ADVISOR BIO

Rebekah Audrey Most is a financial professional with over seven years of experience in the financial industry. Rebekah is currently registered with D.a. Davidson & Co. in Denver, Colorado, and is licensed to provide a variety of financial services, including investment advisory services, securities brokerage services, and municipal advisory services. Rebekah has a strong track record of success in helping clients achieve their financial goals. She is committed to providing her clients with personalized service and expert guidance.

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ADVISOR BIO

Reed Franklin Welch is a financial advisor at Raymond James & Associates, Inc. with over 25 years of experience in the financial services industry. Prior to joining Raymond James, Reed worked at LANE, BERRY & CO. INTERNATIONAL, LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation. Reed specializes in providing financial planning, portfolio management, and pension consulting services. Reed is a registered representative of Raymond James & Associates, Inc., and a Series 24 general securities principal.

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Reed Rummel McCoy is a Certified Financial Planner™ who has been working in the financial industry since 2013. He is registered as an Investment Advisor Representative with both GHP Investment Advisors Inc. and Israel Investment Advisors, LLC. Reed has a strong focus on Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. He has a proven track record of working with High Net Worth Individuals, individuals other than High Net Worth, and Pooled Investment Vehicles. Reed holds the Series 65 license.

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ADVISOR BIO

Regina Hall is a financial advisor with RBC Capital Markets, LLC. Regina has been in the financial services industry since 2013. Regina has a wide range of experience, having worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Regina is a Series 3, 7, 9, 10, 31, 63 and 66 licensed professional. Regina currently holds a Series 66 registration in Colorado.

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ADVISOR BIO

Rhonda Wagner is an investment advisor representative at Ameriprise Financial Services, LLC, with over 20 years of experience in the financial services industry. Rhonda is registered with the state of Colorado and Texas. Rhonda has a strong background in providing investment advice and financial planning services to a wide range of clients. Rhonda is committed to helping clients reach their financial goals.

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ADVISOR BIO

Rhonda Marie Randell is an Investment Advisor Representative at IMA Advisory Services, Inc. Rhonda has been working in the financial services industry since 2004. Rhonda is registered with the state of Colorado and Texas. Rhonda has Series 6, 7, 63, and 65 securities licenses and holds the SIE exam. Rhonda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Rhonda has experience working with clients of all types, including individuals, families, businesses, and institutions. IMA Advisory Services, Inc. has offices in Denver, Colorado.

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Richard Anthony Rodgers is a financial advisor based in Denver, Colorado. Richard is currently registered with Innovest Portfolio Solutions LLC, a firm that specializes in portfolio management for individuals, businesses, and investment companies. Richard has been in the industry for over 30 years, having previously held positions at Aragon Financial Services, Inc., Nationwide Investment Services Corporation, Security First Financial, Inc., and Aetna Life Insurance and Annuity Company. Richard is also a registered investment advisor, and holds a Series 65 license and a Series 6 license.

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ADVISOR BIO

Richard Bach is an Investment Advisor Representative with Empower Advisory Group, LLC. Richard has been in the financial services industry since 2012, with experience in various organizations like Personal Capital Advisors Corporation, Rides Through Time, Northwestern University, and DePaul University. Richard holds a Series 65 license, and is licensed in Colorado.

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ADVISOR BIO

Richard Levine is a financial advisor with over 20 years of experience in the industry. Richard is registered with LPL Financial LLC and Synergy Financial Partners, LLC and holds Series 6, 63, and 65 licenses. Richard has a strong focus on financial planning, investment management, and retirement planning. Richard is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Richard Tanner has been in the financial services industry since April 1999. Richard is currently registered with Morgan Stanley, a large financial institution, as an investment advisor representative. Richard's current practice is located in Denver, Colorado. Richard has worked with clients of all types including corporations, individuals, pension funds, and high-net-worth individuals. Prior to working with Morgan Stanley, Richard worked with Morgan Stanley DW Inc., a predecessor firm to Morgan Stanley. Richard has a broad range of experience in the financial services industry.

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