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Dylan R

CFP®, Series 66

Castle Rock, CO

LPL Financial

Dylan Ramos is a CFP® professional with eight years of experience in financial advising, currently with LPL Financial. His previous roles include positions at Lincoln Investment, Capital Analysts, and Valic Financial Advisors. Ramos is also the managing partner of Apollo Strategic Advisors, LLC and maintains active involvement in insurance sales and education as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Mark D

Series 66

Castle Rock, CO

LPL Financial

Mark Dunn is a financial advisor with LPL Financial in Castle Rock, CO, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at Capital Analysts, Lincoln Investment, Valic Financial Advisors, Agia, and Ameriprise. He is an owner and managing partner of Apollo Strategic Advisors, LLC, a financial services firm, and also works as an insurance agent specializing in life, fixed annuities, and health insurance. 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 portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and extensive non-advisory financial activities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jake D

CFP®, Series 66

Castle Rock, CO

LPL Financial

Jake Digregorio is a CFP® with three years of industry experience, currently affiliated with LPL Financial. He has previously worked at Capital Analysts, Lincoln Investment, and Valic Financial Advisors. Outside of advisory work, he manages Apollo Strategic Advisors, LLC and has experience as an insurance agent, specializing in life insurance, fixed annuities, and health insurance. He also has past experience providing event bartending services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches and platforms, combining advisory services with a wide variety of non-advisory financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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