ADVISOR BIO

Alexander Leri is a registered investment advisor representative with U.S. Bancorp Investments, Inc., a firm with offices in Pueblo, Colorado. Alexander Leri has been in the securities industry since March 2011 and has a variety of experience, including working with USAA Financial Advisors, Inc. in Colorado Springs, Colorado. Alexander Leri's current registrations include Series 63 and Series 65. He also holds Series 7, Series 9, Series 10, and SIE licenses.

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ADVISOR BIO

Alexis Lopez is an investment advisor representative associated with Stifel, Nicolaus & Company, Inc., located in Pueblo, Colorado. Alexis has been in the securities industry since November 10, 2009. Alexis holds licenses in 46 states. The firm provides investment advisory services to individuals and businesses, as well as to pension and profit sharing plans, charitable organizations, investment companies, and pooled investment vehicles. Alexis works with a range of clients, including high net worth individuals, corporations, and other businesses.

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ADVISOR BIO

Arron D. Varn has been in the financial services industry since November 1998 and is currently registered with LPL Financial LLC in Pueblo, Colorado. Arron is a registered representative and investment advisor representative, holding Series 6, 7, 24 and 66 securities licenses. Arron has previously worked with UBS PaineWebber Inc. and OppenheimerFunds Distributor, Inc. Arron's specialties include consulting, financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.

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ADVISOR BIO

Bonnie Zupancic is a financial advisor with over 20 years of experience. Bonnie is currently registered with LPL Financial LLC in Pueblo, Colorado. Previously, Bonnie was registered with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WACHOVIA SECURITIES, LLC, also in Pueblo, Colorado. Bonnie holds the Series 66, Series 7 and SIE licenses. Bonnie specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.

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ADVISOR BIO

Bradley Hensley is a registered representative with Ameriprise Financial Services, LLC. Bradley has been in the securities industry since 2005. Bradley has passed the Series 66, Series 7, Series 9 and Series 10 exams. Bradley is registered in Arizona, Arkansas, California, Colorado, Hawaii, Kansas, Minnesota, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington, Wisconsin and Wyoming. Bradley also holds a real estate license and owns property in Pueblo, Colorado.

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ADVISOR BIO

Brandon Cordova is a financial advisor with U.S. Bancorp Investments, Inc. located in Pueblo, Colorado. Brandon has been working in the financial services industry since 2019. Brandon has a Series 63, Series 6TO and SIE license and is registered in Colorado. Brandon has experience in providing investment advice to high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Prior to joining U.S. Bancorp Investments, Inc. Brandon worked at T. Rowe Price Investment Services, Inc. and J.P. Morgan Securities LLC.

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ADVISOR BIO

Caitlin Alcon is an investment advisor representative with Morgan Stanley. Caitlin has been in the industry since December 2005. Caitlin has a Series 7 and Series 66 license. Caitlin is registered to provide investment advice in Colorado and Texas, as well as in 46 other states. Before joining Morgan Stanley, Caitlin was with RBC Capital Markets, LLC, UBS Financial Services Inc., and Piper Jaffray & Co.

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ADVISOR BIO

Calvin Boyd Mason is a financial advisor with over 30 years of experience in the industry. Calvin has worked for several prominent financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kirkpatrick, Pettis, Smith, Polian Inc., and Wells Fargo Advisors, LLC. Currently, Calvin is a registered representative for Morgan Stanley. Calvin's experience spans both Broker-Dealer and Investment Advisor roles. Calvin holds the Series 7, 9, 10, 63 and 65 securities licenses.

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ADVISOR BIO

Carol Ann Passig is a registered representative with Thrivent Investment Management Inc. in Pueblo, CO. Carol has been in the industry since 2006 and holds Series 7 and 66 licenses. Carol's experience includes providing financial planning and portfolio management services to individuals and businesses. Carol is also a licensed insurance agent.

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ADVISOR BIO

Chad Allen Heberly is an investment advisor representative with Gradient Advisors, LLC. Chad has been in the financial services industry since 2012. He is registered to provide investment advisory services in Colorado. Chad previously worked at Ameriprise Financial Services, LLC and Stifel, Nicolaus & Company, Incorporated. Chad is committed to providing his clients with personalized financial advice and guidance.

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