Loreen Gilbert is a financial advisor with LPL Financial in Telluride, Colorado, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked at LPL Financial since 2005 and previously spent time at Wealthspire Retirement Advisory and Cetera Wealth Services. Outside of advisory work, she is involved in providing seminars to clients and prospects through Wealth Wise Financial 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 and access to third-party asset managers, with investment approaches that incorporate model portfolios, customized strategies, and emerging advisor support technologies.

John Hunt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He operates businesses under the names Hunt Wealth Management and Good Life Companies in Telluride, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad suite of non-advisory financial services.