Stephen Gordon is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. His prior roles include positions at PFG Advisors, Securities America, Foothill Securities, and Cue Financial Group. Outside of advising, he is involved as an investor and board member of an ice rink in Superior, Colorado. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party platforms.

Claire Cox is a CFP® and holds a Series 66 license, serving as a financial advisor at Schwab Wealth Advisory since 2022. She has four years of industry experience and previously worked at Northrop Grumman and in other roles outside the financial sector, including as a self-employed nanny. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm serves individual clients through annual financial reviews and investment guidance but does not exercise discretionary trading authority.

Edward Gerber Jr. is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Jenkins Wealth, Stephen A. Kohn & Associates, Royal Alliance Associates, and Transamerica Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and an internal management team, with a notable integration of tax and accounting services.

Glenn Rippey is a CFA® charterholder with nine years of industry experience. He is currently with Corient in Denver, CO, where he has worked since 2023. Prior to that, he was with Segall Bryant & Hamill from 2018 to 2023 and Denver Investments from 2001 to 2018. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments.

Laura Hessel is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2016. She is based in Denver, CO. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients by offering portfolio management, financial planning, family office services, and concierge offerings. The firm utilizes a partner-led team structure with a centralized investment department and emphasizes asset allocation and manager due diligence through an open-architecture selection process.

Loren Archuleta is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and has been with Charles Schwab & Co., Inc. since 2018. Prior to that, he was employed at Wells Fargo Bank N.A. from 2015 to 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset allocation models and research tools to recommend investments, with final trading decisions made by clients.

Chelsea Kessler is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. She holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to her current role, she has held positions at NYLIFE Securities LLC and New York Life Insurance Co. Kessler is also involved with S.H.E Suite, an organization that helps organize women's networking events. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers a range of financial planning and investment management services, with a focus on tailored recommendations and largely non-discretionary asset management.

Ashley Hampton is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at GWFS Equities, Inc. and Southern Glazer's Wine & Spirits. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through a financial planning service that produces “point-in-time” plans and optional managed account solutions.

Lacey Cobb is a financial advisor with Empower Advisory Group and holds the CFP®, CFA®, and Series 65 designations. She has 15 years of industry experience, with prior roles at Personal Capital and Polaris firms. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA account holders, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Sergio Lovato is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bluerock Capital Markets and Charles Schwab in various advisory and banking roles. Outside of his advisory work, he is a partner in short-term rental property ventures in Denver, CO. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach features multi-manager solutions and a combination of proprietary and third-party research to support portfolio construction across various asset classes.

Morgan Hemauer is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He previously worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Outside of his advisory role, Hemauer provides dog walking and pet sitting services. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on comprehensive financial reviews and investment recommendations using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Jason Boeckman is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA and TIAA-CREF for 11 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and maintaining oversight through a Product Due Diligence Committee.

Michael Pasieka is a CFA® charterholder with 10 years of industry experience. He has worked at Empower Advisory Group since 2023 and was previously with Personal Capital Advisors Corporation starting in 2015. 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 integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Bryan Knoebel is a CFP® professional with 12 years of industry experience, currently serving at Empower Advisory Group since 2023. He previously worked at Personal Capital Advisors Corporation from 2017 to 2023 and at Project Black Financial Technologies, LLC from 2013 to 2017. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates in its planning services.

John Courier is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Russell Investments and Northwestern Mutual Wealth Management Company. He is based in Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on client-directed investment decisions.

Aaron Sandry is a financial advisor with Key Investment Services LLC in Denver, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Raymond James Financial Services and U.S. Bancorp Investments. Outside of finance, he is active as a musician performing at events such as weddings. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

John Baker is a financial advisor at Creative Planning with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2016. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Timothy Keating is a financial advisor with Cerity Partners LLC in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously led Keating Wealth Management, LLC for nine years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in assets. The firm offers a comprehensive range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a variety of affiliated capabilities.

Charles Diekmann is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Charles Schwab since 2006 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

David Fox is a CFP®, CFA®, and Series 65 licensed financial advisor with seven years of industry experience. He currently works at Wealth Enhancement Advisory Services, LLC, having previously held positions at Bella Ciao Capital LLC, Cardan Capital Partners, and Citibank. Outside of his advisory work, he owns Bella Ciao Capital LLC, a mobile dog training franchise affiliated with The Dog Wizard. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that integrates passive and active managers with quantitative, momentum, and fundamental analysis.