Top long-term care insurance financial advisors in Colorado Springs, CO

Tyler Jordan is a financial advisor at Eagle Strategies (NY Life) based in Colorado Springs, CO, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and operates under the DBA Pioneer Horizons Financial, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, delivering customized advice through various program types with an emphasis on non-discretionary asset management.

David Motley is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price and Valic Financial Advisors. In addition to his advisory work, he manages real estate flipping ventures through MRH, LLC and Home Acq 13 LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that builds strategic model portfolios and adaptive investment strategies.

Travis Feldman is a financial advisor at Edward Jones in Colorado Springs, CO, holding a Series 66 designation. He has one year of experience in advisory services and previously worked at Gem Horology, where he was self-employed for four years, and Ascension Health for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of more than 23,700 financial advisors.

Katharine Euler is a Series 66-licensed financial advisor with LPL Financial, based in Colorado Springs, CO. She has nine years of experience with LPL Financial and a total of seven years in the industry. Outside of her advisory role, she is co-owner of a local Baskin Robbins franchise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Seth Jensen is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. Prior to joining Cetera in 2025, he worked at Fidelity Investments for five years. In addition to his advisory role, he is involved with the Financial Independence Group as an independent agent focusing on life insurance and annuity solutions. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, serving individual, institutional, and retirement plan clients.

Aden Partee is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Foundations Investment Advisors LLC with two years of industry experience. His prior roles include positions at JEHM Wealth & Retirement, Alloy Investment Management, and LPL Financial. Outside of finance, he has work experience in the retail and service industries, including multiple years at Chick-fil-A. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis in its investment approach and offers services through a large network of affiliated offices and representatives.

Carey Yukich is a financial advisor with Equity Services, Inc. and Truewealth Advising Group, Inc., holding Series 63 and Series 65 credentials and 25 years of industry experience. He has served as president of Truewealth Advising Group and is involved in financial education as an instructor and guest speaker for financial fitness courses. Yukich is also a board member of a local charitable community foundation. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.

James Neaylon is a financial advisor at IP Financial Advisory Services LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services, Inc. for 25 years and Equitable Advisors for one year. Outside of his advisory work, Neaylon serves as president of the Illinois Manufacturing Foundation, a nonprofit focused on adult education, and holds board positions with several nonprofit organizations related to mental health and education. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, managed account programs, and retirement-plan consulting. The firm emphasizes customized portfolios and a focus on non–high-net-worth individuals, combining traditional investment advisory services with insurance and risk management consulting.

Gregory Smarr is a financial advisor with Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has led his independent firm since 2004. Outside of his advisory work, he is licensed to sell various insurance products including life, fixed annuities, and property and casualty insurance through multiple carriers. Smarr Financial Services, Inc. provides financial planning and investment supervisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a fundamental investment approach combining long-term buy-and-hold strategies with selective short-term trading, managing a diverse portfolio that includes equities, mutual funds, ETFs, REITs, fixed income, alternatives, and options.