Theodore Fall is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing itself from many enterprise wealth managers.

Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Luke Hanna is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Van Lam is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Elizabeth O Connor is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with The Huntington Investment Company and The Huntington National Bank since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Madeline Genita is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Foundever, Infosys BPM Limited, and Concentrix. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using a model integrated with Empower’s recordkeeping and administrative platforms.

Joseph Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. His prior roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO services to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs active and passive strategies across various asset classes.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He previously worked at Jones Barclay Boston & Company for 22 years before joining The Colony Group, LLC, where he spent nine years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies alongside specialized tools and legacy strategies.

Kendall Dron is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Key Investment Services, Kendall worked at KeyBank and Trustco Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Thomas Maxfield is a financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Northern Trust Bank and Northern Trust Securities, as well as Kovitz Investment Group Partners, Transform Wealth LLC, and TMG, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Orlan Nasol is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 designations and previously worked with Wells Fargo International Solutions LLC in the Philippines for four years. 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, including point-in-time financial plans and optional managed account solutions.

Cole Stephenson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His background includes roles at Silicon Mountain Technologies and various positions in the hospitality industry. He has also worked with Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Corey Walter is a Series 66 licensed financial advisor with 19 years of industry experience. He is currently affiliated with United Planners' Financial Services of America as a Limited Partner. In addition to his advisory role, Walter is the owner and founder of Wealth Management by Design, LLC, and he has been involved in catering services through Epicurean Catering since 2016. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, utilizing an open-architecture platform with multiple custodians and money managers.

Angelo Harper Ribera is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 credentials and two years of industry experience. His prior roles include positions at Charles Schwab & Co., the University of Colorado: Boulder, and the Boulder Country Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews while allowing clients to make final trading decisions. The firm operates as an internal advisory unit within Schwab, utilizing proprietary research tools and asset allocation models without charging clients directly for its advisory services.

Mark Leaf is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at TIAA and various Cetera entities before joining Empower in 2025. 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. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Mark Goodside is a financial advisor at Principal Financial Services in Denver, CO, with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Goodside has been with Principal Financial Services since 2016 and also operates Retirement Solutions of Colorado L.L.C., a business managing office expenses and payroll. He has experience brokering group health insurance and selling various insurance products, including fixed life and annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Kevin Healy is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Fidelity Investments, and T Rowe Price. He also spent time working outside the financial industry at Chaney Landscaping. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

Robert Mainz is a CFP® professional with 12 years of industry experience, currently affiliated with Schwab Wealth Advisory in Lone Tree, Colorado. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Nathan Jensen is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWFS Equities, Inc., Heartland Payment Systems, and Yield Solutions Group. 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 account holders. The firm’s integrated model, aligned with Empower’s recordkeeping and administrative platforms, offers point‑in‑time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.