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Jomer S

Series 66

Greenwood Village, CO

Empower Advisory Group

Jomer Salvo is a financial advisor with Empower Advisory Group based in Greenwood Village, CO. He holds a Series 66 designation and has been with Empower Advisory Group and Empower Financial Services since 2026. His prior experience includes roles at Infosys BPM, Iqor, and Genpact 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 focus on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Jon F

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Jon Feigitsch is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at TIAA-CREF Individual and Institutional Services, LLC, Charles Schwab & Co., Inc., and several educational and nonprofit organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Brittany D

Series 65

Arvada, CO

Creative Planning

Brittany Del Favero is a Series 65-licensed financial advisor with Creative Planning, LLC, based in Arvada, Colorado. She has two years of industry experience and has worked previously with Lockton Companies and Westmark Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Mikhail V

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Mikhail Vosk is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including GWFS Equities, Mercy Housing, TD Ameritrade, and Northstar Securities. Outside of financial advising, he is also a licensed real estate broker associate involved in property transactions. 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 clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and client savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Adam P

CFP®, ChFC®, Series 63

Highlands, CO

Allworth financial, L.P.

Adam Peters is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Peters has worked at Hanson McClain Securities and Hanson McClain Advisors since 2014. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs third-party sub-advisers and specialized technology to manage held-away retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Michael N

Series 63, Series 66

Littleton, CO

TIAA-CREF

Michael Neil is a financial advisor with TIAA-CREF in Littleton, Colorado, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with TIAA-CREF since 2006. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered 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, including customized and model portfolio options, and acts as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Angela W

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Angela Wiggins is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. Before joining Empower Advisory Group, she worked at US BANK and Professional Assist Corporation. 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, using an integrated service model connected to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Lucas B

Series 63, Series 66

Denver, CO

Eagle Strategies (NY Life)

Lucas Bisbee is a financial advisor at Eagle Strategies (NY Life) in Denver, CO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Eagle Strategies since 2023. Prior to his advisory career, Bisbee was involved in ice hockey officiating, contracting as an on-ice official with the American Hockey League and the National Collegiate Hockey Conference. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored solutions across multiple program types and manages a substantial asset base predominantly on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Marques B

Series 63, Series 66

Glendale, CO

TIAA-CREF

Marques Brewer is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers a range of managed account options alongside affiliated trust and donor-advised fund services.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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Gretchen M

Series 63, Series 65, Series 66

Denver, CO

Allworth financial, L.P.

Gretchen Mc Laughlin is a financial advisor with Allworth Financial, L.P., holding Series 63, 65, and 66 credentials and 15 years of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, RMB Capital Management, Wells Fargo, and UBS Financial Services. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios and a range of strategies, including defined-outcome ETFs and options-based overlays, and employs third-party sub-advisers when appropriate.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Monroe M

Series 63, Series 66

Lakewood, CO

Eagle Strategies (NY Life)

Monroe Mc Anuff is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with Eagle Strategies since 2019 and with New York Life Insurance Company since 2016. Outside of his advisory role, he is an investor in a personal training business, Fit Life Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Cody T

Series 63, Series 66

Greenwood Village, CO

Empower Advisory Group

Cody Templin is a financial advisor with Empower Advisory Group in Greenwood Village, CO, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Empower Retirement since 2020 and previously held roles at Transamerica Investors Securities Corporation and Transamerica from 2016 to 2020. 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 uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups established by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Aaron S

Series 63, Series 65

Aurora, CO

OSAIC Institutions, INC.

Aaron Schettler is a financial advisor with OSAIC Institutions, INC. holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked at Infinex Investments, Inc. since 2018 and was previously affiliated with Primerica Advisors and Primerica Financial Services from 2002 to 2018. Outside of his advisory work, Schettler performs as a variety artist and clown, volunteers with the Association of Financial Educators providing financial education workshops, serves as a board member for a homeowners association, and owns a small business bookkeeping and budgeting service. OSAIC Institutions, Inc. is an SEC‑registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a hybrid adviser/broker‑dealer model. The firm offers customized advisory services and employs independent adviser representatives for investment analysis and account management while maintaining firm supervision.

Annuities Tax-loss harvesting Founder/Business Owner Executive
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Jacob B

Series 66

Denver, CO

Eagle Strategies (NY Life)

Jacob Burdett is a financial advisor with Eagle Strategies (NY Life) based in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining Eagle Strategies, Burdett held various roles across hospitality and distribution sectors and attended the University of Colorado Denver. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with defined contribution and defined benefit plans as well as charitable and corporate clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Breila O

Series 63, Series 66

Glendale, CO

TIAA-CREF

Breila O Halloran is a financial advisor with TIAA-CREF who holds Series 63 and Series 66 licenses and has six years of industry experience. She has worked at TIAA-CREF since 2019 and previously held positions outside the financial industry, including roles in dental practices and hospitality. Outside of her advisory work, she participates as a user tester for various companies on a third-party feedback platform. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm separates point-in-time planning from ongoing portfolio management and operates within a vertically integrated group offering affiliated funds.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
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James M

Series 66

Greenwood Village, CO

Empower Advisory Group

James Mc Laughlin is a financial advisor with Empower Advisory Group, holding a Series 66 designation and four years of industry experience. He previously worked at T. Rowe Price and Cardinal Financial. Outside of finance, he is involved as an audio crew member for a CBS television station, assisting with microphone operations during sporting events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Justin B

Series 63, Series 65

Denver, CO

Hightower Advisors

Justin Branch is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Tiaa, TIAA-CREF, and Curian Capital. Based in Denver, CO, Branch has been with Hightower Advisors since 2026. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Chad M

CFP®, Series 63, Series 66

Denver, CO

Corient

Chad Mcdonnell is a CFP® professional with 27 years of industry experience, currently working at Corient in Denver, CO. His prior experience includes roles at Segall Bryant & Hamill, ALPS Distributors, Inc., and Denver Investment Advisors, LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and utilizes risk management tools and stress testing to align portfolios with client objectives.

Wealth management Private / alternative investments Tax-loss harvesting Active portfolio management
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Devonee Q

CFP®, Series 65

Lakewood, CO

Creative Planning

Devonee Quinn is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. She is currently with Creative Planning, where she has worked since 2022, and previously held roles at WIPFLI Financial Advisors, LotusGroup Advisors, and Lee Financial Corp. Outside of financial advising, she works as an independent consultant in wine sales through Wine Retriever, LLC. Creative Planning is a large enterprise firm managing approximately $217 billion in assets, serving a diverse client base that includes individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process focused on low-cost indexing and offers a range of supplemental strategies along with affiliated non-investment businesses such as legal and trust services.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Micheal P

Series 66

Broomfield, CO

Eagle Strategies (NY Life)

Micheal Paul is a financial advisor with Eagle Strategies (NY Life) in Broomfield, CO, holding a Series 66 designation and 14 years of industry experience. His prior work includes four years at Edward Jones before joining Eagle Strategies and affiliated companies in 2016. He is also appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailoring recommendations to client goals, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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