ADVISOR BIO

Adam Michael Allsop is a financial advisor with over nine years of experience in the industry. Adam is currently registered with LPL Financial LLC and is licensed to provide financial advice in Arizona, Colorado, Florida, Georgia, Hawaii, Iowa, Missouri, Montana, Nebraska, North Carolina, Ohio, South Dakota, Utah, and Washington. Adam has previously worked for CUNA Brokerage Services, Inc. and CUSO Financial Services, L.P. Adam is a Series 66, Series 7 and SIE licensed advisor and holds a Bachelor's degree in Finance.

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Alec John Quaid is an investment advisor representative for Private Advisor Group, LLC. Alec is registered with the state of Colorado and Illinois as an Investment Advisor Representative (IAR). Alec is a Certified Financial Planner™ professional with over seven years of experience in the financial services industry. Alec's experience includes working with American Portfolios Financial Services, Inc. and Northwestern Mutual Investment Services, LLC. Alec offers a range of financial planning and investment advisory services to individuals, families, businesses, and retirement plans. Alec is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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Alex Mueller is a financial advisor with The Ameriflex Group, a firm with over 148 licensed agents. Alex Mueller is also a registered representative of Edward Jones. Alex Mueller has been working in the financial services industry since August 6, 2018. Alex Mueller's specialties include retirement planning, college savings, and estate planning. Alex Mueller holds the Series 7, Series 66, and SIE licenses. Alex Mueller is also a Certified Financial Planner. Alex Mueller is registered with the state of Colorado. Alex Mueller is also registered with the state of Indiana, Iowa, Louisiana, Ohio, Texas, Virginia, and Arizona. Alex Mueller has a history of employment with Edward Jones, Sanctuary Securities, Inc., Sanctuary Advisors LLC, and OSAIC. Alex Mueller's current employment is with The Ameriflex Group.

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Bryan Nielson is a financial advisor with Independent Financial Partners. Bryan is a Registered Representative of IFP Securities, LLC, a broker-dealer registered with FINRA and a member of SIPC. Bryan is also a Registered Investment Advisor with Independent Financial Partners. Bryan has been in the financial services industry since 2015. Bryan holds the Series 63, 66, and 7 licenses as well as the SIE exam. Bryan's experience includes providing financial planning and investment management services to individuals, families, and businesses. Bryan provides investment advice in multiple states.

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Daniel Roy Ranfeld is a financial advisor registered in 12 states and with the Financial Industry Regulatory Authority (FINRA). Daniel has been in the industry since August 18, 2000, with experience at Concourse Financial Group Securities, Inc. and Intersecurities, Inc.. Concourse Financial Group Securities, Inc. is a registered broker-dealer and investment advisor that provides financial services to a variety of clients, including individuals, families, businesses, and institutions. The firm offers a range of financial products and services, including investment management, financial planning, and retirement planning. Daniel's expertise in financial planning and investment management, coupled with his experience in the industry, makes him well-equipped to help clients achieve their financial goals.

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Dustin Millard is a financial advisor with Commonwealth Financial Network in Castle Rock, Colorado. Dustin has been in the financial services industry since 2004. Dustin is also a co-owner of VM Wealth Partners, LLC and the owner of ZRS Corp. Dustin has Series 6, 7, 63 and 66 licenses. He also holds the Certified Financial Planner designation. In addition to his role at Commonwealth Financial Network, Dustin also offers advisory services at his other two businesses.

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Gregory Jackson is an Investment Advisor Representative with over 30 years of experience in the financial services industry. Gregory is currently registered with LPL Financial LLC and Western Wealth Management LLC. Gregory has held previous positions with Piper Jaffray & Co., U.S. Bancorp Investments, Inc., and Prudential Securities Incorporated. Gregory holds the Series 7, 30, 31, and 65 securities licenses and the Series 63 license. Gregory provides financial planning, investment advisory, and consulting services to a diverse clientele. Gregory is passionate about helping individuals and families achieve their financial goals.

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Jacob Dunlap is a financial advisor with Ameriprise Financial Services, LLC. Jacob is registered with FINRA as a General Securities Principal and holds Series 7, 9, 10, 24, 51, 63 and 65 licenses. Jacob has been in the financial services industry since 1997. Jacob has provided financial advice to individuals, corporations and trusts for over 20 years. Jacob is committed to providing clients with personalized financial advice. Jacob is dedicated to helping clients achieve their financial goals.

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Jason Miller is a financial advisor with LPL Financial LLC in Castle Rock, Colorado. Jason Miller has been in the financial industry since August 2011. In addition to working at LPL Financial, Jason has experience at TRANSAMERICA FINANCIAL ADVISORS, INC. and WORLD GROUP SECURITIES, INC. Jason is licensed to sell securities in Arizona, Colorado, Idaho, and Washington. Jason is also a registered Investment Advisor Representative in Colorado.

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ADVISOR BIO

Jeffrey Bullock is an Investment Advisor Representative at Fidelis Wealth Advisors. Jeffrey is also a registered representative of the firm. Jeffrey has been in the industry since 2011. Jeffrey holds the Series 63, 65, and 7 licenses. In addition to working with Fidelis Wealth Advisors, Jeffrey is also a part owner of Greenwood Income Partners, LLC and Beaumaris Capital, LLC. He is also a 100% owner of Red Eagle Ventures, LLC. Fidelis Wealth Advisors specializes in providing financial planning and portfolio management services to individuals, families, and businesses.

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