Haley Lee is a CFP®-designated financial advisor with LPL Financial, bringing five years of industry experience. Prior to joining LPL Financial, she worked at firms including Jackson National Life Distributors and operated The Annotation Station. Lee has experience in diverse roles across the financial services sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.

Paul Hummel is a financial advisor with LPL Financial based in Loveland, Colorado. He holds a Series 63 designation and has 37 years of industry experience, including 24 years with Investment Centers of America, Inc. and nine years with LPL Financial. Outside of his advisory role, he is a business owner of a local restaurant, Justine's Pizza. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and a variety of advisory programs supported by both discretionary and non-discretionary management.

Kevin Dunnigan is a CFP®-designated financial advisor with 42 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to LPL, he spent 31 years at Investment Centers of America, Inc. He is based in Loveland, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of advisers. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Hayden Lowry is a financial advisor with LPL Financial in Loveland, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Points West Community Bank and OppenheimerFunds. Lowry also maintains a personal finance blog and newsletter focused on basic financial education. 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 investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Jonathan Tataje is a financial advisor at LPL Financial holding a Series 66 designation. He has been with LPL Financial since 2025 and has no prior industry experience. Before joining the financial industry, he held various roles including at Colorado State University and in the food service sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research, with both discretionary and non-discretionary management options.