ADVISOR BIO

Debra Ann Grill is a financial advisor with over 20 years of experience in the industry. Debra is currently registered with Robert W. Baird & Co. Inc. Debra was previously employed with WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., FIRST UNION SECURITIES, INC., PRUDENTIAL SECURITIES INCORPORATED, and CHATFIELD DEAN & CO., INC.. Debra Ann Grill holds a Series 65, Series 63, Series 10, Series 9, SIE, Series 31, and Series 7 licenses and is registered in 37 states.

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ADVISOR BIO

Dennis Eldon Channer is a financial advisor at Cornerstone Investment Advisors, LLC. Dennis has been in the financial industry since 1987. He holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Dennis has a background in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Dennis has a significant number of clients who are high-net-worth individuals and also provides services for corporations, family limited partnerships and charitable organizations.

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Derek Tuz is a financial advisor with Osaic Wealth, Inc. Derek has been in the industry since 1999 and is registered in 21 states. He has a variety of designations including Certified Financial Planner and Chartered Financial Consultant. Derek specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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Deron Darryl Swaby is a financial advisor based in BOULDER, CO with Cetera Investment Advisers LLC. Deron has been in the industry for over 8 years and has experience working with clients of all types, including individuals, families, businesses, and institutions. Deron holds a Series 6, 7, 63, 66, and SIE licenses, as well as registrations in several states. Deron is also a member of the Cancer League of Colorado Foundation.

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Derrick Wait Robinson is a Registered Investment Advisor with Robinson Capital Management LLC, located in BOULDER, CO. Derrick has been in the industry since 11/1998. Robinson Capital Management LLC provides services to individuals, corporations, and high-net-worth individuals. The firm's services include financial planning and portfolio management. Derrick Wait Robinson holds the Certified Financial Planner designation.

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Diane Soucheray is a financial advisor with RBC Capital Markets, LLC, with over 25 years of experience in the industry. Diane has a broad range of experience in providing financial advice to both individuals and businesses. She is a Series 7, Series 31, Series 63, and Series 65 licensed advisor. Diane is registered in 30 states across the country, including Colorado, Texas, Arizona, California, Florida, and Illinois. Diane has been with RBC Capital Markets, LLC since 2008. Diane also has previous experience with Dain Rauscher Incorporated.

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Diedre Wachbrit Braverman is an Investment Advisor Representative registered in Colorado. Diedre is a member of Braverman Wealth Advisors, LLC and is licensed to provide financial planning services to individuals. Diedre Braverman also works for Braverman Law Group, LLC as an attorney.

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Dillon Tanchinh is a financial advisor at Charles Schwab & CO., Inc.. Dillon is registered with the state of Colorado as both a broker and an investment advisor representative. Dillon has been in the financial industry since 2018 and has experience in a variety of financial roles at companies such as Old Chicago, Nordstrom, JP Morgan Chase, and First National Bank. Dillon holds a Series 7, Series 63, and Series 66 licenses. Dillon’s firm, Charles Schwab & CO., Inc. manages over $50 billion in client assets and provides financial planning, portfolio management, and other investment services.

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Dmitry Popov is an Investment Advisor Representative at BSW Wealth Partners, a company that has approximately $1 billion - $10 billion in assets under management. Dmitry has been with BSW Wealth Partners since October 2021. Dmitry is licensed in Colorado and Texas.

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Donald Boyd is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Donald has been in the industry since 2006 and holds the Series 7 and Series 66 licenses. Donald has experience with Morgan Stanley and Northern Trust Securities, Inc. Donald has been registered in Colorado and Texas since 2024 and is registered in multiple other states as well.

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