Jessica Gerdes is a financial advisor at Empower Advisory Group with 21 years of industry experience. She has held roles at TIAA and TIAA-CREF for 13 years before joining Empower Advisory Group and Empower Financial Services in 2024. Gerdes holds a Series 66 designation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns alongside client savings rates.

John Schweitzer Jr. is a financial advisor with Eagle Strategies (New York Life) based in Denver, CO, holding Series 63 and 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he is a fiction writer. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a largely non-discretionary asset management approach.

Brett Landstrom is a financial advisor at Mercer Global Advisors Inc. based in Denver, CO. He holds the CFP® and ChFC® designations along with a Series 66 license and has 16 years of industry experience. His entire career has been with Mercer Global Advisors, except for a brief period at Icma Rc in 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private funds, supplemented by educational content and specialized client offerings.

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 66 and Series 63 credentials and has worked at firms including J.P. Morgan Securities, First Interstate Bank, and Great Western Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and rebalancing within plan lineups selected by sponsors.

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 with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 2007, including nine years at Charles Schwab Bank. Lazear is a silent owner and CFO of a family-owned computer knit products business but is not involved in its operations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models.

Gregg Marsh is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 65 and Series 63 designations and has been with TIAA-CREF since 2014. Outside of his advisory role, Marsh serves as a member of the board of directors at Jubilee Fellowship Church in Centennial, Colorado. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates within a vertically integrated group and manages donor-advised funds, applying 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 17 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Charles Schwab, TD Ameritrade Investment Management, Scottrade, Madyson Capital Management, and Fidelity Brokerage Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations, while clients retain final trading decisions; it operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

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® professional at CWM, LLC with four years of industry experience. He has held roles at Carson Wealth, Cetera Advisor Networks, Charles Schwab, Northwestern Mutual, and Balanced Financial Inc. Outside of his advisory work, he is 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 institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary model portfolios and a combination of fundamental and technical analysis supported by third-party sub-advisors and customization tools.

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 has been with Oppenheimer & Co. Inc. since 2009. Outside of his advisory role, he serves as a director for the Frisco Sanitation District and acts as a trustee for family trusts and a real estate development entity. Oppenheimer serves a diverse client base, including individuals, corporations, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies, with a distinctive combination of discretionary and non-discretionary management approaches.

Cole Butler is a CFP® professional with five years of industry experience, currently with Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2020 and joined Schwab Wealth Advisory, Inc. in 2025. Prior to this, he held roles at Huya Bioscience and First Bank, alongside periods as a student. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual reviews, retirement and financial planning, and investment recommendations primarily guided by Schwab’s asset allocation models and research tools.

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 with Empower Advisory Group, holding Series 66 and Series 63 designations and eight years of industry experience. His career includes roles at Empower Advisory Group since 2026, Empower Retirement since 2020, and Wells Fargo Clearing and Wells Fargo Bank NA from 2016 to 2020. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.