Melissa Constant is a financial advisor with Kestra Advisory in Lakewood, Colorado. She holds Series 63 and Series 65 registrations and has 11 years of industry experience. Prior to Kestra Advisory, she was associated with Royal Alliance and Personal Benefit Financial. Outside of her advisory role, she owns a short-term rental property managed by her husband. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving clients including large institutional investors and sovereign wealth funds.

David Goodman is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Personal Capital Advisors Corporation for five years before joining Mercer Global Advisors in 2023. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax planning, and estate coordination.

Jason Shimkos is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to his current role, he worked at Fisher Investments for nine years and has experience in both financial services and the restaurant industry. Outside of finance, he is employed as a line cook at Daughter Thai Kitchen and Bar. 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 approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jeffrey Brownlee is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at Flint Hills Resources for four years. He is based in Denver, CO. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Liana Oneil is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including ALPS Distributors, RiverFront Investment Group, and Kestra Advisory. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios.

David Bromeier is a financial advisor at Farther with 25 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Farther in 2026, he worked at HFG Advisors for 11 years and was involved with the Heartland Institute of Financial Education as a consultant and instructor. He is also part owner of a consulting and business management firm, GBG Financial. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm utilizes Modern Portfolio Theory with algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools under internal controls.

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.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Carson Wealth, Pinnacle Wealth Management, and Empower Retirement. CWM, LLC is an SEC-registered investment adviser that serves a broad mix of clients including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of partner offices and over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services using discretionary model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools.

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.

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.

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Personal Capital Advisors Corporation, JP Morgan Securities LLC, Fisher Investments, and Fidelity Investments. Outside of his advisory role, he is a co-founder of Pure Pet Extracts, a pet wellness products company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated approach utilizes proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include five years at T Rowe Price and ongoing experience with Empower Financial Services since 2021. 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 select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

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.

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.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, Colorado. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including 22 years with Northwestern Mutual in various investment and wealth management roles. Moats may earn commissions from insurance companies on sales of non-investment-related insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party managers, technology tools, and structured advisory programs.