Nathaniel Dickson is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding a Series 65 license and 11 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2017 and involvement with Professional Mortgage Source LLC since 2005. Outside of advising, he is engaged in mortgage brokerage through Professional Mortgage Source LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing approximately $2.1 billion in assets as of late 2025.

Heather Janson is a Series 65-licensed financial advisor with Mariner, based in Englewood, CO, and has one year of industry experience. Prior to joining Mariner in 2025, she spent 12 years with Jenkins Wealth / Market Guard. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios overseen by an Investment Committee and supported by a portfolio management team.

Laura Littman is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and New York Life entities since 2025. Outside of her advisory work, Littman is involved with Westminster Presbyterian Church, where she preaches and leads worship services several times a year. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis, working with both individual and institutional clients.

William Michener is a Certified Financial Planner® at CWM, LLC with two years of industry experience. He previously worked at Carson Wealth and Wambolt & Associates, LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary model portfolios managed by an in-house Investment Committee and a combination of fundamental and technical analysis.

Brian Loiseau is a financial advisor with Transamerica Financial Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He is also a CPA and president of Executive Planning Strategies, Inc., a tax consulting and review firm offering tax preparation, consulting, benefit plan design, health insurance consulting, and debt programs. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jonah Caldwell is a financial advisor at Empower Advisory Group with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Advised Assets Group, LLC since 2021 and Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning services and serves a large participant base through a high client-to-advisor ratio.

Kevin Vaughan is a financial advisor at Transamerica Retirement Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Transamerica Life Insurance Company and Transamerica Investors Securities Corporation since 2021. His prior experience includes roles at Equitable Advisors, AXA Advisors, Trader Joe’s, and the University of Colorado. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice supported by Morningstar Investment Management’s proprietary technology and model portfolios. The firm operates at scale with a large client base and focuses on asset allocation, contribution rates, and retirement age guidance.

John Arredondo is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with TIAA and TIAA-CREF since 2010. 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. The firm differentiates its planning services from ongoing management and acts as adviser to a donor-advised fund while operating within a vertically integrated group that includes affiliated funds.

Luke Jackson is a CFP® and holds a Series 65 license, currently with Beacon Pointe Advisors, LLC in Denver, CO. He began his career at Beacon Pointe in 2023 and has a background in full-time education from 2014 to 2024. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and retirement-plan services to individuals, corporations, and institutional clients. The firm employs both active and passive investment strategies across multiple asset classes, combining proprietary asset-allocation modeling with third-party independent managers.

Kevin Hanian is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He has been with Key Investment Services since 2013 and previously worked at Edward Jones from 2010 to 2012. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider model for discretionary implementation and offers various wrap programs, integrating services from KeyCorp affiliates such as KeyBank and KeyBanc Capital Markets.

Shaun Cavanagh is a CFP® professional with 10 years of industry experience, currently affiliated with CWM, LLC. His prior work includes roles at Carson Wealth, Wambolt & Associates, and Charles Schwab, where he spent seven years across multiple divisions. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and access to alternative investments.

Amy Bertle is a CFP® with 12 years of industry experience, currently serving at Allworth Financial, L.P. in Denver, CO. She has worked with AW Securities and Allworth Financial since 2019 and was previously employed at Destiny Capital Corporation and Destiny Capital Securities Corporation from 2016 to 2019. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies using model allocations, third-party sub-advisers, and technology solutions, with a unique operational structure including ownership by private investment vehicles and the Ontario Teachers’ Pension Plan.

Andrew Glaspey is a financial advisor with Eagle Strategies (NY Life) in Lakewood, CO, holding a Series 66 designation and six years of industry experience. He has worked with Eagle Strategies since 2022 and has additional experience at Nylife Securities LLC and High Point Financial Group. Outside of his advisory role, Glaspey serves as an elder at Platte Canyon Community Church in Bailey, CO. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Alexander Falloon is a CFP® with 12 years of industry experience, currently practicing at Empower Advisory Group. He has worked at GWFS Equities, Inc. since 2019 and previously spent three years with Wells Fargo Clearing and one year with Wells Fargo Advisors, LLC. 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 retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Jonathan Adams is a Series 65 licensed financial advisor at CWM, LLC with two years of industry experience. His prior roles include positions at Carson Wealth, Aveo Capital, and Jack Clancy and Associates, as well as a lengthy tenure with South Metro Fire Rescue. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Lawrence Nimbach is a CFA® charterholder with 26 years of industry experience, currently affiliated with Eagle Strategies (NY Life) in Denver, CO. He has worked with Momentum Capital Group LLC and New York Life-affiliated entities since 2017, focusing on selling New York Life products and brokering non-registered insurance products. Nimbach operates Momentum Capital Group LLC as a DBA for these activities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Parker Duke is a financial advisor at Independent Financial Partners with a Series 66 designation and one year of industry experience. His work history includes roles at IFP Securities, Moneta, Wilde Wealth Management, and several positions at Brigham Young University - Idaho. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm offers a decentralized advisory model, allowing advisors to set their own investment strategies while supporting clients with centralized asset management options and specialized retirement-plan advisory services.

Meryl Hooten is a CFP® with 12 years of experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She has held roles within Charles Schwab since 2013, including eight years at Charles Schwab Bank, SSB. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm utilizes Charles Schwab’s asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client approval.

Brendan Thompson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. He previously worked at TIAA and TIAA-CREF Individual & Institutional Services, LLC for five years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active management with quantitative, momentum, and fundamental analysis.

Sandra Perkin is a financial advisor at Schwab Wealth Advisory with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliates since 1996. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance.