Top disability insurance financial advisors in Commerce City, CO

David Pocs is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with IHT Wealth Management since 2019 and has been associated with LPL Financial since 2010. Outside of advisory work, he serves on the board of Friends of the Front Range and has experience as a soccer referee. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, supported by a network of approximately 153 advisor representatives.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.

Thomas Worth is a financial advisor with LPL Financial in Brighton, Colorado, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with LPL Financial since 2009. Worth serves as a nonprofit board member for the City of Brighton, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Rachel Corpuz is a CFP® professional with 24 years of industry experience. She is currently with OSAIC Institutions, Inc., where she has worked since 2023, and previously spent over two decades at CUSO Financial Services, L.P. Outside of her financial advisory work, she owns and operates a jewelry production business, Torched and Twisted Jewelry by Rachel. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm utilizes a network of investment adviser representatives who provide both advisory and brokerage solutions, employing a mix of fundamental and technical analysis alongside access to alternative investments and lending options.

Braulio Campana is a Financial Services Associate at Merrill Lynch Wealth Management. He joined Merrill in 2023 and has since focused on delivering a high level of service to his clients. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Braulio earned a bachelor's degree from the University of Texas System.

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.

Gregory Smarr is the sole advisor at Smarr Financial Services Inc. in Atlanta, GA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has operated Smarr Financial Services since 2004. Outside of advisory work, he has been involved in selling various insurance products through multiple agencies. Smarr Financial Services provides financial planning and investment supervisory services to individuals, high net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also functions as an insurance agency, offering life, disability, long-term care, group life and health products, and fixed annuities. Its investment approach emphasizes fundamental analysis and long-term buy-and-hold strategies supplemented by moderate trading across a range of asset classes.

John Hale is a financial advisor at Worth Asset Management with 14 years of industry experience. He holds Series 65 and Series 66 designations and has been with Worth Asset Management for 12 years. In addition to his advisory role, Hale is an attorney and owner of The Hale Law Firm, P.C., where he manages legal practice responsibilities. Worth Asset Management provides investment supervisory and portfolio management services to individuals, trusts, and retirement plans. The firm employs a mix of fundamental, technical, and charting analysis, uses outside managers and turnkey asset management solutions, and offers tailored portfolios with regular account reviews.

Matthew Kimberley is a financial advisor with Des Moines Investments, LLC, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He previously worked at Des Moines Wealth Management LLC and Royal Alliance Associates, INC. Kimberley also operates Kimberley Tax Preparation, providing tax preparation services. Outside of finance, he coaches youth softball, offering private lessons in pitching and hitting. Des Moines Investments manages approximately $264.8 million in discretionary assets for around 700 clients, including individuals, business owners, and trusts. The firm offers portfolio management and financial planning services, creating tailored investment profiles and utilizing a range of securities such as ETFs, stocks, bonds, mutual funds, and REITs.

Benjamin Doernberg is a financial advisor at First Step Financial in Boston, MA, holding a Series 65 designation with one year of industry experience. Prior to founding First Step Financial, he worked with Never Again Action and Escape the Room Boston. First Step Financial provides financial planning and advisory services to individual and high-net-worth clients through one-off plans, ad-hoc hourly engagements, and an ongoing subscription option, focusing on modern portfolio theory and broad index mutual funds and ETFs. The firm does not custody or trade client accounts and uses a pricing model based on subscription and hourly fees rather than asset-based charges.