CFP®-certified financial advisors in Loveland, CO

Elizabeth Yenni is a financial advisor with Thrivent Investment Management in Loveland, Colorado, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Thrivent, she held roles at Northwestern Mutual and engaged in various positions across multiple industries. She also works as an independent contractor with Clear River Consulting, assisting on clean energy and community resource projects. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analyses and written recommendations on a range of planning topics without discretionary portfolio management. The firm integrates planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

John Rothones is a financial advisor with Edward Jones in Loveland, Colorado, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large network of financial advisors and branch offices nationwide.

Paul Hummel is a financial advisor with LPL Financial based in Loveland, Colorado. He holds a Series 63 designation and has 37 years of industry experience, including 24 years with Investment Centers of America, Inc. and nine years with LPL Financial. Outside of his advisory role, he is a business owner of a local restaurant, Justine's Pizza. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning and a variety of advisory programs supported by both discretionary and non-discretionary management.

William Tychsen II is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at First Tech Federal Credit Union and Raymond James Financial Services. He is also the CEO of Tychsen Advisory Group, a financial advisory business. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with access to a variety of investment products and third-party managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.

Christa Bouchard is a CFP® professional with eight years of industry experience, currently serving as an advisor at Wells Fargo Clearing since 2018. Prior to that, she worked with The Nanci Garnand Team and was involved with Respite Care, Inc. She holds a Series 66 designation. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, drawing on research from Wells Fargo Investment Institute and third-party sources.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.