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.

Chad Mcdonnell is a CFP® professional with 27 years of industry experience, currently working at Corient in Denver, CO. His prior experience includes roles at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Devonee Quinn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. She is currently with Creative Planning, where she has worked since 2022, and previously held roles at WIPFLI Financial Advisors, LotusGroup Advisors, and Lee Financial Corp. Outside of financial advising, she works as an independent consultant in wine sales through Wine Retriever, LLC. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process focused on low-cost indexing and offers a range of supplemental strategies along with affiliated non-investment businesses such as legal and trust services.

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 13 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2016. In addition to his advisory role, he is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities in retirement plan consulting.

Steven Lindeman is a financial advisor with Principal Financial Services based in Denver, CO. He holds the Series 66 designation and has one year of industry experience, having previously worked sixteen years in the oil and gas sector with Ovintiv Oil & Gas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Klint Armitstead is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including New York Life Insurance Company and Colorado Retirement Association. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and selective private market exposure, managing over $295 billion in client assets.

Vito Desimone is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has been with GWFS Equities, INC since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and savings rates through a point-in-time financial planning approach.

Rebeca Melendez is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at TIAA-CREF and TIAA since 2000, with a brief tenure at Transamerica Retirement Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs to individuals, trusts, estates, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, including customized portfolios and model-based strategies.

Cary Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. in Denver, CO. He has been with CIBC Private Wealth Management since 2005. CIBC Private Wealth Advisors delivers 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 utilizes a structured investment process involving an internal team and committees to offer customized portfolios, combining proprietary and external strategies, and manages significant assets with fewer advisors compared to typical peers.

Ryan Mitchell is a CFP® professional at Focus Partners Wealth, LLC with 14 years of industry experience. His prior roles include seven years each at Buckingham Strategic Wealth, LLC and Win Wealth Management, Inc. Additionally, he worked in media relations at the University of Denver for 15 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Stuart Henderson is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at multiple firms including GWFS Equities, Inc, Packerland Brokerage Services, United Advisors Corporation, and Alliance America Corporation. Outside of his advisory role, he serves on the board of directors for a dog training club affiliated with the Wisconsin Amateur Field Trial Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Matthew Vibert is a CFA® charterholder with nine years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital and Janus Management Holdings Corp. 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 clients. The firm integrates its services with affiliated Empower entities’ recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and client savings rates in its planning approach.

Jordan Dechtman is a financial advisor at Hightower Advisors with 36 years of industry experience. He holds a Series 63 designation and previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc., Dechtman Wealth Management, LLC, and Securities America Advisors, Inc. Outside of his advisory role, he is a part owner of Dtown Fitness, LLC, a fitness business based in Centennial, CO. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a manager selection approach with both affiliated and third-party managers. The firm’s services include discretionary portfolio management, financial planning, and retirement consulting, supported by proprietary research and a variety of investment options including mutual funds, ETFs, and alternative investments.

Michelle Sandt Wade is a CFP® with 22 years of industry experience. She is currently with Mercer Global Advisors Inc. and was previously with Transitions Wealth Management, LLC. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Joshua Fremit is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. His prior experience includes roles at Mariner Wealth Advisors and Equitable Advisors, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach employs globally diversified, risk-appropriate portfolios utilizing low-cost ETFs, index funds, separate account managers, and private fund platforms, alongside various specialized advisory and educational offerings.

Alexandra Schmidt is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding a Series 65 designation with five years of industry experience. She previously worked at Northstar Investment Advisors and has held roles at Fine Expectations, LLC and Hair Ventures, LLC earlier in her career. Beacon Pointe Advisors serves individual investors, corporations, pension and profit-sharing plans, and other institutional clients by providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Colleen Harvey is a CFA® charterholder with 11 years of industry experience. She has been with CIBC Private Wealth Advisors, Inc. since 2018, following prior roles at Colorado Capital Management, Inc. from 2014 to 2018. CIBC Private Wealth Advisors serves a broad client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team, relationship managers, and governance committees to create customized portfolios using proprietary and external strategies, with notable assets under management per advisor and specialized services for investment companies.

Megan Sandbothe is a Certified Financial Planner® with 19 years of industry experience. She has worked at \u0026Partners since 2024 and previously spent 18 years at Edward Jones. \u0026Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and a range of financial and tax planning services, utilizing a blend of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

Timothy Hardy is a financial advisor with Transamerica Financial Advisors in Westminster, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and previously was associated with Rick P Cline Agency, DBA All Access Insurance & 303 Insurance Brokers, and Hardie And Co LLC. Outside of his advisory role, he is involved in property and casualty insurance sales through the Rick P Cline Agency. Transamerica Financial Advisors serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.