Samuel Choi is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Key Investment Services LLC, Fidelity Investments, Wells Fargo, and TIAA-CREF. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm employs algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

James Robertson is a financial advisor with Schwab Wealth Advisory and holds the Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Charles Schwab & Co., Inc. since 2016 and Schwab Wealth Advisory Inc since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations while leaving final trading decisions to clients.

David Hughes is a financial advisor with Eagle Strategies (New York Life) based in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, including long-term tenure with New York Life and its affiliated entities. He serves as a board member of Colorado CollegeInvest, an advisory position related to investment activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm delivers tailored advice through various program types, emphasizing fiduciary responsibilities and managing a majority of its assets on a non-discretionary basis within an integrated New York Life structure.

James Mcdermott is a financial advisor at Empower Advisory Group with 24 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Empower Financial Services since 2014, joining Empower Advisory Group 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. The firm operates through an integrated model linked to Empower’s recordkeeping and administrative platforms, delivering financial plans focused on long-term portfolio returns and offering optional managed account solutions.

Miles Matheson is a financial advisor at Mesirow Financial Investment Management, Inc. with eight years of industry experience. Prior to joining Mesirow in 2017, he worked for Northern Trust Hedge Fund Services from 2014 to 2017. He holds a Series 66 designation. Mesirow Financial Investment Management, Inc.’s Wealth Management division serves private individuals, pension and profit-sharing plans, government entities, charitable organizations, and institutional clients. The firm provides discretionary and non-discretionary investment management, financial planning, and access to both third-party managers and proprietary private investment products.

Stephanie L Her is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. since 2017. Prior to that, she was with M.J. Smith & Associates for one year. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations and annual financial reviews without exercising discretionary trading authority. The firm operates as an internal advisory unit within the Schwab ecosystem and serves primarily individual clients through standardized asset allocation models and Schwab research tools.

Ami Beck is a financial advisor with Schwab Wealth Advisory Inc. based in Lone Tree, CO. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc. and Charles Schwab Bank, as well as Raytheon. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investment allocations and conducts at least annual account reviews without exercising discretionary trading authority.

Chi Duong is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Chi operated businesses in the nail care industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

Sherri Gilligan is a financial advisor at Farther with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Harmony Private Client Advisers and Denver PWM, LLC since 2015. She also serves as an assistant compliance officer on a limited consulting basis and holds an insurance license to sell limited insurance products. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory, using bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Alexander Ellingboe is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 designations and 11 years of industry experience. He has previously worked with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Outside of advising, he owns a rental property in Denver. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations aligned with Schwab’s standard asset allocation models and research tools.

Andrea Collins is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously with GWFS Equities, Inc., and Transamerica Capital Inc. 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’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and client savings rates.

Brent Stevens is a financial advisor with TIAA-CREF in Glendale, CO, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has been with TIAA-CREF since 2007. Outside of his advisory role, he is involved in managing rental properties and has ownership in an LLC established for short-term rental income through Airbnb. TIAA-CREF’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often servicing clients linked to TIAA-administered employer retirement plans. The firm separates planning services from ongoing portfolio management and serves as advisor to a donor-advised fund, using a mix of model and customized portfolios under a fiduciary standard.

Douglas Miller is a financial advisor at TIAA-CREF with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Regions Bank from 2015 to 2017 before joining TIAA-CREF in 2017. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs and operates as investment adviser to the TIAA Donor Advised Fund.

Erin Mac Laren is a financial advisor at Empower Advisory Group with five years of industry experience. She holds a Series 66 designation and has worked at Empower Financial Services and T. Rowe Price. Prior to her roles in finance, she was employed at Two Men And A Truck and Asset Campus Housing. 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 account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Kevin Christensen is a financial advisor with Principal Financial Services in Denver, CO, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at Principal Life Insurance Company, Waddell & Reed, Inc., and The Standard Insurance Company. Outside of his advisory work, he serves as Membership Committee Chair for the local NAIFA chapter and is a High Councilor for the Church of Jesus Christ of Latter-day Saints. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Brandon Williams is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked previously at T. Rowe Price and Financial Action, Inc. Outside of his advisory role, he owns Williams Real Estate, Inc. and provides home care services as a certified nursing assistant. Empower Advisory Group delivers 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 clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Melony Harris is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. She holds Series 65 and Series 63 designations and has worked with Avantax firms for over two decades prior to joining Commonwealth in 2020. In addition to her advisory work, she owns Harris Tax & Wealth Management, PC, which provides tax preparation, payroll processing, and accounting services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their individual and institutional clients. The firm offers a broad adviser-support platform including managed account programs, access to third-party asset managers, and custody/clearing services.

Kenneth Middleton is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, JPMorgan Chase Bank, and Fidelity Investments. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities, offering a range of wrap-fee programs through an open-architecture platform that incorporates third-party and proprietary portfolio management strategies.

Steve Harris is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2012. He has been associated with Charles Schwab in various capacities since 1999. Outside of his advisory role, he owns and manages a rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations, utilizing Schwab’s asset allocation models and research tools while maintaining a non-discretionary advisory structure.

Benjamin Beatty is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior roles include positions at TIAA-CREF, Robinhood Financial, and Colorado Financial Service Corporation. 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, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning process and delivers services at scale across a large participant base.