Dominic Tafoya Johnson is a financial advisor with CWM, LLC, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Valorem Financial and Carson Group, as well as teaching experience at the University of Texas and high schools. Johnson is also licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products, and serves as a notary. 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 provides portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach with model portfolios and utilizing fundamental and technical analysis alongside third-party sub-advisors and customization tools.

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.

Mark Frank is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 designations and has 10 years of industry experience. His career includes roles at Veridaas Corporation and World Financial Group, alongside his ongoing self-employed consulting work in project management, information technology, and remote sensing. He also engages in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jennifer Nichols is a financial advisor at William Blair with a CFA® designation and Series 63 license. She has 12 years of industry experience, including 10 years at Janus Henderson Investors and 2 years at William Blair. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients, employing active, research-driven strategies across equities, fixed income, and alternatives.

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.

Brian Omohundro is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory Inc. since 2020 and previously spent five years at Kasasa. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients and conducting annual account reviews.

Brian Janes is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. His background includes roles at Kovitz Investment Group Partners, Transform Wealth LLC, Thrivent Financial, Charles Schwab, and Janus-related firms. He holds Series 63 and Series 66 licenses. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. 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.

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.

Adam Rogers is a financial advisor with Schwab Wealth Advisory in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having 15 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory and Charles Schwab. Outside of his advisory work, he officiates youth and high school ice hockey games as an independent contractor. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and research tools, with final trading decisions made by clients.

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.

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 in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His previous roles include positions at Northern Lights Distributors, Toews Corporation, and GWFS Equities, Inc. 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’s services integrate with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Andrew Vanhorn is a financial advisor at Schwab Wealth Advisory with 33 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 1994. Outside of his advisory role, he is also an owner of a condominium in Steamboat Springs, Colorado. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Gregory Wambolt is a financial advisor with CWM, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. His career includes roles at Carson Wealth, Centric Investment Group, Metis Wealth Management, Northwestern Mutual, and his own firm, Wambolt & Associates, LLC. Outside of advisory work, he serves as a board member and investor in a labor platform company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages discretionary portfolios using model strategies overseen by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan fiduciary services and a range of institutional solutions.

Charles Levinson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes positions at Northwestern Mutual Investment Services and Life Insurance Company. He is also the sole member of Levinson Financial, LLC, a separate business entity he established. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios and hybrid digital advisory solutions.

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.

Daniel Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mariner Wealth. His prior roles include positions at Market Guard / Jenkins Wealth, Modern Millennial Wealth LLC, Schwab Private Client Investment Advisory, and Charles Schwab & Co., Inc. He also volunteers as a board member for the Colorado Financial Planning Association, focusing on career development and support for the next generation of financial planners. Mariner Wealth provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines in-house and third-party portfolio management with tax integration and operational solutions such as bill payment and financial wellness platforms.