Brian Rorick is a CFP® professional with 24 years of industry experience, currently serving at CWM, LLC. He has previously worked at Axcent Private Capital, Aveo Capital Partners, DMK Advisor Group, and Stephen A. Kohn & Associates. Outside of his advisory role, he is CEO of Organic Vines, LLC, an agricultural business, and a board member of Chesterton Academy of Our Lady of Victory, a charitable organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Sean Mc Bride is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on internal asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance and client-approved trade execution.

Patricia Kummer is a CFP® with 41 years of industry experience, currently serving at Mariner since 2018. Her prior roles include leadership at Kummer Financial Strategies, Inc. from 1986 to 2018 and Mutual Securities Inc. from 2009 to 2018. Outside of advising, she is an author. Mariner provides investment management, financial planning, retirement consulting, and tax services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax and accounting services along with specialized employer financial wellness tools.

Adam Kucsan is a financial advisor at Transamerica Retirement Advisors, LLC with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes positions at Fidelity, Scottrade, Wag Labs, and multiple Transamerica affiliates. Outside of his advisory role, he is CEO of KATIES KLOZET, an app development company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice programs focused on asset allocation, contribution rates, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and models to guide portfolio construction and operates at scale with over 200,000 clients.

Mark Fellows is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 designation and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as trustee and co-trustee for several family trusts and acts as executor for an estate, performing these duties on a limited basis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management, utilizing a combination of discretionary and non-discretionary strategies managed internally and by third parties.

Todd Walker is a financial advisor with Centaurus Financial, Inc. in Centennial, Colorado. He holds Series 63 and Series 65 licenses and has 31 years of industry experience, including over 21 years at Centaurus Financial. Outside of his advisory role, he is involved in fine art collection and advising, including consulting and sales related to art, and teaches classes through community colleges on a contractual basis. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing various analytical approaches and allowing both discretionary and non-discretionary account management.

Kristin Mann is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been with Schwab Wealth Advisory since 2021 and has worked at Charles Schwab & Co., Inc. since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, with recommendations tailored to clients’ goals and risk tolerance.

Ethan Rivas is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has nine years of industry experience, including roles at Charles Schwab & Co., Inc., Charles Schwab Bank, Bank of America, and Merrill. He is based in Lone Tree, Colorado. 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 Charles Schwab’s asset-allocation models and internal research tools to guide investment decisions, with portfolio reviews conducted at least annually.

Jared Darrington is a CFP® professional with 27 years of industry experience, currently affiliated with Principal Financial Services. He has previously worked with Thrivent Investment Management Inc and Thrivent Financial for over two decades. Darrington holds Series 63 and Series 66 licenses and offers fixed insurance products including life, disability, annuities, and long-term care coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Edward Loughry is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He has worked with Charles Schwab & Co., Inc. since 2012 and has also operated a personal business providing guitar lessons and performing locally since 2012. Prior to his current role, he held positions at New England Securities and Schwab Private Client Investment Advisory, Inc. 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 offers guidance on asset allocation and investment selection using proprietary research tools and standard asset-allocation models, with client authorization required for trades.

Darren Clerkin is a CFP® and ChFC® with seven years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital, COUNTRY Trust Bank and its affiliates, and Transamerica. Outside of his advisory work, Clerkin teaches a nightly financial planning class as an Instructional Assistant Professor at Illinois State University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, along with Empower Premier IRA and select retail brokerage account holders. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Michelle Casulo is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Summit Global Investments and Transamerica, as well as work at CCLC UPC Child Development Center before entering the financial sector. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates in its planning approach, serving a large participant base relative to its adviser headcount.

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.

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 63 and Series 66 credentials. He has been with Empower since 2025 and has a background in roles across several companies including Foundever Philippines and Infosys BPM. Empower Advisory Group provides financial planning and investment management services primarily for employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions.

Marcus King Stockton is a CFP® professional with five years of experience in the financial industry, currently serving as an advisor at Schwab Wealth Advisory. His prior roles include positions at Charles Schwab & Co., Prudential Insurance Company of America, Travelers, Burns and Wilcox, and Allstate. Outside of his advisory work, he coaches youth basketball as a trainer. 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, using asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

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.