Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Patrick Henderson is a financial advisor at CWM, LLC with 25 years of industry experience. He holds a Series 66 designation and has held prior roles at Aveo Capital Partners and DMK Advisors. Henderson is also a partner and sole member of several private wealth and investment entities based in Englewood, Colorado. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jay Cheney is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has worked within the Charles Schwab organization since 2016. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advisors recommending allocations while clients retain final trading decisions.

Brendan Wise is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and has worked at firms including UBS Financial Services, RBC Wealth Management, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, he serves as a rink director for a hockey facility in St. Louis Park, MN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Leon Ramirez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Bellco Credit Union for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Floros is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors Corporation, LPL Financial, LLC, and Morgan Stanley. 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 retail brokerage account holders. The firm offers integrated services linked to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Stephen Bauer is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 66 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations primarily delivered through Schwab’s standard asset allocation models and research tools.

Luke Wood is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Douglas Davis is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has worked at GWFS Equities, Inc. since 2013 and Northstar Realty Securities since 2012. 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 offers an integrated service model connected to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Jacob Wilder is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2022. Prior to his current role, he was involved with The Long Drink Company and Kilroy's on Kirkwood. 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 Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Matthew Robles is a financial advisor at Empower Advisory Group with a Series 65 credential and three years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and held positions at Greater Richmond Partnership, Chik Fil A, and Kroger. 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 services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Venessa Rodriguez is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with firms including The Guardian Group and Bank of America. Outside of her advisory role, she has been involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, high-net-worth clients, and institutional entities. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Kim Richfield is a financial advisor at Empower Advisory Group with three years of industry experience. Her prior roles include positions at Fidelity Investments and nonprofit organizations such as Donor Alliance and Children’s Hospitals in Colorado and Wisconsin. Outside of advising, she engages in a small resale business based in Arvada, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable advisory services.

Bruce Miller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked with Primerica Advisors since 2008 and is also affiliated with Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Scott Schroeder is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 65 designation and has been with Empower Advisory Group since 2023, following a tenure at Personal Capital Advisors Corporation starting in 2016. 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 clients. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.

Timothy Bickley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His career has included multiple roles within the Charles Schwab organizations since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using proprietary research and standard asset allocation models to support client decision-making while not exercising discretionary trading authority.

Heather Kindoll is a Series 66 registered advisor with TLG Advisors, Inc. in Centennial, Colorado, where she has worked since 2014. She has 10 years of industry experience. 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 portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Tyler Gatlin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., Taylor Morrison Homes, Lokal Homes, and CalAtlantic Homes. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, recommending allocations without discretionary trading authority, and does not directly charge clients fees.

Jessica Benningsdorf is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Principal Securities, Inc., World Investments, Inc., AssuredPartners Investment Advisors, and GWFS Equities Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Douglas is a financial advisor at CWM, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Aveo Capital Partners, LLC and Stephen A. Kohn & Associates, Ltd. Outside of advisory roles, he is a shareholder in Colorcom, Limited Partnership and a referral agent for Sage Benefits Group, a health insurance firm. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.