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Ali B

ChFC®, Series 66

Denver, CO

Western Wealth Management LLC

Ali Barghelame is a ChFC® credentialed financial advisor with 21 years of industry experience. He currently works at Western Wealth Management LLC and has held prior roles at Financial Advocates Investment Management, MassMutual Life Insurance Company, MML Investors Services, and Northwestern Mutual Investment Management. Outside of his advisory work, Barghelame is an owner and co-distributer of a nutritional supplements business. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates a decentralized network of investment adviser representatives and utilizes multiple investment strategies and managerial resources.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Gregory J

Series 63, Series 65

Castle Rock, CO

Western Wealth Management LLC

Gregory Jackson is a financial advisor with Western Wealth Management LLC in Castle Rock, CO, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Western Wealth Management since 2015 and has been affiliated with LPL Financial since 2005. Jackson also operates a financial management business under the name Jackson Financial Management. Western Wealth Management LLC serves a wide range of clients, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing model portfolios and a variety of investment strategies across multiple asset types.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Gregory B

CFP®, Series 66

Golden, CO

Western Wealth Management LLC

Gregory Beal is a financial advisor with Western Wealth Management LLC based in Golden, CO. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. His prior roles include positions at LPL Financial LLC, Morgan Stanley, and Advised Asset Group, LLC. Western Wealth Management serves a broad client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and combines firm-designed model portfolios with access to multiple third-party and LPL-sponsored investment programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Brooke M

Series 63, Series 66

Golden, CO

Western Wealth Management LLC

Brooke Martinez is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a licensed notary and operates a home-based business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, offering a range of investment strategies and access to multiple LPL-sponsored advisory programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Deborah F

Series 63, Series 66

Golden, CO

Western Wealth Management LLC

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and LPL-sponsored programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Adam H

CFP®, Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Adam Hall is a CFP® with 28 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2026. His prior experience includes sixteen years at LPL Financial and six years at Valic Financial Advisors. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm uses a decentralized adviser structure, providing a range of portfolio management and financial planning services supported by multiple investment strategies and model portfolios.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Kimber D

Series 66

Golden, CO

Western Wealth Management LLC

Kimber De Loia is a financial advisor with Western Wealth Management LLC, holding a Series 66 credential and 26 years of industry experience. Her prior roles include tenure at LPL Financial, Wells Fargo Clearing, and RBC Capital Markets. De Loia also operates DeLoia Wealth Management, a separate DBA under LPL Business. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs a decentralized structure of investment adviser representatives who offer a range of portfolio management and financial planning services, utilizing both firm-designed and third-party model portfolios across various strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Jeffrey H

Series 63, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Phoenix F

Series 65

Golden, CO

Western Wealth Management LLC

Phoenix Frank is a financial advisor at Western Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked briefly at Starbucks and spent several years unemployed. Western Wealth Management serves a diverse client base, including individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm offers a range of services such as portfolio management, financial planning, and institutional investment management, operating through a decentralized network of investment adviser representatives.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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John G

Series 63, Series 66

Golden, CO

Western Wealth Management LLC

John Gilpin IV is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at LPL Financial LLC and Fidelity Investments. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining firm-designed model portfolios with access to various third-party managers and strategies, with accounts reviewed at least annually.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Gary M

Series 63, Series 65

Lakewood, CO

Western Wealth Management LLC

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Jarred O

Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Diana B

Series 63, Series 66

Golden, CO

Western Wealth Management LLC

Diana Bobka is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. She has been with Western Wealth Management and affiliated with LPL Financial since 2016. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients with comprehensive portfolio management, financial planning, and consulting services. The firm operates a decentralized network of investment adviser representatives and employs a diverse range of investment strategies and model portfolios.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Bailey H

Series 66

Stow, OH

Western Wealth Management LLC

Bailey Hemming is a financial advisor at Western Wealth Management LLC with a Series 66 designation and approximately one year of industry experience. Prior to joining Western Wealth Management and LPL Financial LLC in 2026, Hemming worked at the Federal Reserve Bank of Cleveland in 2025 and has a background in education with Aurora City Schools and John Carroll University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of investment adviser representatives and offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing firm-designed model portfolios alongside various third-party programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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William M

Series 66

Edwards, CO

Western Wealth Management LLC

William Mako is a financial advisor at Western Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and has ongoing employment as a ski instructor with Vail Resorts. Western Wealth Management LLC serves a diverse clientele including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers a range of portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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James O

CFP®, Series 63, Series 65

Golden, CO

Western Wealth Management LLC

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Kara J

Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Kara Jett is a financial advisor with LPL Financial in Windsor, Colorado, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She previously worked at Waddell & Reed, Inc. for ten years before joining LPL Financial and Western Wealth Management, LLC in 2021. Jett serves as Chief Compliance Officer and provides investment advisory services through Western Wealth Management, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, including financial planning, model-portfolio programs, and third-party asset management.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Jesse P

CFP®, Series 66

Beaver Falls, PA

Western Wealth Management LLC

Jesse Pigoni is a CFP® with eight years of industry experience, currently serving at Western Wealth Management LLC since 2018. His work history includes roles at LPL Financial LLC and Halley Dodson LLC, as well as a four-year period at Robert Morris University. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, combining proprietary model portfolios with access to multiple sponsored programs and third-party managers across a broad set of investment strategies.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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Shelley H

Series 66

Lakewood, CO

Western Wealth Management LLC

Shelley Hertel is a Series 66-credentialed financial advisor with 13 years of industry experience. She has been with Western Wealth Management LLC and LPL Financial since 2016. Outside of her advisory role, she is involved in managing several real estate rental properties. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm uses a decentralized model allowing advisors to operate under separate business names while offering a range of investment strategies, including firm-designed model portfolios and access to multiple third-party programs.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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M C

Series 63, Series 66

Golden, CO

Western Wealth Management LLC

M Collins is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 66 credentials and over 41 years of industry experience. Prior to joining Western Wealth Management in 2025, Collins worked at GPS Wealth Strategies Group LLC for three years and has been associated with LPL Financial, LLC since 1997. Western Wealth Management serves a diverse clientele including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a wide range of investment strategies and third-party managers.

College savings (529s, UTMA, etc.) Options & derivatives strategies
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