David Rivkin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior roles include positions at United Capital Financial Advisors, Goldman Sachs, Morgan Stanley, and Merrill. Outside of his advisory work, he operates RivKing LLC and works part-time delivering food through various platforms. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized investment infrastructure.

Sean Carroll is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and 10 years of industry experience. His prior experience includes roles at Advised Assets Groups, LLC, GWFS Equities, Inc., and T. Rowe Price. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Eric Kaltenbach is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 11 years of industry experience. His work history includes roles at Personal Capital Advisors Corporation and Fidelity Personal and Workplace Advisors. 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 certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Margaret Petty is a financial advisor at Empower Advisory Group with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at GWFS Equities, JP Morgan Chase Bank, and JP Morgan Securities. Outside of her advisory role, she is an Independent Business Owner with Amway, involved in consumer products and services. 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.

Christopher Blair is a CFP® with over 31 years of experience in financial planning and advisory services. He has been with Money Concepts Capital Corp since 1995 and serves as the National Director of Financial Planning for Money Concepts International, where he is involved in teaching and coaching. Blair also owns Blair Financial Planning, operating under Maestro Associates, focusing exclusively on planning sales through Money Concepts, and holds an officer position at Blue Devils 1999 LLC. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a range of investment programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.

Nasimul Khan is a CFP® with 10 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at The Mather Group, LLC, Mercer Global Advisors Inc., AllianceBernstein Investments, Inc., and Fidelity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers a range of financial planning, asset management, and retirement plan consulting services, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Dennis Whyte is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Kestra Advisory Services, LLC, where he has worked since 2016, and has been involved with related Kestra entities since 2008. Dennis also serves as a youth deacon at the University Church of Christ, where he participates in mentoring and youth activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, supporting recommended investments through thorough due diligence.

Colleen Maldonado is a CFP® with 19 years of industry experience, currently serving at Creative Planning since 2018. Prior to this, she worked at TIAA-CREF and the University of Arizona Foundation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplementary active management and private market investments.

Ryan Bohnenkamp is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Empower Financial Services, he worked at Charles Schwab from 2020 to 2022 and has held roles in various other industries including healthcare and telecommunications. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s integrated approach ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Aaron Grey is a CFP®-designated financial advisor with over 21 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and Denver Money Manager, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Mitchell Windemuller is a Series 65 licensed advisor at Mercer Global Advisors Inc. in Denver, CO, with six years of industry experience. His background includes roles at Broadridge Financial Solutions and multiple positions within Mercer Global Advisors. Prior to his financial career, he worked in the restaurant industry at Rib City Grill. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Andrew Roitz is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018, following two years at Wells Fargo. Outside of advising, he is an owner of a rental property. 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 relationships through TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management services within a vertically integrated structure that includes affiliated funds.

Scott Schleicher is a Series 65-licensed financial advisor with 18 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023. His prior experience includes roles at Personal Capital Advisors Corporation, Osborne Partners, and Fisher Investments. 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 offers integrated services aligned with Empower’s administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Mariza Bonilla is a Series 66-licensed advisor at NewEdge Advisors with 20 years of industry experience. She worked at TIAA-CREF from 2001 to 2025 before joining NewEdge Advisors in 2025. Bonilla conducts advisory services through NewEdge Advisors, LLC, doing business as Generate Wealth, LLC. 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, financial planning, and consulting services, combining in-house manager selection with third-party models and advisor discretion.

Casey Vincent is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses with 13 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.

Kevin Hollis is a CFP®-certified financial advisor with 32 years of experience, currently with First Command Advisory Services since 2015. He has worked extensively within the First Command organization since 1994. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Mark Lande is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC for six years and has experience in other roles including tutoring and technology services. 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 select retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services linked to Empower’s recordkeeping and administrative platforms.

Thomas Beuerman is a Series 66 licensed advisor with First Command Advisory Services in Aurora, CO, bringing seven years of industry experience. Prior to his advisory role, he served 11 years with the United States Navy and currently holds an officer position in the US Navy Reserves. Outside of his financial advisory work, he owns and operates a business called HouseBuyingTom and manages TB Advisory Group LLC, which supports his First Command activities. First Command Advisory Services is an SEC-registered firm serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing centralized investment management teams to oversee model portfolios and third-party managers within a discretionary framework.