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 financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Empower Advisory Group in 2023, he worked at Personal Capital Advisors Corporation from 2016 to 2019 and from 2019 onward. 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’s services include point-in-time financial plans and optional managed account solutions delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

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.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Sylvia Drury is a financial advisor with Lincoln Investment in Evergreen, CO, holding a Series 63 designation and 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has a longstanding role at MetLife Resources dating back to 1990. In addition to her advisory work, she is involved in insurance, holding a position as an insurance agent focusing on fixed indexed annuities and long-term care. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, and a range of advisory programs, combining in-house and third-party investment strategies managed through both strategic and tactical approaches.

Crystal Thompson is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BenefitsCorp since 2002. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through a point-in-time planning model and optional managed accounts.

Sarah Pham is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at firms including Lido Advisors, U.S. Bancorp Investments, Schwab Private Client Investment Advisers, and TIAA. Outside of her advisory role, she is a licensed notary public and operates a book re-selling business specializing in rare and collector books. 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’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Ali Ardehali is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and previously spent 14 years at TIAA-CREF and Tiaa. 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 clients. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates through point-in-time plans and optional managed accounts.

Nadine Witt is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Personal Capital Advisors Corporation, J.W. Cole Advisors, Morgan Stanley, and Conrad Connect. Outside of her advisory work, she is a co-owner of a marine repair shop and also works as an independent dog sitter. 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 combining proprietary financial planning with managed account solutions, emphasizing long-term portfolio returns and annual rebalancing.

Gary Drury is a Series 63 licensed financial advisor at Lincoln Investment with 36 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, he has been involved in the restaurant business at Pelicans Restaurant since 1979. 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 offers financial planning, retirement plan advice, and a variety of advisor-managed and firm-managed investment programs.

Gracie Horton is a CFP® professional with two years of experience at Mercer Global Advisors Inc. She previously worked at American Century Investments and has an academic background from the University of Kansas. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a variety of implementation options including ETFs, mutual funds, and separate account solutions.

Douglas Gammel is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kimberly Dixon is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles as a self-employed real estate agent and life insurance agent, as well as a position at Ascensus. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, with services integrated into Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base through a high client-to-advisor workload.

Richard Diodosio is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services within a vertically integrated structure that includes affiliated funds.