Michael DiCroce is a financial advisor with D.A. Davidson & Co. in Denver, CO, holding Series 63 and Series 65 credentials and 19 years of industry experience. Prior to joining D.A. Davidson in 2025, he worked for Charles Schwab and its affiliated entities for a decade. Outside of his advisory role, he owns Wild Warrior Nutrition LLC, a private label supplement company, and operates WR Basketball Academy, organizing monthly basketball camps. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

David Nader is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked at Labatt Food Service and the European Space Policy Institute. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Phillip Davis Jr. is a financial advisor at Empower Advisory Group with three years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm employs an integrated model connected to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Andrew Schaad is a financial advisor with Transamerica Financial Advisors in Englewood, Colorado, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also operates Schaad Consulting, a corporate consulting service focused on business planning and analysis. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network and multiple program platforms, utilizing model portfolios and third-party managers to implement its advisory model.

Richard Soat is a CFP® and holds a Series 65 license. He was previously employed at BDO USA, PC from 2013 to 2026 and has no industry experience since then. He is currently affiliated with Independent Financial Partners in Denver, CO. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform with approximately 261 advisors managing over $12 billion in assets and offers a decentralized advisory model alongside specialized retirement-plan advisory and pension consulting services.

Krista Aliga is a CFP® professional with eight years of industry experience, currently serving at Empower Advisory Group since 2023. Prior to this, she worked with Personal Capital Advisors Corporation from 2016 to 2023. 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 account holders. The firm emphasizes long-term portfolio returns and annual rebalancing within an integrated model connected to Empower’s recordkeeping and administrative platforms.

Marvin Davies IV is a CFP® professional affiliated with Focus Partners Wealth, LLC in Denver, CO. He has experience spanning several firms since 2022 and previously worked in education for over a decade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a combination of active and passive strategies 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 with Empower Advisory Group, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, TD Ameritrade, PNC Investments, and JP Morgan Securities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and rebalancing within plan lineups selected by plan sponsors.

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 in Greenwood Village, Colorado. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage accounts. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

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 at Mercer Global Advisors Inc. with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Personal Capital Advisors Corporation, Empower Advisory Group, and Thrivent Financial. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm employs a Modern Portfolio Theory-based approach with diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by educational content and specialized services.

Thayer Hyland is a CFP®-designated financial advisor with 16 years of industry experience. He has been with TIAA-CREF since 2006 and currently works at their Glendale, CO office. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, and small retirement plans. The firm offers separate planning services and ongoing portfolio management through model and customized strategies within a vertically integrated structure.

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.

Jarred Johnson is a financial advisor at TIAA-CREF with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2007. Outside of his advisory work, he is involved in short-term rental property ownership. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals with existing TIAA retirement plan relationships, as well as to trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model and customized portfolio solutions.

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® professional with 13 years of industry experience, currently affiliated with Independent Financial Partners since 2022. He previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Outside of his advisory role, he owns Grok Capital LLC and operates Grok Wealth, entities focused on financial planning and marketing. Independent Financial Partners serves a nationwide client base through a network of approximately 261 independent Investment Adviser Representatives. The firm offers a decentralized advisory model with options for centralized asset management, and is notable for its retirement-plan advisory and pension consulting services.