Kimberly Gieseler is a CFP® professional with 23 years of industry experience, currently serving as an investment advisory representative at CWM, LLC. She has held roles at multiple financial services firms, including Carson Group Partners and Cetera Wealth Services, and is a co-founder of Valorem Financial. Outside of her advisory work, she serves as Vice Chair of the Outdoor Lab Foundation, a nonprofit focused on environmental and civic education for students. CWM, LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement-plan services to a diverse client base, including individuals, families, foundations, and institutions. The firm employs discretionary management using model portfolios and integrates fundamental and technical analysis, third-party sub-advisors, and customized investment solutions.

Hakan Ibisi is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, JP Morgan Chase, Wells Fargo, and Citizens Bank. Ibisi also operates a rental property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, online discretionary model account that uses algorithm-driven risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

Robert Hainlen is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities, Great Western Bank, and First Interstate Bank. Empower Advisory Group provides financial planning and investment management services mainly to employer-sponsored retirement plan sponsors and their participants, emphasizing long-term portfolio returns and integration with Empower’s administrative platforms.

Cynthia Rosendale is a financial advisor at William Blair with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. She is based in Denver, Colorado. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm uses an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds and co-investment opportunities.

Victoria Cunningham is a financial advisor with Corient in Denver, CO, holding a Series 65 designation and seven years of industry experience. Her prior work includes five years at Segall Bryant & Hamill and eighteen years at Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that integrates in-house strategies, third-party managers, and customized asset allocation, supported by continuous portfolio monitoring and risk management tools.

Blake Lazear is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2007. He is a silent owner and CFO of a family-owned computer knit products company but is not involved in its operations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance.

Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2014. Marsh serves as a member of the board of directors for Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both model-based and customized portfolio management within a vertically integrated group that applies a fiduciary standard to its advisory services.

Matthew Casinelli is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation and Charles Schwab. Outside of his advisory role, Casinelli owns Casinelli Custom Storage, LLC, a handyman business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

John Huddleston is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Charles Schwab & Co., TD Ameritrade, Scottrade, Fidelity, and T. Rowe Price Advisory Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, focusing on asset allocation and investment selection guided by Charles Schwab’s internal research and models.

Michael Beermann is a financial advisor at CWM, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Axcent Private Capital, Aveo Capital Partners, and DMK Advisors. His career spans multiple roles in wealth management leading up to his current position. 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, and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and integrating both fundamental and technical analysis.

Brian Eller is a CFP® with nine years of industry experience and is currently with Moneta Group Investment Advisors, LLC. He previously worked at Aveo Capital Partners, FORVIS Wealth Advisors, LLC, and BKD Wealth Advisors, LLC. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and family office services through a partner-led team structure and a multi-criteria investment selection process. The firm also offers specialized services for clients with complex needs and manages proprietary multi-strategy funds.

Brian Benson is a CFP®-certified financial advisor with approximately four years of industry experience, currently with CWM, LLC. His prior experience includes roles at Carson Wealth, Cetera Advisor Networks, Charles Schwab, and Northwestern Mutual. Outside of advising, he is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement-plan and institutional services.

Ryan Heffernan is a Series 66–licensed financial advisor with 11 years of industry experience. He has worked at Empower Advisory Group since 2023 and was previously with Personal Capital Advisors Corporation from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to 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 and annual rebalancing in its financial planning approach.

James Haass is a financial advisor at Oppenheimer with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2009, following positions at Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory role, Haass serves as a director for the Frisco Sanitation District and is involved in real estate development through a family-related LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and consulting services, managing equity, balanced, and fixed-income portfolios with strategic and tactical asset allocation, and provides both discretionary and non-discretionary advisory solutions.

Cole Butler is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory in 2025. His prior experience includes roles at Huya Bioscience and First Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, delivering tailored recommendations without exercising discretionary trading authority.

Michael Mittman is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at Bank of America, Merrill Lynch, and Sanctuary Securities. He serves as a board member for GEAR, a Detroit-based charity supporting public school sports programs. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports independent advisors who employ various investment approaches and provides both discretionary and non-discretionary account management options.

Kevin Checa Huerta is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Wells Fargo Clearing, as well as Wells Fargo Bank, N.A. 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 retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Blaze Heuga is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Personal Capital and Fidelity Brokerage Services. Outside of advising, he is a partner in a home development LLC and serves on the board of Can Do MS, a nonprofit supporting people with Multiple Sclerosis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm offers integrated services through its proprietary platforms, focusing on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Porter Draper is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Charles Schwab & Co., Inc., Moloney Securities, Cetera Advisors, and RBC Capital Markets. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm employs Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Keys Tinney is a CFP® with 27 years of industry experience. He is currently with CWM, LLC and Carson Wealth, and has previously worked at Blue Sky Asset Management, Stephen A. Kohn & Associates, and Aveo Capital Partners. 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 manages discretionary accounts using model portfolios and combines fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plans, institutional services, and transparent conflict disclosures.