Austin Pettitt is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and four years of industry experience. His background includes roles at Schwab Wealth Advisory, Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and service in the United States Army. Outside of finance, he works as a strength and conditioning coach specializing in sports performance and weight loss for active duty military and aspiring clients. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Alexandra Haass is a financial advisor at Oppenheimer with two years of industry experience. She holds the Series 66 designation and previously worked at Getro, CultureIQ, and ReWork. Outside of her advisory role, she is a manager of a real estate development business called 706 Frisco LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of discretionary and non-discretionary investment programs, including asset management, consulting, and retirement services.

Valerie Pate is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. She has worked with Charles Schwab in various capacities since 2018 and spent a decade at Fidelity Investments prior to that. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers comprehensive financial reviews and investment recommendations but does not exercise discretionary trading authority.

Ryan Vehar is a CFP® professional with 25 years of industry experience currently serving at Schwab Wealth Advisory Inc. since 2012. He has worked within the Charles Schwab organization since 2000. Outside of his advisory role, he serves as District Finance Committee Chair for the Boy Scouts of America Firebird District in Phoenix, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm utilizes Charles Schwab’s research tools and asset allocation models, recommending investments while clients retain final trading decisions.

Phillip Lobato is a financial advisor with Transamerica Financial Advisors, holding a Series 65 designation and 17 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and has prior experience at Radio Frequency Systems and Wfgia. His other business activities include sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple program platforms to implement its advisory services.

Robert Lucker is a CFP® professional with 27 years of industry experience. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory, Inc. since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial planning and investment recommendations through standard Schwab asset allocation models and research tools, with client-directed trading decisions and at least annual account reviews.

Carly Slonin is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. She holds Series 66 and Series 65 credentials and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Raymond James Financial Services. Outside of finance, her background includes roles at DogOn Fitness and Falls Road Veterinary Hospital. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm uses an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Angella Nakigozi is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 credentials and three years of industry experience. She joined Schwab Wealth Advisory in 2025 after working at Charles Schwab since 2022. Prior to her advisory career, her background includes roles at companies such as Wonolo, Amazon, and Mam Foods LLC. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Bradley Meyer is a CFP® certified financial advisor with six years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he has been employed since 2023. Prior to this, Bradley held positions at Pinnacle Wealth Management, Edward Jones, and Pacific Life. Outside of his advisory role, he also drives for a ride-share service in Denver. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and retirement-plan services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Sean Odell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Empower Retirement, Citigroup, and Key Bank. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Brook Kramer is a financial advisor with Fifth Third Securities, Inc. in Lakewood, Colorado, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at BMO Bank, Bancwest Investment Services, Bank of the West, Wells Fargo, and First Western Trust. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services within a platform supported by its affiliation with Fifth Third Bank.

Andrew Gordon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2021, with prior roles at Charles Schwab & Co., Inc. and T. Rowe Price. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary asset allocation models and research tools while leaving final trading decisions to clients.

Jack Fisher is a financial advisor at PNC Wealth Management with one year of industry experience. Prior to joining PNC, he worked at Edward Jones and has 16 years of experience running Fisher DesignWorks, LLC. He is also involved as a trustee of a family real estate trust. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies managed by PNC or third-party strategists.

James Callahan is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Johnson Financial Group LLC, JFG Wealth Management, Saza Wealth Partners LLC, Shine Wealth Partners, The Saza Group, and Janiczek Wealth Management. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts and estates, business entities and their employees, charitable organizations, foundations, endowments, and institutional investors. The firm utilizes tailored asset-allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Amanda Phillips De Saverio is a CFP® professional with five years of industry experience, currently serving at WealthSpire Advisors. She previously worked at Sunflower Bank from 2016 to 2020 before joining Corundum Group, Inc. in 2020. WealthSpire Advisors serves a diverse client base, including individuals, corporations, retirement plans, and nonprofit organizations, providing wealth management, financial planning, and trustee services. The firm follows a relationship-driven, customized investment process that emphasizes diversified, institutional-style asset allocation and ongoing portfolio oversight.

Ryan Weeks is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. His work history includes roles at Mountain Valley Medicare of Colorado and Sword and Shield Estate Planning LLC, where he is involved in Medicare education and estate planning referrals. Prior to his advisory career, Weeks held positions at the National Renewable Energy Laboratory and several delivery service companies. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platform sub-advisors, offering integrated retirement services alongside investment advisory and brokerage solutions.

Jane Bartosik is a financial advisor with Empower Advisory Group in Greenwood Village, CO. She holds Series 63 and Series 66 licenses and has 22 years of industry experience. Her prior roles include positions at GWFS Equities, Bank of America, and Merrill. 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. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and annual rebalancing.

David Romero is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Transamerica Capital Inc from 2013 to 2020 and has been with Empower Retirement since 2021. Outside of his advisory role, he provides youth baseball pitching consultation and instruction as a lead instructor. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Calum Hayes is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Retirement, Western Wealth Management LLC, LPL Financial, Charles Schwab, and Northwestern Mutual. 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 account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, delivering services through a model closely tied to Empower’s recordkeeping and administrative platforms.