Michelle Casulo is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 licenses and two years of industry experience. She previously worked at Summit Global Investments and Transamerica, with additional experience at Wfg and CCLC UPC Child Development Center. 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, offering an integrated model tied to Empower’s recordkeeping and administrative platforms.

Ryan Kaszycki is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. His prior roles include positions at LPL Financial and Brown & Tedstrom Estate Planning, Inc. He holds the Series 66 designation and is based in Aurora, CO. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Kurt Beerline is a financial advisor with Valic Financial Advisors in Lakewood, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Agia, Mass Mutual Life Insurance Company, Fidelity Investments, and Aflac. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts and a combination of technology and third-party model managers.

Tristan Beck is a financial advisor with PNC Wealth Management in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Wells Fargo Bank and KeyBank. Outside of his advisory work, he operates a video game content channel on Twitch under the business name XXSIXER. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach uses algorithmic risk assessments and delegates portfolio implementation to approved strategists and third-party managers.

Brandon Vinton is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Charles Schwab, and Navy Federal Credit Union. 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. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s administrative platforms, focusing on long-term portfolio returns and client savings rates.

Yiwen Chen is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. She holds the CFA® charter and Series 65 registration. Her prior experience includes roles at Kovitz Investment Group Partners, Transform Wealth (formerly Carnick & Kubik Group), and BSW Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jacob Hughes is a Series 66 licensed advisor with Empower Advisory Group in Greenwood Village, Colorado, where he has worked since 2026. His career includes roles at Empower Financial Services and experience outside finance with the Big Red F Restaurant Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed accounts.

Chito Resurreccion is a financial advisor with Empower Advisory Group, holding Series 66 and Series 63 designations. He has been with Empower since 2025 and has prior experience in various roles outside the financial industry. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s approach features an integrated model tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Tiffany Kobs is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior experience includes roles at Charles Schwab and Charles Schwab Bank. Outside of her advisory work, she is a business owner of Solidarity Dental Solutions, PPLC in Denver, where she is involved in bookkeeping and membership voting. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations, offering a range of portfolio management and financial planning services through proprietary and third-party solutions.

Zachary Heath is a CFP® at Moneta Group Investment Advisors, LLC with two years of industry experience. He previously worked at Aveo Capital Partners and Innovest Portfolio Solutions. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and concierge services. The firm uses a partner-led team approach with an open-architecture investment process and manages proprietary multi-strategy funds such as the Retirement Advocate Funds.

Stephen Symsack is a CFP®-credentialed financial advisor with five years of industry experience, currently with Schwab Wealth Advisory in Lone Tree, CO. His prior roles include positions at Charles Schwab & Co., Inc., TD Ameritrade, and experience in commercial real estate and property management. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Rebecca Leonard is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC and Summit Financial Group. She also operates under the DBA Bartleys Wealth Management. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with both active and passive investment approaches.

Rian Morrissey is a CFP® with 18 years of industry experience, currently serving as a wealth manager at Kestra Advisory since 2019. He previously worked at Edward Jones and Oppenheimer Funds. Outside of advisory work, he co-owns and manages an Airbnb rental property in Tabernash, Colorado. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including very large investors such as sovereign wealth funds. The firm offers comprehensive services including plan design, fiduciary consulting, and pooled plan solutions, supported by extensive third-party relationships and multiple management platforms.

Brian Miserlian is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Fidelity and CapFinancial Securities. He is currently based in Lone Tree, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through Charles Schwab’s asset allocation models and research tools. The firm conducts annual account reviews without exercising discretionary trading authority, distinguishing its client service approach within the Schwab ecosystem.

Seth Davis is a CFP® professional with 19 years of industry experience. He is currently with EP Wealth Advisors and previously worked at RMB Capital Management and Wisdom In Action, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Brendan Manna is a CFP®-certified financial advisor at Corient with nine years of industry experience. His prior roles include positions at Balasa Dinverno Foltz LLC and Securities Service Network, Inc. He is based in Denver, CO. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach that integrates individual security strategies, third-party managers, and customized asset allocation, with continuous portfolio monitoring and risk management.

Ryan McNerney is a CFP® with 17 years of industry experience, currently affiliated with PlanMember Securities Corporation. He has worked at PlanMember and Hattig Financial during his career and serves as president of McNerney Financial, a securities and insurance firm he founded in 2009. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Eric Samson is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His prior roles include positions at GWFS Equities, Inc. since 2021 and Fidelity Personal and Workplace Advisors as well as Fidelity Brokerage Services LLC from 2016 to 2021. 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 services combine proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates, with a wide reach supported by its affiliation with Empower’s recordkeeping and administrative platforms.

Benjamin Bender is a financial advisor with CWM, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Carson Wealth, Cetera Advisor Networks, Capitas Financial, and Raymond James Financial Services. Outside of advisory work, he is the owner of Epicurus Holdings, LLC, a holding company established for employee payments and tax purposes. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of financial planning, portfolio management, and retirement-plan services.

Elizabeth Garmatz is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. She has been with Charles Schwab since 2014 and joined Schwab Wealth Advisory in 2023. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, focusing on recommendations without discretionary trading authority.