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Abigail L

Series 66

Greenwood Village, CO

LPL Financial

Abigail Ledogar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Edward Jones for two years and has diverse experience including roles in retail and fundraising. Outside of advising, she is involved with Parker Rose Boutique in Littleton, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Sydney B

Series 66

Greenwood Village, CO

LPL Financial

Sydney Bornstein is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney worked at firms including Upstream Investment Partners, MassMutual, Prudential, S&P Global, KPMG, IBM, and iHeartMedia Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research from LPL Research and third-party subadvisors, with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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David T

Series 65, Series 63

Greenwood Village, CO

LPL Financial

David Tenaglia is a financial advisor at LPL Financial based in Greenwood Village, CO. He holds Series 65 and Series 63 licenses and has been in the industry since 2026. Prior to joining LPL Financial, he worked at Northwestern Mutual in various roles and has experience outside the financial sector, including positions at Sunrun and McRaes US Mail Service Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Brian K

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Brian Kelleher is a financial advisor at LPL Financial with five years of industry experience. His prior roles include positions at The Ameriflex Group and HighPoint Advisor Group, LLC. He also served eight years in the U.S. Navy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing research from LPL Research and third-party subadvisors to support diversified and alternative strategies.

College savings (529s, UTMA, etc.)
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Darren R

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Darren Royal is a financial advisor with LPL Financial in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with LPL Financial and its predecessor since 2002. Beyond his advisory role, he is associated with Royal Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research and technology solutions.

College savings (529s, UTMA, etc.)
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Andre D

Series 66

Greenwood Village, CO

LPL Financial

Andre Duplessis is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at MML Investors Services, LLC and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management options, supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Jason B

Series 66

Greenwood Village, CO

LPL Financial

Jason Bertino is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for three years and served ten years in the United States Air Force. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consulting, and employs both discretionary and non-discretionary management approaches supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Catherine S

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Catherine Scheuber is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of her advisory role, she is involved with Scheuber Wealth Management, LLC. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement consulting, and brokerage services.

College savings (529s, UTMA, etc.)
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Richard S

CFP®, Series 63, Series 65

Greenwood Village, CO

LPL Financial

Richard Steigerwald is a CFP® with 30 years of industry experience. He is currently an advisor at LPL Financial, where he has worked since 2023. Prior to joining LPL, he spent nine years with Sigma Planning Corporation and Sigma Financial Corporation. 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, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Michael S

Series 66

Greenwood Village, CO

LPL Financial

Michael Stanford is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. He has worked at multiple firms, including Fidelity Investments and Upstream Investment Partners. Outside of his advisory work, he is involved with the Catholic Order of Forsters. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Brandon G

Series 66

Greenwood Village, CO

LPL Financial

Brandon Giorgetta is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Bank of America, and Merrill Lynch. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Todd L

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Todd Lien is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior work includes roles at Sigma Financial Corporation and Ameriprise Financial Services, Inc. Since 2018, he has been involved with Upstream Investment Partners, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a broad range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Edward S

Series 66

Greenwood Village, CO

LPL Financial

Edward Scheuber is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and eight years of industry experience. His career includes roles at LPL Financial since 2014 and a one-year tenure at Transamerica Retirement Solutions and Transamerica Investors Securities Corporation. 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 advisers. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to offer both discretionary and non-discretionary management.

College savings (529s, UTMA, etc.)
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Robert S

CFP®, Series 66

Greenwood Village, CO

LPL Financial

Robert Sikorski is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services, Inc. and Sigma Planning Corporation. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by model portfolios and research.

College savings (529s, UTMA, etc.)
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