Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He spent over two decades with Northwestern Mutual and its affiliated entities before joining NewEdge Advisors. Moats is also involved in the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated insurance companies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs a combination of in-house manager selection, third-party model portfolios, and advisor discretion, supported by technology and centralized due diligence.

Branden Borowiak is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Citizens Securities, Inc. Outside of his advisory work, he serves as Treasurer for the Secret Oaks Home Owners Association, managing financials and reporting for the community. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.

Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Kyle Kersting is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2024, he worked for nine years at Janiczek Wealth Management. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP. Cerity Partners provides customized wealth management and related services to a diverse national client base, utilizing tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Brian Vance is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Axa Advisors, LLC. 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 retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he is involved in educational activities as a financial advisor at White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jan Michael Villas is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wells Fargo Clearing Services and E*TRADE Securities. 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 clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Gary Sloan is a financial advisor with Valic Financial Advisors in Lakewood, Colorado, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Valic Financial Advisors since 2001, with a brief period of unemployment from 2020 to 2021, and also holds an agent position at Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, providing discretionary managed-account programs, financial planning, and brokerage services.

Min Jung Tavella is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Arbor Capital Management Inc., MJT Inspire Growth LLC, Planterra Foods, and WhiteWave Foods/Danone North America. 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 through a large advisor network and uses a diversified investment approach combining passive and active management with quantitative and fundamental analysis.

Myra Donovan is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO. She holds a Series 63 designation and has 36 years of industry experience, including longstanding roles at New York Life Insurance Company and Nylife Securities Inc. since 1989 and 1990, respectively. In addition to her advisory work, she is active as an insurance broker appointed with outside carriers for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm emphasizes tailored solutions and primarily manages assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans, charitable organizations, and corporate entities.

Dennis Collins is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Raymond James Financial Services and his own firms, Chapel & Collins, LLC and Collins Wealth Strategies, Inc. He is also a Reserve Rear Admiral in the U.S. Navy and volunteers as a financial advisor for Advisers Give Back, a nonprofit focused on financial literacy and pro bono planning. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base that includes individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with strategic factor tilts and tax management.

George Demetrion is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has advised Assets Group LLC since 2002. Outside of finance, he owns George Demetrion Photography, specializing in event and portrait photography for nonprofit, pageant, and sporting events. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated solutions linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Spencer Brown is a CFP® professional at Empower Advisory Group with 12 years of industry experience. His prior roles include positions at LPL Financial and BOK Financial Securities, Inc. He is based in Greenwood Village, CO. 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 account holders. The firm’s services emphasize long-term portfolio returns and savings rates, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

William Baber is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding Series 65, 63, and 66 licenses with 17 years of industry experience. Prior to joining Mercer in 2025, he spent 11 years with Personal Capital Advisors Corporation and Westamerica Bank. Baber is also involved as an owner in Stone Corral Farms, an almond farming business. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, supported by a range of specialized planning and advisory capabilities.

Ashley Flynn is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 25 years of industry experience. Prior to joining D.A. Davidson in 2019, Flynn worked at Charles Schwab from 2012 to 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Patrick Forde is a financial advisor with Ameritas Advisory Services, LLC in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Folio Investments, Inc., Transamerica Capital, Inc., and Portfolio Brokerage Services, Inc. He has also been affiliated with Envestnet Asset Management, Inc. during his career. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing both discretionary and non-discretionary advisory relationships supported by an Investment Committee and third-party partners.