Marc Friedman is a financial advisor at Hightower Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Princeton Fund Advisors and Investment Security Group. He serves on the Investment Committee of the Puksta Foundation, a Colorado-based nonprofit that provides college scholarships. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers across a range of asset types and strategies.

Sasha Walters is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining Empower in 2019, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Outside of her advisory role, Walters owns and serves as executive designer of Designed Life Co., providing design consultation for interior and exterior organization projects. 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 clients. The firm delivers integrated services through Empower’s platforms, emphasizing long-term portfolio returns and client savings rates within curated plan lineups.

Timothy Wintemute is a financial advisor with Transamerica Retirement Advisors, LLC in Aurora, CO, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and GWFS Equities. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education services. Their approach incorporates proprietary portfolio construction and oversight from Morningstar Investment Management, focusing on asset allocation, contribution guidance, and retirement planning strategies.

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of advising, he co-owns JH Hut Holdings LLC, which provides bookkeeping and operational services for rental units. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm leverages its large institutional scale and unique market roles to provide a broad range of advisory and execution services.

Christopher Farr is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2021. Prior to joining Rockefeller, Farr was employed at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, placement, and investment banking services.

Deanna Lewis is a financial advisor with Transamerica Financial Advisors, holding a ChFC® designation and Series 63 and 66 licenses, and has seven years of industry experience. Her career includes roles at Fidelity Brokerage Services, Merrill, Bank of America, and Curi RMB Capital. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charitable organizations, and corporations with a range of advisory and broker-dealer services, including proprietary model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and registered investment adviser, offering discretionary and non-discretionary program options.

Daniel Brascetta is a CFP® professional with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Lord and Richards, AE Wealth Management, SHJ Wealth Advisors, Pathway Advisors Group, and Charles Schwab. Outside of financial advising, he owns and operates Vantage Fitness, LLC, a personal training business based in Aurora, CO. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Lindsey Kemsley is a financial advisor at Prime Capital Financial with four years of industry experience. She holds a Series 65 designation and has worked previously at Advisor Success Consulting, Buck Wealth Strategies, TownSquare Capital, and Oxford Wealth. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a wide range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm uses various investment strategies and platforms to manage accounts on both discretionary and non-discretionary bases.

Seth Brunsvold is a CFA® charterholder with 16 years of experience in the financial services industry. He is currently with Empower Advisory Group and previously worked at Charles Schwab and Edward Jones. 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, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

Courtney Nix is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Empower Advisory Group, Courtney worked at Empower Retirement and has a background that includes experience at Whiting-Turner and the University of Colorado, Boulder. 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 approach emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Tony Parkin is a financial advisor at Cerity Partners LLC in Denver, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and DeVoe & Company. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Paula Porras Gonzalez is a Series 66 licensed financial advisor at Empower Advisory Group with six years of industry experience. She previously worked at TIAA-CREF from 2018 to 2025 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 to Empower Premier IRA and certain retail brokerage account holders, offering integrated services linked to Empower’s recordkeeping and administrative platforms.

Tonya Harper is a financial advisor at Osaic Institutions, Inc. with 31 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Bellco Credit Union, Cuso Financial Services, U.S. Bancorp Investments, and St Johns Wealth Management. Harper is also the managing member of TM Harper Ltd, a private business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a range of co-advisory and third-party manager arrangements.

Surai Quimby is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 14 years of industry experience. Quimby has been with TIAA and its affiliated entity since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides customized portfolio management as well as model portfolio options and acts as adviser to a donor-advised fund.

Christian Haviland is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including T Rowe Price and Performance Dynamics. Haviland is based in Greenwood Village, Colorado. 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 approach ties services to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Rogelio Hernandez Sandoval is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TIAA-CREF and Public Service Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm’s approach includes point-in-time financial plans and optional managed account solutions tailored to long-term portfolio returns and savings rates.

Gianna Viele is a CFP® professional with nine years of industry experience. She currently works at Allworth Financial, L.P. and previously held roles at Facet Wealth, First National Bank of Omaha, Private Capital Management, and Wagner Wealth Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a range of model strategies and provides both discretionary and non-discretionary asset management and financial planning services.

Michael Meador is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Kovitz Investment Group Partners, LLC, Transform Wealth (formerly Carnick & Kubik Group, LLC), and Sanford C. Bernstein & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Daniel Ferszt is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with GWFS Equities Inc / Great West Financial since 2012. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Mark Mentasti is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with TIAA-CREF and Tiaa since 2001, as well as with Charles Schwab and other firms in recent years. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, along with trusts, estates, partnerships, and small retirement plans. The firm distinguishes between point-in-time planning and ongoing management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure that includes affiliated funds.