Adam Dandis is a CFP® and Series 63 licensed advisor with two years of industry experience. He is currently affiliated with CWM, LLC and Carson Wealth. His prior experience includes roles at DMK Advisor Group Inc, Aveo Capital Partners, Fidelity Investments, and other firms across financial services and retail sectors. 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 discretionary portfolio management utilizing model portfolios overseen by an in-house Investment Committee, and provides financial planning, sub-advisory services, and retirement-plan solutions.

Michael Hefty is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds a Series 66 designation and has worked at Personal Capital Advisors Corporation since 2015 and at Empower Advisory Group since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through proprietary and third-party methodologies that focus on long-term portfolio returns and annual rebalancing.

Cameron Berry is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His work history includes roles at Transamerica Financial Advisors since 2017, along with prior experience at Net Law, Instacart, Lyft, G2 Security, and WFGIA. He is involved in referring clients for estate planning services through Net Law. Transamerica Financial Advisors serves a diverse client base with advisory and broker-dealer services, offering proprietary and third-party model portfolios, fee-based wrap programs, and commission-based insurance and brokerage products.

Connor Gianoli is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Lone Tree, CO, having one year of industry experience. His recent work history includes roles at Charles Schwab and Chipotle Mexican Grill. No additional outside activities are noted. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm offers annual financial reviews, investment recommendations, and wealth management education, with a structure integrated within the Schwab ecosystem.

Darwin Dekruif is a CFP® with 28 years of experience in the financial services industry. He has worked with Kestra Advisory since 2016 and holds long-term roles at Kestra Investment Services, Partners Securities, and DK Advisors Group. Dekruif also serves as president of Dickinson, De Kruif & Hess, P.C., a CPA firm, and is a board member of nonprofit organizations including Roundup Fellowship, Inc. and JESUS ON COLFAX. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors and maintains extensive third-party relationships to support a diverse range of investment solutions.

Marc Friedman is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Princeton Fund Advisors and Investment Security Group. He serves on the Investment Committee of the Puksta Foundation, a Colorado-based nonprofit that provides college scholarships. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers across a range of asset types and strategies.

Sasha Walters is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Empower in 2019, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of her advisory role, Walters owns and serves as executive designer of Designed Life Co., providing design consultation for interior and exterior organization projects. 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 clients. The firm delivers integrated services through Empower’s platforms, emphasizing long-term portfolio returns and client savings rates within curated plan lineups.

Brian Fox is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Schwab Wealth Advisory since 2018 and previously spent 17 years at TIAA. Outside of his advisory work, he serves as a soccer referee in Colorado, acting as the final authority on match decisions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice based on standardized asset allocation models and Schwab research tools.

Ollie Kirkpatrick is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1999, including Schwab Private Client Investment Advisory from 2012 to 2022 and Schwab Wealth Advisory since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab's research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Cathryn Sandborn is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 certifications and three years of industry experience. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and various positions outside financial services including education work with the Government of Spain and community involvement with The Leukemia & Lymphoma Society. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations using Schwab’s asset allocation models and research tools. Their advisory services are delivered within the Schwab ecosystem, with clients retaining final trading decisions.

Deanna Lewis is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 and 66 licenses, and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, Merrill, Bank of America, and Curi RMB Capital. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charitable organizations, and corporations with a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, offering discretionary and non-discretionary program options.

Daniel Brascetta is a CFP® professional with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lord and Richards, AE Wealth Management, SHJ Wealth Advisors, Pathway Advisors Group, and Charles Schwab. Outside of financial advising, he owns and operates Vantage Fitness, LLC, a personal training business based in Aurora, CO. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Gregory Perkin is a CFP® with 27 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1998. Outside of his financial advisory role, he is also active as a freelance musician. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary research tools and standard asset allocation models while leaving final trading decisions to clients.

Lindsey Kemsley is a financial advisor at Prime Capital Financial with four years of industry experience. She holds a Series 65 designation and has worked previously at Advisor Success Consulting, Buck Wealth Strategies, TownSquare Capital, and Oxford Wealth. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm uses various investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Kristy Lash is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her career includes multiple roles at Key Investment Services spanning from 2015 to the present, as well as a position at Equity Services Inc and prior experience at Keybank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client-directed model selection with ongoing monitoring and due diligence, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Seth Brunsvold is a CFA® charterholder with 16 years of experience in the financial services industry. He is currently with Empower Advisory Group and previously worked at Charles Schwab and Edward Jones. 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.

Courtney Nix is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower Advisory Group, Courtney worked at Empower Retirement and has a background that includes experience at Whiting-Turner and 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 to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Tony Parkin is a financial advisor at Cerity Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DeVoe & Company. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Porras Gonzalez is a Series 66 licensed financial advisor at Empower Advisory Group with six years of industry experience. She previously worked at TIAA-CREF from 2018 to 2025 before joining Empower in 2026. 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 certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

William Childs is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab and its affiliated entities since 2006. 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 across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools, with final trading decisions made by clients.