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.

SPECIALIZATIONS

ADVISOR BIO

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.

SPECIALIZATIONS

ADVISOR BIO

Ann Post is a financial advisor with Morgan Stanley. Ann has been in the financial services industry since July 2017. Ann is registered with the state of Colorado and Texas. Ann has obtained the Series 66, Series 7 and SIE securities licenses. Ann has a proven track record of providing comprehensive financial advice to individuals, families, and businesses. Ann is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Audrey Camille Whitmire is a registered representative with Morgan Stanley and has been in the financial services industry since June 11, 1997. Audrey is registered with the state of Colorado and has a Series 66 license. She is also a registered investment advisor representative in Alaska and Texas. Audrey's specializations include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. She manages portfolios for individuals, businesses, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Austin Grusy is a registered investment advisor representative with State Farm Investment Management Corp. Austin is registered in Colorado, having passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Austin has been in the financial services industry since 2014 and currently works at State Farm Investment Management Corp. in Boulder, Colorado. Prior to his current role, Austin held positions with Noah Pierce Insurance Agency in Helotes, Texas, and State Farm in Bloomington, Illinois. Austin has experience in both investment and insurance services.

SPECIALIZATIONS

ADVISOR BIO

Barbara Katrien Lommen is a Certified Financial Planner™ professional who is registered with the Securities and Exchange Commission and holds a Series 65 license. Barbara is an investment advisor representative with Lido, a firm that specializes in financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Benjamin Lloyd is an Investment Advisor Representative at Lido. Benjamin Lloyd is a Chartered Financial Analyst and has been in the industry for 10 years. Benjamin Lloyd is currently registered with the state of California and Colorado. Lido is a firm that provides financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, selection of other advisers and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Bliss Bernal is an investment advisor representative associated with Pathstone. Bliss has a Series 65 license. Bliss is registered with the state of Colorado. Bliss has been in the industry for over 10 years. Bliss has been employed by Pathstone since 2024.

SPECIALIZATIONS

ADVISOR BIO

Bradley Bickham is a financial advisor with over 30 years of experience in the industry. Bradley is currently registered with Lido Advisors, LLC and has previously worked for Securities America, Inc., Dain Bosworth Incorporated, and Travelers Equities Sales, Inc. Bradley holds a Series 3, Series 7, and Series 63 license and is also a Chartered Financial Analyst. Bradley is currently registered as an Investment Advisor Representative in California, Colorado, and Texas.

SPECIALIZATIONS

ADVISOR BIO

Brennan McCormack is a financial advisor with Pathstone. Brennan has been in the industry since December 2018 and is registered in Colorado. Brennan holds the Series 7, Series 66, and SIE exams. Brennan previously worked at Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.. Brennan has a background in wealth management and financial planning and is committed to providing personalized financial advice to individuals and families.

SPECIALIZATIONS