Valeria Vallecillo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Merrill. Vallecillo is based in Denver, CO. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and supports both discretionary and non-discretionary accounts.

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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 model is closely tied to Empower’s recordkeeping and administrative platforms and includes both point-in-time financial plans and optional managed account solutions.

Douglas Disbrow is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with Voya Financial Advisors, Inc. in Littleton, Colorado. His prior work includes positions at Fidelity, Merrill, Bank of America, and a role as a delivery driver for DoorDash. Voya Financial Advisors, Inc. is an enterprise-scale firm offering financial planning, portfolio management, and retirement advisory services to individual, institutional, and corporate clients through a broad network of advisers. The firm’s investment approach includes a combination of in-house and external strategies, with a focus on both discretionary and non-discretionary management.

Jeff Sampson is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Augustus Skinner III is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 10 years of industry experience. He concurrently owns and operates Alpha 1 Tax & Wealth Management, LLC, where he manages tax preparation and financial services. His prior experience includes working at Farrah Tax Advisory Group & Retirement Planning. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, as well as retirement plans and registered investment companies, utilizing a combination of fundamental, technical, and cyclical analysis within a broad network of affiliated offices.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lauretta Moell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 39 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She has been with Benjamin F. Edwards & Company since 2019. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, and investment management, with both discretionary and non-discretionary solutions supported by proprietary strategies and third-party model portfolios.

Jeanie Boymel is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Her prior experience includes roles at Penn Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and New York Life. Outside of her advisory work, she owns a personal training and physical activity coaching business and serves as vice president on the board of directors for the Conifer Lobos Unified Boosters. She is also involved in leadership for the Denver chapter of Women in Insurance and Financial Services. 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 operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Zachary Tomek is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. He previously worked at T. Rowe Price for seven years and has been with Empower since 2023. Outside of his advisory role, he is involved in breeding reptiles and fish, as well as refereeing and coaching hockey. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Kyle Kane is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Kyle serves as a board member and treasurer for the Barclays Tower's Condominiums Home Owners Association in Denver, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing goal-based plans with model portfolios and tax-aware strategies.

Michael Dibala is a Certified Financial Planner® with 27 years of industry experience. He has been with Hightower Advisors since 2021 and previously spent 16 years at Investment Security Group, Inc. in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a variety of investment vehicles to meet the needs of its clients.

Crystal Sullings is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked at GWFS Equities since 2018 and National Planning Holdings from 2016 to 2017. Outside of her advisory role, she serves as President of the Colorado Firefighters Calendar Board of Directors, which benefits the Children's Hospital of Colorado. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Steven Stanzyk is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and Empower Financial Services, where he has been since 2025. Prior to that, he worked at TIAA and TIAA-CREF for seven years and has also held roles at Edward Jones, Evolution Builders, 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 operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Troy Tannenholz is a financial advisor at OSAIC Institutions, INC. based in Denver, CO, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at National Planning Holdings from 2015 to 2018 and Infinex Investments, Inc. since 2018. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

Susan Mitchell is a financial advisor at Oppenheimer with 45 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2012, previously serving at RBC Capital Markets and Piper Sandler & Co. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of investment and consulting services, managing both discretionary and non-discretionary accounts and maintaining custody of client assets.

John Riecke is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Northstar Investment Advisors before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, pension plans, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive investment strategies across public and private asset classes.