Jonathan Glazier is a financial advisor at Lord and Richards Wealth Management, LLC, holding a Series 65 license with three years of industry experience. Prior to his current role, he worked at AE Wealth Management and has a background in education, including positions at Colorado Christian University and Beth Eden Baptist School. He is also a licensed insurance agent. Lord and Richards Wealth Management provides portfolio management and wealth services to individuals and high-net-worth clients, managing approximately $128.8 million across over 1,200 client relationships. The firm employs a comprehensive investment approach combining various analytical methods and offers discretionary account management with assets custodied at Schwab Institutional.

Colin Richards is a financial advisor at Lord and Richards Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked previously at AE Wealth Management and Brookstone Capital Management. Outside of his advisory role, Richards serves as president of two non-profits, the Foundation for Global Education and Financial Independence University, and is a pastor and elder at Inspire Church of Denver. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts generally on a discretionary basis, using a combination of charting, fundamental and technical analysis, quantitative models, and modern portfolio theory.

Luke Gregory is a financial advisor at Lord and Richards Wealth Management, LLC with four years of industry experience. He holds a Series 65 license and has worked at Lord and Richards since 2020, including his current role since 2024. His prior positions include roles at AE Wealth Management and in other industries such as transportation and distribution. He is also a licensed insurance agent. Lord and Richards Wealth Management, LLC is a nine-advisor team providing portfolio management and wealth services to individuals and high-net-worth clients. The firm manages client accounts using a variety of investment approaches, including fundamental and technical analysis, and maintains client assets primarily at Schwab Institutional.

Trevor Richards is a financial advisor at Lord and Richards Wealth Management, LLC. He holds a Series 65 credential and has one year of industry experience. Prior to entering financial advising, he worked in law enforcement and community service roles, including positions with Pasco County Corrections and the Pasco County Sheriff. Richards is also a licensed insurance agent. Lord and Richards Wealth Management is a team of nine advisors managing approximately $128.8 million across more than 1,200 client relationships, providing portfolio management and wealth services primarily to individuals and high-net-worth clients. The firm employs a diverse investment approach that combines fundamental and technical analysis, quantitative models, and modern portfolio theory.

Edmund Robinson is a financial advisor at Lord and Richards Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Strategic Wealth Designers, LPL Financial, and Santander Securities. Robinson is based in Highlands Ranch, Colorado. Lord and Richards Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, investment policy statements, and ongoing portfolio monitoring. The firm employs diverse analytical methods and manages portfolios consisting of equities, fixed income, and ETFs under discretionary authority tailored to clients’ risk tolerance and time horizon.

Mickale Gilbert is a financial advisor at Lord and Richards with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Bank, J.P. Morgan Securities, and JPMorgan Chase Bank over his career. Outside of financial services, he owns an online retail business, GrailP&S LLC. Lord and Richards Wealth Management, LLC manages portfolios for individuals and high-net-worth clients using a range of analytical methods and generally operates on a discretionary basis. The firm emphasizes documented client goals and risk tolerance, with asset custody primarily at Schwab Institutional.

William Meyers Jr. is a CFP® with 14 years of industry experience, currently serving at Lord and Richards Wealth Management, LLC. He previously worked at Commonwealth Financial Network and Towers Wealth Management Inc, among other firms. Lord and Richards Wealth Management provides portfolio management and related wealth services to individuals and high-net-worth clients. The firm manages client accounts on a discretionary basis using a combination of fundamental and technical analysis, quantitative models, and modern portfolio theory.