Michael Maguire is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Maguire Associates of Virginia. 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 services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Seth Guenther is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding the ChFC® and Series 63 designations with 20 years of industry experience. He previously worked at OppenheimerFunds from 2011 to 2019 before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven approach with proprietary due-diligence processes and sponsoring multiple private funds and registered interval funds.

Guy Tomasky is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. 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 TIAA retirement plan relationships. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Charles Vigil Jr. is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Empower Advisory Group in 2023, he worked at Personal Capital Advisors Corporation from 2014 to 2023. 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 connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Adam Dechtman is a CFP® professional with 12 years of industry experience, currently with Hightower Advisors since 2025. His prior roles include founding Dechtman Wealth Management, LLC and positions at Securities America and John Hancock. He also operates as an independent insurance agent outside of his advisory work. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutional investors. The firm’s approach combines manager selection with multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Ryan Gappinger is a financial advisor at Farther with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at HFG Advisors since 2005. In addition to his advisory role, he is a consultant and partner at GBG Financial and engages in consulting and marketing activities through GMF LLC. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm’s investment approach follows Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Adam Werther is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with TIAA and TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division 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’s advisory model separates one-time planning services from ongoing discretionary management, using both model and customized portfolios, and acts as adviser to a donor-advised fund sponsored by Charityvest.

Kathleen Phillips is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Five Peaks Capital Group LLC and AT&T, as well as teaching at Golden High School and the University of Colorado - Denver. Outside of her advisory work, she coaches volleyball at Dakota Ridge High School and The Edge Volleyball Club and serves on the board of the Rocky Mountain Alliance Children’s Foundation. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides multiple program types tailored to client objectives, with the majority of its regulatory assets managed on a non-discretionary basis.

Matthew Baity is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at PNC Investments, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active managers, supported by an internal Investment Committee.

Samantha Harrison is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation and Merrill, as well as Bank of America. 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 clients. The firm’s approach integrates financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Laura Littman is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and New York Life entities since 2025. Outside of her advisory work, Littman is involved with Westminster Presbyterian Church, where she preaches and leads worship services several times a year. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

William Michener is a CFP® with two years of industry experience currently affiliated with CWM, LLC and Carson Wealth. He has previously worked at Wambolt & Associates, LLC and Northwestern Mutual. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools.

Jonah Caldwell is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Advised Assets Group, LLC since 2021 and Gwfs Equities, Inc. since 2015. 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 savings rates in its financial planning services and serves a large participant base through a high client-to-advisor ratio.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

John Arredondo is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates its planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Luke Jackson is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. He began his career at Beacon Pointe in 2023 and has a background in full-time education from 2014 to 2024. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across multiple asset classes, combining proprietary asset-allocation modeling with third-party independent managers.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Carson Wealth, Wambolt & Associates, and Charles Schwab, where he spent seven years across multiple divisions. 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 employs discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and access to alternative investments.

Amy Bertle is a CFP® with 12 years of industry experience, currently serving at Allworth Financial, L.P. in Denver, CO. She has worked with AW Securities and Allworth Financial since 2019 and was previously employed at Destiny Capital Corporation and Destiny Capital Securities Corporation from 2016 to 2019. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies using model allocations, third-party sub-advisers, and technology solutions, with a unique operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.