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Justin R

CFP®, Series 66

Grand Junction, CO

LPL Financial

Justin Reed is a financial advisor with LPL Financial in Grand Junction, CO, holding CFP® and Series 66 credentials and 20 years of industry experience. He has worked at LPL Financial since 2021 and previously spent a decade at Legend Wealth Management. Outside of his advisory role, Reed is involved with Coloreedo Promotions and Logic Wealth Strategies, among other business 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

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

Series 63, Series 65

Grand Junction, CO

LPL Financial

Erin Blue is a financial advisor with LPL Financial in Grand Junction, CO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She previously worked with Waddell & Reed Inc and Legend Wealth Management, LLC, among others. Erin served on the HopeWest Hospice Next Gen Board of Directors from 2013 to 2021 and operates Blue Crew, a home-based business entity for tax and investment purposes. 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 broad range of financial planning and investment 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 H

Series 66

Grand Junction, CO

LPL Financial

Mark Harris is a financial advisor with LPL Financial, holding a Series 66 license and bringing nine years of industry experience. He has been with LPL Financial since 2021 and operates Mark Harris LLC. Outside of his advisory work, he is involved with Harris Farms in Palisade, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, asset management programs, and institutional platforms, supported by extensive resources and technology.

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

Series 66

Grand Junction, CO

LPL Financial

Kelly Davis is a financial advisor with LPL Financial and holds a Series 66 designation. Davis has six years of industry experience, including prior roles at Waddell & Reed, Inc. Aside from advisory work, Davis is involved with Logic Wealth Strategies, a related business entity within LPL. 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. The firm supports its advisors with various investment options and operational tools and oversees over $819 billion in discretionary assets.

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

Series 66

Grand Junction, CO

LPL Financial

Clare Swindell is an advisor with LPL Financial in Grand Junction, CO, holding a Series 66 designation. Clare has been with LPL Financial since 2026 and previously worked with Logic Wealth Strategies, a DBA for LPL Business, beginning in 2023. Outside of financial services, Clare has experience in the hospitality industry, including a role at Goat and Clover Tavern. 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 and model portfolio programs, supported by a large network of investment adviser representatives and 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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