ADVISOR BIO

Aaron Bongard is a financial advisor with Edward Jones. Aaron has been working in the financial services industry since 2005 and is registered with the state of Colorado. Aaron holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE designation. Aaron specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Aaron Michael Deitz is a registered investment advisor representative in Colorado and Texas. Aaron is affiliated with BSW Wealth Partners, a firm with approximately $1 billion - $10 billion in regulatory assets under management. Aaron has been in the industry since 2008, working for ALPS Distributors, Inc., before joining BSW Wealth Partners in 2018. Aaron specializes in working with individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Adam Michael Barnai is a registered investment advisor representative with Barnai Asset Management in Boulder, Colorado. Adam holds a Series 65 license. Adam has been working in the financial industry since December 2014, and has experience in the construction industry as well. Barnai Asset Management has 72 accounts and manages approximately $14,725,325 in assets. Adam and Barnai Asset Management manage portfolios for individuals.

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ADVISOR BIO

Adam Charles Vrablec is a financial advisor who is registered with the state of Colorado. Adam has been in the financial services industry for over 3 years. Adam is associated with Wells Fargo Clearing Services, LLC and is located in Boulder, CO. Adam has passed the Series 7TO, Series 66, and SIE exams. Adam has experience with individuals, high-net-worth individuals, businesses, pension and profit sharing plans, charitable organizations, insurance companies, and state or municipal government entities.

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ADVISOR BIO

Adam O'Hair is a financial advisor with Edward Jones. Adam has been working in the financial services industry since August 1999. He is registered to provide investment advice in 38 states. Adam has a wide range of experience in helping clients achieve their financial goals. He specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Alan Scharff is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 1987, and has been registered with Merrill Lynch since 1992. Alan has experience providing financial advice to a variety of clients, including individuals, businesses, and institutions. He holds the Series 7, 31, and 65 licenses and has a SIE certification. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Alan is committed to providing his clients with personalized financial advice that meets their individual needs and goals.

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ADVISOR BIO

Alan Webster is a financial advisor with over 45 years of experience in the industry. Currently, Alan Webster is a registered representative of UBS Financial Services Inc. in Boulder, CO. Alan Webster has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bache Halsey Stuart Shields Incorporated in the past. Alan Webster holds Series 63, SIE and Series 7 licenses. Alan Webster is registered with the state of Texas as an Investment Advisor Representative and has been registered with various other states across the US.

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Alan Romero is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with LPL Financial LLC in Colorado and Texas. Alan has previously worked with ALLSTATE FINANCIAL SERVICES, LLC, BBVA SECURITIES INC., AXA ADVISORS, LLC, UBS FINANCIAL SERVICES INC., CUSO FINANCIAL SERVICES, L.P., WESTERN INTERNATIONAL SECURITIES, INC., MORGAN STANLEY DW INC., and JWGENESIS FINANCIAL GROUP, INC. Alan offers a variety of financial services including financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Alana Margaret MacY is a financial advisor with CWM, LLC in Boulder, CO. Alana is also registered with the state of Texas. Alana has been in the financial services industry since 2013 and has experience with both LPL Financial LLC and Cetera Advisor Networks LLC. Alana is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Alana specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alana is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Albert Fiorello is a financial advisor with over 24 years of experience in the industry. Albert is currently registered with LPL Financial LLC in Boulder, Colorado. Previously, Albert was associated with Woodbury Financial Services, Inc., Questa Capital Corporation, USAllianz Securities, Inc., and Edward Jones. Albert holds Series 63, 65, 7 and SIE licenses. Albert provides investment advice for individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.

SPECIALIZATIONS