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Shaun S

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Shaun Seales is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Lincoln Financial, Athene, VOYA Financial, and Crossroads Capital. He serves as president of the Heritage Hills Metro District Board, a nonprofit organization. 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 range of financial planning and investment management services, combining advisory platforms with various 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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Carlina D

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Carlina Duggan is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked with several firms, including United Planners and Transamerica Financial Advisors. Duggan has owned and operated multiple business ventures related to student loan consulting and financial services. 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, utilizing both model portfolios and customized strategies supported by advanced research tools.

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

CFP®, Series 63

Greenwood Village, CO

LPL Financial

Jordan Quinn is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial since 2023. He has previously worked at Bank of the West, BancWest Investment Services, Personal Capital Corporation, and THE Vanguard Group, Inc. 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 portfolio programs, and access to third-party asset managers, supported by advanced operational and research tools.

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

Series 63, Series 65

Greenwood Village, CO

LPL Financial

April Dougherty is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with various firms, including Transamerica Financial Advisors and Southland Dental. Outside of her advisory role, she is involved with The Change Makers LLC, a business entity established for tax and investment purposes. 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 access to third-party asset management, with strategies implemented through a large network of investment adviser representatives.

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

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Abraham Fitzsimmons is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His background includes roles at Transamerica Financial Advisors, World Financial Group, and Summit Global Investments. Fitzsimmons is also involved with several business ventures focused on student loan consulting and financial independence. 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 broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized 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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Kevin J

Series 63, Series 65

Greenwood Village, CO

LPL Financial

Kevin Jinkerson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with LPL Financial since 2020 and is involved in financial education as a speaker with the Association of Financial Educators. Outside of advisory work, he has entrepreneurial experience across several business entities, including insurance and finance-related ventures. 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 advisory services including financial planning and third-party asset management, supported by technology-driven research and 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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Joyce L

Series 63, Series 66

Greenwood Village, CO

LPL Financial

Joyce Lello is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 66 credentials and offering 12 years of industry experience. Her career includes roles at Bank of the West, Bancwest Investment Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. 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 portfolio programs, and institutional platforms, supported by a large network of advisors 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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Gerald D

Series 65

Greenwood Village, CO

LPL Financial

Gerald Dougherty Jr. is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds a Series 65 credential and has one year of industry experience. Prior to joining LPL Financial and White Oak Planning in 2025, he was affiliated with FINRA for 38 years. 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 network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a wide range of non-advisory financial products.

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