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.

Dean Lewis is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously founded and led Lewis Wealth Management, LLC for 15 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and tax-managed strategies.

Huntor Rainwater is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones, GWFS Equities, and Advised Assets Group. Prior to his advisory career, he was employed at the University of Northern Colorado and Heritage Todd Creek Golf Club. 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 clients. The firm’s services combine proprietary and third-party planning methodologies with integration into Empower’s recordkeeping and administrative platforms.

Joseph Almon is a CFA® charterholder with 17 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2023 after a long tenure at Fidelity Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering investment recommendations and financial planning through a standardized model within the Schwab ecosystem.

Sara Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and also has roles with Strategy Design LLC and Netlaw Group, where she acts as a referral agent for estate planning services. Outside of advising, she is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models and offers a mix of discretionary and non-discretionary program options.

David Schwendtner is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and Rock Solid Wealth Management. Outside of advising, he participates in the Dave Ramsey SmartVestor Pro program and serves as an independent insurance agent offering various insurance products. He is also a part-time caregiver for his son, who has special medical needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a large network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Wayne Bellinger Jr. is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Bellco Credit Union and CUSO Financial Services, Lp. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, providing access to alternative investments, lending, and cash-management solutions.

Alyson Williamson is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior work includes roles at GWFS Equities, Inc. and O'Meara Ford. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing rather than short-term forecasts.

William Smith is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc., and previously held positions outside finance including at McDonald Automotive Group and the University of Colorado at Boulder. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and is compensated by Charles Schwab & Co. rather than directly by clients.

Nathan Kubik is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Kovitz Investment Group Partners, LLC and Transform Wealth, LLC (formerly Carnick & Kubik Group, LLC). Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, and more. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of fundamental and quantitative analysis, third-party managers, and alternative strategies.

Kelly Van Winkle is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2012. She has been associated with Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers recommendations across various asset classes using Schwab’s research tools and standard asset allocation models, with advice integrated into the broader Schwab ecosystem.

Levi Wedel is a CFP® with nine years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. He previously worked at Miller Retirement Group and Advisors Excel, LLC. In addition to his advisory role, he helps manage the finances and operations of a real estate holding LLC. AE Wealth Management provides fee‑based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supported by a platform that serves over 127,000 clients through 444 advisors.

Keith Jones is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at Empower since 2023, following seven years at Personal Capital Advisors Corporation. 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, offering both point-in-time financial plans and optional managed account solutions.

David Mcleod is a Series 65 credentialed financial advisor with 24 years of industry experience. He has been with Great West Life & Ann/Aag since 2007. He is currently with Empower Advisory Group, a firm that 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 clients. Empower’s services integrate proprietary and third-party financial planning methodologies with recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates.

Kyle Ohnstad is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a mix of model and customized portfolio management within a fiduciary framework.

Peter Lastoskie is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Empower, he worked at Axiom Law and Amesite. 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, delivering services through integrated recordkeeping and administrative platforms.

Bryce Rodgers is a financial advisor at Empower Advisory Group in Greenwood Village, CO, with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Financial Services in 2026, Rodgers worked at TIAA and Financial One and also has a background with Colorado Mesa University and The Perfect Workout. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s services emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

John Kelley is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He serves as a trustee for Parents Trust outside of his advisory activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients using a range of proprietary and third-party investment advisory programs.

Vance Rusley is a CFP® professional with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to that, he worked at Personal Capital Advisors from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s approach focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within an integrated model tied to Empower’s administrative platforms.

Michael Castillo is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at U.S. Bancorp Investments and Fidelity Investments. Castillo is based in Denver, Colorado. 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-directed investment decisions supported by ongoing monitoring and due diligence of third-party products.