David Moreno is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. prior to joining Benjamin F. Edwards in 2014. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement and investment management consulting, brokerage, insurance products, and select M&A advisory services.

David Stanley is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at GWFS Equities, Inc. since 2016. Outside of his advisory role, he has seasonal retail experience as a cashier at Target. 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 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.

Mandie Roark is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at T. Rowe Price from 2015 to 2022 and concurrent positions at Advised Assets Group, LLC and GWFS Equities, Inc. since 2022. 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 delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Hanagriff is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TIAA and Tiaa-CREF for a decade. Outside of advising, he has worked as a food delivery driver. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within defined plan lineups.

Mckenzie Johnson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Kestra Financial Services, Principal Life Insurance Company, and Princor Financial Services. Johnson has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and institutional retirement plan services.

Julius Javier is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at SoFi Securities, Wells Fargo Clearing Services, and E*TRADE Securities. He has been with Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and client savings rates through point‑in‑time financial plans and optional managed accounts.

Molly Perry is a financial advisor with TIAA-CREF in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with TIAA and TIAA-CREF since 1988, totaling over three decades at the firm. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered retirement plans. The firm combines point-in-time planning with ongoing portfolio management, acting as adviser to donor-advised funds and offering both model-based and customized portfolio solutions.

Michael Klein is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 designations and has held roles at various firms including Janus Henderson Investors and Northwestern Mutual. Prior to his career in finance, he spent time working in independent baseball. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kristie Kingston is a financial advisor at Empower Advisory Group with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at GWFS Equities, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services 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 clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups chosen by plan sponsors.

Levi Joshua Morales is a financial advisor at Empower Advisory Group with six years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing Services, QuintilesIMS (IQVIA), and Accenture. 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 retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Roger Reynolds is a financial advisor at AE Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Foundation For Financial Education and Federal Financial Group, LLC. Outside of his advisory role, Reynolds serves as a chapter director for a nonprofit focused on financial education and facilitates access to estate planning document services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm’s platform combines model portfolio solutions, discretionary asset management, and financial planning services, supporting a high client load per advisor through a range of internal and third-party managed investment models.

Matthew Papazian is a CFA® charterholder with 27 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, where he has worked since 2021. Prior to that, he spent six years at Cardan Capital Partners, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Alexander Perry is a financial advisor with PNC Wealth Management in Littleton, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at CliftonLarsonAllen Wealth Advisors, Alpha Capital Family Office, Fidelity Brokerage Services, and Bank of America. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online-banking credentials. The program uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Shawn Green is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at Transamerica Financial Advisors since 2018, World Financial Group since 2015, and the U.S. Department of Energy since 2009, where he administers federal grants for the Weatherization Assistance Program. He also serves as Vice President of Home Solutions Realty, Inc., a residential real estate firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm employs model portfolios and third-party managers across multiple platforms, supporting both proprietary and externally managed investment strategies.

Julia Messineo is a CFP® professional with five years of industry experience. She is currently with Mercer Global Advisors Inc. in Denver, CO, where she has worked since 2021. Her prior experience includes roles at Bank of America and Merrill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers specialized services and client education programs.

Dylan Burke is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Kovitz Investment Group Partners, Transform Wealth LLC, Goldman Sachs & Co, and Prince Perelson. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management, financial planning, and investment advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Mark Warren is a financial advisor with William Blair, holding Series 63 and Series 65 credentials and more than 24 years of industry experience. Prior to joining William Blair in 2023, he worked at Morgan Stanley in various roles from 2009 to 2023. William Blair’s Private Wealth Management division serves individuals, foundations, pension, and corporate clients with discretionary and non-discretionary investment management, financial planning, and wealth services. The firm employs an active, research-driven approach across multiple asset classes and offers proprietary model portfolios and access to private funds through its MB Investments Program.

Rhett Belcher is a financial advisor with TIAA-CREF, holding a Series 66 credential and bringing 16 years of industry experience. He has been with TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides access to affiliated services such as TIAA Trust and donor-advised funds.

Martin Holt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has held roles at GWFS Equities, J.P. Morgan Securities, JPMORGAN Chase Bank, Scottrade Investment Management, and TD Ameritrade Services. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Eric Chodkowski is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation, Santander Bank, and TIAA-CREF, 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 Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.