John Carrillo is a financial advisor at NewEdge Advisors in Denver, CO, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Athens Real Estate Group, among others. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, and utilizes technology and centralized due diligence to support advisor and client needs.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-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-developed UMA models and operating at scale with over 1,200 advisors.

Harrison Hodges is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Charles Schwab. Outside of his advisory role, Hodges is involved in mortgage loan origination, assisting clients with home financing through his business, Hodges Strategies LLC. 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 retail brokerage account holders. The firm’s services combine proprietary and third-party financial planning methodologies with integrated recordkeeping and administrative platforms.

Dane Winter is a financial advisor at Kestra Advisory with 11 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kestra Advisory since 2018. Winter serves on the AssetMark Field Advisory Board, which involves providing feedback on platform initiatives and participating in strategic discussions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Kate Morstad is a financial advisor with Kestra Advisory in Denver, CO, holding a Series 66 credential and 15 years of industry experience. She has worked at Kestra Advisory and affiliated entities since 2017 and previously spent eight years with Ameriprise Financial Services. Outside of advisory work, she serves as a notary and has responsibilities supporting office administration. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, employee education, and advisor-managed accounts, supporting clients such as large institutional investors and sovereign wealth funds.

Jason Timpe is a CFP® professional with 22 years of experience in the financial industry. He currently serves as a financial advisor at Schwab Wealth Advisory, where he has worked since 2020. His prior experience includes roles at Polaris Greystone Financial Group, Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, and Ameriprise. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Jacob Litzau is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and has 28 years of industry experience. He has been with TIAA and its affiliate since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both model and customized portfolio management within a fiduciary framework while also serving as adviser to a donor-advised fund.

Robert Ladislao is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA since 2005. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm operates a vertically integrated advisory model that includes customized portfolio management and acts as adviser to a donor-advised fund.

Robyn Loftin is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 designations and 21 years of industry experience. She has been with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm’s approach integrates planning and management services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients' savings rates.

John Roberts is a financial advisor with Corient, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors over the course of his career. Roberts is currently based in Denver, Colorado. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and emphasizes risk management and customized asset allocation.

Matthew Klaess is a financial advisor with AE Wealth Management, LLC in Denver, CO, holding a Series 65 credential and 13 years of industry experience. He has worked at AE Wealth Management since 2017 and has been involved with MSK Insurance Agency, LLC as an owner and agent since 2010. Klaess also facilitates access to estate planning document services for clients. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by an internal Investment Consulting Group and programs that license models or provide SMA management to other RIAs.

Robert Siegrist is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2024. Prior to joining Cerity Partners, he worked at Janiczek Wealth Management for 16 years. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP, a role for which he receives no compensation. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative investments, with a focus on customized, diversified portfolios and private market programs.

Ethan Pace is a financial advisor at Cetera Planning Partners in Denver, CO, holding the CFP® designation with 13 years of industry experience. His prior roles include positions at American Century Investments and Northwestern Mutual. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Ryan Crider is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at Charles Schwab and Empower Retirement, as well as self-employment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering programs that focus on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios provided by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Jonathan Blomquist is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc. His career also includes a long tenure at J.P. Morgan Retirement Plan Services, LLC. 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 clients. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering both point-in-time financial plans and optional managed account solutions.

Alexander Noonan is a Series 65-licensed financial advisor with six years of industry experience. He currently works at Empower Advisory Group and previously spent three years at Personal Capital Advisors Corporation and five years at RSM US LLP. 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 account holders, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms.

Samuel Jay Bayad is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Wells Fargo International Solution LLC in the Philippines and Directed Services LLC. 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 certain retail brokerage clients. The firm delivers its services through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Ayeesha Salinas is a financial advisor with PNC Wealth Management in Englewood, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available as an invitation-only employee pilot. The firm uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Kyle Shelley is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and previously worked at EdgeRock Wealth Management, Red Coaching & Consulting, Verus Global, and Freeway Ford. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other entities. The firm provides discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Bartley Corfee is a financial advisor with Ameritas Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Canvas Financial, Ameritas Life Insurance Corp, Ameritas Investment Corp, and Cetera Advisors LLC. He has also operated his own financial advisory and asset management business, Corfee & Associates, since 1993. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment approaches and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by third-party technology and sub-advisers.