Top business Financial Management financial advisors in Centennial, CO

David Riggle is a CFP® and ChFC® with 37 years of industry experience. He is currently an investment advisor representative at The AmeriFlex Group and has held prior roles at Cambridge Investment Research, Cetera Advisors LLC, and other firms. Outside of his advisory work, he is involved in insurance and benefits through Great Futures. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Charlene Laney is a CFP® professional with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at LPL Financial and Schwab Private Client Investment Advisory, Inc. In addition to her advisory work, she serves as a Notary Public in Colorado and acts as a Chapter Success Coach with BNI. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of portfolio management options through multiple platform arrangements and features proprietary and third-party model strategies.

Randall Mason is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. He has worked with Cetera Advisors LLC since 2015 and continues to serve clients through Cirrus Financial Group Inc, a firm he has been affiliated with since 1991. Outside of his advisory work, Mason is involved in a landscape marketing and design business and manages a personal LLC. Cetera Investment Advisers LLC is an SEC-registered firm providing services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning solutions, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Jerry Gruber is a financial advisor with Progress Alliance Investment Services in Englewood, Colorado, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 42 years of industry experience, having previously worked at firms including Ameriprise Financial Services, National Planning Corporation, and Greenbook Investment Management. Outside of advisory work, he serves as director of marketing for NEOPP Consulting and is president of Rocky Mountain Financial Consultants, Inc., both consulting businesses. Progress Alliance Investment Services provides portfolio management, financial planning, and investment consulting primarily for individual clients, as well as pension plans and charitable organizations. The firm offers discretionary portfolio management, third-party manager oversight, and both wrap and non-wrap account programs, typically managing accounts based on client suitability information.

Elijah James Brown is a CFP® professional with 14 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Fidelity in various advisory roles. Outside of his financial advisory work, he owns and manages BALDIE LLC, a parent company with subsidiary businesses including vending machine operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.