Heyzhielle Vie Po Quimque is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Securities, LLC and Wells Fargo EGS Philippines LLC prior to joining Empower. 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 combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Paul Sammons is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His previous roles include positions at Northern Lights Distributors, Toews Corporation, and GWFS Equities, Inc. 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’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Andrew Vanhorn is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 1994. Outside of his advisory role, he is also an owner of a condominium in Steamboat Springs, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Charles Levinson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes positions at Northwestern Mutual Investment Services and Life Insurance Company. He is also the sole member of Levinson Financial, LLC, a separate business entity he established. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios and hybrid digital advisory solutions.

Heyden Pue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and has prior experience with AutoPay and Mile High Services. Outside of his financial career, he has worked as a beer vendor for NFL games and concerts, including for the Denver Broncos' former stadium. 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 services emphasize long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

Daniel Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mariner Wealth. His prior roles include positions at Market Guard / Jenkins Wealth, Modern Millennial Wealth LLC, Schwab Private Client Investment Advisory, and Charles Schwab & Co., Inc. He also volunteers as a board member for the Colorado Financial Planning Association, focusing on career development and support for the next generation of financial planners. Mariner Wealth provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines in-house and third-party portfolio management with tax integration and operational solutions such as bill payment and financial wellness platforms.

Simon Villegas is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Robert W. Baird & Co. and Robert Half International. In addition to advisory work, he is involved as an insurance agent specializing in annuities, group benefits, and various types of insurance coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Jarret Jacobus is a CFP® and holds a Series 66 designation with 14 years of industry experience. He currently serves as a financial advisor at Schwab Wealth Advisory Inc., joining the firm in 2022 after spending a decade at Raymond James Financial Services and Chapel And Collins, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations across various asset classes while clients retain final trading decisions. The firm operates within the Schwab ecosystem and focuses on annual account reviews without discretionary trading authority.

Casey Story is a financial advisor with Empower Advisory Group and holds the Series 66 designation. Casey has been with Empower since 2025 and has prior work experience in software and media companies including Vital Software, Health Recovery Solutions, and National Cinemedia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Brendan Erne is a CFA® charterholder and holds the Series 66 designation, with 18 years of experience in the financial advisory industry. He is currently with Empower Advisory Group and has also been associated with Personal Capital Advisors. Brendan is based in Greenwood Village, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Adam Snyder is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at T Rowe Price, Risk Management and Wealth Preservation LLC, Rock Bottom Brewery, and Darden Restaurant Group. Outside of his advisory work, he also works as a contract courier for Door Dash. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivered through platforms affiliated with Empower’s recordkeeping and administrative services.

Stephanie Barres is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked at Empower Financial Services since 2020, as well as at Janus Management Holdings Corp. and Janus Distributors LLC from 2016 to 2019. 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 certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, delivering point-in-time financial plans and optional managed account solutions.

Scott Perry is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Personal Capital Advisors Corporation, Fisher Investments, and Cetera Investment Advisors LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Juan Gonzalez Villalobos is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab, Amazon, and various credit unions. Outside of his advisory role, he occasionally works as a driver for Uber and Lyft in his spare time. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while allowing clients to make final trading decisions.

Jason Dohrman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to that, he worked for JPMorgan Securities LLC from 2014 to 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an estate law firm and trust company.

Michelle Hallett is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance since 2015. Hallett also serves as a bank/trust officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple financial platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kristin Borke is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for 16 years before joining Empower Financial Services in 2023. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leah Durkee is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. 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, delivering services through an integrated platform tied to Empower’s recordkeeping and administrative systems.

Steven Kemp is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Charles Schwab since 2018 and joined Schwab Wealth Advisory in 2023. Prior to his financial career, he held positions at Enterprise Rent-A-Car, Blackjack Pizza, and Valvoline Instant Oil Change. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Jeffery Oconnell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in operating OC Sports LLC, which owns the facilities for a health and tennis club in Greeley, Colorado. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary account management.