Advisers Investment Management, Inc.

Adam Ermel is a financial advisor at Advisers Investment Management, Inc. in Colorado Springs, CO, holding a Series 65 designation with seven years of industry experience. He has worked at Advisers Investment Management, Inc. since 2012 and had previously been associated with Rod Ermel Associates, Inc. from 2010 to 2022. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm employs an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios across a spectrum from bonds to stocks on a discretionary basis.

Lucas Laudick is a financial advisor at Advisers Investment Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Latitude Tax Advisors, LLC, where he also serves as Office Manager, REACOS, Inc., Rod Ermel Associates, Inc., Kinder Morgan, T. Rowe Price, and TRC of Southern Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm follows an evidence-based investment process using globally diversified model portfolios and manages roughly $105 million across about 570 discretionary accounts.

Rollyn Wild is a financial advisor at Advisers Investment Management, Inc. in Colorado Springs, CO, holding a Series 65 credential with 27 years of industry experience. He has been with Advisers Investment Management since 1998 and has prior experience at Bankers Investment Management, Inc. and Investment Management Systems, Inc. Advisers Investment Management, Inc. serves individuals, including high-net-worth clients, as well as various institutional clients such as pension plans and non-profits. The firm employs an evidence-based investment approach using globally diversified model portfolios managed on a discretionary basis.

Paul Nelson is a financial advisor with Advisers Investment Management, Inc. He holds a Series 65 designation and has 25 years of industry experience. Nelson has worked at Advisers Investment Management, Inc. since 2000 and operates Nelson & Company, P.C. since 2004. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, non-profits, and corporations. The firm uses an evidence-based investment process grounded in Modern Portfolio Theory, managing globally diversified portfolios on a discretionary basis.

Logan Alley is a financial advisor at Advisers Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services sector since 2005, including positions at PFS Investments Inc. and Primerica Financial Services. Outside of advising, Alley manages and operates multiple ranching and horse breeding businesses in Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, institutions, and employers. The firm employs an evidence-based investment approach using globally diversified model portfolios and manages approximately $105 million across about 570 discretionary accounts.