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.

SPECIALIZATIONS

ADVISOR BIO

Aivars Ziedins is a financial professional with over 50 years of experience in the financial services industry. Aivars is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT®. Aivars is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Aivars is also registered as an Investment Advisor Representative with Kestra Advisory Services, LLC. Aivars has experience in providing a wide range of financial services, including financial planning, portfolio management, and insurance. Aivars holds FINRA Series 7, Series 63, and Series 24 licenses.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

Angel Kelchen is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Angel is a Registered Representative and Investment Advisor Representative with the state of Colorado. Angel has over 15 years of experience in the financial services industry. Angel is dedicated to providing personalized financial advice and strategies to help clients reach their financial goals. Angel is committed to building long-lasting relationships with clients and providing them with the support and guidance they need to make informed financial decisions.

SPECIALIZATIONS

ADVISOR BIO

Benjamin Hilzer is a financial advisor at Edward Jones in Castle Rock, Colorado. Benjamin has been in the industry for over 10 years and holds both Series 7TO and Series 66 licenses. Benjamin specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Benjamin is also a co-founder of a videography company and is an occasional freelance actor. Benjamin provides financial services to individuals, high net worth individuals, corporations, and partnerships.

SPECIALIZATIONS

ADVISOR BIO

Beth Richardson has been in the financial services industry since 1990. She is a Certified Financial Planner™ and is currently registered with Kestra Advisory Services, LLC. Beth specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. She has experience working with a wide range of clients, including individuals, families, businesses, and non-profit organizations. Beth is committed to providing personalized financial advice that helps her clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Brian Thompson is a financial advisor with J.P. Morgan Securities LLC. Brian has been in the industry since August 4, 2021. Brian holds the Series 6TO and SIE licenses. Brian is registered with FINRA and is registered to sell securities in Colorado. Brian's branch office is located in Castle Rock, Colorado. Brian's firm has more than $50 billion in assets under management. Brian is a Registered Representative with J.P. Morgan Securities LLC and is registered to sell securities in Colorado.

SPECIALIZATIONS

ADVISOR BIO

Brian Harvey is a financial advisor with over 14 years of experience in the industry. Brian holds a Series 7, Series 86, and Series 87 license and has been actively registered in Colorado since 2020. Brian is a Chartered Financial Analyst and has extensive experience working with high-net-worth individuals, corporations, investment companies, charitable organizations, and state or municipal government entities. He has served on the board of directors for the Douglas County Soccer Association and has also been involved with the Real Weld Metropolitan District. Prior to joining Jackson Creek Investment Advisors LLC in 2020, Brian worked at 361 Capital LLC and BRC Investment Management. Brian specializes in financial planning, pension consulting, portfolio management, and other investment-related consulting services.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS