Timothy Bickley is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His career has included multiple roles within the Charles Schwab organizations since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, using proprietary research and standard asset allocation models to support client decision-making while not exercising discretionary trading authority.

David Whelan is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Gwfs Equities, Inc. since 2014. In addition to his advisory work, he serves as a military police soldier in the Colorado Army National Guard and is an elected trustee for the Town of Firestone. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and serves a large participant base through a model that combines proprietary and third-party planning methodologies.

Mitchell Powers is a financial advisor with Hightower Advisors in Denver, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Investment Security Group, Inc. and Integrated Concepts Inc. Mitchell has been with Hightower Advisors since 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers, with a focus on discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Jacob Brown is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at 1st University Credit Union and Baylor University. Outside of finance, Brown was involved with OALA Shuttle Service and Wahfles LLC. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research, strategic allocation models, and a range of service platforms, leveraging resources across the broader Goldman Sachs ecosystem.

Craig Birk is a CFP® and holds a Series 65 license, with 15 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2023, and previously was with Personal Capital Advisors Corporation for over a decade. Empower Advisory Group provides financial planning and investment management services 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 emphasizes long-term portfolio returns and integrated service delivery tied to Empower’s recordkeeping and administrative platforms.

Dana Sikora is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Lido Advisors, Goldman Sachs PFM, and Eaton Corp. Sikora is based in Denver, CO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joel Martin is a CFP® and holds a Series 66 license, with 18 years of experience in financial advisory. He is currently with The Colony Group, LLC and has previously worked at Buckingham Asset Management, LLC. He is based in Denver, CO. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Brian Samson is a financial advisor at Mercer Global Advisors Inc. with 25 years of industry experience. He previously worked for TIAA-CREF from 1998 to 2023. Samson holds Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, low-cost index vehicles, and tax management strategies.

Danica Athanassiou is a financial advisor with Empower Advisory Group who holds a Series 66 registration and has 17 years of industry experience. She has worked at Raymond James Financial Services and its affiliates from 2010 to 2021 and has been with Advised Assets Groups, LLC and GWFS Equities, Inc. since 2021. Outside of financial advising, she is involved in a retail aquarium business and owns an online shop selling vintage posters and paper goods. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and participants, as well as to certain retail brokerage account holders. The firm’s services emphasize long‑term portfolio returns and are closely integrated with Empower’s recordkeeping and administrative platforms.

Micah Lang is a CFP® professional with 27 years of industry experience, currently serving at Independent Financial Partners. His prior roles include positions at IFP Securities, LLC, Choreo, LLC, BDO Wealth Advisors, LLC, Cosyntris Advisory Network, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he acts as trustee for the Micah J. Lang Revocable Trust. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm manages over $12 billion in assets and offers a decentralized advisory model with specialized retirement-plan and pension consulting capabilities.

Bradford Werth is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at All Pro Pavement and Delta Payments. 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, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Kirk Diefenbach is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He spent 18 years at Charles Schwab Bank and Charles Schwab before joining Empower Advisory Group in 2026. 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 integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and clients’ savings rates.

Alexandra Haass is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and previously worked at Getro, CultureIQ, and ReWork. Outside of her advisory role, she is a manager with a 20% interest in a real estate development business. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of advisory and brokerage services, using strategic and tactical asset allocation alongside manager selection and various investment vehicles to construct client solutions.

Meghan O'Donnell is a financial advisor at Corient with seven years of industry experience. She holds a Series 65 designation and has previously worked at Segall Bryant & Hamill and Denver Investments. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party managers, supported by ongoing portfolio monitoring and risk management tools.

Brandon Long is a financial advisor at D.A. Davidson & Co. based in Denver, CO, holding a Series 66 designation with 10 years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Bank of America, N.A. and Merrill from 2015 to 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing qualitative and quantitative analysis.

Matthew Marsh is a CFP® with 26 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and has previously worked at Summit Trail Advisors, LPL Financial, BMO Bank NA, BancWest Investment Services, Dynasty Securities, and Dynasty Wealth Management. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm integrates asset-allocation modeling with third-party independent managers, using both active and passive strategies across public and private asset classes.

Michael Mc Daid is a CFP® with 11 years of industry experience, currently serving as an investment advisor at Integrated Wealth Concepts LLC since 2025. His prior roles include positions at OneDigital Investment Advisors LLC, Cetera Advisor Networks LLC, CLG LLC, TD Ameritrade, Guardian Life Insurance, and Park Avenue Securities. He is also licensed to sell life, health, disability, annuities, and long-term care insurance. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a focus on customized portfolios using mutual funds, ETFs, equities, and fixed income.

Carly Slonin is a financial advisor with Focus Partners Wealth, LLC, holding Series 65 and Series 66 licenses and bringing two years of industry experience. Her prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Raymond James Financial Services, Inc. Outside of finance, she has experience working with DogOn Fitness and Picket Fence Tax Service. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a wide network of affiliated service companies and product relationships.

Blake Christensen is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC and KPMG, LLP. Blake also spent several years at Brigham Young University in various roles. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.