Seasoned financial advisors working with attorneys in Colorado

Ava Bollinger is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. She has held roles at Charles Schwab Bank, SSB and Charles Schwab since 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services.

Parker Stanford is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and has experience in elder care services through his role at Stanford Senior Services, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Steven Arrigan is a financial advisor at Geneos Wealth Management, Inc. in Boulder, CO, with 39 years of industry experience. He has been with Geneos Wealth Management and Joseph S. Sturniolo & Associates, Inc. since 2006. He holds Series 63 and Series 65 licenses. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and third-party money manager referrals through traditional and wrap-fee programs, managing over $5.5 billion in client assets as of December 31, 2024.

Spencer Cure is a financial advisor with Wells Fargo Clearing in Centennial, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments, GWFS Equities, and Janus Distributors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services that are IPS-driven and grounded in modern portfolio theory. The firm’s investment menus include a broader set of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Eric Hickok is a financial advisor at Hickok Advisory, LLC with five years of industry experience. He holds Series 66 and Series 65 licenses and has a diverse background that includes tax and legal practices, serving as president of Hickok Tax and attorney at Hickok Tax Law. He is also a licensed realtor active in real estate activities. Hickok Advisory provides discretionary and non-discretionary asset management along with financial planning and consulting services to a range of clients, including individuals, trusts, estates, charitable organizations, and businesses. The firm emphasizes fundamental and cyclical investment analysis, with strategies tailored to long-term and short-term goals, and integrates related tax and legal services through its affiliated businesses.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.