Top financial advisors working with technology professionals in Centennial, CO

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Charlene Laney is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at LPL Financial and Schwab Private Client Investment Advisory, Inc. In addition to her advisory work, she serves as a Notary Public in Colorado and acts as a Chapter Success Coach with BNI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options through multiple platform arrangements and features proprietary and third-party model strategies.

Randall Mason is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. He has worked with Cetera Advisors LLC since 2015 and continues to serve clients through Cirrus Financial Group Inc, a firm he has been affiliated with since 1991. Outside of his advisory work, Mason is involved in a landscape marketing and design business and manages a personal LLC. Cetera Investment Advisers LLC is an SEC-registered firm providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning solutions, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Jerry Gruber is a financial advisor with Progress Alliance Investment Services in Englewood, Colorado, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, having previously worked at firms including Ameriprise Financial Services, National Planning Corporation, and Greenbook Investment Management. Outside of advisory work, he serves as director of marketing for NEOPP Consulting and is president of Rocky Mountain Financial Consultants, Inc., both consulting businesses. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, as well as pension plans and charitable organizations. The firm offers discretionary portfolio management, third-party manager oversight, and both wrap and non-wrap account programs, typically managing accounts based on client suitability information.

Elijah James Brown is a CFP® professional with 14 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Fidelity in various advisory roles. Outside of his financial advisory work, he owns and manages BALDIE LLC, a parent company with subsidiary businesses including vending machine operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Arron Thompson is a CFP® certified financial advisor with five years of industry experience, currently practicing at Edward Jones in Pittsburgh, PA. His prior work history includes two years at Alliance Rx Walgreens Prime and five years of service in the US Army. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm oversees approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.

Zack Gutches is a CFP® professional with five years of industry experience. He is the principal at True Riches Financial Planning, an independent firm based in Denver, CO. His career includes roles at Brighton Jones, Deloitte & Touche LLP, and LearnLux, where he currently provides financial well-being consulting to workplace participants. He also offers tax preparation services to clients of his firm. True Riches Financial Planning serves individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management, functioning as a “Personal CFO.” The firm implements tailored financial plans and portfolios using a mix of passive and active strategies, including socially responsible options and direct-indexing, and provides tax preparation services as an affiliated business.

Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. ​ Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. ​ David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. ​ David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.

Sawyer Sams is a financial advisor at Merrill Lynch Wealth Management and a member of the Smith Conkin Dixon Wealth Management Group. He and his team focus on developing personalized wealth strategies that leverage Merrill's investment and planning resources along with Bank of America's banking and lending capabilities. Their services encompass family wealth management, legacy planning, retirement planning, philanthropic planning, and portfolio management for clients across multiple states. Before joining Merrill, Sawyer gained experience at a smaller wealth and investment management firm in Charlotte, NC, where he led the investment committee and managed asset allocation and trading activities. He holds the Chartered Financial Analyst (CFA) designation and the CERTIFIED FINANCIAL PLANNER (CFP) certification. Sawyer graduated from Furman University with a bachelor's degree in economics. Sawyer resides in Johnson City, TN, and is active in his community through involvement with First Christian Church and the Milligan University CFA Research Team. Outside of work, he enjoys basketball, cooking, football, pickleball, and spending time with his family.