Jonah Caldwell is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Advised Assets Group, LLC since 2021 and Gwfs Equities, Inc. since 2015. 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 through a high client-to-advisor ratio.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

John Arredondo is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates its planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Luke Jackson is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. He began his career at Beacon Pointe in 2023 and has a background in full-time education from 2014 to 2024. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across multiple asset classes, combining proprietary asset-allocation modeling with third-party independent managers.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013. Outside of his advisory role, he is involved in managing rental properties. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment strategy selection and provides ongoing monitoring, with connections to third-party discretionary managers and integrated services through its affiliation with the KeyCorp group.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Carson Wealth, Wambolt & Associates, and Charles Schwab, where he spent seven years across multiple divisions. 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 supported by fundamental and technical analysis, third-party sub-advisors, and access to alternative investments.

Amy Bertle is a CFP® with 12 years of industry experience, currently serving at Allworth Financial, L.P. in Denver, CO. She has worked with AW Securities and Allworth Financial since 2019 and was previously employed at Destiny Capital Corporation and Destiny Capital Securities Corporation from 2016 to 2019. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies using model allocations, third-party sub-advisers, and technology solutions, with a unique operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alexander Falloon is a CFP® with 12 years of industry experience, currently practicing at Empower Advisory Group. He has worked at GWFS Equities, Inc. since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Lawrence Nimbach is a CFA® charterholder with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Denver, CO. He has worked with Momentum Capital Group LLC and New York Life-affiliated entities since 2017, focusing on selling New York Life products and brokering non-registered insurance products. Nimbach operates Momentum Capital Group LLC as a DBA for these activities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Parker Duke is a financial advisor at Independent Financial Partners with a Series 66 designation and one year of industry experience. His work history includes roles at IFP Securities, Moneta, Wilde Wealth Management, and several positions at Brigham Young University - Idaho. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory services.

Brendan Thompson is a financial advisor with Wealth Enhancement Advisory Services, LLC in Denver, CO. He holds a Series 66 designation and has five years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at TIAA and has held various roles including at Definitive Healthcare LLC and in mobile catering and sports instruction. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment approach blending passive and active management with oversight from an internal Investment Committee.

Sandra Perkin is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 1996 and with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s standard asset allocation models and research tools, delivering advice without discretionary trading authority.

William Baird is a CFP® with seven years of industry experience, currently serving as a financial advisor at The Huntington Investment Company in Denver, CO. His prior roles include positions at Ameriprise Financial Services, Charles Schwab Bank, and Charles Schwab & Co. Inc. before joining Huntington. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm employs an open-architecture model combining third-party sub-managers and proprietary Private Bank portfolios, offering multiple wrap-fee programs through the Envestnet MAS platform.

Brandon Frank is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo bank and Wells Fargo Clearing prior to joining Empower. 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 clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Robert Single is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has previously worked at Edward Jones and concurrently operates at PRISM Financial Strategies, LLC. Outside of his advisory roles, Mr. Single has experience as a petroleum geologist involved in royalty and working interests. Integrated Wealth Concepts LLC serves individual and high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income, with a long-term investment approach complemented by shorter-term rebalancing trades.

Jeffery Favati is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Beyond advising, he works as a bartender for catering events on an as-needed basis. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach and serves a large participant base relative to its advisor headcount.

Tyler Schall is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 63 and Series 65 licenses and also works as a licensed insurance agent in Tennessee. His prior experience includes roles at Star Wealth Advisors, UWC Wealth Management, and CoreCap Advisors, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Liliana Zwart is a financial advisor at TIAA-CREF with four years of industry experience. She holds a Series 66 credential and has worked at TIAA-CREF since 2021, with prior roles at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she volunteers on the finance committee of the Montessori Academy of Colorado, a nonprofit educational institution. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement plan relationships. The firm provides customized portfolio management alongside model portfolio options and serves as adviser to donor-advised funds within a vertically integrated structure.

John Ranieri III is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and previously worked at UBS and MVision Private Equity Advisers. His background includes work and study at the University of Colorado Boulder. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with close connections to affiliated banking and capital markets entities.