Thomas Bockenstedt is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 12 years of industry experience and has been with Advised Assets Group, LLC since 2014. 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 retail brokerage account holders. The firm emphasizes long-term portfolio returns and savings rates through an integrated model tied to Empower’s recordkeeping and administrative platforms.

David Janis is a Series 66 licensed financial advisor with 21 years of industry experience. He is currently with Empower Advisory Group and has previously worked at Personal Capital Advisors Corporation, E*Trade Securities LLC, TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s integrated model is aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Eric Ragland is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 66 and Series 63 registrations. Prior to joining Empower Advisory Group, he worked at firms including Robinhood Markets, Inc., Farmers Financial Solutions, New York Life Insurance Co., and Fidelity Investments. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers an integrated service model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Quade Yaegel is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. Rowe Price for 12 years before joining Empower in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns and collaborates closely with affiliated Empower entities for recordkeeping and product offerings.

Kristen Stockland is a financial advisor with Wealth Enhancement Advisory Services, LLC based in Denver, CO. She holds Series 65 and Series 66 licenses and has nine years of industry experience. Her previous roles include positions at Cardan Capital Partners, LLC and Purshe Kaplan Sterling Investments. Wealth Enhancement Advisory Services manages over $122 billion in assets through a large network of advisors, offering financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

John Suarez is a financial advisor with NewEdge Advisors in Denver, CO, holding a Series 66 license and 15 years of industry experience. He previously worked at Bank of America and Merrill Lynch for nine years each before joining NewEdge Advisors and LPL Financial in 2019. Outside of advisory work, he has involvement with River Basin Distillery, LLC, a distillery based in New Orleans. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a combination of mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.

Elizabeth Musarra is a financial advisor at Cerity Partners Retirement Plan Consultants with the PFS™ designation and four years of industry experience. She has worked at Cerity Partners LLC since 2019 and previously was with Karsten Advisors and operated her own practice, Liz Musarra, from 2004 to 2017. Cerity Partners Retirement Plan Consultants advises sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, investment policy statement monitoring, and offers educational and fiduciary training services.

Aaron Spencer is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of his advisory role, he serves as Director and President of the Cherry Creek Vista II Homeowners Association. 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 approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

James Clark is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining TIAA-CREF, Clark worked at Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Co. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals associated with TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Terrie Martinez is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at GWFS Equities, Advised Assets Groups, World Financial Group, and Transamerica Financial Advisors. Outside of her advisory work, she provides caregiving for a grandchild. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Meghan McGuire is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Transamerica Investors Securities Corporation, AssetMark Brokerage, and GWFS Equities. She also serves as a bank officer at Principal Bank and Principal Trust Company, supporting retirement plan account management across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Mandy Tate is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has worked within the Charles Schwab organization since 1999, including roles at Charles Schwab Bank from 2005 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations primarily based on Schwab’s proprietary research and asset allocation models. The firm operates as an internal advisory unit within Charles Schwab, delivering advice without discretionary trading authority and serving primarily individual clients rather than institutional accounts.

Kevin Edwards is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been advising clients at Advised Assets Group, LLC since 2016. Additionally, he works as a mortgage loan officer with Colorado Home Smartz, LLC, assisting home buyers with mortgage loans. 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 retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing.

Austin New is a financial advisor with Empower Advisory Group holding a Series 65 designation. He has experience working at Empower Financial Services, Inc since 2024, following six years running Austin New, CPA, and three years at Meador & Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Keith Murphy is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has held roles at Charles Schwab since 2018 and previously worked at Jack Rabbit. 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 annual financial reviews, retirement and planning discussions, and investment recommendations while leaving final trading decisions to clients.

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 to clients in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm’s advice is based on Schwab’s standard asset allocation models and research tools, with clients retaining final trading decisions.

Patricia Kummer is a Certified Financial Planner® with over 41 years of industry experience. She is currently with Mariner and has previously been associated with Mutual Securities Inc. and her own firms, Kummer Financial Strategies, LLC and Kummer Financial Strategies, Inc. In addition to her advisory work, she is an author based in Highlands Ranch, Colorado. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, with capabilities spanning equities, fixed income, alternatives, and digital assets.

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. Prior to joining Transamerica in 2018, he worked at Scottrade and Wag Labs. Outside of his advisory role, he serves as CEO of Katies Klozet, an app development company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs, utilizing proprietary software and portfolio oversight from Morningstar Investment Management. The firm operates at scale with a high client-to-advisor ratio and focuses on asset allocation and retirement guidance without targeting high-net-worth clients or offering standalone financial planning.

Mark Fellows is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He holds a Series 63 credential and has been with Benjamin F. Edwards since 2013. Outside of his advisory role, he serves as a trustee and co-trustee for several family trusts and estates. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs, financial planning, and investment management consulting.