals, pension plans, trusts, and charitable organizations through services such as investment management, financial planning, and retirement plan consulting. The firm offers customized portfolios supported by internal research and third-party managers, along with integrated tax and accounting services and specialized employer financial wellness tools.

Zachary Bloemen is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual in various capacities from 2016 to 2022, as well as Penn Mutual Life Insurance Company since 2021. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a dual registration that supports a range of investment options and portfolio management arrangements.

Mark Wren is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and Voya Financial Advisors. He is also the owner of Third Day Business Advocates, an LLC that provides financial analysis to improve business cash flow and debt structure. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a broad range of services including investment management, financial planning, and retirement plan consulting, utilizing various program models and third-party platforms to tailor portfolios and manage client accounts.

Melvin Ventura is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Chase & Company for five years. Ventura’s work history also includes roles at Uber LLC. 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 and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Richard Acres is a CFP®-certified financial advisor at Hightower Advisors with 10 years of industry experience. He previously worked for Investment Security Group, Inc. before joining Hightower Advisors in 2021. Acres is based in Denver, CO and holds a Series 65 license. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management along with financial planning and retirement consulting.

Leonard Sanford is a financial advisor at Farther with 24 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. Sanford is also the managing member of HPCA Services Group LLC and conducts business as Harmony Private Client Advisers. He holds an insurance license and spends a small portion of his time providing limited insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses bespoke allocations or proprietary algorithmic model portfolios with automatic rebalancing.

Tuong Vy Tran is a Series 66-credentialed financial advisor with 17 years of industry experience. She is currently with Empower Advisory Group, where she has worked since 2023 following a decade at JPMorgan Securities LLC. Outside of her advisory role, she is a signer of bank accounts for Cooler By The Sea, LLC, a company that distributes seafood to restaurants, grocery stores, and individual consumers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, incorporating an integrated service model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and managed account solutions.

Kelly Paiz is a financial advisor at Empower Advisory Group with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at TD Ameritrade from 2015 to 2021. Since 2021, she has been with Empower Retirement. 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’s integrated approach ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Charlie Murphy is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked 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 certain retail brokerage clients. The firm delivers integrated services connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Madison O Rourke is a financial advisor at Schwab Wealth Advisory with four years of industry experience. She holds a Series 66 designation and has worked in various roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of her advisory career, she was involved with SDS Lacrosse LLC, supporting season ticket holder services and game day operations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem and delivers advice through standardized asset allocation models and research tools, with clients retaining final trading decisions.

Joshua Wilson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and previously worked at the University of Northern Colorado and the Granby School System. 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 an integrated service model that includes point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and annual rebalancing.

Sarah Burney is a financial advisor at Cresset Asset Management, LLC with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan for 11 years before joining Cresset in 2021. Burney serves as a foundation board member for the Denver Museum of Nature and Science. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations, and employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies along with third-party manager allocations.

Eloy Leal is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He previously worked at TIAA and TIAA-CREF for 17 years and has held various roles within the Charles Schwab organization since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.