Broc Taylor is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with GWFS Equities, Inc. since 2014 and has been associated with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and integration with Empower’s recordkeeping and administrative platforms.

Alyssa Allaine Guinto is a financial advisor at Empower Advisory Group with Series 66 credentials and one year of industry experience. Prior to joining Empower, she worked for Cognizant Technologies Solutions Philippines Inc. for five years and has held positions in other companies including Inspiro Relia Inc. and Beauty Refinery Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Francisco Solis is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at T. Rowe Price Investment Services. Outside of advising, he serves as an administrator for Mindful Springs Counseling, a nonprofit organization in Colorado Springs. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services that emphasize long-term portfolio returns and savings rates. The firm is notable for its scale and integration with affiliated entities for recordkeeping and brokerage execution.

Paul Deer is a CFP® with 15 years of experience in the financial services industry, currently advising at Empower Advisory Group. His prior experience includes roles at GWFS Equities, Inc. and Personal Capital Advisors. He is also involved in the CFP Board, providing CFP licensures to other advisors. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management 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 services.

Basliel Dinku is a financial advisor with Empower Advisory Group holding a Series 66 credential and four years of industry experience. Prior to joining Empower, he worked at J.P. Morgan Securities and JPMorgan Chase Bank in Colorado. Outside of finance, he is the owner and director of Lone Superior LLC, an online clothing brand involved in design and operations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail brokerage clients, delivering integrated services tied to Empower’s administrative platforms.

Jason Anderson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and previously worked at SLMC, LLC, SLC1, LLC, Impact eCommerce (Coursier Capital), T3 Trading Group, LLC, and Glencoe Partners, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plans selected by sponsors.

Louis Nazzaro Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He worked at American Portfolios from 2006 to 2024 before joining Osaic. He is involved with Rotary of Denver as a volunteer. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory programs through multiple models with custody primarily arranged through Schwab and Fidelity.

Alexandra Beach is a financial advisor with TIAA-CREF holding Series 66 and Series 63 licenses, and has 11 years of industry experience. Her prior roles include positions at Merrill, Bank of America Securities, Raymond James & Associates, and multiple other firms. TIAA‑CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a range of managed account options including model portfolios and customized portfolios managed according to client-approved investment policies.

Alejandro Lopez Lule is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He has worked with Advised Assets Group, LLC since 2016 and Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through a point-in-time planning model and serves a large participant base relative to its adviser headcount.

Dillion Galdi is a financial advisor with Key Investment Services LLC in Denver, CO, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at KeyBank NA, PFS Investments Inc., Primerica Financial Services, and Gpac. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Carlos Diaz Montoya is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO, holding Series 65 and Series 63 licenses with one year of industry experience. He has been associated with Beacon Pointe Advisors since 2024 and is also an agent at Beacon Pointe Insurance Services, LLC, where he is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors offers wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Whitney Selvig is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Guardian Life, Park Avenue Securities, Celebrity Home Loans, NBH Bank, and Colten Mortgage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and various investment advisory programs.

Sean Gray is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. He has worked previously at SPC, Parkland Securities, and Kaplan, Inc. Outside of his advisory role, he volunteers as a rock climbing instructor and serves as a firearms instructor in Colorado Springs. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and disciplined savings strategies.

Michael Whiteman is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at T. Rowe Price, USAA Financial Planning Services, and GWFS Equities. 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 clients. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Samuel Henderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Life Insurance Company, Financial Engines Advisors L.L.C., and Fidelity Brokerage Services LLC. Henderson is based in Glendale, Colorado. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers models ranging from point-in-time financial planning to ongoing portfolio management under a fiduciary standard.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

William Hanson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and seven years of industry experience. His prior work history includes roles at GWFS Equities, Inc., Vander Haag's Inc, Steffen Furniture, and Southwest Minnesota State University. Empower Advisory Group provides financial planning and investment management services 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 offerings include point-in-time financial plans and optional managed account solutions, with services integrated through Empower’s recordkeeping and administrative platforms.

Ericka Islas is a financial advisor at EP Wealth Advisors with a Series 65 credential and no prior industry experience. She has been with EP Wealth Advisors since 2022. Before entering the financial industry, she worked at Health Images for three years. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, and financial planning services. The firm builds customized model portfolios and employs a range of investment strategies, including fundamental and technical analysis, alongside third-party manager recommendations and ERISA plan services.

Joseph Dumas is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and Charles Schwab. Outside of his advisory roles, he has been involved in rental services since 2017. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning services.