Neill Turner is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, where he has worked since 2014 and 2010, respectively. Outside of advising, Turner teaches a weekly yoga class, co-creates financial advisor-related podcasts, and serves as a board member of the Colorado Entrepreneur Organization Chapter. Park Avenue Securities serves a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple platforms.

Thomas Green is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Osaic Institutions, Inc. He has held roles at Bellco Credit Union and CUSO Financial Services, Inc., among others. Outside of his advisory work, he is a co-owner of an Orangetheory Fitness franchise. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets.

Andranik Khachatryan is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Wells Fargo Bank, Northwestern Mutual, Charles Schwab, and Chase Bank. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a digital discretionary model account pilot available to select employees. The firm utilizes approved investment strategies managed internally or by third parties and executes portfolios with mutual funds and ETFs, emphasizing algorithm-driven risk assessment and annual rebalancing.

Scott Van Tonningen is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses. He has five years of industry experience, including nine years at T. Rowe Price and over two years with Empower Retirement prior to joining Empower Advisory Group. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeremiah Forrest is a CFP® with eight years of industry experience, currently advising at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab, along with service in the US Army Reserve from 2009 to 2018. 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 services utilize an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Cassandra Anderson is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding CFP® and CFA® designations and Series 63 and 65 licenses. She has 23 years of industry experience, including 14 years at Valic Financial Advisors and a current role at Agia involving non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with discretionary portfolio management.

Kristopher Yates is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, U.S. Bank, and BBVA. 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 services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Daniel Atkin is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Advised Assets Group Inc. He serves as a board member and coaching coordinator for the Cherry Creek Little League. 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 administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Kenneth Tillman is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Carnick & Kubik, and Valued Investment Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analyses alongside specialized tools and strategies.

Jeffrey M Iller is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. His prior experience includes roles at Cardan Capital Partners, LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic allocation and incorporates quantitative and fundamental research overseen by an internal Investment Committee.

Traci Bryson is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird for nine years. Bryson is based in Denver, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process focused on asset allocation and manager due diligence.

Eric Zemp is a financial advisor at Osaic Institutions, Inc. holding a Series 66 designation. He has one year of industry experience, having joined Osaic Institutions in 2025. Prior to his current role, he worked in various positions across multiple industries including automotive, retail, and coding education. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive use of third-party promoters and co-advisory arrangements.

David Jay is a financial advisor with Commonwealth Financial Network based in Littleton, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Sagepoint Advisors, Inc. for 10 years. He is also co-owner and executive vice president of Jay Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to advisors who deliver client advice under Commonwealth’s supervision.

Jonathan Lore is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther and has previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Outside of his advisory work, he is the managing member of Apex Pattern Group, LLC, a consulting firm focused on management, strategic planning, and technology-driven educational initiatives. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory implemented via bespoke allocations and proprietary algorithmic model portfolios, emphasizing periodic rebalancing and diversified asset allocation.

Bradley Beyer is a financial advisor at Corient with the CFP® designation and Series 65 license, holding four years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. He participates as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team approach that combines in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, along with affiliated private fund capabilities.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.

Rafe Kinder is a CFP® professional with Moneta Group Investment Advisors, LLC in Denver, CO. He joined Moneta in 2022 and has prior experience working at Black Pepper Pho and in educational roles at the University of Colorado - Boulder and Valor Christian High School. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a Partner-led Team model supported by a centralized Investment Department and provides diversified, multi-asset allocation strategies along with specialized services for unique client segments.

Bruce Kendrick is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hightower since 2020, following four years at Frontier Investment Management Co. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Bradley Steffen is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously 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, along with Empower Premier IRA and retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns and annual rebalancing within an integrated platform tied to Empower’s recordkeeping and administrative services.

Jaclyn Marshall is a financial advisor at Farther with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Farther, she worked at Modern Capital Group LLC and Regiment Securities. She is also the founder of J Blue Production, an independent communications consultancy focused on strategic communications. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach uses Modern Portfolio Theory, proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and individual securities.