Jesse Melville is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Amie Toyama is a financial advisor at Cetera Planning Partners in Denver, CO, holding the PFS™ designation. She has been in the industry since 2026 and previously worked at Watson Coon Ryan LLC and related firms for a combined nine years. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, using a diversified investment process tailored to client objectives and risk tolerance.

Todd Burnaford is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Personal Capital Advisors Corporation, Prudential Investment Management Services, and New England Securities. Outside of his advisory role, he is co-owner of a bagel shop with his spouse and assists with administrative duties. 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 account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Aaron Leffingwell is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at GWFS Equities, Icon Advisers, and Merk Investments. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Zachary Bloemen is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 licenses. He has eight years of industry experience, with prior roles at Northwestern Mutual and Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a broker-dealer, providing integrated custody, execution, and brokerage services alongside investment advice.

Alexander Boyd is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the University of Missouri Curators Office. In addition to his advisory role, he is involved as an agent with Agia, 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 discretionary unified managed accounts using Envestnet’s platform, managing roughly $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

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.

Allen Andes is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals Inc, Valic Financial Advisors, and PNC Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors among others.

Seth Jefferies is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA-CREF since 2011. Jefferies serves as a member of the RMA Commission for the Investments and Wealth Institute, which provides strategic guidance on retirement industry trends and education initiatives. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing retirement plan relationships, as well as trusts, estates, and corporate entities. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts related to affiliated funds.

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.

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 a Series 66 designation and has worked at Empower Advisory Group since 2023. His prior experience includes seven years at Personal Capital Advisors Corporation and one year at Edward Jones. 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 clients. The firm’s integrated model leverages proprietary and third-party methodologies to deliver point-in-time financial plans and optional managed account solutions.

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.

David Shuler is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Nylife Securities LLC and New York Life Insurance Co. Outside of his advisory work, he serves as Vice Chairman of Finance for the Rocky Mountain Elk Foundation and is a board member of the USMC Memorial Foundation. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, managing the majority of its assets on a non-discretionary basis through an integrated New York Life affiliate structure.

Jonathan Swofford is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and Empower Financial Services, Inc. Wealth Enhancement Advisory Services provides financial planning and asset management services to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach combining passive and active management overseen by an internal Investment Committee.

Gregory Harris is a CFP®, ChFC®, and holds a Series 66 license, with 18 years of industry experience. He has been with Guardian Life and its affiliated entities since 2008 and currently works at Park Avenue Securities. Outside of his advisory role, he also acts as an independent contractor selling insurance products other than those offered by Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Alexander Hock is a CFA® charterholder with 10 years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at The Colony Group, LLC and Jones Barclay Boston. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs an enhanced open architecture approach that combines active and passive strategies, third-party managers, and private funds, focusing on long-term, tax- and fee-sensitive portfolio construction.

Troy Coon is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Cetera Planning Partners, he worked at Avantax Investment Services and has managed Watson Coon Ryan LLC since 2018, where he is involved in tax compliance and strategic tax consulting for individuals and businesses. He also operates a sole proprietorship offering tax consulting and planning services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning and estate services with diversified mutual fund and ETF portfolios aligned to client objectives, supported by a broader Cetera network that offers institutional-level resources and ancillary services.