Jackson Wegner is a CFP® professional with six years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2026 and previously held roles at Moneta Group Investment Advisors, LCL, Valeo Financial Advisors, and PNC. He is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical analysis supplemented by third-party research.

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation, JP Morgan Securities LLC, JP Morgan Chase Bank, Fisher Investments, Strategic Advisers Inc, and Fidelity Investments. Outside of advising, he is a co-founder of Pure Pet Extracts, a company specializing in pet wellness products. 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 delivers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Andrew Eldridge is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at T Rowe Price for five years before joining GWFS Equities, Inc., where he has been employed for five years. 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 retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jason Taylor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Denver, CO. His prior roles include positions at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm combines fundamental, technical, and cyclical analysis with options, alternative investments, and private fund recommendations to construct and monitor customized portfolios.

Tanya Thomasson is a CFP® professional affiliated with Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors in various capacities since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing using low-cost ETFs, index funds, separate account managers, and other specialized investment vehicles.

Stephanie Canales is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Investments and Zillow Group. 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 tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, CO, holding Series 63, 65, and 66 licenses and with 23 years of industry experience. He spent over two decades with Northwestern Mutual and its affiliated entities before joining NewEdge Advisors. Moats is also involved in the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products through unaffiliated insurance companies. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services and employs a combination of in-house manager selection, third-party model portfolios, and advisor discretion, supported by technology and centralized due diligence.

Branden Borowiak is a CFP® with 11 years of industry experience, currently serving at Empower Advisory Group since 2023. His prior roles include positions at Personal Capital Advisors Corporation and Citizens Securities, Inc. Outside of his advisory work, he serves as Treasurer for the Secret Oaks Home Owners Association, managing financials and reporting for the community. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services linked to Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.

Joseph Hamad is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to this, he worked for nine years at Empower Advisory Group. He holds Series 63, 65, and 66 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Kyle Kersting is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2024, he worked for nine years at Janiczek Wealth Management. He is also a member of JWM Partners I, LLC, the general partner to JWM Growth & Income Fund I LP. Cerity Partners provides customized wealth management and related services to a diverse national client base, utilizing tailored asset allocation, manager selection, and quantitative screening alongside third-party managers and individual securities.

Cooper Peters is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm manages a range of advisor-managed and firm-managed model portfolios using both strategic and dynamic investment approaches.

Brian Vance is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds the Series 66 designation and previously worked at Personal Capital Advisors Corporation and Axa Advisors, LLC. 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 retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jeffrey Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, Merrill Lynch, and JPMorgan Chase. Outside of his advisory work, he is involved in educational activities as a financial advisor at White Glove 567. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Jan Michael Villas is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at firms including Wells Fargo Clearing Services and E*TRADE Securities. 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 retail brokerage clients. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Gary Sloan is a financial advisor with Valic Financial Advisors in Lakewood, Colorado, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Valic Financial Advisors since 2001, with a brief period of unemployment from 2020 to 2021, and also holds an agent position at Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, providing discretionary managed-account programs, financial planning, and brokerage services.