Donna Stumpp is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Empower, she worked at Denver Public Schools for eight years. Outside of her advisory role, she serves as Treasurer of the Broomfield Bird Club, a community birding organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail clients. The firm’s approach emphasizes long-term portfolio returns and integrates closely with its affiliated entities for recordkeeping and investment services.

Regina Ramsey is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and six years of industry experience. Her prior roles include positions at Charles Schwab Bank, SSB, Charles Schwab & Co., Inc., and Walsh University. She is based in Lone Tree, Colorado. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes guidance on asset allocation and investment selection, relying on standardized asset-allocation models and internal research tools, with tailored recommendations based on client goals and risk tolerance.

Lisabeth Durbin is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at New York Life Insurance Co. She is also involved in insurance brokerage as an agent, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.

Jason Abar is a CFP® professional with 24 years of industry experience, currently serving with Schwab Wealth Advisory Inc., where he has worked since 2014. His prior experience includes roles at Reilly Financial Advisors, Curian Capital, LLC, and Mass Mutual Investor Services. He is also involved with Abar Investments Inc. outside of his advisory role. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm focuses on personalized recommendations aligned with clients’ goals and risk tolerance, executing trades only with client authorization.

Marco Ramos is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab, and Northwestern Mutual among other firms. Prior to his financial services career, Ramos had experience in diverse roles including at Arrow Electronics and Daisy Lane Dairy. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standard asset-allocation models and internal research tools. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Cade Hammarquist is a CFP® professional at Corient with four years of industry experience. He previously worked at M. S. HOWELLS & Co., Ashton Thomas Private Wealth, Wells Fargo Clearing, and Charles Schwab. Outside of advisory roles, he has experience as an insurance agent. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Michelle Dockter is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. She currently works at D.A. Davidson & Co., where she has been since 2021, following nine years at Ameriprise Financial Services, Inc. She serves on the Board of Directors of the Financial Planning Association as Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jackson Wegner is a CFP® professional with seven years of experience in financial advising. He has worked at Sequoia Financial Group since 2026 and previously held roles at Moneta Group Investment Advisors, Valeo Financial Advisors, and PNC. Jackson is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions, utilizing various investment vehicles and research methods overseen by an Investment Policy Committee.

Paula Smith is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked with Charles Schwab since 1999 and has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third parties or affiliates.

Daniel Hamilton is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 13 years of industry experience. His prior work includes roles at Personal Capital Advisors Corporation, JP Morgan Securities LLC, Fisher Investments, and Fidelity Investments. Outside of finance, he is a co-founder of Pure Pet Extracts, a company focused on pet wellness products. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies to produce long-term focused financial plans, delivered through platforms closely aligned with Empower’s recordkeeping and administrative services.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Andrew Eldridge is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at T Rowe Price for five years before joining GWFS Equities, Inc., where he has been employed for five years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Zachary Van Sant is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has previous experience at Charles Schwab & Co., Inc. Outside of his advisory role, he has rented out driveway and yard space. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on proprietary asset allocation models and internal research tools.

Marielle Stockdale is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab, First Command Financial Planning, Inc., and USAA Group. She also served in the U.S. Army for eleven years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, focusing on tailored recommendations without exercising discretionary trading authority.

Jason Taylor is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. He holds Series 63 and Series 66 licenses. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios and combines fundamental, technical, and cyclical analysis, along with alternative investment strategies and third-party manager oversight.

Tanya Thomasson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has spent her entire advisory career at Mercer Global Advisors, working at the firm since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Grady Dok is a financial advisor at Schwab Wealth Advisory with Series 66 credentials and two years of industry experience. His prior roles include positions at Charles Schwab and Miracle Mile Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools.

Stephanie Canales is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Investments and Zillow Group. 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 model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Ethan Hervol is a Certified Financial Planner® at Schwab Wealth Advisory with 12 years of industry experience. He has been with Charles Schwab and its affiliated advisory firms since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s recommendations are based on proprietary Schwab asset-allocation models and research tools, with a focus on client goals and risk tolerance.