ADVISOR BIO

Geoffrey Todd Meyer is a financial advisor who has been in the industry since 2005. Geoffrey is currently registered with UBS Financial Services Inc. as a Registered Representative (RA) and Investment Adviser Representative (IAR). Geoffrey has a strong track record of providing financial guidance to clients in the Denver, CO area. In addition to his role at UBS Financial Services Inc., Geoffrey also serves on the Board of Trustees for Crossroads Church. Geoffrey specializes in providing financial advice to individuals, families, businesses, and charitable organizations.

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George Johansen is a financial advisor with over 30 years of experience in the financial services industry. George has held positions with both UBS Financial Services Inc. and Piper Jaffray & Co. George is a registered representative with FINRA and holds both Series 7 and 63 licenses. George has a wide range of experience and specializes in providing financial advice to individuals, businesses, and institutions.

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George Sugden is a financial advisor with Sugden Wealth Management, LLC. George is a Certified Financial Planner and has been in the industry since 2010. George is registered with the state of Colorado and holds the Series 7 and Series 66 licenses. George works primarily with high-net-worth individuals, providing financial planning and portfolio management services. Prior to joining Sugden Wealth Management, LLC, George was affiliated with Raymond James Financial Services, Inc. and Morgan Stanley Smith Barney.

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George Maniatis is a registered investment advisor representative with Prime Capital Financial. George has been in the industry for over 20 years and has held previous roles with Charles Schwab & Co., Inc., American Skandinavia Marketing, Inc. and Janus Distributors, Inc. George specializes in providing financial planning, pension consulting, and investment advisory services to individuals, businesses, and retirement plans. George is also a registered representative with the state of Colorado and Texas.

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George Frederic Von eiff is a financial advisor with Edgerock Wealth Management. George has been in the financial industry since 1996. George provides portfolio management for individuals and businesses. George is registered in California, Colorado, Missouri, Nebraska, Oregon and Texas.

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Gerald Middel is a financial advisor with M Holdings Securities, Inc. Gerald has been working in the financial industry since 1981. Gerald is licensed in 15 states including Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Illinois, New Mexico, North Carolina, Oregon, Pennsylvania, Texas, Utah, Vermont and Wyoming. Gerald is a registered representative with FINRA and has a Series 63, Series 1 and Series 26 license. Gerald specializes in providing financial advice to individuals, corporations, and businesses. Gerald holds a Series 1, SIE, and Series 26 license, and a Series 63 state license.

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Gilbert Raleigh Cassagne is an Investment Advisor Representative at Prime Capital Financial. Gilbert has been in the financial industry for more than 10 years. Gilbert has a Series 65 license and is registered with the state of Colorado and Texas. Gilbert specializes in providing financial planning, portfolio management, and retirement planning services.

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Giles Rudolph arthur Fox is a Registered Representative, Investment Adviser Representative, and Chartered Financial Analyst with Private Capital Management, LLC. Giles has been with Private Capital Management since 2012, and has a total of 9 years of experience in the financial industry. Giles is registered in 9 states and has been approved in all 9 states.

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Giulia A Laplante is a financial advisor with RBC Capital Markets, LLC and has been in the industry since July 17, 2019. Giulia holds a Series 63, 65, 7TO and SIE. Giulia specializes in a variety of areas including retirement planning, college savings, estate planning, and insurance. Giulia is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Glen Malcolm MacCallum has been providing financial services for over 25 years. Glen has a broad range of experience working with a wide array of clients including individuals, families, businesses, and institutions. Glen is currently registered with LPL Financial LLC. Glen previously worked with Waddell & Reed, One Orchard Equities, Inc. and The Great-West Life Assurance Company. Glen is dedicated to helping his clients achieve their financial goals.

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