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Daniella F

Series 63, Series 65, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Daniella Friend is a financial advisor at Western Wealth Management LLC with 13 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at LPL Financial, GPS Wealth Strategies Group, SRS Capital Advisors, Cedrus LLC, Bitwise Asset Management, and First Trust Portfolios, among others. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm provides comprehensive portfolio management, financial and retirement planning, institutional investment management, and access to various model portfolios and strategies through a decentralized network of investment adviser representatives.

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

Series 63, Series 66

Roseville, MN

Western Wealth Management LLC

Nancy Weatherup is a financial advisor with Western Wealth Management LLC in Roseville, MN, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She previously worked for LPL Financial from 2015 to 2025 and has been with Western Wealth Management since 2026. Outside of her advisory work, she was involved with the Miss Minnesota Scholarship Organization from 2025 to 2026. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, other advisors, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, utilizing a range of investment strategies including firm-designed model portfolios and access to third-party managers.

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

Series 63, Series 66

Happy Valley, OR

Western Wealth Management LLC

Michael McDonald is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, U.S. Bancorp Investments, Wells Fargo Investments, and Cetera Wealth Services. Outside of his advisory work, he is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by multiple model portfolios and third-party managers.

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

Series 63, Series 65

Fenton, MO

Western Wealth Management LLC

Melissa Busso is a financial advisor at Western Wealth Management LLC with one year of industry experience. She holds Series 63 and Series 65 designations and was previously with Jumet Financial for nine years. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers a wide range of services such as portfolio management, financial planning, and institutional investment management, operating through a decentralized network of advisers who utilize multiple model portfolios and strategies.

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

CFP®

Louisville, KY

Western Wealth Management LLC

Richard Hazelbaker is a CFP® professional with 17 years of experience in the financial industry. He has worked at Western Wealth Management LLC since 2019 and previously at Neidiger Tucker Bruner Inc from 2015 to 2019. Outside of his advisory role, he is the owner and president of PCS Distilling Company, a craft spirits business based in Louisville, KY. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing a range of investment strategies and access to multiple advisory programs.

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

CFP®, Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Maggie Kirchhoff is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Western Wealth Management LLC since 2016, following prior roles at Wisdom Wealth Strategies, Cadaret, Grant & Co., and National Planning Corporation. Outside of advisory services, she is a joint owner of a residential property in Denver. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs a decentralized structure of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

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

Series 63, Series 65, Series 66

Aledo, TX

Western Wealth Management LLC

Lynn Gill is a financial advisor with Western Wealth Management LLC, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. Her prior experience includes roles with LPL Financial and Wells Fargo entities from 2013 to 2021. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of investment adviser representatives. The firm offers comprehensive portfolio management and financial planning services, utilizing firm-designed model portfolios alongside multiple LPL-sponsored programs and third-party managers.

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

Series 63, Series 66

Greenwood Village, CO

Western Wealth Management LLC

Pete Koury is a financial advisor at Western Wealth Management LLC with 16 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at LPL Financial, Traction Financial Partners, Equitable Advisors, and Axa Advisors. 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 institutional investment management through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies and platforms, combining scale with a flexible distribution structure.

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

Series 66

Lakewood, CO

Western Wealth Management LLC

Mark Durant is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial for 13 years, Sunset Financial Services, Inc. for 2 years, and Edward Jones for 1 year. Outside of his advisory work, he is also active as a music artist. 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, offering a range of portfolio management and financial consulting services supported by multiple custodial platforms and a variety of investment strategies.

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

Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Michael Coleman is a financial advisor with Western Wealth Management LLC in Golden, Colorado. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining Western Wealth Management in 2017, he worked at Ameriprise Financial Services, Inc. from 2009 to 2017. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives, utilizing a range of investment strategies and third-party manager relationships.

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

CFP®, Series 63, Series 66

Golden, CO

Western Wealth Management LLC

Christopher Bruhl is a CFP® professional with 33 years of experience in the financial services industry. He is currently with Western Wealth Management LLC and previously worked at LPL Financial for 19 years and Northwestern Mutual Investment Management for 2 years. He serves as a fiduciary for a revocable living trust and provides executive management to a family-controlled business. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm offers comprehensive portfolio management and financial planning through a decentralized network of advisers, utilizing a range of investment strategies and multiple custodial platforms.

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

Series 65

Washington, UT

Western Wealth Management LLC

Ashley Whipple is a financial advisor at Western Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Western Wealth Management, she held roles at Main Gate Asset Management, Mixhers, Parlayo LLC, Made by Mary, and Rod Works. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension plan sponsors through portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors offering a range of investment strategies and access to multiple advisory programs.

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

Series 63, Series 66

Denver, CO

Western Wealth Management LLC

Michael Schumar is a financial advisor with Western Wealth Management LLC in Denver, Colorado, holding Series 63 and Series 66 credentials and with 37 years of industry experience. He has been with Western Wealth Management since 2016 and also maintains a role with LPL Financial since 2013. Outside his advisory work, Schumar is involved in real estate rental activities. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of services such as portfolio management, financial planning, and institutional investment management, utilizing a variety of model portfolios and strategies.

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

Series 63, Series 65

Golden, CO

Western Wealth Management LLC

Kenneth Acampora is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and 65 designations and having 31 years of industry experience. He has been with Western Wealth Management since 2016 and also affiliated with LPL Financial since 2013. Outside of his advisory work, he has participated in firearm instruction. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, and institutional clients. The firm operates as a decentralized network of advisors offering comprehensive portfolio management and financial planning, utilizing firm-designed model portfolios alongside a broad range of investment strategies.

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