William Cassidy is a financial advisor with Osaic Institutions, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior roles include positions at Bellco Credit Union, CUSO Financial Services, LPL Financial, and Equitable Advisors. Outside of his advisory work, he is involved as an investor and partner in a private business focused on business management and marketing. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and emphasizing both discretionary and non-discretionary account management.

Thomas Mcandrews is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Schwab Wealth Advisory and has been associated with various Charles Schwab entities since 2015. Outside of his advisory work, he serves as a soccer referee for the Colorado Soccer Association in the Denver Metro Area. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed decisions without discretionary trading authority.

Tiffani Boskovich is a CFA® charterholder based in Denver, CO, with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and previously held roles at CFO4Life Group, LLC and U.S. Bank. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers, employing both active and passive strategies across public and private asset classes.

Shelly Schell is a financial advisor with Integrated Wealth Concepts LLC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at PRISM Financial Strategies, Bancwest Investment Services, and Bank of the West. She is also an author with involvement in Sunshine Inc. Integrated Wealth Concepts LLC serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and advisory services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Joshua Lewis is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Empower Financial Services, Carson Wealth, and Edward Jones. Outside of his advisory role, he facilitates a premarital communication workshop. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering point-in-time financial plans and optional managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Graham Harms is a financial advisor at Empower Advisory Group with a Series 65 designation and two years of industry experience. He previously worked at Covered Insurance and Berkeley Research Group LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Ryan Eslinger is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 66 and Series 63 credentials and eight years of industry experience. Prior to joining Empower Financial Services in 2025, he worked at DePuy Synthes and Hanson Clinic. 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 certain retail brokerage account holders, using an integrated service model linked to recordkeeping and administrative platforms.

Theodore Fall is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and affiliated with Charles Schwab since 2006. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing itself from many enterprise wealth managers.

Devin Statham is a financial advisor with First Command Advisory Services in Aurora, Colorado. He holds a Series 66 designation and has seven years of industry experience, including 25 years of prior service in the United States Air Force. He is the owner of Collaborative Works LLC, an investment-related business. 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 provides financial planning and wrap-fee asset management programs using model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Luke Hanna is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Van Lam is a financial advisor at TLG Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Elizabeth O Connor is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with The Huntington Investment Company and The Huntington National Bank since 2022, following previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and proprietary investment strategies.

Madeline Genita is a financial advisor at Empower Advisory Group with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Foundever, Infosys BPM Limited, and Concentrix. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients, using a model integrated with Empower’s recordkeeping and administrative platforms.

Joseph Friedman is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. His prior roles include positions at Principal Asset Management, Israel Investment Advisors, and OppenheimerFunds. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO services to a diverse client base, including individual and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs active and passive strategies across various asset classes.

Todd Lang is a CFP® professional with 30 years of industry experience. He has worked at &PARTNERS since 2025 and previously spent over 25 years at Wells Fargo Advisors and Wells Fargo Clearing. Lang is co-trustee for the Lang Investment Group 401(k) plan and has significant ownership in Lang Investment Group, supporting a separate financial practice. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm provides investment management, financial and tax planning, and a range of advisory services, utilizing a mix of in-house and third-party investment strategies with ongoing portfolio monitoring.

James Franklin is a financial advisor at Beacon Pointe Advisors, LLC in Denver, CO. He holds a Series 65 designation and has been with Beacon Pointe since 2022. Prior to joining the firm, he worked at Advocate Roofing and spent several years in full-time education. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach with a proprietary “Focus List” and offers a range of wealth management and fiduciary services.

Gabrielle Sherry is a financial advisor at &Partners with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined 17 years. Outside of advising, she serves on the Meadowglenn HOA Architecture Committee in Westminster, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, providing investment management and financial planning through both discretionary and non-discretionary approaches using the Envestnet platform and third-party managers. The firm operates as a registered investment adviser and broker-dealer with capabilities in municipal advisory and underwriting services.

Michael Whitmore is a Series 65-licensed financial advisor at Farther with 10 years of industry experience. He has worked at several firms, including Brookstone Capital Management and The Retirement Solution Inc. Outside of his advisory role, he serves as Advisory Board President for Tech9, a software development firm. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform that combines discretionary investment management with retirement plan consulting and non-discretionary private fund recommendations. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Craig Jones is a financial advisor with Focus Partners Wealth, LLC in Denver, Colorado, holding 27 years of industry experience. He previously worked at Jones Barclay Boston & Company for 22 years before joining The Colony Group, LLC, where he spent nine years. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using an enhanced open architecture framework that blends active and passive strategies alongside specialized tools and legacy strategies.

Kendall Dron is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Key Investment Services, Kendall worked at KeyBank and Trustco Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions while providing recommendations and oversight, and operates within the KeyCorp group with affiliated banking and capital markets entities.