ADVISOR BIO

John Robert Young is a financial advisor with over 25 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and holds Series 6, 7, 24, 31, 51, 63 and 65 licenses. In addition to his current role, John also owned John R. Young Capital Management Inc. and has experience as a swim coach and real estate investor. He provides financial planning, portfolio management and investment advice to individuals, families and businesses. John has expertise in a variety of financial products and services and has a strong focus on meeting the individual needs of his clients.

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ADVISOR BIO

John Raymond Mowry is a financial advisor with UBS Financial Services Inc., and has been in the financial services industry for over 11 years. John has been registered with UBS Financial Services Inc. since March 2013, and has held previous positions with Waddell & Reed, Inc.. John is registered to provide investment advice in several states, including Colorado, Tennessee, and Texas. John holds several securities licenses, including Series 7 and Series 66. John specializes in providing financial advice to individuals, businesses, and high net worth individuals.

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ADVISOR BIO

John Surenkamp is an Investment Advisor Representative with Sage Advisors LLC. John has been in the financial services industry for over 10 years. John has a Series 65 license and is registered with the state of Colorado and Texas. John specializes in providing financial planning and portfolio management services to individuals, businesses, and pension plans. John has a strong background in the financial services industry and is committed to providing clients with the highest level of service.

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John Paul Harold Lussow is an Investment Advisor Representative at Wealthgate Family Office LLC. John Paul has been in the industry for 16 years and is registered in Colorado. Prior to joining Wealthgate Family Office LLC, John Paul was employed at Ariel Distributors, LLC and Credit Suisse Securities (USA) LLC. John Paul has experience in various areas including financial planning and selection of other advisers. The firm, Wealthgate Family Office LLC, offers financial planning, portfolio management for individuals, and selection of other advisers. Wealthgate Family Office LLC manages over $472 million in assets.

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Jonathan Lieber is a financial advisor with Raymond James & Associates, Inc. Jonathan has been in the financial industry since 1988 and holds the Series 7, Series 63, and SIE licenses. Jonathan is registered to offer securities and investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Maryland, Michigan, Missouri, New Jersey, New York, Ohio, Oregon, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Previously, Jonathan worked with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, Gruntal & Co. Incorporated, W.H. Newbold's Son & Co., Inc., J. T. Moran & Co., Inc. and R.C. Stamm & Co., Inc.

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Joni Dutton is a financial advisor with RBC Capital Markets, LLC, and has been in the industry since June 2006. Joni holds the Series 7 and Series 63 securities licenses and the SIE exam. Joni is registered with the Financial Industry Regulatory Authority (FINRA) and is currently registered with 37 states. Joni specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting. Joni is located in Boulder, Colorado, and has a branch office at 1801 13TH STREET, SUITE 310, BOULDER, CO 80302-5342.

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Jordan Sedlezky is a financial advisor at J.P. Morgan Securities LLC. Jordan has a Series 6TO and SIE licenses and is registered in Colorado. Jordan specializes in a variety of areas, including: Investment Company Products/Variable Contracts, Securities Industry Essentials, and more.

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ADVISOR BIO

Jorin Garrick Bale is a financial advisor with Cuso Financial Services, LP, registered in the states of Colorado, Texas, and several others. Jorin has been in the financial services industry since 2003 and specializes in providing financial planning and investment management for individuals, businesses, and charitable organizations. Jorin holds the Series 6, 7, and 66 licenses, as well as the SIE designation. Jorin has a strong background in the financial services industry and is committed to providing clients with personalized financial advice.

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Joseph Robert Smith is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Joseph has been in the industry since 2017, and is licensed in 51 states and the District of Columbia. Joseph specializes in retirement planning, investment advice, and selection of other advisors.

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ADVISOR BIO

Joseph Sylvester Sturniolo is a financial advisor with Geneos Wealth Management, Inc., a firm headquartered in Englewood, Colorado. Joseph has over 39 years of experience in the financial services industry. Joseph's firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting. Joseph has a strong track record of providing excellent client service and helping clients achieve their financial goals. Joseph is registered with FINRA and the state of Colorado, and holds a Series 7, Series 24, Series 63, and Series 65 license. Joseph is also a registered investment advisor.

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