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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

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.

SPECIALIZATIONS

ADVISOR BIO

Corinne Koehler is a financial advisor with over 40 years of experience in the industry. Corinne is a Certified Financial Planner with a focus on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Corinne has been registered with LPL Financial LLC since 2020, and previously worked with Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., First Union Securities, Inc., and Dain Bosworth Incorporated. Corinne's experience and expertise make her well-equipped to help clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Craig Eliot Cisney is a financial advisor at Morgan Stanley. Craig has been in the industry since 2013 and is registered in 48 states. Craig specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

ADVISOR BIO

Desiree Jennifer Avina is a registered investment advisor with RBC Capital Markets, LLC. Desiree has been in the industry since 1995. Desiree is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming. Desiree has a Series 63, 66, and 7 license.

SPECIALIZATIONS