Derek Moore is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and is also associated with Five Peaks Capital Group LLC. Outside of his advisory work, he is an investor in Alpine Media Technology, a company developing digital advertising technology for ski chair lifts and gondolas in North America. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm employs multiple program types with an emphasis on tailoring recommendations to client goals, managing a substantial asset base primarily on a non-discretionary basis and operating within an integrated New York Life affiliate structure.

John Swailes II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing four years of industry experience. Prior to joining Hornor, Townsend & Kent in 2026, he worked at Northwestern Mutual Wealth Management Company from 2022 to 2026. Outside of finance, he operated Steady Hands Limited, a painting business, from 2016 to 2020. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities and employs a platform that includes third-party asset managers, providing both discretionary and non-discretionary account options.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Brandon Borcic is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles at GWFS Equities, Inc. and Core Staff. 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 emphasizes long‑term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Ryan Milinazzo is a financial advisor with Commonwealth Financial Network based in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at HD Vest Investment Services and Andarko Petroleum Corporation. Outside of advisory services, he provides tax preparation as a CPA through Hadad-Milinazzo Financial Group, Inc. Commonwealth Financial Network serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios using internal models or third-party platforms.

Patric Mclaughlin is a CFA® charterholder with 27 years of industry experience, currently serving at D.A. Davidson & Co. in Denver, Colorado, where he has worked since 2007. He holds a passive partnership interest in Bigelow Asset Management, LLC, from which he receives distributions but is not actively involved. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stephen Bogosian is a financial advisor at CWM, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Carson Wealth, Beacon Capital Management, Swan Global Investments, Northern Lights Distributors, Athenainvest Advisors, and Assetmark. 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 employs discretionary portfolio management using model portfolios, combines fundamental and technical analysis with third-party sub-advisors, and offers a range of retirement-plan services.

Ivan Kostadinov is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at KeyBank, Empower Financial Services, and Allied Universal Security, and has a background that includes eight years at BestBuy. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and 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.

Keith Morrow Jr. is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 designations and previously worked at GWFS Equities, Inc. and Dickinson Fleet Services. Outside of his advisory role, he is involved in refereeing sports programs in Denver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Ilario Kane is a financial advisor at Empower Advisory Group with the Series 66 designation and less than one year of industry experience. Prior to joining Empower, he has held various roles across multiple industries, including positions at Power Home Remodeling and Alpine Modern Cafe. 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.

Erin Hadary is a CFP® and holds a Series 66 license, with 13 years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2019, following roles at Dunston Financial Group and ELH Consulting Services. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with Partner-led Teams supported by a centralized Investment Department, focusing on diversified, multi-asset allocations and tailored client plans.

Amanda Reynolds is a financial advisor with Integrity Alliance, LLC in Denver, Colorado. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Integrity Alliance, she worked briefly at BFC Planning, Inc. and Securities Management & Research, Inc., and she has been associated with Huff and Associates Inc. for over two decades. Outside of her advisory role, she owns and manages Honey B's Macaron, a bakery business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and consulting services using a variety of investment approaches and platforms.

David Manley Jr. is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at Summit Financial Strategies, Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance Company. He is also involved in insurance brokering through his ownership of Summit Financial Strategies, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions via multiple program types and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and individual investors.

Andrew Perry is a financial advisor with Foundations Investment Advisors LLC in Denver, CO, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at EdgeRock Wealth Management, Personal Capital Advisors Corporation, and Denali. He is also involved in fixed insurance and annuity sales as an insurance agent. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach.

Oksana Doncila is a Certified Financial Planner (CFP®) with 21 years of industry experience. She currently works at Empower Advisory Group and previously held roles at Personal Capital Advisors Corporation and Wells Fargo. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach includes point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

Benjamin Sia is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Great-West Investments and Putnam Investments. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

William Carron is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Charles Schwab, Waddell & Reed, and OppenheimerFunds Distributor, Inc. 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’s approach emphasizes integrated services linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Carolyn Meske is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2010. Prior to that, she was with AllianceBernstein L.P. and Neuberger Berman BD 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 including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Ethan Smith is a financial advisor with Key Investment Services LLC holding a Series 66 designation and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Ethan is also involved as a member and manager of DONATI LLC, a company managing rental property. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider platform and emphasizes non-discretionary model portfolios with ancillary insurance offerings and integration with KeyCorp affiliates.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.