ADVISOR BIO

Ryan D Thompson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ryan has been working in the financial services industry since 1995. Ryan is registered in 51 states and holds the Series 7, Series 9, Series 10, Series 31, and Series 66 licenses. Ryan also holds the SIE certification. Ryan works with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Ryan specializes in investment consulting services, financial planning, and portfolio management. Previously, Ryan was a financial advisor with BANC OF AMERICA INVESTMENT SERVICES, INC. and MORGAN STANLEY DW INC.

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ADVISOR BIO

Ryan Halvorson is a financial advisor with TCI Wealth Advisors, Inc. Ryan has been working in the financial services industry since 2011. Ryan has Series 7, Series 66 and SIE licenses. Ryan is a CERTIFIED FINANCIAL PLANNER™ professional and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ryan offers financial planning, portfolio management for individuals, and selection of other advisors. Ryan has been registered with the state of Colorado since December 2023 and Arizona since August 2024.

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ADVISOR BIO

Ryan Hammond is a financial advisor with Cetera Investment Advisers LLC. Ryan has been in the financial services industry since May 25, 2006 and holds Series 63, 66, 7 and SIE licenses. Ryan has a specialization in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations and pension and profit-sharing plans.

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ADVISOR BIO

Salvatore A. Cabibo is a financial advisor with Fidelity Personal And Workplace Advisors. Salvatore has been in the financial services industry since December 2015. Salvatore is registered with the state of Arizona. Salvatore holds the Series 6, 7, 63 and 66 securities licenses. Salvatore is also a Certified Financial Planner™.

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ADVISOR BIO

Samuel Edward Hawtree is an investment advisor representative with Hawtree Advisory Group, LLC, a registered investment advisor. Samuel has been in the securities industry since 1981 and has a wealth of experience in providing financial planning and portfolio management services. Samuel is a Certified Financial Planner (CFP) and holds the Series 7 and Series 63 licenses. Samuel's firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers financial planning, portfolio management for individuals, and hourly charges, fixed fees, and percentage of assets as compensation arrangements.

SPECIALIZATIONS

ADVISOR BIO

Samuel Swift is a financial advisor with TCI Wealth Advisors, Inc. in TUCSON, Arizona. Samuel has been in the financial industry since September 2006 and is licensed to provide investment advice in Arizona. Samuel holds a Series 65 license and is a Certified Financial Planner and a Chartered Financial Analyst.

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ADVISOR BIO

Samuel Garrison is a financial advisor at Edward Jones, a firm with a strong reputation in the industry. Samuel has been in the financial services industry since December 2018 and holds both Series 7TO and Series 66 licenses. Samuel provides financial planning, pension consulting, and portfolio management services for both individuals and businesses. Samuel holds the Certified Financial Planner designation and is registered in multiple states.

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ADVISOR BIO

Samuel Blum is a financial advisor with over 10 years of experience. Samuel currently works with Sunrise Wealth Management, LLC and Blum Capital Management, LLC, both of which are registered investment advisors. Samuel has provided financial advice to individuals, helping them with portfolio management and financial planning. Samuel's experience in the industry has allowed him to assist clients with developing strategies to achieve their financial goals.

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ADVISOR BIO

Sandra Smith is a financial advisor with Pruco Securities, LLC in Tucson, Arizona. Sandra has been a registered representative for over 10 years. She has a Series 7 and Series 66 license and is registered to offer securities in a number of states including Arizona, California, Colorado, Florida, Maryland, Michigan, New Mexico, North Carolina, Ohio, Pennsylvania and Puerto Rico.

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ADVISOR BIO

Sandra Lynn Widmer is an Investment Advisor Representative with GR Financial Group, LLC. Sandra has been in the industry since 2008 and is registered in Arizona. Sandra specializes in providing financial planning and portfolio management for individuals and businesses. Sandra has a Series 65 license. Sandra is a skilled advisor who is dedicated to helping clients achieve their financial goals. The GR Financial Group, LLC was founded in 2015 and is headquartered in Tucson, Arizona.

SPECIALIZATIONS