Parsonex Advisory Services, Inc.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. Blake also provides customer service for mobile ticketing at Denver Broncos games. Parsonex Advisory Services offers financial planning and portfolio management to a diverse client base, utilizing a multi-manager, value-oriented investment approach and sponsoring the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, Colorado, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach and sponsors the Sterling Fund, a pooled vehicle with a conservative, long-term investment discipline.

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. in Alva, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Parsonex Securities Inc. since 2011 and has operated A&P Business Services, Inc. since 2004. Outside of advisory work, he engages in tax preparation services from January to April and holds insurance agent responsibilities related to non-investment products. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager, value-oriented investment approach with discretionary authority and sponsors a pooled vehicle, the Sterling Fund, which emphasizes conservative, long-term stock selection.

Matthew Pettera is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, Colorado, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior experience includes roles at Modern Capital Advisors and Farmers Financial Solutions LLC. He also serves as a director for Legal Shield outside of his advisory work. Parsonex Advisory Services provides financial planning and portfolio management to individuals, high-net-worth clients, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager investment approach with a fundamental, value-oriented stock selection process and sponsors the Sterling Fund, a pooled vehicle with a conservative, long-term value discipline.

Mark Molenaar is an investment advisor representative at Parsonex Advisory Services, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Parsonex entities since 2014. Outside of his advisory role, he serves as a senior risk consultant for Chubb, focusing on high-net-worth personal risk services, and is involved in estate planning document preparation through United Living Trust Services. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, relying on third-party advisers and sub-advisors, and offers discretionary managed accounts with ongoing monitoring and periodic reviews.

Michael Beardi is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Parsonex Advisory Services since 2013 and has worked with related firms in the Parsonex network since 2008. Outside of his advisory role, he serves as a Lieutenant Colonel in the Army National Guard. Parsonex Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach utilizing third-party advisers and sub-advisors, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.

John Mccarthy is a financial advisor with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Parsonex Securities, Inc. since 2008 and at Parsonex Advisory Services since 2016. Outside of advisory roles, he serves as a travel director for an educational program supporting the bleeding disorders community. Parsonex Advisory Services is an SEC-registered investment adviser that provides financial planning, portfolio management, and investment advice to individuals, pooled investment vehicles, pension plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and emphasizes ongoing monitoring and annual reviews of discretionary managed accounts.

Robert Sutton is a financial advisor at Parsonex Advisory Services, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parsonex since 2012. Outside of his advisory role, Sutton is involved in consulting for living trusts and owns Robert Sutton Financial Services, LLC. Parsonex Advisory Services is an SEC-registered investment adviser that serves individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to provide discretionary managed accounts with ongoing monitoring and annual reviews.

Jonathan Miller is a financial advisor at Parsonex Advisory Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several affiliated firms, including Parsonex Securities, Inc., Avere Financial Group, LLC, and Liberty Partners Financial Services. Outside of advisory roles, Miller is involved in oil exploration through Apex Production Company LLC and serves as a producer and executive for Publish or Perish Movie, LLC. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach using third-party advisers and sub-advisors, focusing on asset allocation, risk tolerance, and ongoing portfolio monitoring.

Carol Griffin is an investment advisor representative with Parsonex Advisory Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Parsonex-related firms since 2007 and currently leads a local networking group. Additionally, she assists with client referrals for living trust needs and works as an insurance agent in a non-investment capacity. Parsonex Advisory Services provides financial planning and portfolio management to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a multi-manager approach with discretionary authority, focusing on a fundamental, value-oriented stock selection process and sponsors the Sterling Fund, a pooled vehicle emphasizing conservative, long-term investment discipline.

Robert Fuhrman is a financial advisor with Parsonex Advisory Services, Inc. He holds a Series 65 designation and has eight years of industry experience. Prior to joining Parsonex in 2017, he worked at Larson-Juhl from 2015 to 2017. Outside of his advisory role, Fuhrman is involved in sales positions with several companies in the framing and grocery product industries. Parsonex Advisory Services is an SEC-registered investment adviser serving individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-manager approach that includes selecting and monitoring sub-advisors and provides discretionary managed accounts with ongoing performance reviews.