Colorado Springs, CO Office

Chad Holland is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously served at First Command Advisory Services and related entities for 16 years. Outside of his advisory work, he is president of Tres Shocker, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and diverse investment strategies.

Jeffrey Toman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Linsco / Private Ledger, now part of LPL Financial, since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Roger Given is a financial advisor with LPL Financial based in Colorado Springs, CO, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, he operates a CPA firm, Roger Given Inc, specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and consulting services supported by in-house research, third-party subadvisors, and advanced portfolio management technologies.

Sarah Peterson is a financial advisor with LPL Financial in Colorado Springs, Colorado. She holds a Series 66 designation and has 23 years of industry experience, including 19 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Franklin Naylor III is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He previously worked at Crown Capital Securities LP for 26 years before joining LPL Financial. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Lewis is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. Her prior work includes roles at Netlaw, WealthWave, World Financial Group, and Transamerica Financial Advisors. She serves on the Planned Giving Committee of Luke5Adventures, an organization focused on hiking activities for individuals who otherwise cannot participate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

William Savage is a financial advisor with LPL Financial in Colorado Springs, CO, holding the Series 63 designation and having 42 years of industry experience. He has been with LPL Financial since 1989. Savage serves as Co-Trustee for the Marcia V Griswold Family Trust, a role he has held since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Kevin Wilson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. The firm 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. LPL Financial offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support diverse investment strategies.

Deborah Peterson is a financial advisor with LPL Financial in Colorado Springs, CO. She holds Series 63 and Series 65 credentials and has 45 years of industry experience, including over two decades at Linsco/Private Ledger Corp. She also operates Life Investment Group, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of advisors, offering a variety of advisory programs and financial planning services.

Paul Hoghaug is a financial advisor with LPL Financial, holding a Series 63 designation and having 31 years of industry experience. He has worked at LPL Financial since 2019 and was previously with Ameriprise Financial Services from 2014 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model and wrap offerings, retirement plan consulting, and brokerage services.

David Haraway is a financial advisor with LPL Financial in Colorado Springs, CO, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he owns various mineral rights in Oklahoma for lease and drilling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Gerald English II is a financial advisor with LPL Financial in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has been associated with Linsco Private Ledger since 2006 and operates under the DBA English Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering comprehensive financial planning and advisory programs supported by research and a variety of management strategies.

Megan Kupratty is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Command Insurance Services and First Command Financial Planning. Based in Colorado Springs, CO, she has been with LPL Financial since 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios, third-party research, and technologies such as machine learning.