ADVISOR BIO

Neil Lubar is a registered investment advisor representative with Morgan Stanley, licensed to provide investment advice in Colorado and Texas. Neil has been in the industry since 2011, and holds the Series 7 and Series 66 licenses as well as the SIE. Neil also manages Jansen Pearl LLC, an investment company that invests in commercial real estate. Neil is a member of the Morgan Stanley team in Boulder, CO.

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Nicholas Brady is a financial advisor at TIAA-CREF Individual & Institutional Services, LLC in Boulder, Colorado. Nicholas has been in the financial services industry since 2014. Nicholas is licensed to provide investment advice in Colorado, Texas, Arizona, and Wyoming. Nicholas has experience providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Nicholas is also a registered representative and holds Series 63, 66, and 7 securities licenses.

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ADVISOR BIO

Nicholas Lenssen is a financial advisor registered in Colorado with Bear Peak Financial, LLC. Nicholas Lenssen has been active in the industry since 2008, and has experience in financial planning, and portfolio management for individuals. Nicholas Lenssen specializes in working with individuals and has 19 non-discretionary client accounts. Nicholas Lenssen is also the principal of Bear Peak Energy Consulting (dba NKL Energy Consulting), an independent consulting firm focused on disruptive energy technologies.

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ADVISOR BIO

Nicholas Locicero is a financial advisor with Morgan Stanley, a leading global financial services firm. Nicholas holds the Series 7TO and SIE licenses and is registered in Colorado. Nicholas is a highly experienced professional, with a focus on providing personalized financial advice and investment strategies.

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Nicholas Krenz is a financial advisor with Ameriprise Financial Services, LLC. Nicholas is registered with the state of Colorado and Texas. Nicholas has been in the industry since 2010 and has experience in both broker-dealer and investment advisor roles. Nicholas holds Series 7 and Series 66 licenses and also passed the Securities Industry Essentials (SIE) Examination. Nicholas has worked with several firms in the past, including Raymond James Financial Services, Inc. and Thrivent Investment Management Inc. Nicholas specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management.

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Nicholas Kakavas is a registered representative of J.p. Morgan Securities LLC. Nicholas is licensed to conduct business in Colorado and Texas. Nicholas has been active in the securities industry since May 2021 and has a Series 7TO and SIE license. Nicholas offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Nicholas previously worked at NYLIFE Securities LLC in Broomfield, Colorado.

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ADVISOR BIO

Nicholas Troiano is a financial advisor with Raymond James & Associates, Inc., based in Boulder, CO. Nicholas has been in the financial industry since February 27, 2000. Nicholas is registered with the following securities authorities: Colorado, Texas, Florida, Idaho, Maine, Maryland, Massachusetts, New Hampshire, New Mexico, New York, Pennsylvania, Tennessee, Virginia, Washington, and Wyoming. Nicholas also holds the Series 65, Series 63, Series 7, and Series 24 securities licenses. Previously Nicholas was an advisor with TIAA-CREF Individual & Institutional Services, LLC, Morgan Stanley, Hightower Securities, LLC, J.P. Morgan Securities Inc., and Buckman, Buckman & Reid, Inc.

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Nicki Green is an Investment Advisor Representative at Lido Advisors, LLC. Nicki has a Series 65 license and is a Certified Financial Planner. Nicki has been in the industry since 2011, and has experience working at Morgan Stanley, Vail Resorts, Cascade Financial Management Inc, and Colorado Financial Management. Nicki specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, businesses, and pooled investment vehicles. Nicki has a proven track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Nipapan Pamela Rosenblum is an investment advisor representative at Western Wealth Management LLC. Nipapan is a registered investment advisor representative in Colorado. Nipapan has been in the securities industry since September 13, 2012. Nipapan previously worked at Ameriprise Financial Services, Inc. Nipapan has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.

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Norman Alexander Hirsch is a registered representative with LPL Financial LLC in BOULDER, Colorado. Norman has been in the industry since November 7, 1981. Norman has passed the General Securities Representative Examination (Series 7), the Investment Company Products/Variable Contracts Representative Examination (Series 6), the Direct Participation Programs Representative Examination (Series 22), the National Commodity Futures Examination (Series 3), and the Securities Industry Essentials Examination (SIE). Norman is also a registered principal with the Series 24 license. Norman has been associated with LPL Financial LLC since March 1995. Prior to joining LPL Financial LLC, Norman was employed by Consolidated Investment Services, Inc. and GDN Securities, LTD.

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