William Carron is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at GWFS Equities, Charles Schwab, Waddell & Reed, and OppenheimerFunds Distributor, Inc. 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 clients. The firm’s approach emphasizes integrated services linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Carolyn Meske is a financial advisor at Oppenheimer with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Oppenheimer since 2010. Prior to that, she was with AllianceBernstein L.P. and Neuberger Berman BD 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 range of programs including asset management, consulting, and retirement services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Ethan Smith is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is also a member and manager of DONATI LLC, a company involved in managing rental properties. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence of third-party advisory products.

Samim Syed is a financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Digital Wealth Partners, Penn Mutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he is the CEO of a greentech company, EVChargeMe, and owns an insurance brokerage specializing in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm provides both discretionary and non-discretionary account options and integrates third-party asset managers under a comprehensive supervisory framework.

Valeria Vallecillo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds the Series 66 and Series 63 designations. Her prior experience includes roles at Fidelity Investments and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Richard Colwell is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and possessing 10 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 integrated model is closely tied to Empower’s recordkeeping and administrative platforms and includes both point-in-time financial plans and optional managed account solutions.

Douglas Disbrow is a financial advisor at VOYA Financial Advisors, Inc. with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity, Merrill, and Bank of America, and he has also worked as a DoorDash delivery driver. VOYA Financial Advisors serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based advice over discretionary management.

Jeff Sampson is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 18 years of industry experience. He has been with 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 certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrated services linked to Empower’s recordkeeping and administrative platforms.

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Paul Hojnicki is a CFA® charterholder with over 18 years of industry experience. He is currently with CIBC Private Wealth Advisors, Inc. in Denver, CO, where he has worked since 2019. Prior to joining CIBC, he spent 15 years at Wells Fargo Private Bank. CIBC Private Wealth Advisors provides investment and wealth advisory services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal and external management resources with governance committees to offer customized portfolio management, financial planning, and family office services, managing approximately $67.8 billion in assets across 175 advisors.

Mikel Uribarren Ortiz is a financial advisor with CIBC Private Wealth Advisors, Inc. in Denver, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at IWP Wealth Management LLC, Ameriprise, and Charles Schwab. Outside of finance, he worked at Good Times Frozen Custard and Auraria Library earlier in his career. CIBC Private Wealth Advisors offers investment and wealth advisory services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to create customized portfolios and manages approximately $67.8 billion in assets with a focus on sophisticated investment solutions, including services for investment company clients.

Clark Kemsley is a CFP® professional with 11 years of industry experience, currently serving at Prime Capital Financial since 2024. His prior roles include positions at Portside Wealth Group, Townsquare Capital, Horter Investment Management, and Oxford Wealth Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and offers integrated tax advisory and governance solutions through affiliated subsidiaries.

Barry Cohen is a CFP®-certified financial advisor with five years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Wealth Advice and Management LLC for nine years. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate accounts.

Jordan Sayler is a financial advisor at TIAA-CREF in Glendale, CO, holding a Series 66 designation with 16 years of industry experience. He has worked with TIAA and TIAA-CREF since 2011. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management using model and customized portfolios and serves as adviser to a donor-advised fund.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Stephen Marsters is a financial advisor at Oppenheimer with 43 years of industry experience. He has been with Oppenheimer since 2009, previously working at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Marsters serves on the finance and development committees of St. Elizabeth's School, a community involvement role separate from his investment activities. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Lauretta Moell is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and 39 years of industry experience. She has worked at Benjamin F. Edwards & Co since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of services including financial planning, investment management, and retirement plan consulting, utilizing both discretionary and non-discretionary wrap programs with multiple investment strategies monitored by an Investment Strategy Committee.

Jeanie Boymel is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. She holds Series 65 and Series 63 credentials and has worked previously at Northwestern Mutual and New York Life. Outside of her advisory role, she is involved in physical fitness coaching and serves as vice president on the board of a local booster club, as well as president of the Denver chapter of Women in Insurance and Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, employing third-party asset managers in both discretionary and non-discretionary arrangements under a dual registration structure.

Zachary Tomek is a financial advisor at Empower Advisory Group with seven years of industry experience. He previously worked at T. Rowe Price for seven years and holds a Series 66 designation. Outside of his advisory role, he is involved in reptile and fish breeding and coaches hockey as a referee and coach. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail account holders. The firm’s integrated services emphasize long-term portfolio returns and operate within plan lineups selected by plan sponsors.

Kyle Kane is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Kyle serves as a board member and treasurer for the Barclays Tower's Condominiums Home Owners Association in Denver, CO. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service that combines nondiscretionary financial planning and discretionary investment management using proprietary T. Rowe Price mutual funds and ETFs. The firm serves individual investors and households, emphasizing goal-based plans with model portfolios and tax-aware strategies.