Mark Frank is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 10 years of industry experience. His career includes roles at Veridaas Corporation and World Financial Group, alongside his ongoing self-employed consulting work in project management, information technology, and remote sensing. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

Brian Blick is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Nicole Winings is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. Outside of advisory work, she is the sole proprietor of Soda Riot CO, a beverage distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Brian Omohundro is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory Inc. since 2020 and previously spent five years at Kasasa. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients and conducting annual account reviews.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His background includes roles at Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab, and Janus-related firms. He holds Series 63 and Series 66 licenses. Focus Partners 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 combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Adam Rogers is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Outside of his advisory work, he officiates youth and high school ice hockey games as an independent contractor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and research tools, with final trading decisions made by clients.

Heyzhielle Vie Po Quimque is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Securities, LLC and Wells Fargo EGS Philippines LLC prior to joining Empower. 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 model combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Paul Sammons is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His previous roles include positions at Northern Lights Distributors, Toews Corporation, and GWFS Equities, Inc. 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’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Andrew Vanhorn is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 1994. Outside of his advisory role, he is also an owner of a condominium in Steamboat Springs, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Charles Levinson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes positions at Northwestern Mutual Investment Services and Life Insurance Company. He is also the sole member of Levinson Financial, LLC, a separate business entity he established. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios and hybrid digital advisory solutions.

Heyden Pue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and has prior experience with AutoPay and Mile High Services. Outside of his financial career, he has worked as a beer vendor for NFL games and concerts, including for the Denver Broncos' former stadium. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

Daniel Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mariner Wealth. His prior roles include positions at Market Guard / Jenkins Wealth, Modern Millennial Wealth LLC, Schwab Private Client Investment Advisory, and Charles Schwab & Co., Inc. He also volunteers as a board member for the Colorado Financial Planning Association, focusing on career development and support for the next generation of financial planners. Mariner Wealth provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines in-house and third-party portfolio management with tax integration and operational solutions such as bill payment and financial wellness platforms.

Jarret Jacobus is a CFP® and holds a Series 66 designation with 14 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., joining the firm in 2022 after spending a decade at Raymond James Financial Services and Chapel And Collins, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations across various asset classes while clients retain final trading decisions. The firm operates within the Schwab ecosystem and focuses on annual account reviews without discretionary trading authority.

Casey Story is a financial advisor with Empower Advisory Group and holds the Series 66 designation. Casey has been with Empower since 2025 and has prior work experience in software and media companies including Vital Software, Health Recovery Solutions, and National Cinemedia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Brendan Erne is a CFA® charterholder and holds the Series 66 designation, with 18 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has also been associated with Personal Capital Advisors. Brendan is based in Greenwood Village, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Adam Snyder is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at T Rowe Price, Risk Management and Wealth Preservation LLC, Rock Bottom Brewery, and Darden Restaurant Group. Outside of his advisory work, he also works as a contract courier for Door Dash. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative services.

Stephanie Barres is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Empower Financial Services since 2020, as well as at Janus Management Holdings Corp. and Janus Distributors LLC from 2016 to 2019. 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 certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Scott Perry is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Personal Capital Advisors Corporation, Fisher Investments, and Cetera Investment Advisors LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Juan Gonzalez Villalobos is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab, Amazon, and various credit unions. Outside of his advisory role, he occasionally works as a driver for Uber and Lyft in his spare time. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while allowing clients to make final trading decisions.