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David B

Series 63, Series 65, Series 66

Highlands Ranch, CO

LPL Financial

David Barry is a financial advisor with LPL Financial in Highlands Ranch, Colorado. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including prior roles at Investment Centers of America and Bancwest Investment 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, including financial planning, model portfolio programs, and institutional platforms, supported by 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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Chris A

Series 63, Series 65

Highlands Ranch, CO

LPL Financial

Chris Acuna is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Colorado Realty Pros. Outside of advisory work, he owns Creative Concept Innovations LLC, a business based in Highlands Ranch, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and model portfolios.

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

Series 63, Series 65

Highlands Ranch, CO

LPL Financial

Matthew Cole is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His work history includes multiple roles at Charles Schwab and previous tenure at Banc of America Investment Services. 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, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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

Series 66

Highlands Ranch, CO

LPL Financial

Matthew Vaage is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Outside of advising, he has worked in the fitness industry, including roles at 24 Hour Fitness. 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, third-party asset management, and institutional platforms, supported by 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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James M

CFP®, Series 63, Series 66

Highlands Ranch, CO

LPL Financial

James Murray is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 15 years with SCF Investment Advisors, Inc. and SCF Securities, Inc., and four years at Next Financial Group, Inc. He also maintains involvement with MohrAlex, LLC, a tax preparation and accounting firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individual clients, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by 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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