Flat-fee financial advisors working with self-employed clients in Cañon City, CO

Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Janice Graham is a Series 66 licensed advisor with Cetera, bringing nine years of industry experience. She has prior experience at Avantax Insurance Agency and Avantax Investment Services and serves as president of Graham & Associates CPAs PC, a tax preparation and accounting firm. She is also actively involved as a fiduciary trustee and court-appointed conservator managing trusts and minor conservatorships. Cetera Investment Advisers LLC is a large SEC-registered adviser supporting individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and advisory services. The firm enables advisors to implement various investment strategies with discretionary and non-discretionary options across multiple program structures and custodial relationships.

Bradford Knifong is a financial advisor at Edward Jones with 10 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2015. Outside of his advisory role, Knifong serves as a school board member for the Fremont RE-2 School District and is the junior high boys’ head basketball coach in Florence, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions. The firm manages over $1 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Jeffrey Reish is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James and affiliated firms since 2003. He is also the owner of Sangre de Cristo Financial, a support company involved in financial planning and asset management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized municipal and employer advisory services.

Philip Brown is a financial advisor with LPL Financial in Canon City, Colorado, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2010. Brown is also involved with Colorado Wealth Management LLC, an entity used for accounting and liability purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Kristin Manna is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. She previously worked at Consolidated Planning Holdings, Inc. and spent eight years with Charleston County School District. Outside of finance, she is an author and publisher of "The Basketball Coach's Notebook" and works as a math tutor for high school students. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Ryan Vollweiler is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2021. He has held prior roles within the Schwab organization dating back to 2017 and briefly worked at Voya Financial Advisor, Inc. in 2015-2016. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services such as annual financial reviews and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., distinguishing itself by not charging clients directly and by limiting discretionary management to affiliated or third-party money managers.

Jonathan Levatino is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Apple Inc. Outside of his advisory role, he also works as a rideshare driver for Uber and Doordash. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs. The firm integrates advisory programs with brokerage and insurance product sales through its affiliated entities.

Rachel Gentz is a financial advisor at Verity Asset Management with six years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Menna Wealth Planning Group and The Leaders Group DBA Simplicity Investments. In addition to her advisory roles, she is president and owner of Rachel A Menna Advisors Inc. Verity Asset Management is an SEC-registered investment adviser that provides discretionary portfolio management, retirement-plan advisory, and financial planning to individual, corporate, institutional clients, and other advisers. The firm uses a model-driven investment process emphasizing tactical asset allocation across diverse asset classes and offers both internally managed and third-party models under fiduciary standards.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.