Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a CFP® and CFA® credentialed financial advisor with 18 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at firms including Johnson Financial Group LLC, Saza Wealth Partners LLC, Janiczek Wealth Management, and BB&T Asset Management. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach integrates client-specific profiles, quantitative screening, and manager selection, with access to alternative and private market solutions for qualified clients.

Amanda Phillips De Saverio is a CFP® professional with six years of industry experience, currently with WealthSpire Advisors in Denver, CO. She previously worked at Corundum Group, Inc. for three years and Sunflower Bank for four years. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in regulatory assets and serving individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework utilizing a diversified mix of investment vehicles and offers comprehensive wealth management and financial planning services.

Jane Bartosik is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at GWFS Equities, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and is closely aligned with Empower’s recordkeeping and administrative platforms.

David Romero is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Capital Inc from 2013 to 2020 and has been with Empower Retirement since 2021. Outside of his advisory role, he provides youth baseball pitching consultation and instruction as a lead instructor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Calum Hayes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Retirement, Western Wealth Management LLC, LPL Financial, Charles Schwab, and Northwestern Mutual. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services through a model closely tied to Empower’s recordkeeping and administrative platforms.

Linae Provost is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. She previously worked at USAA and Liberty AV Solutions before joining Empower. 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 certain retail brokerage account holders, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Amoy Gordon is a financial advisor at Empower Advisory Group with a Series 66 designation and three years of industry experience. Prior to joining Empower, he worked at Wells Fargo Clearing Services LLC for three years. Outside of his advisory role, Gordon owns an online book-selling business and works as a food delivery driver. 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 brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Eliot Mote is a financial advisor at TIAA-CREF with 26 years of industry experience. He has held his current role since 2007. Mote holds Series 63 and Series 65 licenses and is based in Denver, CO. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm separates one-time financial planning from ongoing portfolio management and serves as adviser to a donor-advised fund, operating within a vertically integrated group using affiliated funds.

Douglas Busken is a CFP® with eight years of industry experience currently affiliated with OSAIC Institutions, Inc. He has held roles at Alerus, Infinex Investments, U.S. Bancorp Investments, and U.S. Bank. Outside of his advisory work, he is active as a triathlon coach. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model.

Jennifer Renner is a financial advisor at Empower Advisory Group with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Inc., GHP Investment Advisors, and Hendricks Financial Services. 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 tied to Empower’s recordkeeping and administrative platforms, featuring both point-in-time financial plans and optional managed account solutions.

Slava Davidoff is a financial advisor with TIAA-CREF in Glendale, CO, holding a Series 66 designation and 16 years of industry experience. He has been with TIAA-CREF since 2016. Outside of his advisory role, he is involved as a primary care provider with A&A Homecare Agency, Inc. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm operates within a vertically integrated model and provides access to affiliated investment funds.

Andrew Babb is a CFP® practitioner with eight years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. Prior to joining Hornor, Townsend & Kent, he spent six years with Northwestern Mutual in various capacities. Outside of his advisory role, Babb has experience in insurance brokerage through Streamside Wealth. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes both discretionary and non-discretionary account options, combining advisory services with broker-dealer capabilities.

Thomas Martin is a financial advisor at Brookstone Capital Management LLC in Aurora, Colorado, holding Series 63 and Series 65 credentials with nine years of industry experience. He has worked at Brookstone since 2020 and owns Martin Heritage Group, LLC, which focuses on life insurance sales and promoting financial literacy through literature and seminars. Prior to these roles, he held positions at Premier Insurance Partners, American Income Life, Teletech, and Allstate Financial. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions.

Thomas Gonnella is a financial advisor at Integrated Wealth Concepts LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including PRISM Financial Strategies, Advisory Consulting Group, and Strategies Capital Management. He is also the managing member of TAG Capital Investments, a personal investment entity. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, with a long-term investment approach supported by customized portfolios and oversight of third-party asset managers.

Charlotte Jay is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including ten years at SagePoint Financial and over two decades as co-owner of Jay Financial Group. She has been with Commonwealth since 2019. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform with a range of managed-account programs, access to third-party asset managers, and custody services.

Sandra Arellano Diaz is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior work includes roles at Gwfs Equities, Inc. and Aag. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, delivering services closely aligned with Empower’s recordkeeping and administrative platforms.

Christine Kirk is a CFA® charterholder affiliated with Focus Partners Wealth, LLC, based in Denver, CO. She has over a decade of industry experience, having worked previously at Envestnet Inc. and Strategies Capital Management before joining Focus Partners. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and advisory services. The firm’s investment approach combines active and passive strategies within a long-term, tax- and fee-sensitive framework.

Emily Baird is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Empower Financial Services and J.P. Morgan Institutional Investments since 2009. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Jessica Mckane is a financial advisor at CIBC Private Wealth Advisors, Inc. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at CIBC World Markets Corp and Wells Fargo Clearing. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and coordinated Family Office services supported by an internal investment team and governance committees, managing approximately $67.8 billion in assets.