John Winterscheidt is a financial advisor at Focus Partners Wealth, LLC with 23 years of industry experience. He holds the PFS™ designation and Series 65 license. His prior work includes roles at The Colony Group, LLC, Buckingham Asset Management, LLC, Winterscheidt and Widegren, LLC, Winterscheidt & Autterson, LLP, and Win Wealth Management, Inc. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, family office and business management, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Carson Wirges is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and 10 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc before joining Principal Securities and Principal Life Insurance. Outside of his advisory role, he plays guitar and occasionally performs live or teaches lessons, and he is a licensed Notary Public in Colorado. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Matthew Morehead is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds a Series 65 designation and has held prior roles at Janiczek Wealth Management and Carlson Capital Management. He is based in Denver, CO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Shannon Sassman is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Prudential Investment Management Services and TRANSAMERICA Retirement Solutions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Carol Eddy is a CFP® with 28 years of industry experience, currently serving at Money Concepts Capital Corp since 1997. She is the owner and president of Nixon Financial Planning, Inc., a non-investment related business. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing about $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, utilizing a range of managed programs and portfolio strategies.

Stephen Webb is a financial advisor at GWN Securities Inc. in Aurora, CO, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining GWN Securities in 2017, he worked at World Capital Brokerage, Inc. from 2010 to 2017. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, delivering advice through a variety of managed-account programs and investment strategies.

Sean Curley is a CFP® with 27 years of experience in financial advising. He has been with Beacon Pointe Advisors, LLC since 2022 and previously worked for The Retirement Planning Specialists, LLC for 20 years. Based in Denver, CO, he holds Series 63 and Series 65 licenses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing a proprietary “Focus List” and third-party platforms to implement client strategies across various asset classes.

Jeffrey Faunce is a financial advisor at Oppenheimer with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oppenheimer since 2018, following three years at BCM Wealth Management. Based in Denver, CO, he serves clients through a range of investment advisory services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers diverse programs and employs both discretionary and non-discretionary management approaches across equity, balanced, and fixed-income portfolios.

Mark Thompson is a financial advisor at SPC with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with SPC since 2004. Thompson is also the owner of Wealth Partners, Inc. and Wealth Partners Insurance Inc., through which he provides financial services and sells non-variable life insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans with a range of portfolio management, financial planning, and ERISA-related retirement services. The firm combines discretionary and nondiscretionary management approaches and maintains affiliations with broker-dealers and insurance agencies to offer a broad service platform.

Ruben Rosas is a financial advisor at PNC Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, JPMorgan Chase, and US Bank. Outside of finance, he is the owner of Rosas Electric LLC, an electrical contracting business based in Denver. PNC Wealth Management provides retail brokerage and advisory services, including a model-based digital portfolio program offered as an invitation-only pilot for employees. The firm uses algorithmic risk assessments and delegates portfolio management and proxy voting to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Scott Ebert is a CFP® with over 31 years of experience in the financial industry. He is currently with Allworth Financial, L.P., where he has worked since 2019, following prior roles at Charles Schwab and First Western Trust. His outside activities include a limited partnership interest in a family LLC owning a rental property. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management with various model strategies and uses third-party sub-advisers and technology solutions to manage client assets.

Jonathan Bunch is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations and previously worked at T. Rowe Price for four years. His background also includes roles at DJ Maestro and Snoozetown, LLC. 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 emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Arthur Updike is a financial advisor at Empower Advisory Group with six years of industry experience. He holds a Series 66 designation and has worked at Empower Retirement since 2020. Prior to that, he was employed at Charcoal Bistro from 2016 to 2020. 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 approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and includes optional managed account solutions.

Joseph Lomeo is a Certified Financial Planner® with 12 years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He holds the Series 63 and Series 65 licenses in addition to his CFP® designation. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and employs a diversified, risk-class based investment approach that combines passive and active management with quantitative, momentum, and fundamental analysis.

Michael Denison is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 2020. He also operates Aspen Grove Financial Strategies LLC as an owner and partner. His prior experience includes roles at Eagle Strategies (NY Life), New York Life Insurance Company, and NYlife Securities LLC. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion for around 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, retirement plans, trusts, charitable organizations, and corporations, employing a range of managed programs and investment strategies.

Micah Steinwandt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding a Series 66 designation and seven years of industry experience. His prior firms include GWFS Equities, Inc., Envoy Financial LLC, and AXA Advisors, LLC. 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 clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Michael Merlino is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to his current role, he worked at Enterprise Mobility for five years and held various positions including at Target and Smoky Hill Vineyard Church. 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 emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Dale Mehl is a financial advisor with Bankers Life Advisory Services, Inc. in Denver, CO, holding a Series 66 designation and 9 years of industry experience. He has been affiliated with Bankers Life since 2005, including his role as an agent for Bankers Life and Casualty Company, where he is involved in life insurance, health insurance, and fixed annuities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios across various securities with ongoing management aligned to clients’ goals and risk tolerances.

Meredith Perez is a financial advisor at Empower Advisory Group with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Bank of America, Merrill, GWFS Equities, and Advised Assets Group. Outside of her advisory work, she assists with accounting and recordkeeping for a family-owned vending solutions business. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual plan rebalancing within plan lineups selected by plan sponsors.

William Sands is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has been with Mercer since 2021 and previously worked at the University of Colorado Boulder. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and the use of low-cost index vehicles.