ADVISOR BIO

Bruce Emmeluth is a financial advisor with over 20 years of experience in the industry. Bruce is currently registered with LPL Financial LLC in Castle Pines, Colorado. Bruce has held previous positions with First Financial Equity Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley DW Inc., and NYLIFE Securities Inc. Bruce holds Series 6, 7, 31, 63 and 66 licenses.

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ADVISOR BIO

Coleman Charles Levy is a financial advisor who currently works with Thomas Doll. Previously, Coleman was associated with JANUS HENDERSON DISTRIBUTORS US LLC in Denver, CO. Coleman is a registered Investment Advisor in the state of Colorado. Coleman has a Series 63, Series 65, and Series 6TO license and earned the SIE license.

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ADVISOR BIO

Jack Kerstiens is an Investment Advisor Representative at Kestra Private Wealth Services, LLC. Jack has been in the industry for 1 year and has a Series 65 license. Jack has a background in education and has worked at various schools in Colorado. Jack also owns PONDVIEW GROUP, LLC, a business that sells various non-financial related products.

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ADVISOR BIO

Jared Sosa is a financial advisor with over 18 years of experience in the industry. Jared is registered with LPL Financial LLC and is licensed in 22 states and has Series 6, 7, 26, 63, and 65 licenses. Prior to joining LPL Financial LLC, Jared worked at TRANSAMERICA FINANCIAL ADVISORS, INC, and WORLD GROUP SECURITIES, INC. Jared specializes in financial planning, portfolio management, and insurance.

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Jay Cheney is a financial professional with over 15 years of experience in the financial services industry. Jay is currently a registered representative of Schwab Wealth Advisory, Inc. and is associated with the firm's Castle Pines, CO office. Jay has passed the Series 63, 66, and 7 exams, as well as the SIE exam. Jay has previously held positions with Fidelity Brokerage Services LLC and Strategic Advisers, Inc. Jay is registered to provide investment advice in 41 states and the District of Columbia, and has a strong track record of success in helping clients reach their financial goals.

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Mark Jonathan Fuhrman is a financial advisor at Western Wealth Management LLC, a firm with offices in Golden and Castle Pines, Colorado. Mark has been in the financial industry since 1987 and has experience in financial planning, pension consulting, and portfolio management. Mark holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Mark is also a Chartered Financial Consultant (ChFC). He has a strong track record of working with individual and business clients.

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ADVISOR BIO

Natalie Mahler is a financial advisor with over 27 years of experience in the industry. Natalie currently works for LPL Financial LLC in Castle Pines, CO. Prior to joining LPL Financial LLC, Natalie was employed at Stifel, Nicolaus & Company, Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Natalie holds Series 7, 9, 10, 63, and 65 licenses. Natalie is also registered as an investment advisor representative in Colorado. Natalie specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and charitable organizations.

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Ronald Charles Voss is an Investment Advisor Representative with Avantax Advisory Services. Ronald has been in the industry since 1993 and has a series of professional designations including Series 6 and Series 63. Ronald's firm has over 130,000 accounts and specializes in financial planning, pension consulting, and educational seminars. Ronald's practice specializes in high net worth individuals, corporations and other businesses, as well as pension and profit-sharing plans. He offers a variety of advisory services and compensation arrangements including fixed fees, percentage of assets, and other fee structures. Ronald has been registered in Colorado since 1993 and has other active registrations in multiple states.

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ADVISOR BIO

Susan Naes is an investment advisor representative with Schwab Wealth Advisory, Inc. Susan is a registered investment advisor with over 20 years of experience in the financial services industry. Susan has a strong background in financial planning, portfolio management for individuals and businesses. Susan holds the Series 6, 7 and 66 licenses and is registered with the Securities and Exchange Commission (SEC). Prior to joining Schwab Wealth Advisory, Inc., Susan was a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 10 years.

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Taylor Dane Watson is a financial advisor with Edward Jones. Taylor has been in the financial industry for 6 years. Taylor is registered as a broker-dealer and an investment advisor representative. Taylor is a Certified Financial Planner. Taylor has been with Edward Jones since March of 2017. Prior to that, Taylor worked for Egg & I and L.P.R. Construction. Taylor has offices in Castle Pines, CO. Taylor is registered in 31 states and has offices in Castle Pines, CO.

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