Colleen Maldonado is a CFP® with 19 years of industry experience, currently serving at Creative Planning since 2018. Prior to this, she worked at TIAA-CREF and the University of Arizona Foundation. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplementary active management and private market investments.

Ryan Bohnenkamp is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Empower Financial Services, he worked at Charles Schwab from 2020 to 2022 and has held roles in various other industries including healthcare and telecommunications. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage clients. The firm’s integrated approach ties financial planning and managed account solutions to Empower’s recordkeeping and administrative platforms.

Aaron Grey is a CFP® professional with 20 years of industry experience, currently affiliated with Focus Partners Wealth, LLC in Denver, CO. His prior roles include positions at The Colony Group, LLC, Bam Management, LLC, and Buckingham Strategic Wealth, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach that integrates tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Mitchell Windemuller is a Series 65 licensed advisor at Mercer Global Advisors Inc. in Denver, CO, with six years of industry experience. His background includes roles at Broadridge Financial Solutions and multiple positions within Mercer Global Advisors. Prior to his financial career, he worked in the restaurant industry at Rib City Grill. 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 investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options and affiliated service lines.

Andrew Roitz is a financial advisor at TIAA-CREF with nine years of industry experience. He holds a Series 66 designation and has been with TIAA-CREF since 2018, following two years at Wells Fargo. Outside of advising, he is an owner of a rental property. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both one-time financial planning and ongoing portfolio management services within a vertically integrated structure that includes affiliated funds.

Scott Schleicher is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. He holds a Series 65 designation and has 18 years of industry experience. Prior to joining Empower Advisory Group in 2023, he worked at Personal Capital Advisors Corporation from 2016 to 2019 and from 2019 onward. 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 services include point-in-time financial plans and optional managed account solutions delivered through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Mariza Bonilla is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at TIAA-CREF and TIAA for 24 years before joining NewEdge Advisors in 2025. Bonilla conducts advisory services through NewEdge Advisors, LLC, doing business as Generate Wealth, LLC. NewEdge Advisors is an enterprise-scale registered investment advisor serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, utilizing centralized due diligence, technology tools, and a combination of in-house and third-party investment solutions.

Casey Vincent is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. 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, annual rebalancing, and clients’ savings rates.

Lynn Parrott is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and having 13 years of industry experience. She has been affiliated with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, using proprietary technology and model portfolios from Morningstar Investment Management.

Kevin Hollis is a CFP®-certified financial advisor with 32 years of experience, currently with First Command Advisory Services since 2015. He has worked extensively within the First Command organization since 1994. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Mark Lande is a financial advisor at Empower Advisory Group with six years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Empower, he worked at Fidelity Brokerage Services LLC for six years and has experience in other roles including tutoring and technology services. 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 select retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through integrated services linked to Empower’s recordkeeping and administrative platforms.

Andrew Trujillo is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His prior roles include positions at GWFS Equities, Inc., Northwestern Mutual, and Transamerica-related entities. Before entering the financial industry, he was involved in a fencing business for six years. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners with programs focused on asset allocation, contribution guidance, and retirement age planning. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management and manages a large client base primarily through non-discretionary advice.

Crystal Thompson is a financial advisor at Empower Advisory Group with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BenefitsCorp since 2002. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services integrate with Empower’s administrative platforms and focus on long-term portfolio returns and client savings rates through a point-in-time planning model and optional managed accounts.

Sarah Pham is a CFP® and ChFC® with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at firms including Lido Advisors, U.S. Bancorp Investments, Schwab Private Client Investment Advisers, and TIAA. Outside of her advisory role, she is a licensed notary public and operates a book re-selling business specializing in rare and collector books. 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 is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options including ETFs, mutual funds, and separately managed accounts.

Ali Ardehali is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and previously spent 14 years at TIAA-CREF and Tiaa. 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’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates through point-in-time plans and optional managed accounts.

Nadine Witt is a financial advisor at Empower Advisory Group with five years of industry experience. She holds a Series 66 designation and has worked previously at Personal Capital Advisors Corporation, J.W. Cole Advisors, and Morgan Stanley. Outside of her advisory role, she is co-owner of a marine repair shop and works as an independent dog sitter through the Rover platform. 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 savings rates, and its scale and affiliation with related entities shape its service delivery.

Gracie Horton is a CFP® professional with two years of experience at Mercer Global Advisors Inc. She previously worked at American Century Investments and has an academic background from the University of Kansas. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a variety of implementation options including ETFs, mutual funds, and separate account solutions.

Douglas Gammel is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kimberly Dixon is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles as a self-employed real estate agent and life insurance agent, as well as a position at Ascensus. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, with services integrated into Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base through a high client-to-advisor workload.