Phillip Woodford is a financial advisor at Focus Partners Wealth, LLC with 10 years of industry experience and a Series 65 designation. His prior experience includes roles at Strategic Capital Advisors, Transform Wealth, LLC, and Kovitz Investment Group Partners, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

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.

Daniel Morris is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has worked with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, focusing on brokering non-registered insurance products. Morris is also the owner of Austin Group Investments, LLC, where he provides instructional coaching for professional advisors, and serves on the boards of two nonprofits, MindSpark Learning and Colorado Gives Foundation. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice delivered through multiple program types, with the majority of its assets managed on a non-discretionary basis.

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, including roles at Five Peaks Capital Group and NYLife Securities LLC. Outside of his advisory work, he is an investor in a manufacturing company producing speed skating wheels and volunteers to support athlete training and development. He also serves on the board of USA Roller Sports, the national governing body recognized by the US Olympic Committee. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on institutional relationships within an integrated New York Life affiliate structure.

Brian Rodriguez is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding Series 65 and Series 66 licenses with three years of industry experience. His prior roles include positions at The Colony Group, LLC, Bank of America, N.A., and Merrill. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive 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 alongside private funds and third-party managers.

David Keller is a ChFC® credentialed financial advisor with 54 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Primerica Advisors since 2008 and concurrently at Guardian Life Insurance Company. Keller serves on the board of Colorado Uplift, a nonprofit organization. Park Avenue Securities serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as securities-based lending and donor-advised funds.

Nicholas Sauro is a CFP® certificant and licensed financial advisor with eight years of industry experience. He joined Creative Planning in 2023 after five years at Merrill. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective private market exposure and tax-loss harvesting.

Johan Forsman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and 21 years of industry experience. He worked at TIAA-CREF and TIAA for 20 years before joining Empower Advisory Group and Empower Financial Services in 2026. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm offers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Geoffrey Luchetta is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He is associated with Eagle Strategies since 2014 and operates High Point Financial Group, LLC, where he brokers non-registered insurance products alongside selling New York Life products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and delivers solutions through multiple program types, with most assets managed on a non-discretionary basis within the integrated New York Life affiliate structure.

Cameron Roybal is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab, Guardian Life, Cetera Advisor Group, and several other firms. Roybal is based in Greenwood Village, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Kenneth Lang is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and 56 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 36 years. Lang serves as a FINRA arbitrator outside of his advisory role. &PARTNERS serves a diverse client base including individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and municipal advisory services through a combination of proprietary and third-party strategies.

Addison Dunbar is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors and Northern Trust. Outside of finance, he has experience working in the food service industry at Grinders Stonewall Pizza. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services.

Monica Ie Tan is a financial advisor at TIAA-CREF in Denver, CO, with 23 years of industry experience. She holds a Series 66 designation and has been with TIAA-CREF since 2006. Outside of her advisory role, Monica operates online stores selling photo prints and artwork through Shopify and Etsy. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to the TIAA Donor Advised Fund.

Lauren Culver is a CFA® charterholder and holds a Series 66 license with five years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. in Denver, CO since 2015. CIBC Private Wealth Advisors provides investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a comprehensive investment process involving an internal team, relationship managers, and governance committees to deliver customized portfolio management and coordinated Family Office services, managing approximately $67.8 billion in assets across 175 advisors.

Jessica Semones is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at TIAA-CREF since 2016. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time financial planning and ongoing portfolio management with a fiduciary standard applied to its RIA services.

Estelle Gonzalez is a Series 66 licensed advisor with seven years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, The Ameriflex Group, Sagepoint Financial, KOHLS, VOYA Financial Advisors, and Cetera Advisors. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Nicholas Blackner is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers discretionary portfolio management through model-based and customized approaches and acts as adviser to a donor-advised fund.

Clayton Faber is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of his advisory role, Clayton also works as an independent contractor for DoorDash, providing food delivery services. Empower Advisory Group offers 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 utilizes an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Angelo Giron is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Empower Advisory Group in 2023, he worked at Personal Capital Advisors Corporation from 2017 to 2023 and was employed at Furniture Row from 2013 to 2017. 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 and emphasizes long-term portfolio returns and clients’ savings rates in its planning methodologies.

Mackenzie Azzam is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Empower Financial Services, inc, Mackenzie worked at The Medical Center of Aurora and has a background that includes roles in healthcare and education. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, integrating its services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.