Jeremiah Forrest is a CFP® with eight years of industry experience, currently advising at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab, along with service in the US Army Reserve from 2009 to 2018. 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 select retail brokerage clients. The firm’s services utilize an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Cassandra Anderson is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding CFP® and CFA® designations and Series 63 and 65 licenses. She has 23 years of industry experience, including 14 years at Valic Financial Advisors and a current role at Agia involving non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with discretionary portfolio management.

Kristopher Yates is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, U.S. Bank, and BBVA. 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, focusing on long-term portfolio returns and annual rebalancing.

Daniel Atkin is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and Advised Assets Group Inc. He serves as a board member and coaching coordinator for the Cherry Creek Little League. 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 integrates its services with Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Casey Zeringue is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and ten years of industry experience. His career includes roles at Schwab Wealth Advisory since 2026, TD Ameritrade from 2021 to 2024, and Charles Schwab Bank between 2017 and 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Matthew Blake is a financial advisor at Mariner with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Moss Adams Wealth Advisors, First Western Trust Financial, Centric Investment Group, Wambolt & Associates, and My Portfolio Guide, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by an internal investment team and combines in-house research with third-party managers and alternative investment strategies.

Kenneth Tillman is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), Carnick & Kubik, and Valued Investment Partners. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, employing both fundamental and quantitative analyses alongside specialized tools and strategies.

Jeffrey M Iller is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group since 2021. His prior experience includes roles at Cardan Capital Partners, LLC, Bank of America, N.A., and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic allocation and incorporates quantitative and fundamental research overseen by an internal Investment Committee.

Michael Abbott is a financial advisor at Schwab Wealth Advisory, Inc. with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations that utilize Schwab’s proprietary research and asset allocation models.

Wayne Bellinger III is a financial advisor at OSAIC Institutions, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bellco Credit Union and Cuso Financial Services, LP. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer structure with both discretionary and non-discretionary accounts.

Jason Price is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Wells Fargo Advisors and Schwab Private Client Investment Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools without discretionary trading authority.

Traci Bryson is a financial advisor at Moneta Group Investment Advisors, LLC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Robert W. Baird for nine years. Bryson is based in Denver, Colorado. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm employs a Partner-led Team structure with a centralized Investments Department and an open-architecture selection process focused on asset allocation and manager due diligence.

Mark Gaylord is a ChFC® credentialed financial advisor with 45 years of industry experience, currently affiliated with Transamerica Financial Advisors. He has served on the board of 1311 York Street, an Alcoholics Anonymous organization, since 2022. Gaylord also operates The Gaylord Group, a tax planning S-corporation formed for personal tax purposes. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and platform sub-advisors, supported by a large advisor network and multiple program platforms.

Eric Zemp is a financial advisor at Osaic Institutions, Inc. holding a Series 66 designation. He has one year of industry experience, having joined Osaic Institutions in 2025. Prior to his current role, he worked in various positions across multiple industries including automotive, retail, and coding education. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and extensive use of third-party promoters and co-advisory arrangements.

David Jay is a financial advisor with Commonwealth Financial Network based in Littleton, Colorado. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Prior to joining Commonwealth in 2019, he worked at Sagepoint Advisors, Inc. for 10 years. He is also co-owner and executive vice president of Jay Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to advisors who deliver client advice under Commonwealth’s supervision.

Bryan Kriet is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1993. Outside of his advisory role, he coaches athletes in freestyle (mogul) skiing competitions at the Winter Park Competition Center. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual reviews and offers personalized investment recommendations while clients retain final trading decisions.

Jonathan Lore is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Farther and has previously worked at Personal Capital Advisors Corporation and Empower Advisory Group. Outside of his advisory work, he is the managing member of Apex Pattern Group, LLC, a consulting firm focused on management, strategic planning, and technology-driven educational initiatives. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach uses Modern Portfolio Theory implemented via bespoke allocations and proprietary algorithmic model portfolios, emphasizing periodic rebalancing and diversified asset allocation.

Michael Roush is a financial advisor at Wealth Enhancement Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors LLC, Cetera, Foresters Financial Services, and Prudential. Outside of his advisory work, he operated Michael Roush Photography from 2016 to 2024 and was involved with Rous Squared LLC DBA Rev'Pod from 2017 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active managers with quantitative and fundamental research.

Bradley Beyer is a financial advisor at Corient with the CFP® designation and Series 65 license, holding four years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and CIPW Service Company, LLC. He participates as a mentor providing financial education and budgeting assistance to young adults through 3rd Decade. Corient offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team approach that combines in-house strategies with third-party managers, continuous portfolio monitoring, and risk management tools, along with affiliated private fund capabilities.

Gabrielle Mollick is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has been with Mercer Global Advisors since 2018. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach with diversified portfolios implemented through a range of vehicles including low-cost ETFs, separate account managers, and private funds, complemented by educational programming and integrated service lines.