Top financial advisors working with women professionals in Loveland, CO

Elizabeth Yenni is a financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Northwestern Mutual and has held various roles including an independent contracting position with Clear River Consulting, where she supports clean energy and community environmental projects. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial planning without discretionary trading authority.

John Rothones is a Series 66 licensed financial advisor with Edward Jones, based in Loveland, CO. He has 19 years of industry experience, all spent with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of investment strategies and affiliated services under a fiduciary standard.

Paul Hummel is a financial advisor with LPL Financial in Loveland, CO, holding a Series 63 designation and 37 years of industry experience. Prior to joining LPL Financial in 2017, he spent 24 years at Investment Centers of America, Inc. In addition to his advisory work, he is a business owner of a local pizza restaurant in Loveland. 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 portfolio programs, third-party asset management, and institutional platforms.

William Tychsen II is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC, he worked with First Tech Federal Credit Union and Raymond James Financial Services Advisors. He is also the CEO of Tychsen Advisory Group, a financial advisory firm. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage diverse portfolios.

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.

Lance Lohr is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1996, focusing on advising and managing client portfolios and wealth management strategies. Lance holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Chartered Retirement Planning Counselor™ (CRPC) designation, along with FINRA Series 7, 63, and 65 registrations. His expertise encompasses a broad range of client focus areas, including college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Lance graduated from Moeller High School, played football at Vanderbilt University, and earned his Bachelor of Science in Business Administration from the University of Cincinnati. Lance follows Merrill's tradition of community service by volunteering with local organizations. His personal interests include football, golfing, hiking, traveling, and spending time with his family. He emphasizes working one-on-one with clients to develop personalized financial strategies tailored to their long-term goals.

Le Anne Morris is a CFP® and ChFC® credentialed financial advisor with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna Apodaca is a CFP® professional with 17 years of industry experience, currently with Mercer Global Advisors Inc. Her prior roles include positions at TD Ameritrade, Scottrade, and Lake Point Wealth Management. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a variety of implementation options.

Kevin Harper is a Certified Financial Planner (CFP®) with 29 years of industry experience. He is currently with RFG Advisory, LLC in Birmingham, AL, where he has worked since 2015, including prior roles at LPL Financial and Ameriprise. Harper is a co-owner of LHP Capital LLC, a commercial real estate business. RFG Advisory provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and select institutional clients. The firm employs discretionary investment strategies through model portfolios, third-party platforms, and serves as a sub-adviser to multiple ETFs, with additional specialized services for retirement accounts and alternative investments.

John Brown is a financial advisor at Savant Wealth Management with 26 years of industry experience. He holds a Series 65 designation and previously worked at Exencial Wealth Advisors, LLC and Bush O'Donnell Investment Advisors, Inc. Outside of his advisory role, he serves as chairman of GJ Liquidation Company, a former supplier of railroad crossties. Savant Wealth Management provides comprehensive wealth management, portfolio management, financial planning, and family office services to individuals, families, institutions, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated legal, accounting, and trust services through affiliated entities.