Alexander Barrios is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. His career includes roles at Charles Schwab since 2017 and prior experience at Transamerica Capital Inc. from 2013 to 2017. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm provides investment recommendations and annual account reviews but does not exercise discretionary trading authority.

Bruce Inscoe is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Advised Assets Group LLC since 2017 and previously at Gwfs Equities, Inc. from 2014 to 2017. 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 certain retail brokerage account holders. The firm’s integrated approach is tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Tammie Myers Sharp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Primerica Advisors since 2008 and is currently associated with Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she serves as an advisor and prayer leader on the board of directors for the Christian Women Business Organization. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Anne Cherskov is a financial advisor at TLG Advisors, Inc. with one year of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at firms including Simplicity Investments and Vanbridge, an Epic Company. Outside of her advisory role, she owns an insurance sales business, Annuity Annie LLC, and coaches at the Fencing Academy of Denver. TLG Advisors serves a broad range of clients including individuals, high-net-worth clients, trusts, and institutional investors. The firm focuses on manager selection and portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both advisor-managed and direct-to-consumer digital investment solutions.

Chris Schafersman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at TIAA-CREF and Tiaa since 2011 and has been involved with Lyft and Uber as a rideshare driver. Additionally, he manages 5th Season, a family-owned lawn care business, and Wuduwerks, which creates and sells handcrafted woodworking pieces. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm offers point-in-time financial plans alongside optional managed account solutions, operating within a model integrated with Empower’s administrative and recordkeeping platforms.

Paul Shockley is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His previous roles include positions at Lion Street Financial, Park Avenue Securities, Guardian Life Insurance, and AXA Advisors. Outside of his advisory work, he is involved in an investment club and works in life insurance sales targeting high-net-worth clients. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, through a large network of independent advisors managing over $5 billion in assets. The firm offers portfolio management, financial planning, and access to various investment platforms, blending discretionary and non-discretionary approaches across multiple strategies.

Gregg Niesyty is a financial advisor with Schwab Wealth Advisory, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with various Charles Schwab entities since 1999. Outside of his advisory role, he serves as a board member for the Park Meadows Metropolitan District, overseeing community improvement projects funded by local taxes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

Andrew Lang is a financial advisor at &PARTNERS with 32 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 26 years. Outside of his advisory role, Lang serves on the Business and Entrepreneurship Education Committee for Littleton Public Schools and is a director of the Littleton Business Chamber. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of financial services such as investment management, financial and tax planning, and ERISA consulting using both proprietary and third-party strategies, with accounts managed on discretionary and non-discretionary bases.

Scott Walker is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Empower Advisory Group since 2023 and Personal Capital Advisors since 2014. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Katherine Garrus is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools, with recommendations made by advisors while clients retain final trading decisions.

James Lauterbach is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2012 and with Charles Schwab since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through proprietary asset allocation models without discretionary trading authority.

Curtis Warner is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments. Before his financial services career, he was involved in the brewing industry with 20 Corners Brewing Company and Flatstick Pub. 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 approach integrates planning and management with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Andrew Hefner is a CFP® with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital and Bank of America Private Bank. 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 delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Ryan Hulslander is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. His career includes roles at U.S. Bancorp Investments, Inc. and Fidelity in various capacities spanning over a decade. 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 certain retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focusing on long-term portfolio returns and savings rates within a model closely tied to Empower’s recordkeeping and administrative platforms.

Andrew Lollback is a financial advisor at Creative Planning with 15 years of industry experience. He holds a Series 66 designation and has worked at Creative Planning since 2021. Prior to that, he spent five years with Lockton Investment Advisors, Lockton Companies LLC, and Lockton Financial Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension and profit-sharing 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 assets across more than 1,100 advisors and 151 offices.

David Grant III is a financial advisor with Empower Advisory Group and holds Series 66 and Series 63 designations. He has 26 years of industry experience, including prior roles at Fidelity Brokerage Services LLC. He has been with Empower since 2018. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Keefer Whaley is a financial advisor with GWN Securities Inc. in Greenwood Village, CO, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to joining GWN Securities, he worked with Everest Microbial Defense LLC and ServiceMaster of Downtown. Outside of his advisory role, he provides contract services for direct-to-consumer product sales at Everest Microbial Defense LLC. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning, using a blend of discretionary portfolio management, model portfolios, and technology-driven platforms combined with tactical market-timing and momentum strategies.

Andrew Green is a financial advisor with CWM, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at CWM, LLC and Carson Wealth since 2026, with previous roles at Empower Advisory Group and Personal Capital Advisors. 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 manages portfolios using a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools, with a strong focus on retirement plan services and comprehensive fiduciary processes.

Lorie Reid is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Kids Choice Dental. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio strategies and client savings rates.

Jordan Rice is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. His prior roles include positions at Edgerock Wealth Management, Innovest Portfolio Solutions, and GWFS EQUITIES, Inc. / Empower Retirement. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a combination of in-house research and third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.