Agnieszka Skolik is a CFP® and Series 66 licensed financial advisor with Schwab Wealth Advisory in Lone Tree, CO, with 10 years of industry experience. She has been with Schwab Wealth Advisory Inc and Charles Schwab since 2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

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.

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.

Clayton Thomas is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at BBVA Compass Insurance Agency, Bbva Securities Inc., Bbva Wealth Solutions Inc., and COMPASS Bank, where he worked for extensive periods before joining PNC in 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account available to employees. The firm uses algorithm-driven portfolio selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Eric Haberkorn is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at TIAA-CREF and Charles Schwab. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal investment committee and offers integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Scott Branish is a financial advisor with PNC Wealth Management in Castle Pines, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining PNC, he worked with several mortgage and financial services firms, including Lifemark Securities Corp and Front Range Financial. He is also a part owner of Branish Holdings LLP, a family business involved in property management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes approved strategies implemented via mutual funds and ETFs, with a focus on algorithm-driven risk assessment and annual rebalancing.

Michael Rabbitt is a financial advisor at Creative Planning with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Creative Planning since 2010. Outside of his advisory role, he owns rental property in Denver, Colorado. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Jennifer Nelson is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at Kestra Advisory and affiliated firms since 2020 and previously spent seven years at Sagepoint Financial. Nelson is the owner and principal of Pursuit Wealth Planning, where she manages operations and human resources alongside her advisory role. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional clients, and individuals. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, serving a diverse client base that includes large institutional investors.

Brian Bittner is a CFA® with 19 years of experience in financial advising. He has worked at Oppenheimer since 2007. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered on both discretionary and non-discretionary bases.

Dilmurod Adkhamov is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes prior roles at Mutual of Omaha, Prudential Insurance Company of America, LPL Enterprise, and Transamerica Financial Advisors. In addition to his advisory work, he is involved in insurance brokering with outside carriers for non-registered products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a majority of assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Susan Buford is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 34 years of industry experience. She previously worked at Charles Schwab & Co., Inc. for 13 years and has been with Wealth Enhancement firms since 2024. Buford also provides administrative support to Wealth Enhancement Advisory Services as part of a registered investment advisor hybrid business. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research that targets factor premiums such as value and momentum.

J Nossaman is a financial advisor at CIBC Private Wealth Advisors, Inc. based in Denver, CO. He holds a Series 65 designation and has four years of industry experience, having worked at CIBC Private Wealth Management since 2002. CIBC Private Wealth Advisors offers 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 employs a collaborative investment process leveraging internal teams and committees to create customized portfolios and managed account programs, with a notable focus on portfolio management for investment companies and a higher advisor-to-assets ratio compared to peers.

Lauren Young is a CFP® professional with seven years of industry experience. She has worked at Moneta Group Investment Advisors, LLC since 2024 and previously held roles at Ratio Wealth Group, LLC and Graham Gerlach. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various 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, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Marc Wheeler is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 65 and Series 63 credentials with 14 years of industry experience. He has worked at Centaurus Financial since 2012 and is also involved in several other ventures, including a marketing director role at Charter Financial Resources and service technician work in HVAC for close friends and family. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting with both discretionary and non-discretionary arrangements.

Kayla Foster is a financial advisor at Rockefeller Financial LLC with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Ryan Seifert is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at Wipfli Financial Advisors, BP, and SVA Plumb. 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 offers a financial planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by tax-efficient and fundamental equity options.