Kamren Tinsley is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 credential and has previous experience at Bank of America and Merrill. Outside of finance, he has worked with Easter Seals. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

John Dubler is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. from 2011 to 2019. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brittany Rice is a CFP® with seven years of industry experience, currently advising at Mercer Global Advisors Inc. Her prior roles include positions at Raymond James Financial Services and MJ Smith and Associates. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Timothy Rich is a CFA® charterholder based in Denver, Colorado, with 14 years of industry experience. He currently serves as an advisor at Corient and previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a broad client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security and fixed-income strategies with third-party managers and customized asset allocation.

Shawn Hoke is a financial advisor with Citigroup Global Markets in Denver, Colorado. He holds Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at Raymond James Financial Services for over a decade. Outside of his advisory role, he serves as a board member and treasurer for the Stanton Farms Townhomes Home Owners' Association in Littleton, Colorado. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealing and futures commission merchant activities.

Martha Awad is a CFP®, CFA®, and holds a Series 66 license with 22 years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, having joined in 2021, and previously worked at Cardan Capital Partners, LLC from 2015 to 2021. Awad serves as Advisory Board Chair for College Invest and holds board roles with the Metro State University of Denver Foundation and Rose Community Foundation, where she participates in investment oversight and strategic planning. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, using a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Jason Salter is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 65 credentials and having 19 years of industry experience. He has been with TIAA-CREF since 2006. Outside of his advisory work, Salter serves as Vice President and coach for the Green Mountain Junior Baseball Association, a community-based youth baseball organization. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Mark Morrison is a financial advisor with Citigroup Global Markets, holding a Series 66 license and seven years of industry experience. He previously worked at TIAA and the University of North Carolina at Chapel Hill. Outside of his advisory role, Morrison creates and sells his own photographs as NFTs, receiving cryptocurrency payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and arrangements.

Brett Tomlinson is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Foundations Investment Advisors LLC and has previously worked at firms including Fidelity Brokerage Services and Sagepoint Financial. Outside of his advisory role, he serves as a sales representative for annuity and life insurance products through Magellan Financial. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental, technical, and cyclical analysis, offering tailored advice through discretionary and non-discretionary arrangements and utilizing model portfolios with an asymmetric rebalancing approach.

Kerre Heath is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and 17 years of industry experience. She has previously worked with T. Rowe Price Investment Services, Inc. and currently advises through Advised Assets Group, LLC and GWFS Equities, Inc. 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 retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Joy Kaminski is a financial advisor with Lincoln Investment in Arvada, Colorado, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Lincoln Investment since 2015 and concurrently serves as Marketing Manager at The Voyager Group, a financial services and insurance firm. Kaminski also operated Finding Joy Photography from 2005 to 2022. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house investment management and uses a layered model involving third-party managers, offering both discretionary and non-discretionary services tailored to client objectives.

Reagan Blissard is a financial advisor at TIAA-CREF with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TIAA-CREF since 2018, previously working at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC. Outside of advising, he manages real estate rental properties through Bliss Management LLC. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund within a vertically integrated structure.

Drake Turner is a financial advisor at AE Wealth Management, LLC with a Series 65 credential and two years of industry experience. He previously worked at Heartland Retirement Group, where he was a licensed insurance agent involved in life and health insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs a model portfolio and direct asset management approach, utilizing a range of strategies such as direct indexing and tactical asset allocation.

Adam Wager is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with two years of industry experience. His entire work history has been with Mercer Global Advisors and includes multiple roles since 2020. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios and offers specialized programs such as Market Series and tax-managed options.

Mark Erickson is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 registrations and bringing 28 years of industry experience. He has been with TIAA-CREF since 2000. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates planning services from ongoing discretionary management, provides tailored portfolio management options, and serves as adviser to a donor-advised fund.

Alex Avila 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 firms including Fidelity Investments and E*TRADE Securities. Outside of finance, Avila is the owner of Sunny Out West Media, where he produces, writes, and publishes fiction screenplays, books, novels, and short stories. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and internal research tools.

James Kimber is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities. Outside of his advisory role, he serves as an assistant coach for high school track and field and is involved in insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both advisory and broker-dealer capabilities, with a focus on tailored asset allocation and diversified investment strategies supported by third-party asset managers.

Thomas Wolf is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Oppenheimer. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, Merrill, Citigroup Global Markets, and Wells Fargo Investments. In addition to his advisory work, he mentors business students at the University of Colorado Leeds School of Business, advising them on entering the professional world. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Charles Walsh is a CFP® with 26 years of industry experience, currently serving at Empower Advisory Group. His prior roles include positions at Adams Wealth Advisors, Thrivent Financial, GWFS Equities, Target Corporation, and TIAA-CREF. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients, delivering solutions integrated with Empower’s administrative platforms.

Joshua Chebul is a CFP® and Series 65-licensed financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Holistiplan, LLC before joining Focus Partners. Chebul is based in Denver, CO. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, multiple portfolio management tools, and access to private and registered pooled vehicles.