Alejandro Lopez Lule is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Advised Assets Group, LLC since 2016 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, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time planning model and serves a large participant base relative to its adviser headcount.

Dillion Galdi is a financial advisor at Key Investment Services LLC in Denver, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at KeyBank NA, PFS Investments Inc., Primerica Financial Services, and Gpac. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Carlos Diaz Montoya is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. He has been associated with Beacon Pointe Advisors since 2024 and is also an agent at Beacon Pointe Insurance Services, LLC, where he is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors offers wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Sean Gray is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. He has worked previously at SPC, Parkland Securities, and Kaplan, Inc. Outside of his advisory role, he volunteers as a rock climbing instructor and serves as a firearms instructor in Colorado Springs. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and disciplined savings strategies.

Michael Whiteman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at T. Rowe Price, USAA Financial Planning Services, and GWFS Equities. 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 clients. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Samuel Henderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Life Insurance Company, Financial Engines Advisors L.L.C., and Fidelity Brokerage Services LLC. Henderson is based in Glendale, Colorado. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers models ranging from point-in-time financial planning to ongoing portfolio management under a fiduciary standard.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

William Hanson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work history includes roles at GWFS Equities, Inc., Vander Haag's Inc, Steffen Furniture, and Southwest Minnesota State University. Empower Advisory Group provides financial planning and investment management services 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 offerings include point-in-time financial plans and optional managed account solutions, with services integrated through Empower’s recordkeeping and administrative platforms.

Ericka Islas is a Series 65-licensed financial advisor with EP Wealth Advisors in Denver, CO. She has been with EP Wealth Advisors since 2022 and has prior work experience in the healthcare sector. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, employing a mix of fundamental, technical, and cyclical analysis in its portfolio management.

Joseph Dumas is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Charles Schwab. Outside of his advisory roles, he has been involved in rental services since 2017. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning services.

Mark Delucia is a financial advisor with Goldman Sachs Wealth Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining Goldman Sachs in 2018, he worked for The AYCO Company, L.P./Mercer Allied from 2011 to 2018. He serves on the advisory board of Jewish Vocational Services, a nonprofit focused on employment skills development for young adults. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, institutions, and corporate participants. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored wealth solutions integrated across its broader financial services network.

Tamara Ristau is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with TIAA-CREF since 2012. 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 working with clients connected through TIAA-administered employer retirement plans. The firm also acts as adviser to the TIAA Donor Advised Fund and uses a fiduciary model that separates point-in-time planning from ongoing managed account services.

Jacob Miller is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he spent nine years at SolTerra Engineering, where he was a 50% owner, and served on the boards of two nonprofit organizations related to construction and materials certification. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Alan Gappinger is a financial advisor at Farther with 24 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Farther, he worked 18 years at Heartland Institute and has been affiliated with HFG Advisors since 2001. Outside of his advisory role, he is involved as a consultant and partner with GBG Financial and Financial Literacy Network, LLC, which supports a nonprofit organization, and serves as a consultant and instructor with the Heartland Institute of Financial Education. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary models and algorithmic rebalancing, with investments that include ETFs, mutual funds, equities, fixed income, and independent managers.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.

Colton Marschik is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, he worked at Lockheed Martin, Ring Central, and Whole Foods Market, and has a background that includes full-time education and student government involvement. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Hugo Gandarilla is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and 14 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014 and has been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2011. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and retail brokerage account holders. The firm offers a financial planning service focused on long-term portfolio returns and annual rebalancing, integrated with Empower’s recordkeeping and administrative platforms.

Sinee O'Brien is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Chase Securities LLC and JP Morgan Chase Bank. 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and clients’ savings rates.

Matthew Palumbo is a financial advisor with Empower Advisory Group based in Greenwood Village, CO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at GWFS Equities, Advised Assets Group, AEWealth Management, Madison Avenue Securities, and Edward Jones. 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.