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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include five years at T Rowe Price and ongoing experience with Empower Financial Services since 2021. 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 select retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Zachary Van Sant is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has previous experience at Charles Schwab & Co., Inc. Outside of his advisory role, he has rented out driveway and yard space. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on proprietary asset allocation models and internal research tools.

Marielle Stockdale is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Charles Schwab, First Command Financial Planning, Inc., and USAA Group. She also served in the U.S. Army for eleven years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is guided by Schwab’s asset-allocation models and internal research, focusing on tailored recommendations without exercising discretionary trading authority.

Jason Taylor is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Farther Finance Advisors, Strategic Wealth Advisors, and Fidelity Investments. He holds Series 63 and Series 66 licenses. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios and combines fundamental, technical, and cyclical analysis, along with alternative investment strategies and third-party manager oversight.

Tanya Thomasson is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Denver, CO. She has spent her entire advisory career at Mercer Global Advisors, working at the firm since 2016. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Grady Dok is a financial advisor at Schwab Wealth Advisory with Series 66 credentials and two years of industry experience. His prior roles include positions at Charles Schwab and Miracle Mile Advisors. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on standardized asset-allocation models and internal research tools.

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.

Jonny Triebell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial strategies that address their unique needs. He utilizes Fidelity's planning tools and suite of offerings to support and empower clients in managing their personal and financial situations. Jonny's professional experience includes roles at Fidelity Investments since 2022, initially as a Planning Consultant before becoming a Financial Consultant. Prior to that, he held various positions at Wells Fargo from 2017 to 2022, progressing from Teller to Senior Premier Banker. Outside of his professional work, Jonny has personal interests in movies, music, and reading.

Ethan Hervol is a Certified Financial Planner® at Schwab Wealth Advisory with 12 years of industry experience. He has been with Charles Schwab and its affiliated advisory firms since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s recommendations are based on proprietary Schwab asset-allocation models and research tools, with a focus on client goals and risk tolerance.

Steven Moats is a financial advisor with NewEdge Advisors in Denver, Colorado. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including 22 years with Northwestern Mutual in various investment and wealth management roles. Moats may earn commissions from insurance companies on sales of non-investment-related insurance products. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing a combination of in-house and third-party managers, technology tools, and structured advisory programs.

Cody Staroscik is a financial advisor with Schwab Wealth Advisory holding Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab and has diverse work experience including roles at Boeing, Frontier Airlines, and the United States Air Force. Outside of finance, he is involved with Crave Real Burgers. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance, and trades require client authorization.

Jacob Eunice is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Charles Schwab Investment Management, SagePoint Financial, Raymond James & Associates, Stifel Nicolaus, and T Rowe Price. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations without discretionary trading authority.

Scott Yarberry is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. He has been with Charles Schwab and its affiliated entities since 2015. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab & Co.’s standard asset-allocation models and internal research tools to deliver tailored recommendations without exercising discretionary trading authority.

Darren La Femina is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2008, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to deliver tailored investment recommendations while requiring client authorization for trades.

Branden Borowiak is a CFP® professional with 12 years of industry experience, currently with Empower Advisory Group since 2023. His prior experience includes roles at Personal Capital Advisors Corporation, Citizens Securities, and Bank of America. He serves as Treasurer for the Secret Oaks Home Owners Association, handling financial duties such as dues collection and reporting. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services through proprietary platforms focused on long-term portfolio returns and savings rates.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Brent Clark is a CFP®-certified financial advisor with 30 years of industry experience. He currently works at Schwab Wealth Advisory and Charles Schwab, where he has been since 2022. Prior to that, he spent 26 years at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection and wealth management, with client-authorized trades and at-least-annual reviews tailored to individual goals and risk tolerance.

Michael Hewel is a financial advisor at Mercer Global Advisors Inc. in Denver, CO with eight years of industry experience. He holds the Series 63 and Series 65 credentials. His prior work includes roles at Denver Water, Plan Strategies, Inc., and LT Trust. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment strategy is based on Modern Portfolio Theory, using globally diversified portfolios with multi-factor tilts and a range of investment vehicles including ETFs, index funds, and separate account managers.

Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.