Karen Mcgrath is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds a Series 66 designation and has worked at Gwfs Equities, Inc. since 2012. Empower Advisory Group provides financial planning and investment management services 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 integrated approach combines planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Sarah Robertson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Benjamin F. Edwards, she worked at Ovintiv Services Inc. and Crestone Peak Resources. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs and investment management services, utilizing strategies managed internally, by its advisors, and through third-party managers.

Austin Hamlett is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Cameron Kawato is a financial advisor with Principal Financial Services holding a Series 66 designation and based in Denver, CO. He has legal experience from working at several law firms and legal organizations, including Anzen Legal Group, LLC, and the Court of Appeals of Virginia. Outside of finance, he has been involved in legal practice for over five years. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third‑party money manager solutions through various advisory and promoter arrangements.

Trevor Hancock is a CFA® charterholder with 12 years at CIBC Private Wealth Management and four years of overall industry experience. He is based in Denver, CO, and works with CIBC Private Wealth Advisors, Inc. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, Relationship Managers, and governance committees to offer customized portfolio management, financial planning, and specialized strategies, distinguished by its high assets under management per advisor and involvement with investment company clients.

Robert Young is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with TIAA-CREF and TIAA since 2014. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and managed account programs for 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 both point-in-time planning and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund services.

Ike Kutter is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His career includes roles at Parkland Securities, LLC, Triad Advisors, and Triad Hybrid Solutions. Outside of advisory work, he owns Clearview Financial, LLC, which offers financial services and insurance products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides a range of advisory services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Sarah Keys is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Cardan Capital Partners, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Erik Brandt is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at High Point Financial Group, Ethos Wealth Strategies, and Noble Capital Group, among others. Outside of finance, Brandt coaches and leads fitness classes at CrossFit Cherry Creek and owns an e-commerce store specializing in office supplies. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored solutions, with a significant portion of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kenneth Perrin is a financial advisor with SPC in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Parkland Securities, LLC since 2014. Outside of advising, he is involved in fixed insurance compensation through his DBA, Financial Foundation Group. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering both discretionary and nondiscretionary investment management tailored to client needs.

Zachary Frauhiger is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses. His prior work includes roles at Empower Financial Services, Volly, Broadly, EdgeLink, Elewraps, and Enterprise Holdings. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jose Castaneda is a CFP® with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior work includes roles at Foothills Moving & Storage, LLC, and the University of Colorado, Boulder. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using Modern Portfolio Theory principles and emphasizes multi-factor tilts, tax management, and a variety of implementation options.

Tess Bosley is a financial advisor at Focus Partners Wealth, LLC in Denver, CO, holding a Series 65 credential with one year of industry experience. Her work history includes roles at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and University of Vermont. Outside of financial advisory, she has experience in the hospitality sector with positions at Spot on the Dock and BV's Grill. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management 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.

Erica Hinrichs is a financial advisor at Integrated Wealth Concepts LLC in Westminster, CO, with 13 years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 27 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach and customized portfolios that include mutual funds, ETFs, equities, and fixed income.

Jesse Melville is a financial advisor with TIAA-CREF in Westminster, CO, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has been with TIAA and TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, offering both model portfolios and customized portfolio management.

Amie Toyama is a financial advisor at Cetera Planning Partners in Denver, CO, holding the PFS™ designation. She has been in the industry since 2026 and previously worked at Watson Coon Ryan LLC and related firms for a combined nine years. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, using a diversified investment process tailored to client objectives and risk tolerance.

Todd Burnaford is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Personal Capital Advisors Corporation and Prudential Investment Management Services LLC. Outside of his advisory work, he is co-owner of a bagel shop with his spouse, assisting with administrative duties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail clients. The firm offers integrated services linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both point-in-time plans and optional managed accounts.

Aaron Leffingwell is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior work includes positions at GWFS Equities, Inc. and Icon Advisers, Inc. 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 retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. for four years before joining Mariner in 2020. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services alongside portfolio management.

Zachary Bloemen is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual in various capacities, including wealth management and investment services. He is also affiliated with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of December 2025.