Renee Evashkevich is a financial advisor with LPL Financial holding a Series 66 designation and has three years of industry experience. Her prior roles include positions at Team K Services and Prosperion Financial Advisors within the LPL network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by proprietary operational and research tools.

Daniel Kellogg is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. He previously worked at Personal Capital Advisors for eight years before joining LPL in 2019. He operates out of Greenwood Village, CO. 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 variety of financial planning and asset management services through a large network of investment adviser representatives.

Peter Horstman is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and with 10 years of industry experience. His prior work includes roles at Morgan Stanley and Prosperion Financial Advisors. Outside of his advisory role, he is involved with Horstman Advisors, LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

John Booren is a financial advisor with LPL Financial in Greenwood Village, Colorado, holding a Series 66 designation and 14 years of industry experience. He previously worked at Prosperion Planning, LLC for four years and has been with LPL Financial since 2012. Outside of his advisory work, he is an author with a book available on Amazon. 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 management solutions, utilizing various model portfolios and third-party subadvisors.

Craig Arfsten is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets from 2001 to 2009. He also provided financial planning and consulting services through Prosperion Corporate Wellness from 2017 to 2023. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Patrick Alfano is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds Series 63 and Series 65 registrations and has 18 years of industry experience. Prior to his current role at LPL Financial, he worked at Prosperion Planning, LLC and Securian Financial Services Inc. He is also involved with PMA Advisory Services LLC, a non-investment business entity related to tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brannon Brown is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial in Greenwood Village, CO. He has worked at LPL Financial since 2004, including a current role since 2013, and previously held positions at Chesapeake Investment Management LLC and Capital Consulting. Brown also provides financial planning and consulting services through Prosperion Planning, LLC, an independent advisory firm he started in 2017. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyle Carlson is a financial advisor at LPL Financial with three years of industry experience. He has previously worked at Alerus Financial Services and Retirement Planning Services, Inc. Carlson holds a Series 66 designation and is also employed outside the investment field at Voya Financial. 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, utilizing both proprietary and third-party investment programs across discretionary and non-discretionary strategies.

Willard Caton is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Merrill and Waddell & Reed, along with operating his own business entity, WCaton, LLC, since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services through a large network of advisors, offering various portfolio management options and institutional platforms.

Victoria Wildhaber is a CFP® professional with 10 years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL in 2026, she spent a decade with Edward Jones. Outside of her advising duties, she is a co-owner of The Wildhaber Foundation, involved in managing rental property holdings. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports advisors with diverse investment platforms and operational tools and oversees more than $819 billion in discretionary assets through a broad network of over 22,800 advisors.

David Griffith is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 65 licenses and with two years of industry experience. Prior to joining LPL Financial, he worked at First Command Advisory Services and had roles with Airbnb and Beckman Coulter Diagnostics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

David Morrison is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at Linsco Private Ledger since 2004 and previously at Banc One Securities Corporation. Outside of his advisory work, he is involved in a workshop business called Colorado CareerConnect. 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, including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by research and technology.

Ryan Page is a CFP® professional affiliated with LPL Financial, based in Greenwood Village, CO, with eight years of industry experience. He has worked at Everest Wealth Advisors and Charles Schwab, including Charles Schwab Bank. Outside of his advisory role, he contributes as a writer to the website blog "Playing The Mind." 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 institutions. The firm provides a wide range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kristen Mackenzie is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at Prosperion Financial Advisors, Colorado Retirement Association, College for Financial Planning, and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of over 22,800 advisors.