Daniel Mozer is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Zions First National Bank/Vectra Bank Colorado and Bank of Colorado, and has prior experience with Raymond James Financial Services. Mozer also serves as a relationship manager for wealth and fiduciary services at ZB, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Katherine Sullivan is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Wintrust Investments, Community Banks of Colorado Company/National Bank Holdings, Edward Jones, and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, and utilizes research and model portfolios from LPL Research and third-party subadvisors.

Stephanie Dalton is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Wells Fargo Advisors, and Wells Fargo Bank. She is also affiliated with Vectra Bank in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

David Graham is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior positions include roles at Key Investment Services LLC, KeyBanc Capital Markets Inc., and Waddell & Reed. In addition to his advisory work, he is involved with Vectra Wealth Advisors and serves as a relationship manager in wealth and fiduciary services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, incorporating model portfolios, third-party research, and technology-driven strategies.