Jason Dohrman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked for JPMorgan Securities LLC from 2014 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

Kristin Borke is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for 16 years before joining Empower Financial Services in 2023. 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 account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leah Durkee is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. 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 select retail brokerage clients, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems.

Steven Kemp is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2023. Prior to his financial career, he held positions at Enterprise Rent-A-Car, Blackjack Pizza, and Valvoline Instant Oil Change. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Jeffery Oconnell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in operating OC Sports LLC, which owns the facilities for a health and tennis club in Greeley, Colorado. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.

Mark Stone is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Advised Assets Group, LLC since 2015. 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, annual rebalancing, and savings rates in its financial planning approach.

Alexander Alvarez is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and has worked previously with Swick & Associates, LLC, where he is a partner in a CPA firm providing accounting, tax, and payroll services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term rebalancing trades.

Joseph Whitcomb is a financial advisor at Transamerica Financial Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and is also the president and founder of Whitcomb, Selinsky, PC, a law firm where he oversees a staff of attorneys and paralegals. His prior experience includes work with Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment options.

James Schindelar is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked 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, offering services integrated with Empower’s recordkeeping and administrative platforms.

Colten Corey is a CFP® and CFA® credentialed advisor with eight years of industry experience, currently with Schwab Wealth Advisory. He has held positions across multiple Charles Schwab entities since 2017. Outside of financial advising, he works as a health and wellness representative for a medical supplies company specializing in essential oils. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering annual financial reviews, retirement planning, and tailored investment recommendations. The firm operates using standard asset allocation models and Schwab research tools, delivering advice without discretionary trading authority.

David Mauka is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Empower, Mauka worked at Charles Schwab & Co., Inc. for six years and has experience in various other roles, including positions at Amazon and Randstad. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates through point-in-time financial plans and optional managed account solutions.

Jonathan Vergara is a financial advisor at PNC Wealth Management with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Colorado Credit Union, among other firms. Outside of his advisory role, he coaches the U12 team for Colorado United Soccer Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy that uses algorithm-driven risk assessments and mutual funds or ETFs for investment implementation.

Matthew Maiers is a financial advisor at Mariner Wealth Advisors with three years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by an internal investment team and third-party managers, and it offers integrated tax, accounting, and employer financial-wellness solutions.

Arthur Isberg is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Janus Henderson Investors, Ares Wealth Management Solutions, and Covered Insurance Solutions. Outside of his advisory work, he serves as a trustee for two irrevocable life insurance trusts and operates a tax preparation service for individuals and trusts. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies supported by a dedicated Investment Consulting Group, managing approximately $49.8 billion for over 127,000 clients.

Adolphe Cyr is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience and has been with Guardian Life in various capacities since 2008. He also provides insurance consultancy services focused on estate planning and business transition cases. He currently practices at Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.

Milton Murphy is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2018, after seven years at Sammons Financial Network. Outside of his advisory work, he owns and oversees a fitness testing facility, Body Fat USA, and conducts educational seminars on succession planning for financial advisors. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting, employing both discretionary and non-discretionary arrangements that incorporate a range of analytical approaches.

Christopher Duncan is a CFP® professional with 25 years of experience in the financial services industry. He has worked at Charles Schwab & Co., Inc. since 2000 and has been with Schwab Wealth Advisory Inc. since 2012. Based in Lone Tree, CO, he holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm’s advice is delivered using Schwab’s asset allocation models and research tools, with client decisions and trading remaining non-discretionary.

Michael Hess is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at the Heartland Institute of Financial Education and Jeppesen Sanderson Inc. Outside of his advisory work, he owns ROCK BCC LLC, which is involved in coaching and consulting. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Michael Seal is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1999 and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations across various asset classes while clients retain final trading decisions.

Daniel Lanskey is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Transamerica since 2014. Outside of his advisory role, Lanskey is involved with Net Law Group Inc., where he assists clients in estate planning by helping them obtain wills and trusts. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services featuring proprietary and third-party investment models, with discretionary and non-discretionary management options.