ADVISOR BIO

Mary Anne Medicus is a financial advisor with LPL Financial LLC, a large independent broker-dealer. Mary Anne is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the financial services industry since 1989. Mary Anne has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.

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ADVISOR BIO

Mary Helen Jacobus is a financial advisor with over 20 years of experience in the financial services industry. Mary is registered with RBC Capital Markets, LLC and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 31 and Series 66. She is also licensed in several states, including Colorado and Texas. Mary has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Mary is committed to providing her clients with personalized financial advice and guidance. She has previously worked with several other firms including Southwest Securities, Inc., UBS Financial Services Inc., and PaineWebber Incorporated. Mary is a graduate of the University of Denver.

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ADVISOR BIO

Matthew Donahue is a financial advisor with over 10 years of experience in the industry. He currently works at Raymond James & Associates, Inc. His career spans several firms including Wells Fargo Clearing Services, LLC and Edward Jones. Matthew holds Series 3, 7, and 66 licenses, as well as the SIE, and is registered with the Securities and Exchange Commission (SEC) and several state securities regulators. Matthew specializes in working with individuals, families, and businesses.

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ADVISOR BIO

Matthew Allen Veenker is a financial advisor with Raymond James Financial Services Advisors, Inc. in Boulder, Colorado. Matthew has been in the financial services industry since 2003 and holds Series 6, 7, 63, 65, and 66 licenses. Matthew is also a Certified Financial Planner and a Chartered Financial Analyst. Matthew specializes in providing financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions. Matthew has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Matthew is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Matthew Ruplinger is an Investment Advisor Representative with Robert W. Baird & Co. Inc., and is registered to provide investment advice in Colorado and Nebraska. Matthew has been in the industry for more than 3 years. Matthew has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination.

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ADVISOR BIO

Matthew Winter is a financial advisor who has been in the industry since 1995. Matthew is currently registered with Wells Fargo Clearing Services, LLC. Matthew has experience working for several firms, including Wells Fargo Investments, LLC, Janus Distributors LLC, Charles Schwab & Co., Inc., Prudential Securities Incorporated and Piper Jaffray Inc. Matthew has a strong track record of providing investment advice to individuals, businesses, and institutions. Matthew is committed to helping clients achieve their financial goals. Matthew specializes in providing financial planning, investment consulting services to institutional clients, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

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ADVISOR BIO

Matthew Kelley is a financial advisor currently registered with Gold Medal Waters, Inc.. Matthew has been a registered investment advisor since 2004, and has experience working in the industry since 2002. Matthew is also a Certified Financial Planner and has extensive experience with financial planning, pension consulting, and portfolio management. Matthew works with individuals and families, as well as small businesses and pension plans. He provides advice and guidance on a variety of financial matters, including retirement planning, investment planning, and estate planning. Matthew has a strong commitment to helping his clients achieve their financial goals.

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ADVISOR BIO

Matthew Byrne is a financial advisor with over 13 years of experience in the industry. He is currently registered with LPL Financial LLC and holds Series 66, Series 7, and SIE licenses. Matthew has experience providing financial advice to individuals, businesses, and charitable organizations. Matthew's previous experience includes working with Waddell & Reed, Inc. and Byrne Group LTD. Matthew is committed to providing personalized financial advice and helping clients achieve their financial goals.

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ADVISOR BIO

Matthew Pirollo is a financial advisor at Wells Fargo Clearing Services, LLC, with over 10 years of experience in the industry. Matthew has been registered with the Securities and Exchange Commission (SEC) since 2012 and holds several licenses and certifications including Series 6, 7, 63, 65, and SIE. Before joining Wells Fargo Clearing Services, LLC, Matthew worked at Northwestern Mutual Investment Services, LLC. Matthew's areas of expertise include retirement planning, investment management, and financial planning.

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ADVISOR BIO

Matthew Samek is an Investment Advisor Representative at BSW Wealth Partners, located in Boulder, CO. Matthew has been working in the financial services industry since January 2010. Matthew is registered with the state of Colorado. Matthew is a Series 65 licensed investment advisor. Matthew specializes in portfolio management for individuals and businesses, financial planning, tax and estate planning coordination, diversification planning, and selection of other advisors. BSW Wealth Partners manages over $1 billion in assets for individuals, families, and charitable organizations.

SPECIALIZATIONS