Top financial advisors working with high-net-worth individuals in Montrose, CO

Adam Miller is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Elderado Financial, Inc. since 2007 and has been with Perspective Financial, LLC since 2018. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through written communications, educational workshops, and specialized philanthropic services.

Trevor Harrison is a financial advisor with Edward Jones in Montrose, Colorado, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Frazer is a CFP® with 16 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Charles Schwab & Co., Inc. and Waddell & Reed, Inc. He is also president of Rocky Mountain Strategic Capital Inc. and holds insurance agent licenses with various carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options and access to model portfolios and research.

Rhoda Hannenberg is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing three years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc since 2022 and previously managed bookkeeping and retail activities. Hannenberg serves on the boards of the San Juan Christian Home Educators and the Valley Symphony Association, contributing to community and nonprofit efforts in Western Colorado. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and comprehensive written recommendations across various financial topics without portfolio management or institutional advisory services.

Ashley Dejulio is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. She holds a Series 65 credential and has been with Cimarron Wealth Management since 2018. Outside of her advisory role, she is the sole owner of Southmont Solutions CPA, LLC, a business focused on accounting and tax preparation services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering fiduciary consulting and management services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

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.