ADVISOR BIO

Maurice Nissim is a financial advisor with over 30 years of experience in the industry. Maurice currently works at UBS Financial Services Inc. and is registered with FINRA and several state regulators. Maurice has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Maurice has held previous roles at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Maurice holds licenses for various financial products and services, including securities, investment advisory, and futures.

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ADVISOR BIO

Mauro Esteban Maich is a registered representative with Pruco Securities, LLC, and has been in the industry since 2012. Mauro has a strong background in financial services, having worked with TIAA-CREF Individual & Institutional Services, LLC, and Prudential Insurance Company of America. Mauro is also a licensed investment advisor representative and is registered in Colorado.

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ADVISOR BIO

Max Marvin Demby is a financial advisor with LPL Financial LLC. Max has been in the financial services industry since 2018. He is registered as a Registered Representative in Colorado and Indiana. Max also holds the Series 7TO, Series 66, and SIE licenses. Max is based in Denver, Colorado and provides financial services to individuals, corporations, pension and profit sharing plans, charitable organizations, and high-net-worth individuals.

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ADVISOR BIO

Maxwell John Bull is a financial advisor with Morgan Stanley. Maxwell has been in the securities industry since December 2005. Maxwell is currently registered with the state of Colorado, Minnesota and Texas. Prior to joining Morgan Stanley, Maxwell was previously registered with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Maxwell is a licensed Series 66, Series 31, Series 7, and SIE representative. In addition to Maxwell's current role at Morgan Stanley, Maxwell is a manager at Lenny LLC.

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ADVISOR BIO

Maziar Shams is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Maziar has been in the financial industry since 1992 and is licensed to provide investment advice in Colorado and Texas. Maziar is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Maziar has a wide range of experience in financial services, including portfolio management, investment advice, and retirement planning.

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ADVISOR BIO

Meaghan Krause is a financial advisor with Morgan Stanley, a leading global financial services firm. Meaghan has been in the industry since 2010 and has a diverse background in financial services. Meaghan has experience working with a variety of clients, including individuals, families, and businesses. Meaghan holds the Series 7, Series 6, and Series 63 licenses.

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ADVISOR BIO

Megan Kasper is a financial advisor with Morgan Stanley. She has been in the financial industry since 2020 and holds the Series 7TO, SIE, and Series 66 licenses. Megan is registered to provide investment advice in 28 states, including Colorado, Florida, and Texas. Before joining Morgan Stanley, Megan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Megan Branham is an investment advisor representative at Principal Asset Management. Megan has been in the financial industry since 2007. Megan's experience includes roles at Lockton Financial Advisors, LLC, Columbia Management Investment Distributors, Inc., and Principal Life Insurance Company. Megan is registered in 15 states and holds Series 6, 7, 63, 65 and SIE licenses. Megan is also a CFA charterholder. Megan is dedicated to providing her clients with personalized financial advice and investment strategies.

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ADVISOR BIO

Megan Kanter is a financial advisor with Moneta Group Investment Advisors, LLC. Megan has been working in the financial services industry since 2011. Megan is a Certified Financial Planner® professional. Megan is registered as an Investment Adviser Representative in Colorado, Kansas, and Missouri. Megan provides financial planning services to individuals, businesses, and families. Megan also provides portfolio management services to a variety of clients. Megan is committed to providing her clients with the highest level of service and expertise.

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ADVISOR BIO

Meghan O'Donnell is an investment advisor representative with Corient. Meghan has been in the industry since March 2002 and is registered in Colorado. Meghan is a Series 65 licensed professional and has experience working with individuals, high-net-worth individuals, trusts, charitable organizations, corporations and other businesses, pension and profit sharing plans, insurance companies, pooled investment vehicles and other investment advisors. Meghan's expertise includes providing portfolio management, financial planning and selection of other advisors.

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