Julia Curry is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has worked previously at firms including LPL Financial, Bloom Wealth Advisors, and Cetera Advisor Networks. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment strategy using a combination of fundamental and quantitative analysis and offers a broad range of wealth management, fiduciary, and advisory services.

Kelly Traczek is a financial advisor at Empower Advisory Group with three years of industry experience. She holds a Series 66 designation and has worked at Empower Advisory Group since 2026, with prior experience at T. Rowe Price. Outside of her advisory role, she operates a small clothing business selling LuLaRoe through online and occasional in-person events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups established by plan sponsors.

Maeve Lehman is a CFP® and holds a Series 65 license with seven years of experience in the financial services industry. She has worked primarily at Mercer Global Advisors Inc. since 2018, with brief prior roles at Charles Schwab and J Crew. 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 employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of implementation options and affiliated services.

Scott Braun is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior roles include positions at GWFS Equities, PRUCO Securities, The Prudential Insurance Company of America, NYLIFE Securities, New York Life Insurance Company, MML Investors Services, and MassMutual. 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 select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Orth is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Empower, he worked at Gwfs Equities Inc, BMJ & J LLC, and Masterdrive Inc. Orth serves as a board member for The Avenue Lofts Condominiums HOA. 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’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Edward Bennett is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He previously worked at Caldara, Wunder & Associates for 14 years and has been associated with The Leaders Group Inc since 2022. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Warren Mann is a financial advisor with TLG Advisors, Inc. in Littleton, Colorado, holding a Series 66 designation and 12 years of industry experience. He has worked at The Leaders Group Inc since 2016 and is also involved with Fermaentra LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Mara Otley is a financial advisor at Independent Financial Partners with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors and SCOTTRADE. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients using a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Amy Shroff is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including M. S. Howells & Co., PRISM Financial Strategies, and Bank of the West. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and managing approximately $23.5 billion in assets under management.

Michael Beaulieu is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He has worked at Beacon Pointe since 2022 and previously spent five years at The Retirement Planning Specialists, LLC, as well as a year at T. Rowe Price. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines internally developed asset-allocation models with third-party independent managers, employing both active and passive strategies across multiple asset classes.

John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior roles include positions at The Colony Group, LLC; Winterscheidt and Widegren, LLC; Buckingham Asset Management, LLC; Winterscheidt & Autterson, LLP; and Win Wealth Management, Inc. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, family office services, retirement plan fiduciary services, tax and business management, and sub‑advisory solutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture with a blend of fundamental and quantitative analysis and third-party managers, and it maintains an extensive network of affiliated service companies and product relationships.

Carson Wirges is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining Principal Securities and Principal Life Insurance. Outside of his advisory role, he plays guitar and occasionally performs live or teaches lessons, and he is a licensed Notary Public in Colorado. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, 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 under various advisory and promoter arrangements.

Matthew Morehead is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds a Series 65 designation and has held prior roles at Janiczek Wealth Management and Carlson Capital Management. He is based in Denver, CO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Shannon Sassman is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Prudential Investment Management Services and TRANSAMERICA Retirement Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Carol Eddy is a CFP® with 28 years of industry experience, currently serving at Money Concepts Capital Corp since 1997. She is the owner and president of Nixon Financial Planning, Inc., a non-investment related business. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and portfolio strategies.

Stephen Webb is a financial advisor at GWN Securities Inc. in Aurora, CO, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining GWN Securities in 2017, he worked at World Capital Brokerage, Inc. from 2010 to 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and investment strategies.

Sean Curley is a CFP® with 27 years of experience in financial advising. He has been with Beacon Pointe Advisors, LLC since 2022 and previously worked for The Retirement Planning Specialists, LLC for 20 years. Based in Denver, CO, he holds Series 63 and Series 65 licenses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to implement client strategies across various asset classes.

Jeffrey Faunce is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following three years at BCM Wealth Management. Based in Denver, CO, he provides advisory services to a diverse client base. Oppenheimer serves individuals, corporations, pension plans, charitable organizations, and retirement fiduciaries, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Mark Thompson is a financial advisor at SPC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2004. Thompson is also the owner of Wealth Partners, Inc. and Wealth Partners Insurance Inc., through which he provides financial services and sells non-variable life insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm combines discretionary and nondiscretionary management approaches and maintains affiliations with broker-dealers and insurance agencies to offer a broad service platform.

Ruben Rosas is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, JPMorgan Chase, and US Bank. Outside of finance, he is the owner of Rosas Electric LLC, an electrical contracting business based in Denver. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio program offered as an invitation-only pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.