Colby Valenta is a Series 66-licensed financial advisor with 14 years of industry experience. He currently works at Concurrent Investment Advisors, LLC and previously spent over a decade at Cambridge Investment Research. Valenta also operates an individual life insurance agency in Colorado. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services supported by a network of approximately 286 advisors.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual Life Insurance Company, and Transamerica Investors Securities Corporation. Outside of financial services, he owned and operated All Pro Affordable Fence for six years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed and non-discretionary investment advice supported by proprietary software and model portfolios developed in partnership with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Sylvia Drury is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has worked at MetLife Resources since 1990. Drury also maintains an insurance agent role specializing in insurance, fixed indexed annuities, and long-term care products. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using in-house and third-party models, and maintains a significant focus on educator retirement programs.

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 financial advisor with Lincoln Investment, holding a Series 63 license and 37 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he has operated Pelicans Restaurant since 1979 and works as a general agent selling insurance and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history serving educators. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and third-party managers.

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.

Jacob Mc Cloy is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at GWFS Equities, Cetera Advisors, National Planning Corporation, and Prime Financial Strategies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers financial plans that focus on long-term portfolio returns and savings rates, delivered through an integrated model connected to Empower’s administrative platforms.

Anthony Englert is a financial advisor at Sanctuary Advisors, LLC in Denver, CO, holding Series 65 and Series 66 credentials with 12 years of industry experience. His prior experience includes roles at Goldman Sachs & Co., Merrill, United Capital Financial Advisers, LLC, and Cetera Advisor Networks. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent adviser representatives. The firm offers a variety of portfolio management solutions and financial services, employing multiple analytical approaches and acting as a fiduciary under written advisory agreements.

Tamara Jean Santos is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. before joining her current firm. 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 emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Brian Stein is a financial advisor with Concurrent Investment Advisors, LLC in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Nations Financial Group, Inc. and Morgan Stanley. Outside of his advisory role, he provides consulting services for a residential real estate business focused on business strategy, marketing, social media, and technology. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisory arrangements and operational platform integrations.

Katelyn Cerullo is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at several firms, including Securities America Advisors and KMS Financial Services. Outside of her financial advisory work, she participates in a product review program unrelated to investments. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Darin Swick is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Thrivent Financial, Prudential Insurance Company of America, and Principal Life Insurance Company. Outside of his advisory work, he is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the New York Life affiliate structure.

Elizabeth Feist is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with GWFS Equities Inc./Great West Life & Annuity Insurance Company since 2002. Outside of her advisory work, she serves as president of the Thespian Legacy Foundation, a booster club supporting the Legacy High School Drama Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Robert Curran is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at firms including Empower Financial Services, College Loan Freedom, and Transamerica Financial Advisors. Outside of his advisory work, he has experience in the hospitality industry through his involvement with West End Tap House. 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 approach ties financial planning to Empower’s administrative platforms, offering point-in-time plans and optional managed account solutions.