Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Angella Nakigozi is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and three years of industry experience. She joined Schwab Wealth Advisory in 2025 after working at Charles Schwab since 2022. Prior to her advisory career, her background includes roles at companies such as Wonolo, Amazon, and Mam Foods LLC. 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 utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sean Odell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Empower Retirement, Citigroup, and Key Bank. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Andrew Gordon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021, with prior roles at Charles Schwab & Co., Inc. and T. Rowe Price. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Johnson Financial Group LLC, JFG Wealth Management, Saza Wealth Partners LLC, Shine Wealth Partners, The Saza Group, and Janiczek Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and institutional investors. The firm utilizes tailored asset-allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Amanda Phillips De Saverio is a CFP® professional with five years of industry experience, currently serving at WealthSpire Advisors. She previously worked at Sunflower Bank from 2016 to 2020 before joining Corundum Group, Inc. in 2020. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm follows a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Ryan Weeks is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. His work history includes roles at Mountain Valley Medicare of Colorado and Sword and Shield Estate Planning LLC, where he is involved in Medicare education and estate planning referrals. Prior to his advisory career, Weeks held positions at the National Renewable Energy Laboratory and several delivery service companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, offering integrated retirement services alongside investment advisory and brokerage solutions.

Jane Bartosik is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 66 licenses and has 22 years of industry experience. Her prior roles include positions at GWFS Equities, Bank of America, and Merrill. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing.

David Romero is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Capital Inc from 2013 to 2020 and has been with Empower Retirement since 2021. Outside of his advisory role, he provides youth baseball pitching consultation and instruction as a lead instructor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Calum Hayes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Retirement, Western Wealth Management LLC, LPL Financial, Charles Schwab, and Northwestern Mutual. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services through a model closely tied to Empower’s recordkeeping and administrative platforms.

Scott Murphy is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and nine years of industry experience. He has worked with Schwab Wealth Advisory since 2019 and has experience at Charles Schwab dating back to 2017. Murphy is also involved in community activities, serving on the financial council for Ave Maria Catholic School. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority for its clients.

Alexander Cornell is a financial advisor with Schwab Wealth Advisory, Inc. based in Lone Tree, CO. He holds the Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Schwab, he worked at La Loma and has experience in the food service industry as well as five years in full-time education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm delivers advice through standard asset allocation models and Schwab research tools, with client trading decisions remaining final.

Linae Provost is a financial advisor at Empower Advisory Group with two years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at USAA and Liberty AV Solutions. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients, using an integrated model tied to Empower’s recordkeeping and administrative platforms.

Amoy Gordon is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services LLC for three years. Outside of his advisory role, Gordon owns an online book-selling business and works as a food delivery driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jennifer Renner is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc., GHP Investment Advisors, and Hendricks Financial Services. 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 tied to Empower’s recordkeeping and administrative platforms, featuring both point-in-time financial plans and optional managed account solutions.

Andrew Babb is a CFP® practitioner with eight years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, he spent six years with Northwestern Mutual in various capacities. Outside of his advisory role, Babb has experience in insurance brokerage through Streamside Wealth. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes both discretionary and non-discretionary account options, combining advisory services with broker-dealer capabilities.

Kevin Hogue is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. Prior to this, he worked at UBS Financial Services Inc. from 2015 to 2021. He holds a Series 66 license and is based in Lone Tree, Colorado. 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 planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Charlotte Jay is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including ten years at SagePoint Financial and over two decades as co-owner of Jay Financial Group. She has been with Commonwealth since 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody services.