ADVISOR BIO

Alan Webster is a financial advisor with over 45 years of experience in the industry. Currently, Alan Webster is a registered representative of UBS Financial Services Inc. in Boulder, CO. Alan Webster has also been registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bache Halsey Stuart Shields Incorporated in the past. Alan Webster holds Series 63, SIE and Series 7 licenses. Alan Webster is registered with the state of Texas as an Investment Advisor Representative and has been registered with various other states across the US.

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ADVISOR BIO

Alan Scharff is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 1987, and has been registered with Merrill Lynch since 1992. Alan has experience providing financial advice to a variety of clients, including individuals, businesses, and institutions. He holds the Series 7, 31, and 65 licenses and has a SIE certification. He is also registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Alan is committed to providing his clients with personalized financial advice that meets their individual needs and goals.

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ADVISOR BIO

Alan Romero is a financial advisor with over 20 years of experience in the industry. Alan is currently registered with LPL Financial LLC in Colorado and Texas. Alan has previously worked with ALLSTATE FINANCIAL SERVICES, LLC, BBVA SECURITIES INC., AXA ADVISORS, LLC, UBS FINANCIAL SERVICES INC., CUSO FINANCIAL SERVICES, L.P., WESTERN INTERNATIONAL SECURITIES, INC., MORGAN STANLEY DW INC., and JWGENESIS FINANCIAL GROUP, INC. Alan offers a variety of financial services including financial planning, portfolio management, and pension consulting.

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Albert Fiorello is a financial advisor with over 24 years of experience in the industry. Albert is currently registered with LPL Financial LLC in Boulder, Colorado. Previously, Albert was associated with Woodbury Financial Services, Inc., Questa Capital Corporation, USAllianz Securities, Inc., and Edward Jones. Albert holds Series 63, 65, 7 and SIE licenses. Albert provides investment advice for individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.

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Alissa Smidt is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Alissa is a registered representative in Colorado and Texas. Alissa has been in the industry since April 24, 2000. Alissa specializes in providing investment advice to individuals, businesses, pension plans, and insurance companies. Alissa offers a range of services including portfolio management, financial planning, performance measurement reports, allocation modeling, IPS, research reports and services, and educational seminars.

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ADVISOR BIO

Alora Yaron is an investment advisor representative associated with Morgan Stanley. Alora has been in the industry since February 15, 2017. Alora holds Series 66, SIE, and Series 7 licenses and is registered in 39 states. Alora has experience with financial planning, portfolio management, and pension consulting. Alora is located in Boulder, CO and works at the Morgan Stanley office located at 1800 Broadway, Suite 120.

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Alyssa Bergsma is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alyssa has been in the industry since February 17, 2016. Alyssa holds Series 66, Series 7, and SIE licenses. Alyssa is registered in 47 states and the District of Columbia. Alyssa specializes in providing investment advice to individuals, corporations, businesses, charitable organizations, pension plans, insurance companies, and government entities.

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Amelia Guidi is a financial advisor at Morgan Stanley. Amelia has been in the industry since 2010 and has experience with UBS Financial Services Inc. and CETERA ADVISOR NETWORKS LLC. Amelia is registered in 26 states and has Series 7, Series 66, and SIE licenses. Amelia is also a personal trainer and has a fitness business. Amelia specializes in asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Amy Ann Hiett is a Registered Investment Advisor representative at Moneta Group Investment Advisors, LLC. Amy has been in the industry for over 15 years and has experience working with a variety of clients, including individuals, families, trusts, and businesses. Amy is also a licensed Series 7, 63, 31 and SIE Representative. Amy holds a bachelor's degree in Economics from the University of Colorado, Boulder. In addition to her work as a financial advisor, Amy is also a licensed real estate broker in Colorado.

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Amy Crenshaw is a financial professional with over 17 years of experience in the industry. Amy has a strong background in providing financial advice and investment management services to a variety of clients, including individuals, families, businesses, and institutions. Amy currently works at RBC Capital Markets, LLC, which is a leading investment bank and financial services company. Amy holds a Series 7, Series 9, Series 24, and Series 66 license. Amy has also passed the Securities Industry Essentials Examination (SIE). Prior to joining RBC Capital Markets, LLC, Amy worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

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