by Jon | Jul 26, 2025
970-399-7749 Travis Roth Roth Family Wealth Travis Roth is on the team of advisors at Roth Family Wealth in Delta, CO. He joined his wife, Amethyst, in taking over her family’s advisory business from her grandfather and passed the Series 63 and 65 exams. He...
by Jon | Jul 26, 2025
402-571-1505 Todd Morris Cambridge Investment Research Todd Morris is a financial advisor in Omaha, NE, and has earned his ChFC. He has been in practice for 49 years, the last 10 years at Cambridge Investment Research Inc. Check the background of investment...
by Jon | Jul 26, 2025
812-989-4637 Todd Kost Pinnacle Financial Partners We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs,...
by Jon | Jul 26, 2025
303-683-9332 Tom Burk Burk Investment Group Tom Burk, CPA, of Burk Investment Group, Inc. provides comprehensive financial services in Highlands Ranch, Colorado. His services include investment planning, tax planning, retirement planning, employee and employer...
by Jon | Jul 26, 2025
704-846-8871 Tennyson Shifley Shifley and Associates Tenny has over 41 years’ experience in the financial services industry. During his career, he has provided district management and regional oversight of operations for a national financial planning...
