Matthew Leeke is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 credential and 13 years of industry experience. He has been with Transamerica Retirement Solutions since 2015. Outside of his advisory role, he is a singer and guitarist for a performing band called "Sincerely Ours." Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services that emphasize asset allocation, contribution rates, and retirement age guidance. The firm utilizes Morningstar Investment Management’s proprietary models and technology to deliver personalized portfolio recommendations at scale.

Alexander Engel is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Empower Financial Services, Summit Funding, and FirstBank. 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’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, delivered within an ecosystem connected to Empower’s recordkeeping and administrative platforms.

Erik Anderson is a Certified Financial Planner® with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Ryan Financial Inc and LPL Financial. Outside of advisory services, he holds a 25% ownership stake in ALE Restaurants, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charities, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active managers, supported by quantitative and fundamental research, and offers a range of financial planning and asset management services.

Matthew Cawley is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Eide Bailly Advisors, LLC, Mutual of Omaha, and Lincoln Park Capital LLC. Outside of his advisory work, he serves as a head coach for boys high school lacrosse. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with services ranging from comprehensive financial planning to investment fiduciary services for ERISA-qualified retirement plans.

Frederick Taylor is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked for Northstar Investment Advisors, LLC for 26 years before joining Beacon Pointe in 2021. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individual and institutional investors. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process and supported by platforms like Envestnet UMA.

Jordan Wessell is a financial advisor at Corient in Denver, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Corient in 2025, he worked at Ayco/Goldman Sachs & Co. LLC from 2021 to 2024 and The Ayco Company, L.P./Mercer Allied from 2018 to 2021. Corient provides investment advisory and financial planning services to a broad client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining proprietary and third-party strategies, with ongoing portfolio monitoring and risk management tools.

Benjamin Slater is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent four years at Loring Ward. Outside of his advisory role, he is an owner of a private startup in Colorado that manufactures cannabis oil. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages roughly $41 billion in regulatory assets, emphasizing systematically invested mutual fund and ETF portfolios from providers such as Dimensional, Vanguard, and BlackRock.

Jeffrey Zych is a financial advisor with Cerity Partners Retirement Plan Consultants in Denver, CO, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Arkadios Capital, Karsten Advisors, Triad Advisors, and BD4RIA, Inc. Outside of advisory work, he is involved in a small rental property business. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, focusing on fiduciary services, plan design, and administrative support. Their investment approach centers on asset-allocation model portfolios, written investment policy statements, and ongoing monitoring, primarily managing assets on a non-discretionary basis.

Lisa Di Lorenzo is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Advised Assets Group, LLC since 2011. 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 delivers integrated services linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Bradly Hoggatt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC since 2021. His prior roles include positions at AMG National Trust, TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Scott Weneck is a financial advisor at Creative Planning with 18 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lockton Investment Advisors and Lockton Financial Advisors. 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 assets and utilizes a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Stephen Jacobson is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with three years of industry experience. His prior roles include positions at Verdence Capital Advisors, LLC and Sullivan and Company. Outside of his advisory work, he has participated as a DoorDash Dasher on a limited basis. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach incorporating low-cost ETFs, index funds, separate account managers, and private funds, and it offers various specialized programs and client education initiatives.

Daniel Copeland is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Fidelity National Information Services and T. Rowe Price. 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 and client savings rates.

Clifford Weybrecht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A., and Northwestern Mutual, among other firms. 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’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Jared Gomes is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been working with GWFS Equities, Inc. since 2015. 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 include point-in-time financial plans and optional managed account solutions, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Zyrine Valerie Suante is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at DXC Technology and Concentrix CVG Philippines Inc. 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 integrate with Empower’s recordkeeping and administrative platforms and offer both point-in-time financial plans and managed account solutions.

James Telfer is a CFP® with five years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has worked at Mercer in multiple periods since 2018 and has prior experience with DeVere Group and the American Red Cross. He also worked on the Sylvia Garcia congressional campaign in 2018. 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 uses a Modern Portfolio Theory-based approach focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Ma Eva Cutura is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, she worked at Infosys BPM Limited and Concentrix Philippines. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, using an integrated model that aligns with Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its point-in-time financial plans.

Courtney Burrell is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds a Series 66 designation and has worked at firms including Personal Capital Advisors Corporation and Mass Mutual Investors Services. Outside of her advisory role, she is involved in life coaching, focusing on life and money mindset coaching without providing financial advice. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm operates through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Melissa Fisher is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Fidelity Investments, Northwestern Mutual Investment Services LLC, and Douglas Dawson. Outside of her advisory work, she is a wellness advocate with doTERRA International LLC, supporting essential oil education within her team. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services tied to Empower’s administrative platforms.