ADVISOR BIO

Lorilee Colgrove is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Lorilee has been in the industry for over 20 years, and has a strong background in financial planning and portfolio management. Lorilee is registered to provide investment advisory services in Colorado and Texas.

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Lorraine Vicino is a registered investment advisor representative with MML Investors Services, LLC and has been in the industry since February 20, 1980. Lorraine is licensed in multiple states and holds the Series 1, Series 6, Series 63, Series 65, Series 26, and SIE licenses. Lorraine is a licensed insurance agent, providing life, fixed annuities, disability, long-term care, and health insurance. Lorraine's professional experience includes working with individuals, trusts, foundations, endowments, insurance companies, charitable organizations, and corporations. Lorraine provides financial planning, asset allocation programs, pension consulting, educational seminars, and portfolio management services.

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Louise Henne Wood is a financial advisor with UBS Financial Services Inc. with over 18 years of experience in the financial services industry. Louise is a registered representative in Colorado and Texas. Louise has a Series 7, Series 66 and SIE license. Louise is also a licensed Investment Advisor Representative in Colorado and Texas. Louise specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses. Louise has a broad range of experience, from working with high-net-worth individuals to pension and profit-sharing plans. Louise is committed to providing her clients with personalized service and helping them achieve their financial goals.

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Lucas Schneider is a financial advisor with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. Lucas has been in the financial industry since 2014 and holds a Certified Financial Planner designation. Lucas focuses on providing financial planning, portfolio management, and pension consulting services for a range of clients, including individuals, businesses, and institutions. He is licensed in Colorado and Wisconsin.

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Lucas Edward Bisbee is a financial advisor with Eagle Strategies LLC. Lucas has been in the financial services industry since 2019 and has a Series 63, Series 66 and Series 7TO licenses. He also holds the SIE designation and is registered in multiple states. Lucas is committed to providing personalized financial advice and helping individuals achieve their financial goals.

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ADVISOR BIO

Lucila Williams is a financial advisor with over 19 years of experience in the industry. Lucila is currently registered with Cambridge Investment Research Advisors, Inc. in Colorado and has a Series 6, Series 63, and Series 65 licenses. Lucila has been registered with Cambridge Investment Research Advisors, Inc. since April 2021, and previously worked with Lincoln Financial Securities Corporation and First Command Financial Planning, Inc. Lucila also holds the Certified Financial Planner and Chartered Financial Consultant designations. In addition to their work as a financial advisor, Lucila is involved in various other businesses, including Canyonero Services, Inc., Lotus Financial Partners, The International Advisor, and Kenyonero Properties LLC. Lucila is committed to providing clients with the best possible financial advice and helping them achieve their financial goals.

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Luisana Sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Denver, Colorado. Luisana Sanchez has been in the industry since June 4, 2011. Luisana Sanchez is registered with FINRA as a Registered Representative and has passed the Series 6, Series 7, Series 63, Series 66, and SIE exams. Luisana Sanchez is also registered with the state of Colorado and Texas as an Investment Advisor Representative. Luisana Sanchez provides a range of services, including financial planning, portfolio management, educational seminars, and selection of other advisers.

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Lukas Paul Johnson is an active Broker-Dealer representative and Investment Advisor Representative. Lukas has been in the financial industry for 2 years. Lukas is currently registered with Goldman Sachs & Co. LLC. Lukas has previously been employed with CITI PRIVATE ADVISORY, LLC and CITIGROUP GLOBAL MARKETS INC.. Lukas holds a Series 66, Series 31, Series 7TO and SIE licenses and is registered in 53 states. Lukas specializes in a variety of financial products and services and has worked with a range of clients, including high net worth individuals, corporations, and insurance companies.

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Luke Ryan Fox is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Fox has been in the financial industry since October 6, 2021. Luke holds Series 7, Series 66 and SIE licenses. Luke is registered in 20 states and specializes in providing portfolio management for individuals and businesses, as well as pension consulting and educational seminars. Luke also owns and operates Fox and Fiser Properties, a limited liability company that invests in rental properties.

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ADVISOR BIO

Luke Vinnola is a financial advisor with D.a. Davidson & Co., based in Denver, Colorado. Luke has been in the industry since 2006, and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Luke's expertise includes working with individuals, families, businesses, and charitable organizations. Luke holds Series 7, 7TO, 24, 63, and 66 licenses and is registered with the state of Colorado.

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