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Eric G

Series 66

Colorado Springs, CO

Ameriprise

Eric Garland is a financial advisor with Ameriprise in Colorado Springs, CO, holding a Series 66 designation and five years of industry experience. His prior work includes positions at MML Investors Services, MassMutual Life Insurance, and Integrated Technology Group. He serves on the Board of Directors and acts as Treasurer for Teller Housing Hub, a community organization. Ameriprise Financial Services is a diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Paul O

Series 63

Colorado Springs, CO

LPL Financial

Paul Ohara Jr. is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, he coaches girls varsity basketball at Thomas MacLaren Charter School. 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, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various technological tools.

College savings (529s, UTMA, etc.)
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Steven C

Series 63, Series 66

Colorado Springs, CO

Fidelity

Steven Cooper is an Investment Consultant currently working at Fidelity Investments since 2023. In this role, he partners with clients to develop thoughtful and strategic financial plans that align with their financial objectives. He brings nearly a decade of experience in financial consulting to his position. Prior to his current role, Steven served as an Advisory & Planning Consultant at Empower from 2022 to 2023 and as a Senior Financial Consultant at T. Rowe Price from 2017 to 2022. His professional background includes providing dependable guidance and insight to help clients approach their financial futures with confidence. Outside of his professional work, Steven has personal interests in comedy, social events, movies, music, parenthood, and traveling.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Parents
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Emanuel P

Series 66

Monument, CO

LPL Financial

Emanuel Perez is a financial advisor with LPL Financial in Monument, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Bank and Wells Fargo Clearing, as well as experience in the automotive retail sector. Outside of financial services, he operates a vehicle rental business through Turo and works as a delivery driver for DoorDash. 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, with both discretionary and non-discretionary management options supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Ryan H

Series 66

Colorado Springs, CO

Ameriprise

Ryan Holzwarth is a financial advisor at Ameriprise with 10 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Stifel Nicolaus & Co Inc, Thrivent Financial, Wells Fargo, Vectra Bank, and JP Morgan. He serves on the board of Face it Together, a nonprofit organization. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice focused on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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