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.

Julia Curry is a Series 66-licensed advisor at Focus Partners Wealth, LLC with three years of industry experience. Prior to joining Focus Partners in 2026, she held positions at several firms including CWM, LLC, Bloom Wealth Advisors, Cetera Advisor Networks, and LPL Financial. She has also worked at the University of Denver and has a varied background including roles outside financial services. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kelly Traczek is a Series 66-licensed advisor at Empower Advisory Group with three years of industry experience. Prior to joining Empower, Kelly worked at T. Rowe Price and the United States Postal Service. Outside of financial services, Kelly operates a small clothing business under the LuLaRoe brand. 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 leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through tightly integrated recordkeeping and investment platforms.

Maeve Lehman is a CFP® and holds a Series 65 license with seven years of experience in the financial services industry. She has worked primarily at Mercer Global Advisors Inc. since 2018, with brief prior roles at Charles Schwab and J Crew. 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 nonprofits. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, and offers a range of implementation options and affiliated services.

Scott Braun is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. His prior roles include positions at GWFS Equities, PRUCO Securities, The Prudential Insurance Company of America, NYLIFE Securities, New York Life Insurance Company, MML Investors Services, and MassMutual. 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 select retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Robert Orth is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Empower, he worked at Gwfs Equities Inc, BMJ & J LLC, and Masterdrive Inc. Orth serves as a board member for The Avenue Lofts Condominiums HOA. 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. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Edward Bennett is a financial advisor at TLG Advisors, Inc. with four years of industry experience. He previously worked at Caldara, Wunder & Associates for 14 years and has been associated with The Leaders Group Inc since 2022. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, and it offers a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor portfolios.

Warren Mann is a financial advisor with TLG Advisors, Inc. in Littleton, Colorado, holding a Series 66 designation and 12 years of industry experience. He has worked at The Leaders Group Inc since 2016 and is also involved with Fermaentra LLC. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, using a research approach based on fundamental analysis and Modern Portfolio Theory.

Adam Sheridan is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Empower Advisory Group. His prior experience includes roles at Robinhood Financial, LLC, Robinhood Markets, Inc., and a substantial tenure at TIAA-CREF. 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 emphasizes long-term portfolio returns and client savings rates in its financial planning, serving a large participant base relative to its advisor headcount.

Mara Otley is a financial advisor at Independent Financial Partners with 15 years of industry experience. She has held positions at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, and Scottrade. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Amy Shroff is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including M. S. Howells & Co., PRISM Financial Strategies, and Bank of the West. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a long-term approach and managing approximately $23.5 billion in assets under management.

Michael Beaulieu is a CFP®-certified financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He has worked at Beacon Pointe since 2022 and previously spent five years at The Retirement Planning Specialists, LLC, as well as a year at T. Rowe Price. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and institutional clients. The firm combines internally developed asset-allocation models with third-party independent managers, employing both active and passive strategies across multiple asset classes.

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.