ADVISOR BIO

David Fellows is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boulder, Colorado. David has been in the financial industry since June 2012. David is registered with the state of Colorado as a Registered Representative and Investment Advisor Representative. David is also a Registered Assistant for Integrated Capital Management, LLC. David has experience in various investment services including, but not limited to, portfolio management for individuals and businesses, financial planning, and pension consulting. David is committed to providing clients with a comprehensive and personalized approach to financial planning.

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ADVISOR BIO

David Straub is a financial advisor with J.P. Morgan Securities LLC in Littleton, Colorado. David has been in the industry since 2018 and has experience with a range of financial services, including portfolio management, financial planning, and pension consulting. David is registered in Colorado and Texas as both a broker-dealer and an investment advisor. Previously, David worked at Robinhood Financial, LLC and Fidelity Brokerage Services LLC.

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ADVISOR BIO

David Strand is a financial professional with over 19 years of experience in the industry. David currently works with Ameriprise Financial Services, LLC and is licensed in multiple states, including Colorado and Texas. David specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. David has also worked with Edward Jones in the past. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 63, Series 65, Series 7, and SIE license.

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ADVISOR BIO

David Halseth is a registered Investment Advisor Representative in Colorado, associated with Consilium, LLC. David has been in the industry for 29 years and has a Series 2. Consilium, LLC is a registered investment advisor, headquartered in Boulder, CO. The firm focuses on providing financial planning and investment management services to individuals, pension and profit-sharing plans, high-net-worth individuals, and corporations. The firm manages approximately $171.81 million in assets. Consilium, LLC's clients are primarily individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm charges a variety of fees, including fixed fees, percentage of assets, and project fees.

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ADVISOR BIO

David Curran Wolf is an investment advisor representative at BSW Wealth Partners. David is a registered Investment Advisor in Colorado, where David has been working in the industry since 2010. David has a Series 65 license and is an active advisor in the industry.

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ADVISOR BIO

David McMillan is a financial advisor with Caledonia Wealth Management, Ltd. based in BOULDER, CO. David McMillan has been in the industry since 2005. David McMillan holds a Series 66 and a Series 7 license. David McMillan is a Certified Financial Planner and is also registered with the state of Colorado. Caledonia Wealth Management, Ltd. provides financial planning, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

David Warren Lubchenco is a financial advisor with over 20 years of experience in the industry. David is currently registered with Robert W. Baird & Co. Inc. and is licensed to offer securities and investment advice in over 50 states. David holds Series 6, 26, 63, and 65 licenses as well as the SIE. David has previously worked with other firms including UMB Distribution Services, LLC, Transamerica Capital, Inc. and Janus Distributors, Inc. David specializes in offering investment advice and financial planning services to high-net-worth individuals, corporations, and other institutions. David’s focus includes providing investment advice and portfolio management services, financial planning, and educational seminars.

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ADVISOR BIO

David Godinez is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the financial services industry since January 17, 2018. David has a Series 7, Series 66, and SIE license. Previously, David Godinez worked at Edward Jones from January 18, 2018, to May 20, 2020. David has a diverse background in the financial services industry, having worked at Bank of America in Tulsa, Oklahoma from January 2011 until May 2020. David Godinez is a registered representative in 22 states and is an Investment Advisor Representative in Colorado and Texas.

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ADVISOR BIO

David Lawrence Day is a financial advisor who has been working in the industry since October 2014. David is registered with the state of Colorado and is currently employed by Gold Medal Waters, Inc. David is a Certified Financial Planner and holds the Series 65 license. David specializes in providing financial planning, pension consulting, and investment management services to individuals, high net worth individuals, and pension and profit sharing plans.

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ADVISOR BIO

Dawn M. Jones is a financial advisor with over 19 years of experience in the industry. Dawn is currently registered with Raymond James Financial Services Advisors, Inc. in Boulder, CO. Dawn has previously worked at several other firms, including Geneos Wealth Management, Inc., United Securities Alliance, Inc., Jackson National Life Distributors, Inc. and Intervest International Equities Corporation. Dawn offers a range of financial services, including financial planning, portfolio management, and pension consulting. Dawn holds Series 66, Series 24, Series 31, and Series 7 licenses.

SPECIALIZATIONS