Travis Davis is a CFP® professional with 18 years of experience in the financial industry, currently serving at Schwab Wealth Advisory Inc. since 2012 and affiliated with Charles Schwab since 2008. He is based in Lone Tree, Colorado. Beginning in 2026, Davis will participate in the City of Lone Tree Planning Commission, contributing to the review of new local development projects. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm utilizes Schwab’s asset allocation models and research tools, with final trading decisions made by clients, and does not exercise discretionary trading authority.

Danica Athanassiou is a financial advisor with Empower Advisory Group who holds a Series 66 registration and has 17 years of industry experience. She has worked at Raymond James Financial Services and its affiliates from 2010 to 2021 and has been with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Outside of financial advising, she is involved in a retail aquarium business and owns an online shop selling vintage posters and paper goods. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm’s services emphasize long‑term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

Jessica Klein is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2013. She has been affiliated with Charles Schwab since 2011. Outside her advisory role, she manages a rental property with her husband in Aurora, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and focuses on wealth management education without exercising discretionary trading authority.

Bradford Werth is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at All Pro Pavement and Delta Payments. 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 an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kirk Diefenbach is a financial advisor at Empower Advisory Group with 28 years of industry experience. His background includes 19 years at Charles Schwab and Charles Schwab Bank. He holds Series 63 and Series 65 licenses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Adam Cansler is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has been with Charles Schwab in various capacities since 2011, including his current role at Schwab Wealth Advisory since 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations. The firm uses standard asset allocation models and Schwab research tools to guide clients, with final trading decisions made by the clients themselves.

Jesse Kellar is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2019 and has a total of ten years with Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm serves clients through annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Holden Rieping is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 licenses and has previous experience at T. Rowe Price and Fidelity Investments. 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’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Schwab Wealth Advisory, Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and service in the United States Army. Outside of finance, he works as a strength and conditioning coach specializing in sports performance and weight loss for active duty military and aspiring clients. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Valerie Pate is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab in various capacities since 2018 and spent a decade at Fidelity Investments prior to that. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers comprehensive financial reviews and investment recommendations but does not exercise discretionary trading authority.

Ryan Vehar is a CFP® professional with 25 years of industry experience currently serving at Schwab Wealth Advisory Inc. since 2012. He has worked within the Charles Schwab organization since 2000. Outside of his advisory role, he serves as District Finance Committee Chair for the Boy Scouts of America Firebird District in Phoenix, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s research tools and asset allocation models, recommending investments while clients retain final trading decisions.

Phillip Lobato is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience at Radio Frequency Systems and Wfgia. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to implement its advisory services.

Robert Lucker is a CFP® professional with 27 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial planning and investment recommendations through standard Schwab asset allocation models and research tools, with client-directed trading decisions and at least annual account reviews.

Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Angella Nakigozi is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and three years of industry experience. She joined Schwab Wealth Advisory in 2025 after working at Charles Schwab since 2022. Prior to her advisory career, her background includes roles at companies such as Wonolo, Amazon, and Mam Foods LLC. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Sean Odell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Empower Retirement, Citigroup, and Key Bank. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Andrew Gordon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021, with prior roles at Charles Schwab & Co., Inc. and T. Rowe Price. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Johnson Financial Group LLC, JFG Wealth Management, Saza Wealth Partners LLC, Shine Wealth Partners, The Saza Group, and Janiczek Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and institutional investors. The firm utilizes tailored asset-allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Ryan Weeks is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. His work history includes roles at Mountain Valley Medicare of Colorado and Sword and Shield Estate Planning LLC, where he is involved in Medicare education and estate planning referrals. Prior to his advisory career, Weeks held positions at the National Renewable Energy Laboratory and several delivery service companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, offering integrated retirement services alongside investment advisory and brokerage solutions.