Kevin Healy is a CFP® certificant with five years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab & Co., Fidelity Investments, and T Rowe Price. He also spent time working outside the financial industry at Chaney Landscaping. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients fees directly.

Robert Mainz is a CFP® professional with 12 years of industry experience, currently affiliated with Schwab Wealth Advisory in Lone Tree, Colorado. His career includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many enterprise wealth managers.

Nathan Jensen is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at GWFS Equities, Inc., Heartland Payment Systems, and Yield Solutions 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 select retail brokerage account holders. The firm’s integrated model, aligned with Empower’s recordkeeping and administrative platforms, offers point‑in‑time financial plans and optional managed account solutions within plan lineups chosen by plan sponsors.

Phillip Davis Jr. is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Rachel Kramarchuk is a financial advisor at CWM, LLC with a Series 65 designation and two years of industry experience. She previously worked at Carson Wealth and Colton Alexander. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of portfolio management and retirement plan services.

Andrew Schaad is a financial advisor with Transamerica Financial Advisors in Englewood, Colorado, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Schaad Consulting, a corporate consulting service focused on business planning and analysis. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Krista Aliga is a CFP® professional with eight years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to this, she worked with Personal Capital Advisors Corporation from 2016 to 2023. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Derik Harrison is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. His career includes roles at Empower Financial Services, LPL Financial LLC, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s services focus on long-term portfolio returns and integrate with Empower’s recordkeeping and administrative platforms.

Glenn Aldridge is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, PNC Investments, and JP Morgan Securities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and rebalancing within plan lineups selected by plan sponsors.

Dominic Tafoya Johnson is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Valorem Financial and Carson Group, as well as teaching experience at the University of Texas and high schools. Johnson is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products, and serves as a notary. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with model portfolios and utilizing fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Greydon Turner is a financial advisor with Principal Financial Services holding a Series 66 credential and two years of industry experience. His work history includes roles at Martin-Darley Independent Brokers, Principal Securities, and Principal Life Insurance Co. Outside of his advisory work, he serves on alumni boards for Beta Upsilon and Pi Kappa Alpha, focusing on health and safety and membership engagement respectively. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Mark Frank is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 10 years of industry experience. His career includes roles at Veridaas Corporation and World Financial Group, alongside his ongoing self-employed consulting work in project management, information technology, and remote sensing. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

Brian Blick is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Nicole Winings is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. Outside of advisory work, she is the sole proprietor of Soda Riot CO, a beverage distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Brian Omohundro is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory Inc. since 2020 and previously spent five years at Kasasa. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients and conducting annual account reviews.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His background includes roles at Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab, and Janus-related firms. He holds Series 63 and Series 66 licenses. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Adam Rogers is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Outside of his advisory work, he officiates youth and high school ice hockey games as an independent contractor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and research tools, with final trading decisions made by clients.

Parker Applegate is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and based in Denver, CO. He began his advisory career in 2025 and previously worked in various roles including at Colorado State University and Sierra Trading Post. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple asset classes, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Robert Ryan is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial and operated his own firm, Ryan Financial, Inc. He serves as a trustee for a family trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, and institutions, offering a range of financial planning, asset management, and retirement consulting services through a large network of advisors.