Kimberly Curtis is a financial advisor at Cerity Partners LLC with 26 years of industry experience. She holds the CFP® and ChFC® designations and previously worked for Wealth Legacy Institute, Inc. for 17 years before joining Cerity Partners in 2024. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on customized, diversified asset allocation.

Miranda Mc Hugh is a financial advisor at Empower Advisory Group with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at TIAA and TIAA-CREF for 14 years before joining Empower in 2025. Outside of her advisory work, she volunteers with the Warder Elementary School PTA Fundraising Committee. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach while serving a large participant base relative to its advisor headcount.

Alan Beugg is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds a Series 66 designation and has previously worked at Kovitz Investment Group Partners, Ifam Capital, PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies within an enhanced open architecture framework.

Jomer Salvo is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds a Series 66 designation and has been with Empower Advisory Group and Empower Financial Services since 2026. His prior experience includes roles at Infosys BPM, Iqor, and Genpact LLC. 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 and client savings rates.

Jon Feigitsch is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. His prior work includes roles at TIAA-CREF Individual and Institutional Services and Charles Schwab & Co., Inc. He is based in Greenwood Village, Colorado. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning, supporting a large client base relative to its advisor headcount.

Brittany Del Favero is a Series 65-licensed financial advisor with Creative Planning, LLC, based in Arvada, Colorado. She has two years of industry experience and has worked previously with Lockton Companies and Westmark Wealth Management. 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 client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Mikhail Vosk is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at GWFS Equities, Mercy Housing, TD Ameritrade, and Northstar Securities. Outside of advising, he is also a licensed real estate broker associate involved in property transactions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that includes point-in-time financial plans and optional managed accounts.

Adam Peters is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Peters has worked at Hanson McClain Securities and Hanson McClain Advisors since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers and specialized technology to manage held-away retirement accounts.

Michael Neil is a financial advisor with TIAA-CREF in Littleton, Colorado, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, including customized and model portfolio options, and acts as adviser to a donor-advised fund.

Angela Wiggins is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. Before joining Empower Advisory Group, she worked at US BANK and Professional Assist Corporation. 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, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Lucas Bisbee is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 66 and Series 63 licenses and having seven years of industry experience. Prior to his financial services career, he was involved with the American Hockey League as an on-ice official and currently works as an independent contractor for the National Collegiate Hockey Conference in the same capacity. 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 advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, serving both retail and institutional clients within an integrated New York Life affiliate structure.

Marques Brewer is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides 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 TIAA-administered employer retirement plans and offers a range of managed account options alongside affiliated trust and donor-advised fund services.

Gretchen Mc Laughlin is a financial advisor with Allworth Financial, L.P., holding Series 63, 65, and 66 credentials and 15 years of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, RMB Capital Management, Wells Fargo, and UBS Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios and a range of strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.

Rachel Corpuz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Osaic Institutions, Inc. She previously worked at CUSO Financial Services, L.P. for 22 years and has been with Gateway Services Group for 25 years. Outside of her advisory role, she owns and operates Torched and Twisted Jewelry, a business focused on jewelry production and sales. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer model, providing clients with access to discretionary and non-discretionary accounts, alternative investments, and lending solutions.

Monroe Mc Anuff is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2019 and with New York Life Insurance Company since 2016. Outside of his advisory role, he is an investor in a personal training business, Fit Life Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Cody Templin is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Empower Retirement since 2020 and previously held roles at Transamerica Investors Securities Corporation and Transamerica from 2016 to 2020. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups established by plan sponsors.

Aaron Schettler is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2018 and was previously affiliated with Primerica Advisors and Primerica Financial Services from 2002 to 2018. Outside of his advisory work, Schettler performs as a variety artist and clown, volunteers with the Association of Financial Educators providing financial education workshops, serves as a board member for a homeowners association, and owns a small business bookkeeping and budgeting service. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a hybrid adviser/broker‑dealer model. The firm offers customized advisory services and employs independent adviser representatives for investment analysis and account management while maintaining firm supervision.

Breila O Halloran is a financial advisor at TIAA-CREF with six years of industry experience. She holds Series 66 and Series 63 licenses and has been with TIAA-CREF since 2019. Prior to this, she worked in the dental field and the hospitality industry. Outside of finance, she participates as a user tester on a third-party platform providing product feedback for various companies. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm combines point-in-time planning with ongoing portfolio management through model and customized portfolios.

James Mc Laughlin is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. He previously worked at T. Rowe Price and Cardinal Financial. Outside of finance, he is involved as an audio crew member for a CBS television station, assisting with microphone operations during sporting events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Justin Branch is a financial advisor with Hightower Advisors in Denver, CO, holding Series 65 and Series 63 registrations and possessing 11 years of industry experience. He has worked at Hightower Advisors since 2026 and previously spent nine years with TIAA-CREF and TIAA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled vehicles and private funds.