Kevne Sharpe is a CFP® professional with 37 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Presidential Brokerage, Northern Lights Distributors, Toews Corporation, and A & I Wealth Management. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and maintains a notable integration of tax and accounting services alongside traditional portfolio management.

Cody Meeks is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and nine years of industry experience. He has been with AE Wealth Management since 2017 and is also the managing principal of Financial Integrity, LLC, where he is involved in insurance sales and 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 offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform-centered approach that combines internally managed and third-party models.

Lana St.John is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 35 years of industry experience. She has been with Charles Schwab since 1991 and with Schwab Wealth Advisory since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within 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, serving retail clients without discretionary trading authority.

Brayan Fernandez Montenegro is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds the Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2026, following work at Charles Schwab & Co., Inc. Since joining Schwab Wealth Advisory, Brayan has been involved in providing fiduciary investment advice within the Schwab Wealth Advisory program. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory (SWA) program, serving clients with annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, while leaving final trading decisions to clients and conducting at least annual account reviews.

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.

Jacqueline Debenedictis is a Series 66 licensed financial advisor with 17 years of industry experience, currently with Kestra Advisory since 2019. She also holds roles at The Browning Group II, Inc., where she serves as Chief Operating Officer and Junior Adviser, focusing on client support and financial planning rather than product sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services from fiduciary oversight to plan design and utilizes multiple management platforms, serving large investors such as sovereign wealth funds.

Adam Sanders is a CFP® and ChFC® with 26 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2021, following roles at Charles Schwab and USAA spanning over a decade. Sanders volunteers to provide financial guidance to veterans through Homes For Our Troops. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s proprietary research tools and asset allocation models. The firm conducts annual financial reviews and provides comprehensive wealth management education, with final investment decisions made by clients.

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.

David Pringle Jr. is a financial advisor at PNC Wealth Management with 23 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Blue Federal Credit Union, and The Prudential Insurance Company of America. 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 strategies implemented with mutual funds and ETFs.

Lisa Di Lorenzo is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 65 designations and has 16 years of industry experience. She has advised at 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 certain retail brokerage account holders. The firm’s integrated model includes point-in-time financial plans and optional managed account solutions tied to Empower’s recordkeeping and administrative platforms.

Brady Jones is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience with Carson Wealth and Wambolt & Associates, LLC. Jones also serves in the United States Marine Corps and was involved with The Wooden Table from 2014 to 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines various analytical approaches and third-party sub-advisors, with a focus on retirement-plan and institutional services.

Dustin Gale is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Kayne Anderson Rudnick and VP Distributors LLC since 2015. He serves as an advisory board member for Project ECHO, a nonprofit organization focused on providing at-risk students with vocational skills and entrepreneurship training. Kayne Anderson Rudnick offers discretionary advisory and sub-advisory investment management to a diverse client base, including institutions, charitable organizations, corporations, family offices, pension plans, and individuals. The firm emphasizes fundamental, quality-oriented equity research and manages approximately $67.9 billion in assets as of December 31, 2024.

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.

Laura Herl is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for TIAA-CREF from 2005 to 2020. Herl has been with Schwab Wealth Advisory since 2022, following a brief period of self-employment. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations using Charles Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Christopher Tracy is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 65 licenses with 12 years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co. in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA, as well as Key Bank Mortgage and Key Investment Services. Outside of his advisory role, Tracy is an author of fictional books. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, with final trading decisions made by clients.

Dana Bath is a financial advisor at CWM, LLC with 18 years of industry experience. She previously worked at Aveo Capital Partners, LLC from 2013 to 2025 and joined CWM, LLC and Carson Wealth in 2025. She holds a Series 65 designation. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers services such as portfolio management, financial planning, and retirement-plan solutions.

Gilbert Ryckman is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the CFA® designation and Series 66 license. His career includes over a decade with Charles Schwab and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes standard asset allocation models and Schwab research tools, providing annual account reviews without discretionary trading authority, and operates as an internal advisory unit within the Schwab ecosystem.

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.