ADVISOR BIO

Samantha Dozier is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Samantha has been in the financial industry for over 10 years and has a wide range of experience. She is licensed to provide financial advice in Colorado and California. Samantha is committed to providing her clients with the best possible financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Samuel Flaten is a financial professional with experience in the financial services industry. Samuel is currently registered with Gold Medal Waters, Inc. in Wisconsin. Samuel has a background in financial planning and portfolio management. Samuel holds the Series 66, Series 7, and SIE licenses. Samuel is also a Certified Financial Planner and Chartered Financial Consultant. Samuel has experience working with individuals, families, and businesses. Samuel is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

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ADVISOR BIO

Samuel Napp is a financial advisor at BSW Wealth Partners. Samuel has been with the firm since June 2012 and holds a Series 65 license in Colorado. Samuel is also a Certified Financial Planner. Samuel has a deep understanding of financial planning, portfolio management, and estate planning. Samuel helps individuals, families, and businesses achieve their financial goals. Samuel has experience working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Sarah Fiske Larochelle is a financial advisor with Pathstone. Sarah has been in the industry for over 10 years, beginning her career at J.P. Morgan Securities LLC. Sarah is licensed in Colorado and Wisconsin. She holds the Series 7, Series 63, and SIE licenses. Sarah has a long history of providing financial advice to a variety of clients, including high net worth individuals, corporations, and charitable organizations. Sarah is dedicated to helping her clients achieve their financial goals. Sarah also holds the Chartered Financial Analyst designation.

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ADVISOR BIO

Sarah Fae Cox is an investment advisor representative associated with Ameriprise Financial Services, LLC. Sarah is a registered representative with FINRA and is a licensed agent. Sarah has experience in the financial services industry, having previously worked for LPL Financial LLC and Stifel, Nicolaus & Company, Incorporated. Sarah holds Series 7TO, Series 99TO, and SIE licenses. Sarah is based in Boulder, CO.

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ADVISOR BIO

Sarah Pham is a financial advisor with Lido Advisors, LLC. She has been in the financial services industry for over 13 years and is registered in California, Colorado, Florida and Texas. Sarah holds the Series 6, 7, 63, and 66 licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Sarah is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Scott Robert Herrmann is a financial advisor with Cuso Financial Services, LP, located in BOULDER, Colorado. Scott has been in the financial services industry since 2008. Scott is registered with the state of Colorado and 28 other states. Scott is also a Certified Financial Planner. Scott has experience with individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Scott offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.

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ADVISOR BIO

Scott Christopher Tater is an investment professional with over 25 years of experience in the financial services industry. Scott is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Scott provides a range of services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Scott's primary office is located in Boulder, Colorado.

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ADVISOR BIO

Scott Staudenmier is a financial advisor with over 23 years of experience in the industry. Scott has been registered with Raymond James & Associates, Inc. since 2024 and has held various positions within the financial services industry, including roles at Charles Schwab & Co., Inc., Charles Schwab Trust Bank, and Charles Schwab Premier Bank. Scott is currently licensed to provide investment advice and brokerage services in all 50 states. Scott specializes in providing financial planning, portfolio management, and pension consulting services to both individuals and businesses.

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ADVISOR BIO

Seema Kinra is a financial advisor with over 15 years of experience in the financial services industry. Seema has worked with clients across various sectors, including high-net-worth individuals, corporations, investment companies, and pension plans. Seema has been registered with Robert W. Baird & Co. Inc. since 2023. Prior to that, Seema worked at Raymond James & Associates, Inc. and Morgan Stanley. Seema holds a Series 63, Series 66, Series 7, Series 9, Series 10, and SIE license.

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