ADVISOR BIO

Derek Scarth is a financial advisor with Robertson Stephens in Denver, Colorado. Derek has been in the financial services industry since 2013 and holds Series 7 and 63 licenses, as well as the Series 65 license. Derek has a strong track record of providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

ADVISOR BIO

Derek Andrew Moore is a financial professional with over 18 years of experience in the industry. Derek is a registered representative with Eagle Strategies LLC and is licensed in 26 states. Derek is also a registered investment advisor representative for Eagle Strategies LLC and is licensed in 2 states. His experience includes working with individuals, families, and businesses to develop financial plans and investment strategies. He is also an insurance broker, offering a wide range of insurance products to his clients. Derek is dedicated to providing his clients with personalized financial advice and services.

SPECIALIZATIONS

ADVISOR BIO

Deron Hickman is a financial advisor with Ameriprise Financial Services, LLC. Deron is based in Denver, Colorado and has over 23 years of experience in the financial services industry. Deron has a Series 6, Series 7, and Series 66 license. Deron previously worked at Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Deron specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Devin Lamar Wilson is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Devin has been working in the financial services industry since February 2014. Devin is registered in several states including Colorado, Texas, Arizona, California, Florida, Illinois, Kansas, Nebraska, Nevada, New Mexico, New York, North Carolina, Oklahoma, Tennessee, Utah and Wyoming. Devin is also registered as an investment advisor representative in Colorado and Texas. Devin specializes in retirement planning, college savings, and estate planning.

SPECIALIZATIONS

ADVISOR BIO

Devon White is a registered representative with Stifel, Nicolaus & Company, Inc. Devon has been in the securities industry since 2021. Devon has passed the General Securities Representative Examination (Series 7) and the Securities Industry Essentials Examination (SIE). Devon holds licenses in Colorado, Illinois, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Diana Lynn Endriss is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Diana has been in the financial services industry since June 2006 and has a wide range of experience. Diana is a licensed investment advisor and has Series 7 and Series 66 securities licenses. She has a proven track record of success in helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Diane Padalino is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 27 years of experience in the financial industry. Diane has been registered with the Securities and Exchange Commission (SEC) since 1996. She is currently licensed in Colorado and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc. in 2013, Diane worked at Goldman, Sachs & Co. and J.P. Morgan Securities Inc.. Diane holds the Series 3, 7, and 63 licenses, as well as the SIE and Series 65. Diane's specializations include investments for Individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Dillon Lucero is an active investment advisor representative with Fidelity Personal AND Workplace Advisors. Dillon Lucero has been in the industry since September 2022 and holds a Series 7TO, Series 66, and SIE licenses. Dillon Lucero's registrations include Colorado and Texas. Dillon Lucero specializes in providing financial planning, educational seminars, and portfolio management services to individuals and businesses. Dillon Lucero currently works at the DENVER, CO branch of Fidelity Personal AND Workplace Advisors.

SPECIALIZATIONS

ADVISOR BIO

Dionisio Ernesto Meneses Jr. is an Investment Advisor Representative who has been in the industry since 1995. Dionisio is currently registered with Mercer Global Advisors Inc. Dionisio previously worked at Freedom Financial Network, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and DNM Creative Properties Inc. Dionisio is also the owner of XDO / NV, LLC, a real estate management company. Dionisio has a Series 65, Series 66, Series 3, Series 7, and SIE license. Dionisio specializes in providing investment advisory services to individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Dionisio is dedicated to providing his clients with personalized financial planning, portfolio management, and investment advice.

SPECIALIZATIONS

ADVISOR BIO

Dominic Dina is an Investment Advisor Representative at The Colony Group, LLC, a firm with over $50 billion in assets under management. Dominic is registered in Colorado. Dominic holds the Certified Financial Planner designation. Dominic has prior experience in the financial industry, having previously worked at Walgreens, North Central College, First American Bank, DHJJ, Altair Advisers, and Neuqua Valley High School. The Colony Group, LLC provides portfolio management services to individuals, families, and institutions. They specialize in financial planning, pension consulting, portfolio management, and family office services.

SPECIALIZATIONS