Vito Desimone is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through a point-in-time financial planning approach.

Rebeca Melendez is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at TIAA-CREF and TIAA since 2000, with a brief tenure at Transamerica Retirement Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios and model-based strategies.

Cary Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO. He has been with CIBC Private Wealth Management since 2005. CIBC Private Wealth Advisors delivers investment and wealth advisory services to a diverse client base, including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm utilizes a structured investment process involving an internal team and committees to offer customized portfolios, combining proprietary and external strategies, and manages significant assets with fewer advisors compared to typical peers.

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Stuart Henderson is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms including GWFS Equities, Inc, Packerland Brokerage Services, United Advisors Corporation, and Alliance America Corporation. Outside of his advisory role, he serves on the board of directors for a dog training club affiliated with the Wisconsin Amateur Field Trial 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 retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Matthew Vibert is a CFA® charterholder with nine years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital and Janus Management Holdings Corp. 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 integrates its services with affiliated Empower entities’ recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

Jordan Dechtman is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds a Series 63 designation and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Dechtman Wealth Management, LLC, and Securities America Advisors, Inc. Outside of his advisory role, he is a part owner of Dtown Fitness, LLC, a fitness business based in Centennial, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach with both affiliated and third-party managers. The firm’s services include discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and a variety of investment options including mutual funds, ETFs, and alternative investments.

Michelle Sandt Wade is a CFP® with 22 years of industry experience. She is currently with Mercer Global Advisors Inc. and was previously with Transitions Wealth Management, LLC. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.

Megan Sandbothe is a Certified Financial Planner® with 19 years of industry experience. She has worked at \u0026Partners since 2024 and previously spent 18 years at Edward Jones. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial and tax planning services, utilizing a blend of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Timothy Hardy is a financial advisor with Transamerica Financial Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously was associated with Rick P Cline Agency, DBA All Access Insurance & 303 Insurance Brokers, and Hardie And Co LLC. Outside of his advisory role, he is involved in property and casualty insurance sales through the Rick P Cline Agency. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jason Sandry is a CFP® professional with 12 years of experience in financial advising. He currently works at Moneta Group Investment Advisors, LLC and has previously been with IWP Wealth PCA, LLC, Aveo Capital Partners, LLC, and Stephen A. Kohn & Associates, Ltd. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations and ongoing monitoring.

Joy Rollins is a financial advisor with PNC Wealth Management in Denver, CO, holding a Series 66 designation and seven years of industry experience. She previously worked at Edward Jones for 19 years. Outside of her advisory role, she serves as a pianist for a church affiliated with Easton Senior Communities in Lakewood, CO. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and third-party managed portfolios primarily composed of mutual funds and ETFs.

Eddie Holguin Sosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Empower Financial Services, TIAA-CREF, Robinhood Markets, GWFS Equities, Westerra Credit Union, and Bank of the West. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Daniel Moore is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 registrations and 14 years of industry experience. He has been advising clients at Advised Assets Group, LLC since 2014. 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 account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Richard Simms is a financial advisor with Kestra Advisory who holds the PFS™ credential and has four years of industry experience. He has been associated with Kestra Advisory Services LLC since 2011 and also operates Richard S. Simms PC, which has been in existence since 1985. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary services, plan-level investment advice, employee education, and pooled plan solutions, serving a diverse client base that includes large institutional investors such as sovereign wealth funds.

Roger Pierce is a financial advisor at Farther with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HPCA Services Group LLC, Dwpm LLC, and First Financial Equity Corporation. Pierce also operates under the name Harmony Private Client Advisers. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing on ETFs, mutual funds, individual equities, and fixed income.

Ruel Borromeo is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Empower, he worked in various roles across multiple companies including Infosys BPM Limited and IntouchCX. 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 select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.