David Bromeier is a financial advisor at Farther with 25 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. Prior to his current role at Farther, he worked at HFG Advisors for over a decade and was involved with the Heartland Institute of Financial Education as a consultant and instructor. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, using proprietary models and algorithmic rebalancing with a focus on ETFs, mutual funds, equities, and fixed income.

Donna Stumpp is a financial advisor with Empower Advisory Group holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Empower, she spent eight years working with Denver Public Schools. She serves as treasurer for the Broomfield Bird Club, a community birding organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage account holders, offering integrated services tied to recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its point-in-time planning service and serves a large participant base relative to its advisor headcount.

Regina Ramsey is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and Walsh University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s research tools and asset allocation models to guide investment decisions without exercising discretionary trading authority.

Chase Lederer is a financial advisor at CWM, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, Empower Retirement, and Personal Capital Advisors Corporation. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a broad network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Lisabeth Durbin is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 registrations and bringing nine years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, and New York Life Insurance Co. She is also involved in insurance brokerage, specifically selling and servicing Penn Mutual life insurance products. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, and charitable organizations, offering advisory programs, financial planning, and retirement plan consulting through a platform that integrates both advisory and broker-dealer services.

Jason Abar is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2014. Outside of his advisory role, he is involved with Abar Investments Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while allowing clients to make final trading decisions.

Marco Ramos is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and four years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab, and Northwestern Mutual. He also has experience outside finance, having worked seven years in the dairy industry with Daisy Lane Dairy. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not exercise discretionary trading authority.

Cade Hammarquist is a CFP® professional at Corient with four years of industry experience. He previously worked at M. S. HOWELLS & Co., Ashton Thomas Private Wealth, Wells Fargo Clearing, and Charles Schwab. Outside of advisory roles, he has experience as an insurance agent. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes risk management tools and alternative investments where appropriate.

Michelle Dockter is a CFP®, ChFC®, and holds a Series 66 license with 19 years of industry experience. She currently works at D.A. Davidson & Co., where she has been since 2021, following nine years at Ameriprise Financial Services, Inc. She serves on the Board of Directors of the Financial Planning Association as Treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jackson Wegner is a CFP® professional with six years of industry experience. He has worked at Sequoia Financial Group, L.L.C. since 2026 and previously held roles at Moneta Group Investment Advisors, LCL, Valeo Financial Advisors, and PNC. He is based in Denver, CO. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm combines model and custom portfolio management using a range of investment vehicles and employs fundamental, technical, and cyclical analysis supplemented by third-party research.

Paula Smith is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has been associated with Charles Schwab since 1999. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Charles Schwab ecosystem and does not manage client accounts on a discretionary basis, leaving final trading decisions to clients.

Daniel Hamilton is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Personal Capital Advisors Corporation, JP Morgan Securities LLC, JP Morgan Chase Bank, Fisher Investments, Strategic Advisers Inc, and Fidelity Investments. Outside of advising, he is a co-founder of Pure Pet Extracts, a company specializing in pet wellness products. 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 integrated model delivers point-in-time financial plans and optional managed account solutions aligned with Empower’s recordkeeping and administrative platforms.

Adam Oliver is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with four years of industry experience. His prior roles include positions at Transitions Wealth Management, First Western Trust, BMO Harris Bank, and involvement with the Dr. David Robinson Institute of Jewish Heritage - Yeshiva. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and other vehicles, along with specialized offerings such as retirement plan consulting and charitable advisory services.

Andrew Eldridge is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at T Rowe Price for five years before joining GWFS Equities, Inc., where he has been employed for five years. 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 retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Zachary Van Sant is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2022 and Schwab Wealth Advisory since 2025. Outside of finance, he has experience working in educational settings and briefly operated the Colorado Pinball Pub. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, delivering recommendations through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Marielle Stockdale is a financial advisor with Schwab Wealth Advisory in Highlands Ranch, CO, holding the CFA® designation along with Series 65 and Series 63 licenses. She has seven years of industry experience, including roles at Charles Schwab, First Command Financial Planning, and USAA Group, as well as 11 years of service in the U.S. Army. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm delivers wealth management services primarily through annual reviews and investment recommendations without discretionary trading authority.

Jason Taylor is a CFP® with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Denver, CO. His prior roles include positions at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm combines fundamental, technical, and cyclical analysis with options, alternative investments, and private fund recommendations to construct and monitor customized portfolios.

Tanya Thomasson is a CFP® professional affiliated with Mercer Global Advisors Inc. in Denver, CO, with nine years of industry experience. She has been with Mercer Global Advisors in various capacities since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing using low-cost ETFs, index funds, separate account managers, and other specialized investment vehicles.

Grady Dok is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab and Miracle Mile Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final decision authority on trades.

Stephanie Canales is a financial advisor with Empower Advisory Group holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Fidelity Investments and Zillow Group. 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 integrated model is tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates.