Jonathan Adams is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Carson Wealth, Aveo Capital, and Jack Clancy and Associates, as well as a lengthy tenure with South Metro Fire Rescue. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Lawrence Nimbach is a CFA® charterholder with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Denver, CO. He has worked with Momentum Capital Group LLC and New York Life-affiliated entities since 2017, focusing on selling New York Life products and brokering non-registered insurance products. Nimbach operates Momentum Capital Group LLC as a DBA for these activities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Parker Duke is a financial advisor at Independent Financial Partners with one year of industry experience. He holds a Series 66 designation and has worked at firms including IFP Securities, Moneta, and Wilde Wealth Management. Outside of his advisory role, he is involved with Grok Wealth. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a diverse client base and offers both individualized investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting services.

Brendan Thompson is a financial advisor with Wealth Enhancement Advisory Services, LLC in Denver, CO. He holds a Series 66 designation and has five years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at TIAA and has held various roles including at Definitive Healthcare LLC and in mobile catering and sports instruction. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active management with oversight from an internal Investment Committee.

Sandra Perkin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 1996 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools, delivering advice without discretionary trading authority.

Madeline Van Alstine is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds a Series 66 designation and has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2021, following prior roles with Investment Center Advisor Group and LPL Financial. Before her financial industry career, she was involved with Dottys Dumpling Dowry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and offers annual financial reviews and investment recommendations without exercising discretionary trading authority.

William Baird is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Denver, CO. His prior roles include positions at Ameriprise Financial Services, Charles Schwab Bank, and Charles Schwab & Co. Inc. before joining Huntington. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, offering multiple wrap-fee programs through the Envestnet MAS platform.

Brandon Frank is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo bank and Wells Fargo Clearing prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Single is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has previously worked at Edward Jones and concurrently operates at PRISM Financial Strategies, LLC. Outside of his advisory roles, Mr. Single has experience as a petroleum geologist involved in royalty and working interests. Integrated Wealth Concepts LLC serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Jeffery Favati is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63, 65, and 66 licenses and five years of industry experience. Prior to joining Empower Retirement in 2020, he worked at AV8 Group, Astrodyne International, CT Aerospace, and C&L Aerospace. Outside of advisory work, he occasionally works as a bartender for catering events. 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 employs an integrated approach tied to Empower’s recordkeeping and administrative platforms, offering single point-in-time financial plans and optional managed account solutions.

Tyler Schall is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent in Tennessee. His prior experience includes roles at Star Wealth Advisors, UWC Wealth Management, and CoreCap Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Liliana Zwart is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 credential and has worked at TIAA-CREF since 2021, with prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she volunteers on the finance committee of the Montessori Academy of Colorado, a nonprofit educational institution. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to donor-advised funds within a vertically integrated structure.

John Ranieri III is a financial advisor at Key Investment Services LLC with a Series 66 designation. He has one year of industry experience and previously worked at UBS and MVision Private Equity Advisers. He completed his education at the University of Colorado Boulder. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection supported by financial professionals’ recommendations and provides access to third-party discretionary managers along with ongoing oversight and reporting.

Christopher Grimes is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding the CFP® designation and Series 63 license, and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2013 and previously spent nine years at Five Peaks Capital Group LLC. Outside of his advisory work, he is involved in insurance brokering with various carriers. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services primarily through a large network of affiliated advisors. The firm emphasizes customized solutions across multiple program types and manages the majority of its assets on a non-discretionary basis.

Kate Cihon is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameritas Investment Corp and Ameritas Life Insurance Corp since 2012 and co-founded the Kilgore Cihon Advisor Group, where she serves as Vice President. Cihon is also Vice President of Randy R. Kilgore & Company and serves as President Elect of the Colorado chapter of the National Association of Insurance and Financial Advisors (NAIFA). Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a combination of model portfolios, third-party sub-advisers, and custom strategies.

John Dalton is a CFP® and CFA® professional with 22 years of experience in financial advising. He has worked at Provident Capital Management, Inc. since 1993 and held positions at Aveo Capital Partners and Carson Wealth before joining CWM, LLC. Outside of his advisory work, he provides tax return preparation services as a CPA for 5 to 10 hours monthly, separate from trading hours. 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 offers portfolio management, financial planning, sub-advisory services, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Mercedez Duong is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her career includes roles at Charles Schwab & Co., Inc., Evensky & Katz / Foldes Wealth Management, and Kennedy Financial Services. Prior to her advisory roles, she spent several years in education at Texas Tech University and Odessa College. 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 primarily through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without exercising discretionary trading authority.

Abhiram Killamsetty is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations. He has less than one year of industry experience and previously worked at several firms including Costa Norte & Co and Florida Financial Advisors. Outside of advisory roles, he has experience with Salus Digital LLC and has held academic positions at the University of Colorado Boulder. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers integrated planning and managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Thomas Stefaniak is a CFP®-designated financial advisor with 38 years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Denver, CO, and has previously worked at Pinnacle Wealth Management and LPL Financial. In addition to his advisory role, he is an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach using third-party platforms and sponsors proprietary investment vehicles, serving as an operating general partner for multiple private funds.

Robert Einspahr is a financial advisor at Empower Advisory Group with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and annual rebalancing, delivering services that align closely with Empower’s recordkeeping and administrative platforms.