Tanya Thomasson is a CFP®-certified financial advisor at Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors throughout her career. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s approach is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and regular rebalancing, implemented through a variety of investment vehicles and specialized programs.

Grady Dok is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab and Miracle Mile Advisors. 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, while clients retain final decision authority on trades.

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.

Ethan Hervol is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. He has worked at Charles Schwab since 2013 and has been with Schwab Wealth Advisory since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, Series 66, and Series 65 credentials and 23 years of industry experience. He worked at Northwestern Mutual and its affiliated entities for over two decades before joining NewEdge Advisors in 2025. Outside of his advisory work, he is the owner of a vacation home in Silverthorne, Colorado. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client and advisor needs.

Cody Staroscik is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab, Boeing, Frontier Airlines, and served six years in the U.S. Air Force. He is also involved with Crave Real Burgers, an outside business activity. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations across various asset classes. The firm uses Charles Schwab’s asset allocation models and research tools, with recommendations made by advisors but final trading decisions left to clients.

Jacob Eunice is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at several firms including Charles Schwab Investment Management, Raymond James & Associates, Stifel Nicolaus, and T Rowe Price. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm’s advisory model is distinguished by its internal structure and cost arrangement, focusing on client-directed trading decisions without discretionary management by SWAI itself.

Scott Yarberry is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

Darren La Femina is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Branden Borowiak is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Citizens Securities, Inc. Outside of his advisory work, he serves as Treasurer for the Secret Oaks Home Owners Association, managing financials and reporting for the community. 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 delivers integrated services linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Brent Clark is a CFP®-credentialed financial advisor with 29 years of industry experience. He currently works at Schwab Wealth Advisory, where he has been since 2022. Prior to that, he spent 26 years with Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a variety of asset classes. Their advice relies on standard asset allocation models and Schwab research tools, with final investment decisions made by clients.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.

Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Kyle Kersting is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2024, he worked for nine years at Janiczek Wealth Management. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP. Cerity Partners provides customized wealth management and related services to a diverse national client base, utilizing tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Brian Vance is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Axa Advisors, LLC. 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 retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he is involved in educational activities as a financial advisor at White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jan Michael Villas is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wells Fargo Clearing Services and E*TRADE Securities. 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 retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Russell is a financial advisor with Schwab Wealth Advisory Inc. He holds a Series 66 designation and has 18 years of industry experience. Russell has been with Charles Schwab and its affiliated entities since 2011, including nine years specifically with Schwab Wealth Advisory. Schwab Wealth Advisory 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, delivering advice using Schwab’s research tools and standard asset allocation models without exercising discretionary trading authority.