Jason Shimkos is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 65 and Series 63 credentials. In addition to his advisory role, he works 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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.

Stefan Heaton is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 credentials and has two years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and at Charles Schwab since 2023. Prior to his advisory role, he held positions at Sprouts Farmer's Market and King Soopers. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments, while clients retain final trading decisions.

David Bromeier is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently with Farther and has been associated with HFG Advisors since 2015. In addition to his advisory work, he has served as a consultant and instructor at the Heartland Institute of Financial Education. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, focusing on exchange-traded funds, mutual funds, individual equities, and fixed income.

Donna Stumpp is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, she spent eight years working with Denver Public Schools. She serves as treasurer for 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 certain retail brokerage account holders, offering integrated services tied to recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time planning service and serves a large participant base relative to its advisor headcount.

Regina Ramsey is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Walsh University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s research tools and asset allocation models to guide investment decisions without exercising discretionary trading authority.

Lisabeth Durbin is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. She holds Series 65 and Series 63 licenses and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and New York Life Insurance Company. She is also involved in insurance brokerage, working as an agent for Penn Mutual life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines broker-dealer services with investment advice and utilizes third-party asset managers in both discretionary and non-discretionary accounts.

Jason Abar is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2014. Outside of his advisory role, he is involved with Abar Investments Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while allowing clients to make final trading decisions.

Marco Ramos is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and Northwestern Mutual. He also has experience outside finance, having worked seven years in the dairy industry with Daisy Lane Dairy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Cade Hammarquist is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Corient and previously worked at M. S. Howells & Co. and Ashton Thomas Private Wealth, LLC. Outside of financial advising, Cade has experience running a miniature golf and batting cage business. Corient provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Michelle Dockter is a CFP®, ChFC®, and Series 66-registered financial advisor with 18 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2021, following nine years at Ameriprise Financial Services, Inc. Dockter serves as treasurer on the Board of Directors for the Financial Planning Association in Minneapolis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and its Private Wealth program for clients with over $20 million in net worth.

Jackson Wegner is a CFP® professional with six years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2026 and previously held roles at Moneta Group Investment Advisors, LCL, Valeo Financial Advisors, and PNC. He is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical analysis supplemented by third-party research.

Paula Smith is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has been associated with Charles Schwab since 1999. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Charles Schwab ecosystem and does not manage client accounts on a discretionary basis, leaving final trading decisions to clients.

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation, JP Morgan Securities LLC, JP Morgan Chase Bank, Fisher Investments, Strategic Advisers Inc, and Fidelity Investments. Outside of advising, he is a co-founder of Pure Pet Extracts, a company specializing in 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model delivers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

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 at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, Inc. and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers an integrated service model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Zachary Van Sant is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Schwab Wealth Advisory since 2025. Outside of finance, he has experience working in educational settings and briefly operated the Colorado Pinball Pub. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Marielle Stockdale is a financial advisor with Schwab Wealth Advisory in Highlands Ranch, CO, holding the CFA® designation along with Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab, First Command Financial Planning, and USAA Group, as well as 11 years of service in the U.S. Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers wealth management services primarily through annual reviews and investment recommendations without discretionary trading authority.

Jason Taylor is a CFP® professional with 10 years of industry experience. He has worked at EP Wealth Advisors since 2026 and previously held roles at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. He is based in Denver, CO. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, using customized model portfolios and a variety of investment strategies.