Diego Rojo Arisso is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Vanguard, Merrill, TIAA-CREF, and Bank of America. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Megan Green is a CFP® professional at NewEdge Advisors with one year of industry experience. Her prior roles include two years at Abound Wealth Management and teaching experience at Lady Bird Johnson - Irving School District. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support client needs.

Kacper Miller is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining the financial services field, he worked in various roles at Tesla, Best Buy/Geek Squad, Geico, and Discount Tire. 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 account solutions.

Bernard Davis is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He spent 19 years at TIAA and TIAA-CREF before joining Empower in 2026. 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 employs an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Ryan Walsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company, as well as various positions affiliated with Colorado State University. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice and investment education services that emphasize asset allocation and retirement guidance. The firm employs proprietary software and model portfolios developed in partnership with Morningstar Investment Management to deliver personalized portfolio recommendations.

Deborah Violette is a CFP® professional with 38 years of experience in financial advising. She currently works at Empower Advisory Group and has previously been associated with firms including Personal Capital Advisors Corporation and Townsend & Associates, Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Lucas Coggswell is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 65 designation and previously worked at Personal Capital Advisors Corporation and Northern Colorado Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach integrates financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Stephen Kolaga is a CFP®, ChFC®, and Series 66 registered financial advisor with 17 years of industry experience. He has worked at Cerity Partners LLC since 2026 and previously spent 16 years at TIAA. Based in Denver, CO, Kolaga provides wealth management services through Cerity Partners. Cerity Partners offers customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Tina Rogers is a financial advisor at Moneta Group Investment Advisors, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Wealthnet Investments, LLC and Cherry Hills Community Church. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes Partner-led Teams supported by a centralized Investment Department to provide diversified, multi-asset allocations and ongoing monitoring, with a client base that includes uncommon institutional relationships such as sovereign wealth funds and banking institutions.

Michael Oh is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role at GWFS Equities, he worked at Tokyo Teriyaki and attended the University of Colorado Boulder. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as individual clients through Empower Premier IRA and retail brokerage accounts. The firm’s integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Samuel Wright is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and nine years of industry experience. He worked at T. Rowe Price from 2016 to 2021 before joining GWFS Equities, Inc., where he has been since 2021. 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 employs an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jason Kippenberger is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at Empower Financial Services, Arapahoe Motors, and Kuni Lexus of Greenwood Village. 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 clients. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Conrad Schmidt is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Personal Capital Advisors Corporation and has been with Empower since 2023. Outside of his advisory role, he serves as a board member for Women Inspiring Leaders, a nonprofit women's support group in Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping platform, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Michael Simmons is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2024. He previously worked at Transitions Wealth Management, LLC for 16 years. 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, focusing on globally diversified, risk-appropriate portfolios with strategic factor tilts and utilizes a range of investment vehicles and platforms.

Nichole Boyd is a financial advisor with Empower Advisory Group, holding Series 65 and Series 63 licenses and seven years of industry experience. Her prior roles include positions at Personal Capital Advisors Corporation, Vergent Products, AEWealth Management, Layman Lewis Financial Group, and Scottrade. Boyd has been with Empower Advisory Group since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and savings rates, delivered through an extensive platform aligned with Empower’s recordkeeping and administrative services.

Thomas Cafmeyer is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at JP Morgan Securities, LLC, and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions, focusing on long-term portfolio returns and annual rebalancing within plan sponsor-selected lineups.

Bowie Lishman is a financial advisor at Empower Advisory Group with a Series 66 designation and less than one year of industry experience. Prior to joining Empower Financial Services, Bowie held roles at The Lodge at Blue Sky, Auberge Resorts, WCF Insurance Company, Family Psychological Services, and spent ten years in education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and serves a large participant base relative to its advisor headcount.

Turner Lang is a financial advisor at Empower Advisory Group with 29 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and TIAA-CREF for 28 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Ann Milinazzo is a CFP® professional with over 31 years of industry experience. She is affiliated with Commonwealth Financial Network and serves as President and Owner of Hadad-Milinazzo Financial Group, Inc., which provides tax preparation and advisory services. Her career includes extensive experience with H.D. Vest entities and tax accounting. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a broad range of advisory programs and services, including wealth management, retirement plan consulting, and discretionary model portfolios. The firm provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Daniel Biondi is a CFA® charterholder with 10 years of industry experience, currently serving at Cresset Asset Management, LLC. His prior experience includes multiple roles at JP Morgan Private Bank from 2015 to 2021. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets across a diverse client base, including individuals, families, trusts, retirement plans, charitable organizations, and corporations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies and integrates thorough due diligence and monitoring in its portfolio management.