ADVISOR BIO

To Hun Pak is a financial advisor with over 20 years of experience in the industry. To Hun Pak is currently registered with Morgan Stanley and has been with the firm since July 2016. Prior to that, To Hun Pak was a financial advisor with UBS Financial Services Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Key Investment Services LLC. To Hun Pak is registered in 31 states and specializes in providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Todd Lebor is an investment advisor representative at Snowball Wealth Management, located in Boulder, CO. Todd has been in the financial services industry since 2003 and has been with Snowball Wealth Management since then. Todd is a certified financial planner. Todd Lebor is registered with the state of Arizona, California, Colorado, Illinois and Texas.

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ADVISOR BIO

Todd Bradley Doleshal is a financial advisor at LPL Financial LLC. Todd has been in the financial services industry since August 2008. He is a Certified Financial Planner and holds Series 7, Series 66, and SIE licenses. Todd is registered to provide investment advisory services in 33 states. Todd has experience working with individual investors, corporations, and charitable organizations.

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ADVISOR BIO

Todd Hatfield is a financial advisor registered with Morgan Stanley. Todd has been in the financial services industry since June 1999. He has a Series 7, Series 31, Series 66, and SIE licenses. Todd is registered in 48 states for securities and 3 states for investment advisory services. He is currently with Morgan Stanley in Boulder, Colorado, and is licensed to provide investment advice in Illinois, Texas, and Colorado. Todd has experience with Citigroup Global Markets Inc. and Morgan Stanley DW Inc. He is a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Toni Noto, Ann is an Investment Advisor Representative at The Millstone Evans Group, LLC based in Boulder, Colorado. Toni has been in the industry since 1986 and has a strong track record of success. Toni has a strong commitment to providing personalized financial advice to help clients reach their financial goals. Toni specializes in helping individuals and families achieve their investment objectives. Toni is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Tony Liska is a registered representative with Edward Jones. Tony has been in the securities industry for over 9 years. Tony has a Series 7, Series 66, and SIE license. Tony has specialized in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Tony is currently registered in 27 states.

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ADVISOR BIO

Travis Mayberry is a financial advisor who has been in the industry since 2000. He is currently registered with TIAA-CREF Individual & Institutional Services, LLC, in Boulder, CO. Travis has a wide range of experience in the financial services industry, having worked with firms such as Fidelity Brokerage Services LLC, Sanctuary Securities LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Travis Hughes is a financial advisor at Downshift Financial, a registered investment advisor firm based in Boulder, Colorado. Travis has been in the financial services industry for over 5 years. He has a Series 66, Series 65, and Series 7 licenses. Travis also holds the Certified Financial Planner designation. He is registered to provide investment advice in California, Colorado, Texas, and Virginia. His experience, knowledge, and licenses make him a highly qualified financial advisor. Travis has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to his clients.

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ADVISOR BIO

Trine Benedict Ford is a financial advisor with over 30 years of experience in the industry. Trine currently works at UBS Financial Services Inc. in BOULDER, Colorado. Trine is a registered representative with the state of Colorado. Trine has a broad range of experience and is able to provide financial services to a variety of clients, including individuals, businesses, and charitable organizations. Trine has held previous positions at several financial firms including McDonald Investments Inc., Key Investments Inc., BANC ONE SECURITIES CORPORATION, DAIN BOSWORTH INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., and BLINDER, ROBINSON & CO., INC. Trine holds the Series 63, Series 65, Series 7, and SIE licenses.

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ADVISOR BIO

Tron Welch is a financial advisor with Welch Financial Planning, LLC, based in Boulder, Colorado. Tron is a Certified Financial Planner® and specializes in providing comprehensive financial planning, portfolio management, and educational seminars to individuals and families. Tron has over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals.

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