Grady Boles is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at National Planning Corporation and Masterpiece Planning, Inc. He is also licensed as a fixed insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services.

Eric Blockhus is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 66 licenses and with 44 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Quick & Reilly, Inc. and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational research.

Gary Segiet is a financial advisor at LPL Financial with 23 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Amy Noel, Inc. from 1998 to 2022. He holds a Series 66 designation and operates out of Boulder, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mary Medicus is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including 19 years with LPL Financial and eight years at 1717 Capital Management Company. Outside of her advisory role, she is involved with Summit Broadcasting, a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio strategies and advisor tools, and oversees substantial discretionary assets across a large network of advisors.

Albert Fiorello is a financial advisor with LPL Financial based in Boulder, Colorado. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory work, he is involved in real estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kenneth Finkel is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Citigroup Global Markets for seven years before joining LPL Financial in 2008. Outside of his advisory role, Finkel operates a personal coaching practice accredited by the International Coaching Federation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Holland is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he coaches soccer at Boulder High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice.