ADVISOR BIO

Robert Mozer is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors and over $1 trillion in assets under management. Robert is a registered representative in 32 states. Robert has over 17 years of experience in the financial services industry. Robert specializes in providing financial planning and investment advice to individuals, families, and businesses. Robert has a Series 7, Series 63, and Series 66 license. Robert is also registered with FINRA as a registered representative.

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ADVISOR BIO

Robert Hamilton is a financial advisor with Integrity Investment Advisors. Robert has been in the industry for over 5 years and has experience in financial planning and portfolio management. Robert has a Series 7 and Series 63 license and holds a Certified Financial Planner designation. Robert has previously worked at Northwestern Mutual Investment Services, LLC and 365 Tax Strategy, LLC. Robert is registered with the state of Colorado.

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ADVISOR BIO

Robert Alan Royse is a financial advisor with Edward Jones. Robert Royse is a Certified Financial Planner, and has been in the industry since September 24, 2015. Robert Royse is currently registered in 18 states, including Colorado, Arizona, California, Georgia, Indiana, Iowa, Kansas, Maryland, Minnesota, Montana, Nebraska, North Carolina, Oklahoma, Oregon, South Carolina, South Dakota, Utah, and Wyoming. Robert Royse's office is located in FORT COLLINS, CO.

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ADVISOR BIO

Roderick Morrison is an investment advisor representative at Wells Fargo Advisors Financial Network, LLC. Roderick has been working in the financial industry since 2003 and is registered to provide advisory services in 37 states. Roderick is a Series 7, Series 31 and Series 66 licensed individual. Roderick holds a Bachelor's degree in Finance from Colorado State University.

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ADVISOR BIO

Rodney Kent Wilson is a financial advisor with LPL Financial LLC in Fort Collins, CO. Rodney has been in the financial services industry since 1985. Rodney holds a Series 7, Series 24, Series 63, and Series 65 license. Rodney has also been registered with NYLIFE Securities INC., TITAN CAPITAL CORPORATION, MUNOZ SECURITIES CO., and BLINDER, ROBINSON & CO.,INC. Rodney specializes in providing financial planning, portfolio management, and consulting services to individuals and businesses.

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ADVISOR BIO

Rodney Kenneth Jones is a financial advisor with over 17 years of experience in the industry. Rodney has a Series 7, Series 31, and Series 66 licenses, and holds registrations in several states. He is currently employed by J.P. Morgan Securities LLC in Fort Collins, CO. Previously, Rodney held positions with Jackson National Life Distributors LLC, Cole Capital Corporation, Morgan Stanley Smith Barney, ING Investments Distributor, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Rodney focuses on providing financial advice to individuals and businesses, including retirement planning, investment management, and estate planning.

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ADVISOR BIO

Roger Sample is an Investment Advisor Representative with Sample Financial Advisers, LLC. Roger is also a managing member of Sample CPA's, LLC, a non-investment related public account firm located in Fort Collins, CO. Roger is registered with the state of Colorado and holds a Series 65 license. The firm manages assets for individuals, providing financial planning, and portfolio management services. Sample Financial Advisers, LLC has offices in Fort Collins, Colorado.

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ADVISOR BIO

Roger Olson is a financial advisor with over 11 years of experience in the financial services industry. Roger is registered with The Ameriflex Group and has been with the firm since April 2024. Previously, Roger worked with PRUCO SECURITIES, LLC. and THRIVENT INVESTMENT MANAGEMENT INC. in Colorado. Roger holds the Series 6, 7, 63, and 65 licenses. Roger provides financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Roger is dedicated to providing personalized financial guidance to help clients reach their financial goals.

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ADVISOR BIO

Roman Alfredo Hubbard is a financial advisor at Eagle Strategies LLC, based in Fort Collins, CO. Roman has been in the financial services industry since September 1997. Roman has an active license in Colorado and Nebraska. Roman specializes in providing financial planning, pension consulting, and educational seminars to a wide range of clients.

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ADVISOR BIO

Ron Peacock is a financial advisor registered with UBS Financial Services Inc. Ron has been a financial advisor since November 29, 2006. Ron is registered with FINRA and is licensed in 30 states. Ron also holds licenses in South Dakota and Texas. Ron specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.

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