Parsonex Advisory Services, Inc.

Blake Anderson is a financial advisor at Parsonex Advisory Services, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Charles Schwab & Co., Inc. Outside of his advisory role, he provides customer service support for mobile ticketing at Denver Broncos home games. Parsonex Advisory Services is an SEC-registered investment adviser that offers financial planning and portfolio management to individuals, pooled investment vehicles, pension plans, charitable organizations, and businesses. The firm employs a multi-manager approach, utilizing third-party advisers and sub-advisors to tailor asset allocation and risk profiles for its clients.

Zachary Stewart is a financial advisor with Parsonex Advisory Services, Inc. in Englewood, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at Modern Capital Advisors, Fidelity Brokerage Services LLC, and Northwestern Mutual, among others. 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 using third-party advisers, focusing on client risk tolerance and asset allocation through discretionary managed accounts with ongoing monitoring and reviews.

Andrew Allard is a financial advisor with Parsonex Advisory Services, Inc. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. His work history includes time at Parsonex Securities Inc. since 2011 and A&P Business Services, Inc. since 2004. Outside of advising, he is involved in tax preparation and sells insurance products on a limited basis. 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 relying on third-party advisers, offering discretionary managed accounts with ongoing monitoring and client risk assessments.

Matthew Pettera is a financial advisor at Parsonex Advisory Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Modern Capital Advisors and Farmers Financial Solutions LLC. He also serves as a director for Legal Shield in a non-investment related capacity. 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 offers discretionary managed accounts with ongoing performance monitoring and annual reviews.

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.

Brian Neustrom is a financial advisor with Parsonex Advisory Services, Inc. He holds the Series 66 designation and has 17 years of industry experience. His prior work includes roles at Cetera-affiliated firms and Liberty Partners Financial Services. He is also employed by Parsonex Enterprises, Inc., the parent company of Parsonex Advisory Services and related entities, where he holds principal and Chief Compliance Officer roles. 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 uses a multi-manager approach with discretionary managed accounts, offering financial planning, portfolio management, and educational resources.

Carol Griffin is an investment advisor representative at Parsonex Advisory Services, Inc. with 22 years of industry experience. She has been with Parsonex Advisory Services since 2017 and affiliated entities since 2007. Outside of her advisory role, she leads a local networking group and assists clients with living trust referrals through Estate Docs Pro. 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, evaluating third-party managers based on historical performance and client risk tolerance, and offers discretionary managed accounts with ongoing monitoring and annual reviews.

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.