ADVISOR BIO

Hope T. Hanrahan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Boulder, CO. Hope has been in the industry since July 2013 and holds active licenses in Colorado and Texas. Hope specializes in providing investment advisory services to individuals and businesses and also provides pension consulting, educational seminars, and selection of other advisors. Hope's registrations include Series 66, SIE and Series 7 and is licensed in 36 states.

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ADVISOR BIO

Jackson Edelmann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Based in BOULDER, Colorado, Jackson has been working in the financial industry since 2018. Jackson is registered with the state of Colorado and Texas. He has experience working with various clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jackson specializes in providing portfolio management, financial planning, and investment research. He is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Jacob Rohrer is a financial advisor at Morgan Stanley, a firm with over $1.4 trillion in assets under management. Jacob has been active in the industry since 2023 and holds Series 7TO, SIE, and Series 66 licenses. Jacob has experience in providing asset allocation advice, financial planning, and portfolio management services to individuals, businesses, and investment companies.

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ADVISOR BIO

Jacob William Van Kessel is a financial advisor in Boulder, Colorado, with over 13 years of experience in the industry. Jacob is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Jacob was registered with Chase Investment Services Corp. and U.S. Bancorp Investments, Inc. Jacob specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Jacob also offers other advisory services including selection of other advisors and performance measurement reports.

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ADVISOR BIO

James Almando Scatena is an investment advisor representative at RBC Capital Markets, LLC in BOULDER, CO. James Almando Scatena has been in the industry since March 22, 1996. In addition to working at RBC Capital Markets, LLC, James Almando Scatena has previously worked at DAIN RAUSCHER INCORPORATED and PRUDENTIAL SECURITIES INCORPORATED. James Almando Scatena holds Series 31, 7, and 63 licenses. James Almando Scatena has been registered with FINRA since January 1, 1999.

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James Mcdonald Dawson is a financial advisor at Raymond James Financial Services Advisors, Inc. James has been in the financial services industry since 1998 and has a wide range of experience. James holds several licenses and certifications, including Series 6, 7, 24, 51, and 66, and is a Certified Financial Planner. James is registered to offer investment advice in 32 states and the District of Columbia. James has experience working with individuals, businesses, and institutions.

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ADVISOR BIO

James Alan Chestnut is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. James Chestnut has been active in the industry since May 2020 and has a Series 66, Series 7TO and SIE licenses. James Chestnut is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

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ADVISOR BIO

James Andrew Butler is a registered representative with LPL Financial LLC and has been in the financial services industry since 2009. James has a Series 7 and Series 66 license and offers financial planning, portfolio management for individuals and businesses, as well as pension consulting. James also has an active registration as an investment advisor representative in Colorado and Texas. Previously, James was registered with Waddell & Reed. James provides advisory services in the state of Colorado and holds 19 active state registrations across the country. James is based out of the Boulder, Colorado branch office of LPL Financial LLC.

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ADVISOR BIO

James Williams is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. James has been in the industry since 2015 and is registered in 52 states. James Williams is also registered as an Investment Advisor Representative in Colorado and Texas. James Williams has a Series 7TO, Series 66 and SIE. James Williams specializes in portfolio management, financial planning, and pension consulting.

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ADVISOR BIO

James Marion Todd is a financial advisor who has been in the industry for over 25 years. James has a broad range of experience, having worked for several firms including USAA Financial Advisors, Inc. and LPL Financial LLC. James currently works for Mercer Global Advisors Inc. and specializes in financial planning, portfolio management, and retirement planning. James is a Certified Financial Planner® and has a Series 7, Series 6, Series 63, and Series 65 license. James provides services to individuals, families, and businesses. James has a long history of working with clients and is committed to providing personalized financial advice.

SPECIALIZATIONS