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Christopher W

ChFC®, Series 63

Lakewood, CO

LPL Financial

Christopher Worrall is a financial advisor with LPL Financial and holds the ChFC® and Series 63 designations. He has 38 years of experience in the industry, including extensive tenure at Northwestern Mutual Wealth Management Company and its affiliated entities from 1987 to 2023. Outside of his advisory work, he is involved with Pacific Guardian Life and Genworth in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

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

Series 63, Series 65

Lakewood, CO

LPL Financial

Matthew Davis is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His background includes roles at Sprouts Farmers Market, Uber Technologies, Transamerica Financial Advisors, World Financial Group, and a 12-year tenure at Ghost Road Press. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large 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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Rex T

CFP®, Series 63, Series 66

Lakewood, CO

LPL Financial

Rex Thatcher is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at Guardian Life for 10 years and Greenmoor Investments, Inc. for six years. His other business activities include limited involvement in non-variable insurance. 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 portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of 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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Todd L

Series 66

Lakewood, CO

LPL Financial

Todd Lansing is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors LLC for nine years before joining LPL Financial in 2020. Outside of his advisory work, he serves as a replay official for the Colorado Christian University Athletic Program. 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 range of financial planning and portfolio management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

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