ADVISOR BIO

Aaron Underwood is a financial advisor with J.P. Morgan Securities LLC. Aaron is registered to provide financial services in Colorado. Aaron has been in the industry since April 21, 2010 and joined J.P. Morgan Securities LLC on October 1, 2012. Previously, Aaron worked at CHASE INVESTMENT SERVICES CORP. in Loveland, Colorado. Aaron holds Series 6 and SIE licenses and specializes in providing financial advice to individuals, corporations, businesses, insurance companies, charitable organizations, and labor unions.

SPECIALIZATIONS

ADVISOR BIO

Adam Edward Brunin is an investment advisor representative associated with Navigation Wealth Management. Adam has worked as a financial advisor since 2001. Adam is licensed to offer financial advice in Colorado and Texas. Adam is a registered representative of Navigation Wealth Management and is a Series 6, 63, and 65 licensed professional. Adam is a well-established advisor with a strong track record of success. Adam is committed to providing personalized financial advice to meet each client's individual needs. Adam specializes in providing financial advice to individuals, families, and businesses. Adam offers a range of financial services, including financial planning, investment management, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Adam Bott is a financial advisor at LPL Financial LLC in FORT COLLINS, Colorado. Adam has been in the financial services industry since 2012. Adam holds the Series 66, Series 7 and SIE licenses. Adam is registered with the following states: Arizona, California, Colorado, Florida, Idaho, Indiana, Missouri, Nevada, New York, North Carolina, Ohio, South Carolina, South Dakota, Texas and Wyoming. Adam is also registered with the state of Texas as an Investment Advisor Representative. Adam is a financial advisor who can help you with your financial planning needs.

SPECIALIZATIONS

ADVISOR BIO

Adam Fowler is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Fort Collins, CO. Adam has been in the financial services industry since 2008. Adam is a Certified Financial Planner and holds the Series 7 and Series 66 securities licenses. Adam specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Adam is registered with the following states: Alabama, Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Missouri, Nevada, New York, Tennessee, Texas, Washington, Wisconsin, and Wyoming.

SPECIALIZATIONS

ADVISOR BIO

Alexander Fridley is a financial advisor registered with LPL Financial LLC and based in FORT COLLINS, CO. Alexander has been in the industry for over 10 years and holds licenses for both securities and investment advisory. He has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Alexander provides financial planning, investment management, and other advisory services. Alexander is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Alexander Dixon is a financial advisor associated with LPL Financial LLC. Alexander has been in the industry for a total of two years. He is registered with FINRA and holds Series 63, 66 and 7TO licenses. Alexander specializes in providing a broad range of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisors. Alexander has worked with a range of client types, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Alixandra Therese Beaman is a financial advisor currently registered with RBC Capital Markets, LLC. Alixandra has been in the financial industry since 2014 and has a wide range of experience working with individuals, families, businesses, and institutions. Alixandra holds the Series 7, Series 63 and Series 66 licenses as well as the SIE. Alixandra is also a Certified Financial Planner. Alixandra has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Alixandra is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Amethyst Judith Roth is an investment advisor representative at Cambridge Investment Research Advisors, Inc. She has been in the financial services industry since January 2017 and holds Series 66, SIE, and Series 7 licenses. Amethyst Judith Roth has been registered as a broker in the state of Colorado since April 2019 and is currently registered as a broker in 10 states including California, Colorado, Connecticut, Kentucky, New York, Pennsylvania, Texas, and Washington. Amethyst Judith Roth is a representative for Cambridge Investment Research Advisors, Inc. and has been with the firm since April 2019. Amethyst Judith Roth specializes in providing investment advice to individuals, high-net-worth individuals, and small businesses.

SPECIALIZATIONS

ADVISOR BIO

Amy Olinger is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Amy is a registered representative in Colorado and Texas. Amy has been in the financial services industry since 2011.

SPECIALIZATIONS

ADVISOR BIO

Andrew James Moore is a registered representative with RBC Capital Markets, LLC. Andrew has been in the industry since June 1996. Andrew has passed the Series 63, 66, 7 and 31 exams. Andrew has worked at RBC Capital Markets, LLC since March 2008 and previously worked at DAIN RAUSCHER INCORPORATED and EVEREN SECURITIES, INC. Andrew is registered in 42 states and has 22 approved SRO registrations. Andrew is currently licensed to provide investment advisory services.

SPECIALIZATIONS