Matthew Hopson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has previous experience at World Financial Group, INC. In addition to his advisory role, he has worked as an Uber driver since 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, providing discretionary and non-discretionary investment program options.

Laura Saunders is a CFP® with 14 years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has prior experience with Gateway Services Group and CUSO Financial Services, L.P. since 2011. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and a dual broker-dealer/adviser structure that supports a variety of investment and lending solutions.

Adam Kucsan is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Transamerica in 2018, he worked at Scottrade and Wag Labs. Outside of his advisory role, he serves as CEO of Katies Klozet, an app development company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and portfolio oversight from Morningstar Investment Management. The firm operates at scale with a high client-to-advisor ratio and focuses on asset allocation and retirement guidance without targeting high-net-worth clients or offering standalone financial planning.

Mark Fellows is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 credential and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee and co-trustee for several family trusts and estates. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management consulting.

Glenn Vanecek is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63, Series 65, and Series 66 credentials and 14 years of industry experience. His prior work includes positions at GWFS Equities, Inc., Fidelity Brokerage Services LLC, Denver Public Schools, the University of Denver, and Cetera Advisors LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services feature an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and disciplined rebalancing.

Jared Darrington is a CFP® professional with 27 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked with Thrivent Investment Management Inc and Thrivent Financial for over two decades. Darrington holds Series 63 and Series 66 licenses and offers fixed insurance products including life, disability, annuities, and long-term care coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Darren Clerkin is a CFP® and ChFC® with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital, COUNTRY Trust Bank and its affiliates, and Transamerica. Outside of his advisory work, Clerkin teaches a nightly financial planning class as an Instructional Assistant Professor at Illinois State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and select retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Michelle Casulo is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Summit Global Investments and Transamerica, with additional experience at Wfg and CCLC UPC Child Development Center. 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, offering an integrated model tied to Empower’s recordkeeping and administrative platforms.

Ryan Kaszycki is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. His prior roles include positions at LPL Financial and Brown & Tedstrom Estate Planning, Inc. He holds the Series 66 designation and is based in Aurora, CO. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Tristan Beck is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank and KeyBank. Outside of his advisory work, he operates a video game content channel on Twitch under the business name XXSIXER. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic risk assessments and delegates portfolio implementation to approved strategists and third-party managers.

Brandon Vinton is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Charles Schwab, and Navy Federal Credit Union. 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 account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jacob Hughes is a Series 66 licensed advisor with Empower Advisory Group in Greenwood Village, Colorado, where he has worked since 2026. His career includes roles at Empower Financial Services and experience outside finance with the Big Red F Restaurant Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed accounts.

Chito Resurreccion is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations. He has been with Empower since 2025 and has prior experience in various roles outside the financial industry. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach features an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Tiffany Kobs is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior experience includes roles at Charles Schwab and Charles Schwab Bank. Outside of her advisory work, she is a business owner of Solidarity Dental Solutions, PPLC in Denver, where she is involved in bookkeeping and membership voting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Zachary Heath is a CFP® at Moneta Group Investment Advisors, LLC with two years of industry experience. He previously worked at Aveo Capital Partners and Innovest Portfolio Solutions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and concierge services. The firm uses a partner-led team approach with an open-architecture investment process and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Rian Morrissey is a CFP® with 18 years of industry experience, currently serving as a wealth manager at Kestra Advisory since 2019. He previously worked at Edward Jones and Oppenheimer Funds. Outside of advisory work, he co-owns and manages an Airbnb rental property in Tabernash, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive services including plan design, fiduciary consulting, and pooled plan solutions, supported by extensive third-party relationships and multiple management platforms.

Brendan Manna is a CFP®-certified financial advisor at Corient with nine years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and Securities Service Network, Inc. He is based in Denver, CO. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Dannie Westlake is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 65 and Series 63 licenses with nine years of industry experience. Prior to joining Mercer Global Advisors in 2026, Dannie worked at Empower Financial Services, Inc. and Empower Advisory Group from 2023 to 2026, and at Personal Capital Advisors Corporation and Personal Capital from 2016 to 2023. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and planning services. The firm employs a Modern Portfolio Theory-based investment approach using globally diversified portfolios with a variety of investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Lauren Mc Carroll is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. She has worked with Charles Schwab Investment Advisory, Inc. since 2014 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. 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 account reviews and recommends investments but does not exercise discretionary trading authority, distinguishing its operating model within the Schwab ecosystem.

Eric Samson is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2021 and Fidelity Personal and Workplace Advisors as well as Fidelity Brokerage Services LLC from 2016 to 2021. 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 integrated services combine proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with a wide reach supported by its affiliation with Empower’s recordkeeping and administrative platforms.