Richard Soat is a CFP® and Series 65 credentialed advisor affiliated with Independent Financial Partners. He has 13 years of experience, having worked at BDO USA, PC from 2013 to 2026 before his current unemployment status. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while also providing centralized asset management options and notable retirement-plan and pension consulting services.

Krista Aliga is a CFP® professional at Empower Advisory Group with eight years of industry experience. She previously worked at Personal Capital Advisors Corporation for seven years before joining Empower Advisory Group. 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 uses an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Marvin Davies IV is a CFP® professional with one year of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at MAI Capital, Stratos Wealth Partners, and Envisage Wealth, with earlier experience in education at The Ohio State University and Orange City School District. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Derik Harrison is a financial advisor with Empower Advisory Group holding a Series 66 designation and three years of industry experience. His career includes roles at Empower Financial Services, LPL Financial LLC, and Thrivent Financial. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage and IRA clients. The firm’s services focus on long-term portfolio returns and integrate with Empower’s recordkeeping and administrative platforms.

Glenn Aldridge is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, PNC Investments, JP Morgan Securities, Morgan Stanley, and PRUCO Securities. 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 select retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Emily Arnold is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works with Foundations Investment Advisors LLC in Denver, CO, and has prior experience at firms including Madison Avenue Securities, Buck Wealth Strategies, and MassMutual Life Insurance Company. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with an asymmetric rebalancing approach.

Greydon Turner is a financial advisor with Principal Financial Services holding a Series 66 credential and two years of industry experience. His work history includes roles at Martin-Darley Independent Brokers, Principal Securities, and Principal Life Insurance Co. Outside of his advisory work, he serves on alumni boards for Beta Upsilon and Pi Kappa Alpha, focusing on health and safety and membership engagement respectively. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Brian Blick is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior work experience includes roles at Robinhood Markets, Inc., Robinhood Financial, and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Nicole Winings is a financial advisor with Empower Advisory Group in Greenwood Village, Colorado. She holds Series 63 and Series 66 licenses and has three years of industry experience, including prior roles at Fidelity Investments. Outside of advisory work, she is the sole proprietor of Soda Riot CO, a beverage distribution business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm’s approach includes point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Eric Sirjord is a financial advisor with Mercer Global Advisors Inc. in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, Optimity, Mutual of Omaha Investor Services, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified portfolios with multi-factor tilts, using low-cost ETFs, index funds, separate account managers, and private funds, supported by extensive educational content and integrated service lines.

Parker Applegate is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and based in Denver, CO. He began his advisory career in 2025 and previously worked in various roles including at Colorado State University and Sierra Trading Post. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management across multiple asset classes, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Robert Ryan is a CFP® professional with over 31 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at LPL Financial and operated his own firm, Ryan Financial, Inc. He serves as a trustee for a family trust. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, and institutions, offering a range of financial planning, asset management, and retirement consulting services through a large network of advisors.

Heyzhielle Vie Po Quimque is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Securities, LLC and Wells Fargo EGS Philippines LLC prior to joining Empower. 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 combines proprietary and third-party methodologies, emphasizing long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Matthew Benz is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at The Mather Group, LLC, Doyle Wealth Management, Inc., BancWest Investment Services, and Bank of the West. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized consulting with an investment approach that combines strategic asset allocation, active and passive management, and quantitative and fundamental research.

Jared Mabey is a CFP® with 14 years of industry experience, currently serving at Independent Financial Partners since 2022. His prior experience includes roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory work, he is involved in entrepreneurial activities through ownership of Grok Capital LLC and Grok Wealth, which provide financial planning and marketing services. Independent Financial Partners is a nationwide advisory firm managing over $12.5 billion in assets and supporting a network of independent Investment Adviser Representatives. The firm offers decentralized investment strategies alongside centralized asset management options and is noted for its retirement-plan advisory and pension consulting services.

Paul Sammons is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His work history includes roles at GWFS Equities, Northern Lights Distributors, and Toews Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Matthew Jennings is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has been with D.A. Davidson & Co. since 2008. Jennings serves on the board of directors for Isham Land Company, a role unrelated to his securities business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself with municipal advisory activities and affiliated custodial services.

Michael Uyemura is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Mercer since 2016. Outside of his advisory role, Uyemura is a co-owner of a trading card business, where he manages preparation and administrative tasks. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate accounts, and private funds, complemented by retirement plan consulting and specialized services.

Heyden Pue is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at GWFS Equities, Inc. since 2017 and has prior experience with AutoPay and Mile High Services. Outside of his financial career, he has worked as a beer vendor for NFL games and concerts, including for the Denver Broncos' former stadium. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated services emphasize long-term portfolio returns and are closely tied to Empower’s recordkeeping and administrative platforms.

Simon Villegas is a financial advisor with Principal Financial Services in Denver, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Robert W. Baird & Co. and Robert Half International. In addition to advisory work, he is involved as an insurance agent specializing in annuities, group benefits, and various types of insurance coverage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm’s services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.