Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Meghan Nemechek T

Series 66

Denver, CO

UBS Financial Services

Meghan Nemechek Thurston is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has been with UBS since 2020. Prior to her advisory career, she worked for seven years at The Delectable Egg. Outside of her advisory role, Thurston teaches a self-paced course on Critical Software for the Financial Services Industry at the University of Colorado Denver Business School and serves on a committee for Project PAVE, supporting troubled youth through financial review and market advice. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Craig K

Series 63, Series 66

Denver, CO

UBS Financial Services

Craig Kinard is a financial advisor at UBS Financial Services with 29 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in family-owned energy investment LLCs and serves on the board of an education charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Nicole A

Series 66

Denver, CO

UBS Financial Services

Nicole Angelo is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with UBS Financial Services, where she has worked since 2023. Her prior experience includes roles at Angelo Management Group and Raymond James Financial Services, among others. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans aligned with clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Lauren M

Series 66

Denver, CO

UBS Financial Services

Lauren Moreng is a financial advisor at UBS Financial Services with four years of industry experience. She has held roles at UBS since 2019 and previously worked at BOK Financial for seven years. She holds the Series 66 designation and is based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Scott Y

Series 63, Series 65

Denver, CO

UBS Financial Services

Scott Young is a financial advisor at UBS Financial Services in Denver, Colorado, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of his advisory role, he serves as a football coach at Cherry Creek High School and is a board member of the Cancer League of Colorado Foundation. He also participates on the Budget and Finance Committee at Cherry Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Patrick O

Series 66

Denver, CO

UBS Financial Services

Patrick O'Brien is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2013. The firm serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances. UBS combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Scott F

CFP®, Series 63, Series 65

Denver, CO

UBS Financial Services

Scott Forsyth is a Certified Financial Planner (CFP®) with 30 years of experience in the financial services industry. He has worked at UBS Financial Services since 2023 and previously spent significant time at Capital Management Group and GENEOS WEALTH MANAGEMENT Inc. Forsyth also operates as an independent representative with various insurance carriers for fixed insurance products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Wilhelm M

Series 63, Series 65

Denver, CO

UBS Financial Services

Wilhelm Majewski is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with UBS Bank USA and UBS Financial Services since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jeffrey N

Series 63, Series 65

Denver, CO

UBS Financial Services

Jeffrey Nemechek is a financial advisor at UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 licenses with 40 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, he serves on a committee at Regis Jesuit High School, reviewing the school's budget as part of his involvement in secondary education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory work is supported by proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Cole N

Series 66

Denver, CO

UBS Financial Services

Cole Nygren is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked in mortgage lending and as a self-employed professional. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Tyler C

Series 66

Denver, CO

UBS Financial Services

Tyler Chapman is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and in roles outside the financial sector, including with University of Colorado Athletics and Niccolos Pizza. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Joseph L

Series 63, Series 65

Denver, CO

UBS Financial Services

Joseph Lembeck is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Bank of America, NA since 2009 and at Merrill Lynch since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Alexander B

Series 66

Denver, CO

UBS Financial Services

Alexander Baler is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has experience working at firms including Jones & Company and UBS Financial Services since 2022. Prior to his advisory career, he held positions in the food and beverage industry and aquaculture. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services, providing a broad platform of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

James C

Series 63, Series 65

Denver, CO

UBS Financial Services

James Chapman is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Bank of America and Merrill Lynch. Outside of advising, he is the owner of Flywater, LLC, which holds a personal interest in a land investment used for flyfishing and hunting in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Mark R

Series 63, Series 65

Denver, CO

UBS Financial Services

Mark Ruccolo is a financial advisor at UBS Financial Services in Denver, Colorado, with 32 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he assists his wife with her health supplements business, Lifevantage. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Michael M

Series 66

Denver, CO

UBS Financial Services

Michael Mann is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017. Outside of his advisory role, Mann is involved with Functional Recovery & Enhancement, a mobile wellness business offering therapies such as sauna and hyperbaric chamber treatments, where he advises on marketing, accounting, finance, and operations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Jake J

Series 66

Denver, CO

UBS Financial Services

Jake Jolstad is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation. He has been with UBS since 2022 and has experience working in education and community roles. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor client plans across a broad range of financial solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Dawnell P

Series 63, Series 66

Denver, CO

UBS Financial Services

Dawnell Patten is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings and leveraging proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Andrea R

Series 65, Series 63

Denver, CO

UBS Financial Services

Andrea Randazzo is a financial advisor at UBS Financial Services with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously with firms including Geneos Wealth Management, Capital Management Group, and Transamerica Financial Advisors. His background also includes business activities related to insurance sales and residual income from fixed life products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar
firm logo

Rochelle O

Series 66

Denver, CO

UBS Financial Services

Rochelle O'rarden is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Morgan Stanley and Nordstrom. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")