Ali Ardehali is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2022 and previously spent 14 years at TIAA-CREF and Tiaa. 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 clients. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates through point-in-time plans and optional managed accounts.

Nadine Witt is a financial advisor with Empower Advisory Group, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Personal Capital Advisors Corporation, J.W. Cole Advisors, Morgan Stanley, and Conrad Connect. Outside of her advisory work, she is a co-owner of a marine repair shop and also works as an independent dog sitter. 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 offers integrated services combining proprietary financial planning with managed account solutions, emphasizing long-term portfolio returns and annual rebalancing.

Gary Drury is a Series 63 licensed financial advisor at Lincoln Investment with 36 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, he has been involved in the restaurant business at Pelicans Restaurant since 1979. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of advisor-managed and firm-managed investment programs.

Gracie Horton is a CFP® professional with two years of experience at Mercer Global Advisors Inc. She previously worked at American Century Investments and has an academic background from the University of Kansas. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach, emphasizing diversified, risk-appropriate portfolios with multi-factor tilts and offers a variety of implementation options including ETFs, mutual funds, and separate account solutions.

Douglas Gammel is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Advised Assets Group, LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kimberly Dixon is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles as a self-employed real estate agent and life insurance agent, as well as a position at Ascensus. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, with services integrated into Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base through a high client-to-advisor workload.

Richard Diodosio is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with TIAA-CREF since 2007. 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 relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, applying a fiduciary standard to its RIA services within a vertically integrated structure that includes affiliated funds.

Jacob Mc Cloy is a financial advisor with Empower Advisory Group in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at GWFS Equities, Cetera Advisors, National Planning Corporation, and Prime Financial Strategies. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm offers financial plans that focus on long-term portfolio returns and savings rates, delivered through an integrated model connected to Empower’s administrative platforms.

John Browning III is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and three years of industry experience. He previously worked at AssetMark Brokerage, LLC and AssetMark Financial Holdings, Inc. Browning also assists partners at his firm with client meetings and financial planning as part of his role with The Browning Group II, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education, with a focus on large institutional investors and complex investment solutions.

Anthony Englert is a financial advisor at Sanctuary Advisors, LLC in Denver, CO, with 12 years of industry experience. He holds Series 66 and Series 65 licenses and has previously worked at Goldman Sachs, Merrill, United Capital Financial Advisers, LLC, and Cetera Advisor Networks. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a range of investment approaches and platforms, providing both discretionary and non-discretionary portfolio management through a large network of independent advisor representatives.

Tamara Jean Santos is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 65 and Series 63 licenses and has worked at GWFS Equities, Inc. since 2016 before joining Empower Advisory Group in 2025. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Katelyn Cerullo is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has previously worked at several firms, including Securities America Advisors and KMS Financial Services. Outside of her financial advisory work, she participates in a product review program unrelated to investments. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Darin Swick is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO, holding a Series 66 designation and 10 years of industry experience. His prior experience includes roles at Thrivent Financial, Prudential Insurance Company of America, and Principal Life Insurance Company. Outside of his advisory work, he is involved in insurance brokering for non-registered products through outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the New York Life affiliate structure.

Elizabeth Feist is a financial advisor with Empower Advisory Group who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has been with GWFS Equities Inc./Great West Life & Annuity Insurance Company since 2002. Outside of her advisory work, she serves as president of the Thespian Legacy Foundation, a booster club supporting the Legacy High School Drama Club. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Robert Curran is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has held positions at firms including Empower Financial Services, College Loan Freedom, and Transamerica Financial Advisors. Outside of his advisory work, he has experience in the hospitality industry through his involvement with West End Tap House. 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 retail brokerage clients. The firm’s integrated approach ties financial planning to Empower’s administrative platforms, offering point-in-time plans and optional managed account solutions.

David Moreno is a financial advisor with Benjamin F. Edwards & Company, Inc. in Greenwood Village, CO, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Benjamin F. Edwards & Co since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

David Stanley is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at GWFS Equities, Inc. since 2016. Outside of his advisory role, he has seasonal retail experience as a cashier at Target. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Mandie Roark is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at T. Rowe Price from 2015 to 2022 and concurrent positions at Advised Assets Group, LLC and GWFS Equities, Inc. since 2022. 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 retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Robert Hanagriff is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at TIAA and Tiaa-CREF for a decade. Outside of advising, he has worked as a food delivery driver. 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 integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within defined plan lineups.

Mckenzie Johnson is a financial advisor at Creative Planning with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Kestra Financial Services, Principal Life Insurance Company, and Princor Financial Services. Johnson has been with Creative Planning since 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside selective private market exposure and institutional retirement plan services.