Margaret McMahon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her career includes roles at IQVIA, WealthWave, Net Law Group Inc., and WFGIA. She has experience related to estate planning through her involvement with Net Law Group Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios.

Casey Story is a financial advisor with Empower Advisory Group and holds the Series 66 designation. Casey has been with Empower since 2025 and has prior work experience in software and media companies including Vital Software, Health Recovery Solutions, and National Cinemedia. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Brendan Erne is a CFA® charterholder with 18 years of experience in financial advisory roles. He currently works at Empower Advisory Group and has previous experience at Personal Capital Advisors, Fisher Investments, and Ameriprise. 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 delivers services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Megan Kanter is a CFP®-designated financial advisor with 15 years of industry experience. She currently works at Moneta Group Investment Advisors, LLC and has previously been employed at firms including The Wealth Conservancy, Personal Capital, and Eaton Vance Management. Outside of her advisory roles, she was involved with BarkPak LLC from 2018 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team structure with a centralized Investments Department and utilizes a multi-criteria, open-architecture selection process emphasizing asset allocation and manager due diligence.

Adam Snyder is a financial advisor at Empower Advisory Group with three years of industry experience. He previously worked at T Rowe Price and Risk Management and Wealth Preservation LLC. Outside of his advisory role, he works as a contract courier for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm’s integrated model focuses on long-term portfolio returns and emphasizes scale and alignment with Empower’s recordkeeping and administrative platforms.

Stephanie Barres is a financial advisor at Empower Advisory Group with 31 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Janus Management Holdings Corp. and Janus Distributors LLC. 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.

Daniel Maurer is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, holding a Series 65 designation with eight years of industry experience. His prior experience includes a role at Personal Capital Corporation. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of advisory services including investment management, financial, tax, retirement and estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory and focuses on globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, separate account managers, and other strategies.

Scott Perry is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Personal Capital Advisors Corporation, Fisher Investments, and Cetera Investment Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning service and serves a large participant base with a relatively high client-to-advisor ratio.

Christopher Eaton is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. He currently operates under Five Peaks Capital Group LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jaye Everland is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, Jaye worked for IWP Wealth Private Client Advisors for 10 years. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, and family office services. The firm utilizes partner-led teams supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.

Tristan Latzel is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with TIAA‑CREF Individual & Institutional Services, LLC since 2019. His prior work history includes roles at Marine Land, Trane U.S. Inc., BMO Harris Bank, and University of Wisconsin - La Crosse. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm operates a fiduciary advisory model with both point-in-time planning and ongoing portfolio management, and it serves as investment adviser to the TIAA Donor Advised Fund.

Michelle Hallett is a financial advisor with Principal Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked with Principal Securities Inc. since 2016 and Principal Life Insurance since 2015. Hallett also serves as a bank/trust officer with Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple financial platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Kristin Borke is a financial advisor at Empower Advisory Group with 19 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for 16 years before joining Empower Financial Services in 2023. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leah Durkee is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA, Vanguard Marketing Corporation, and Iberiabank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio strategies and client savings rates.

J Howell is a financial advisor with Money Concepts Capital Corp in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Money Concepts Capital Corp since 2001. Outside of his advisory role, Howell serves as an officer on the board of directors for the Lemmon Lodge Homeowners Association in Grand Lake, CO, and operates Blair Financial Planning under the DBA Maestro Associates. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs using model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to guide asset allocation and account rebalancing.

Eric Kee is a financial advisor with Kestra Advisory in Lakewood, Colorado, holding Series 63 and 66 licenses and bringing 29 years of industry experience. He has worked with Kestra Advisory and Kestra Investment Services since 2018 and has been affiliated with Royal Alliance Associates since 2008. Outside of his advisory work, Kee is a professional speaker providing information on federal retirement and benefits. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and employee education, managing approximately $79.8 billion in assets and serving clients that include sovereign wealth funds.

Dana Pollard is a Series 66-licensed financial advisor with 26 years of industry experience. She currently works at &Partners and previously held roles at Lumitas Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Clearing. Pollard is a co-founder and managing director of Lumitas Wealth Strategies. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing account monitoring.

Sufia Setjoadi is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2010. In addition to her advisory role, she is involved in health insurance and Medicare-related activities, including assisting seniors with Medicare Advantage coverage and other health insurance solutions. She is also a partner and bookkeeper at Asian Paradise LLC, a cemetery construction and development business. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model strategies, access to third-party managers, and utilizes an in-house Investment Management & Research team to develop its investment solutions.

Mark Stone is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding the Series 63, 65, and 66 designations and bringing 18 years of industry experience. His career includes roles at Advised Assets Group, LLC, Morgan Stanley & Co. LLC, and Ameriprise. 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 select retail brokerage clients. The firm’s services are integrated with Empower’s administrative platforms and emphasize long-term portfolio returns and annual rebalancing through point-in-time financial plans and optional managed account solutions.

James Schindelar is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Transamerica Capital, Inc. and Gwfs Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms.