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Scott H
CFP®, Series 66
Boulder, CO
LPL Financial
Scott Herrmann is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He has held positions at Elevations Credit Union since 2013 and previously at Cuso Financial Services, LP. Herrmann serves as a notary for Elevations Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management approaches.
Robert C
CFP®, Series 63, Series 66
Boulder, CO
LPL Financial
Robert Cribbs is a CFP® with 20 years of experience in the financial industry. He is currently with LPL Financial and was previously with Cuso Financial Services, LP and Elevations Federal Credit Union. Outside of his advisory work, he is a business owner of Robby Cribbs Fly Fishing Limited and serves as a volunteer coach and board member for Tasman Country Baseball, a nonprofit organization in New Zealand. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.
Melissa M
Series 66
Boulder, CO
LPL Financial
Melissa Martin is a Series 66-credentialed financial advisor with 10 years of industry experience. She is currently with LPL Financial and previously worked with Elevations Credit Union and CUSO Financial Services, LP. Outside of her advisory role, she owns a business called Clawzania in Loveland, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Patrick S
CFP®, Series 63, Series 66
Boulder, CO
LPL Financial
Patrick Seal is a CFP® credentialed financial advisor with over 32 years of industry experience. He is currently with LPL Financial and has been affiliated with Elevations Federal Credit Union since 2004. His career also includes experience at CUSO Financial Services, LP, and operating under his own name since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.
Hanna K
Series 63, Series 65
Boulder, CO
LPL Financial
Hanna Khoronov is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Merrill, Impact Wealth, and Transamerica Financial Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.
Michelle D
Series 66
Boulder, CO
LPL Financial
Michelle Dilallo is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.
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