ADVISOR BIO

Bruce Lutz is a financial professional with over 27 years of experience in the industry. Bruce is currently registered with MML Investors Services, LLC in Colorado and Texas and provides investment advice to individuals, businesses, trusts, charitable organizations, and pension plans. Bruce is also registered with the Securities Industry Essentials (SIE), Series 6, Series 7, and Series 66. Bruce's previous employers include MSI Financial Services, Inc., Metropolitan Life Insurance Company, Waddell & Reed, Inc., and MetLife Securities Inc.

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Bruce Bendell is an Investment Advisor Representative at Mercer Global Advisors Inc., located in Denver, Colorado. Bruce has been in the financial industry since 1993, and has a background in accounting and finance. Bruce is a Personal Financial Specialist and is dedicated to helping individuals and families achieve their financial goals. Bruce has experience providing financial planning, investment management, and estate planning services.

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ADVISOR BIO

Bryan Andersen is a financial advisor with over 20 years of experience in the financial industry. Bryan is currently registered with MML Investors Services, LLC in Colorado and Texas. Bryan has held previous positions with MetLife Investors Distribution Company and MML Investors Services, Inc. Bryan holds the Series 7, Series 63, and SIE licenses. Bryan is a Chartered Financial Analyst. Bryan offers a range of services including financial planning, portfolio management, and asset allocation programs.

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Bryan Wright is a financial advisor with World Investment Advisors, LLC. Bryan has over 20 years of experience in the financial services industry. Bryan is registered with the state of Colorado as an investment advisor representative and is also registered with the state of Texas as an investment advisor representative. Bryan holds the Series 6, Series 63 and Series 65 licenses. Bryan has a passion for helping individuals and families achieve their financial goals.

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Bryan Louis White is a financial advisor with UBS Financial Services Inc. based in Denver, CO. Bryan has been in the financial services industry since 2000 and has worked for several firms including Wells Fargo Advisors, LLC and Edward Jones. Bryan holds Series 6, 7, 63, and 66 securities licenses. Bryan provides a variety of services to individuals, families, businesses, and institutions. These services include financial planning, investment management, retirement planning, college savings planning, and estate planning.

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Bryce Blackwell is a financial advisor registered with UBS Financial Services Inc. Bryce is licensed to provide investment advisory services in Colorado, Florida and New Jersey. Bryce has been a registered representative in the financial services industry since March 2015. Bryce has earned the Series 7, Series 63, Series 66, Series 9, Series 10 and Series 24 securities licenses.

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ADVISOR BIO

Bryon Hanley Geman is a financial advisor registered with Sharkey Howes & Javer Inc. in Denver, Colorado. Bryon is a Certified Financial Planner and has been in the industry since December 2012. Bryon has experience working with individuals, high-net-worth individuals, and charitable organizations. Bryon is registered to offer investment advisory services in Colorado.

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Byron Rayburn is an active registered representative with MML Investors Services, LLC. Byron has been in the industry since 1986 and has a wide range of experience in investment advisory services. Byron has the Series 6, 22, 62, and 63 securities licenses, as well as the SIE exam. Byron has been registered with the state of Texas since 2013 and has been registered with the state of Colorado since 2006. Byron has previously been registered with Mutual Benefit Financial Service Company, and has worked with a variety of clients, including individuals, businesses, trusts, and foundations. Byron provides financial planning, pension consulting, and portfolio management services. Byron also offers educational seminars and assists clients with the selection of other advisors.

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ADVISOR BIO

Callie Shown is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Callie has been in the securities industry since August 2010. Callie holds the Series 7, Series 66, and SIE exams and is licensed in 48 states and the District of Columbia. Callie specializes in providing portfolio management services to individuals, businesses, corporations, charitable organizations, high-net-worth individuals, insurance companies, and pension and profit-sharing plans. Callie offers financial planning services to her clients. Callie also provides portfolio management services to clients of Bank of America.

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ADVISOR BIO

Cameron Colt Willcox is a financial advisor with Mercer Global Advisors Inc. Cameron is registered as an Investment Advisor Representative in Colorado and Texas. Cameron's firm offers financial planning, pension consulting, estate planning, tax return preparation, and portfolio management services.

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