Charles Guy Jr. is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at Personal Capital Advisors Corporation and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Brian Kerns is a CFA® charterholder and Series 66 licensee with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2025. His prior experience includes roles at Empower Financial Services, Inc., Empower Advisory Group, Personal Capital, and Highland Capital Funds Distributor, Inc. Outside of his advisory work, he is the owner of a rental property business in Denver, Colorado. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Thomas Moore II is a financial advisor at SPC with 21 years of industry experience and holds a Series 66 designation. He has worked at SPC since 2011 and at Parkland Securities, LLC since 2014. Moore also serves as an independent agent appointed with various insurance companies for fixed insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Michael Van Boening is a CFP® professional at Mercer Global Advisors Inc. in Denver, CO, with five years of industry experience. His prior roles include positions at Magellan Federal, JPMorgan Chase Bank, and Collegeinvest. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Kathryn Westhuis is a financial advisor at Oppenheimer with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has prior experience at Nimble Health, U.S. Imaging Network, and Marwood Group. Outside of her advisory role, she serves on the Board of Directors of the Summit Yacht Club. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection and diverse investment strategies.

Peter Lush is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with T. Rowe Price since 2012. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering planning supported by an online tool and telephone access to advisors.

Brandalyn Harvey is a financial advisor with TIAA-CREF in Denver, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at TIAA-CREF and TIAA since 2020 and previously held roles at Key Investment Services, LLC and KeyBank. TIAA-CREF Individual & Institutional Services, LLC 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 employer retirement plans. The firm also acts as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Steven Wheeler is a financial advisor with Eagle Strategies (NY Life) based in Denver, Colorado. He holds Series 65 and Series 63 licenses and has one year of industry experience. His previous work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Bluegreen Vacations, and Stratos Global. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and predominantly managing assets on a non-discretionary basis.

Dylan Birkinsha is a CFP® with one year of industry experience, currently serving as a financial advisor at Kestra Advisory. Prior to this, he worked at Signature Estate & Investment Advisors and Powercat Financial, and served in the U.S. Navy for seven years. He is also involved with Personal Benefit Advisory, Inc., where he provides financial services including third-party money management and retirement solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, providing fiduciary consulting, plan design, and employee education among other services. The firm manages substantial assets and serves large investors, including sovereign wealth funds, utilizing multiple management platforms and third-party solutions.

Brendan Wise is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 credential and has worked at firms including UBS Financial Services, RBC Wealth Management, and CliftonLarsonAllen Wealth Advisors. Outside of his advisory role, he serves as a rink director for a hockey facility in St. Louis Park, MN. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.

Leon Ramirez is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Empower Advisory Group, he worked at Bellco Credit Union for nine years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregory Blanchard is a financial advisor with Eagle Strategies (NY Life) and holds a Series 63 designation. He has 37 years of industry experience, including long-term roles at NYLife Securities LLC and New York Life Insurance Company since 1986. He serves as a board member for Senior Resources of Broomfield, an organization providing programs for seniors. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice and manages most assets on a non-discretionary basis, working extensively with defined contribution and benefit plans as well as charitable and corporate clients.

William Floros is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds the Series 66 designation and has worked previously at Personal Capital Advisors Corporation, LPL Financial, LLC, and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm offers integrated services linked to its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Luke Wood is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Beacon Pointe, he worked at Verus Specialty Insurance and Axiom Wealth Alliance. Outside of his advisory role, he is involved with Legends Baseball. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private assets.

Douglas Davis is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 25 years of industry experience. He has worked at GWFS Equities, Inc. since 2013 and Northstar Realty Securities since 2012. 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 offers an integrated service model connected to Empower’s recordkeeping and administrative platforms, featuring point-in-time financial plans and optional managed account solutions.

Jessica Gay is a financial advisor with TIAA-CREF in Denver, CO, holding a Series 66 designation and four years of industry experience. She previously worked for Wells Fargo Clearing and Wells Fargo Bank, NA for ten years prior to joining TIAA-CREF. 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, often serving clients with existing ties to TIAA employer retirement plans. The firm separates its planning services from ongoing portfolio management and acts as adviser to the TIAA Donor Advised Fund.

John Wattles is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at Cresset since 2022. Prior to his advisory role, he held positions at ServiceSource Inc, Pioneer Landscape Centers, and Arrow Electronics. Cresset Asset Management is an SEC-registered investment adviser managing approximately $71.9 billion in assets for a diverse client base including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach that combines active and passive strategies and includes comprehensive due diligence and ongoing monitoring of third-party managers across various asset classes.

Matthew Robles is a financial advisor at Empower Advisory Group with a Series 65 credential and three years of industry experience. Prior to joining Empower, he worked at GWFS Equities, Inc. and held positions at Greater Richmond Partnership, Chik Fil A, and Kroger. 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 focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kim Richfield is a financial advisor at Empower Advisory Group with three years of industry experience. Her prior roles include positions at Fidelity Investments and nonprofit organizations such as Donor Alliance and Children’s Hospitals in Colorado and Wisconsin. Outside of advising, she engages in a small resale business based in Arvada, Colorado. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base with scalable advisory services.

Scott Schroeder is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds a Series 65 designation and has been with Empower Advisory Group since 2023, following a tenure at Personal Capital Advisors Corporation starting in 2016. 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 uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning services.