Jonathan Blomquist is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 designations and has 22 years of industry experience. His prior work includes positions at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and 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, 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 and offers both point-in-time financial plans and optional managed account solutions.

Alexander Noonan is a financial advisor with Empower Advisory Group, holding a Series 65 designation and six years of industry experience. He has previously worked at Personal Capital Advisors Corporation and 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 Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Samuel Jay Bayad is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at Wells Fargo Internation Solution LLC-Philippines and Directed Services LLC, as well as Cognizant Technology Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with IRA and select retail brokerage clients. The firm operates through a large integrated platform linking financial advice to Empower’s recordkeeping and administrative services.

Ayeesha Salinas is a financial advisor at PNC Wealth Management with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes approved model strategies managed internally or by third parties, with investments executed via mutual funds and ETFs and rebalancing conducted annually.

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.

James Bagnato is a financial advisor at Mercer Global Advisors Inc. in Denver, CO. He holds a Series 65 designation and has one year of industry experience. Prior to joining Mercer, he worked at Charter Communications for sixteen years. 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, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Caleb Wedgle is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds the Series 63 and Series 66 registrations and has worked primarily within the Charles Schwab organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning discussions, 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, differentiating its approach from many enterprise wealth managers.

Fred Surganty is a financial advisor at SPC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab Bank and Charles Schwab for eight years. Surganty operates his financial services practice under the name Capitol Peak Financial, LLC. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporations. The firm supports a large network of advisors and delivers tailored, discretionary investment advice through multiple program platforms.

Cynthia Egger is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 27 years of industry experience. She has worked with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. Their services focus on long-term portfolio returns and include both point-in-time financial plans and optional managed account solutions.

Kevin Ziegler is a CFP® professional with five years of industry experience. He is currently with Schwab Wealth Advisory, Inc., where he has worked since 2022, and has prior experience at Wells Fargo Bank. In 2019, he took a year to travel extensively in Southeast Asia. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Phillip Woodford is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. He has 10 years of industry experience, with prior roles at Strategic Capital Advisors, Transform Wealth, LLC, and Kovitz Investment Group Partners, LLC. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering investment management, financial counseling, and a wide range of wealth services. The firm uses a long-term, tax- and fee-sensitive investment approach with a combination of fundamental and quantitative analysis, alternative investments, and extensive affiliated service companies and product relationships.

Tanya Elling is a CFP®-credentialed financial advisor with seven years of industry experience. She is currently with Schwab Wealth Advisory and has worked at Charles Schwab & Co., Inc. since 2020. Her prior experience includes roles at KMS Financial Services, BCA Financial Services, and Fisher Investments. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with advisors recommending allocations while clients make final trading decisions.

James Werner is a financial advisor at Mercer Global Advisors Inc. in New York, NY, holding a Series 65 designation with seven years of industry experience. He has been with Mercer Global Advisors since 2018. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a variety of implementation options and public content programs.

Nicole Kinnamon is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 designations and has worked across several roles within Charles Schwab and affiliated entities since 2020. Prior to her financial services career, she was involved with Speakeasy Tattoo Industries, LLC for six years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations, utilizing Schwab’s research tools and asset allocation models while leaving final trading decisions to clients.

Matthew Martin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes 24 years at TIAA and TIAA-CREF prior to joining Schwab Wealth Advisory in 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering guidance through standard asset allocation models and Schwab research tools. The firm structures its advisory services as an internal unit within Charles Schwab and does not charge clients directly for its services.

Jeffrey Klein is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2016. Prior to entering the financial sector, he worked for the Colorado Department of Education from 2013 to 2016. Outside of his advisory role, he serves as an on-ice official for USA Hockey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual financial reviews and offers investment recommendations across various asset classes while leaving final trading decisions to clients.

Leslie Morgan is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Before joining Schwab in 2021, Leslie worked for 15 years at TIAA and TIAA-CREF. Outside of finance, Leslie is involved in backyard beekeeping and occasionally sells excess honey. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s research tools and standard asset allocation models. The firm delivers advice through periodic reviews while clients retain final trading decisions.

Michael Machado is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Janus Management Holdings Corp, AlphaSense, and ModernIR. He has been with Charles Schwab and Schwab Wealth Advisory since 2019. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, utilizing standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Hunter Baumgartner is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 designations and three years of industry experience. He previously worked at the Credit Union of Denver and has a background outside finance, including six years at Virgilio's Pizzeria & Wine Bar. Schwab Wealth Advisory, Inc. 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 does not directly charge clients fees; it also distinguishes itself by lacking discretionary trading authority and by its affiliation with a registered futures commission merchant.

Christopher Springer is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 66 and Series 63 licenses and has three years of industry experience. He has worked with firms including Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory role, Springer is involved in athlete development as a volunteer with Inline to Ice, serves on the board of USA Roller Sports, and is an investor in a manufacturing company producing speed skating products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and plan sponsors. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.