Denver, CO Office

Dana Brayshaw is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2025, Dana worked at OSAIC for two years and spent eleven years at Signature Financial Partners, LLC. Dana holds the Series 66 designation and is based in Denver, Colorado. 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 variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Jan Long is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 credential and 19 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Edwards is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc., Fortis Financial Group/Woodbury Financial Services, and Copic Companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Henry Zabarsky is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Mr. Zabarsky serves as a FINRA arbitrator, is a licensed notary in Colorado, and has developed a religious product for sale. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and operational tools, managing over $819 billion in discretionary assets.

Austin Whitcher is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, his career included roles at the University of Colorado Boulder and various other businesses. Outside of advising, he is employed as a Doordash driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisers and advanced operational tools.

Jacob Jones is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and The Connor Group. Outside of his advisory work, he is involved as a fitness coach with VASA Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Lars Henrikson is a CFP® certified financial advisor with LPL Financial, based in Denver, CO. He has four years of industry experience, including roles at Parcion Private Wealth LLC and Pathstone. Outside of finance, he has worked with the Seattle Tennis Club. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sarad Tomlinson is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked with JP Morgan Securities, Merrill, Bank of America, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Thomas Valdez Jr. is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Fidelity from 2006 to 2008. Valdez also manages a separate investment-related business, Valdez Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology and a broad platform that includes insurance and banking partnerships.

Scott Cody is a financial advisor with LPL Financial based in Denver, Colorado, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 12 years with Securities America Advisors, Inc., as well as time at Hornor, Townsend & Kent, LLC and New England Securities. Cody is also involved with Latitude Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining technology tools with a broad financial services platform.

Isaac Suazo is a financial advisor with LPL Financial in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at BancWest Investment Services, Inc. and Bank of the West starting in 2017, and he has experience at Edward Jones from 2016 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kelsey Odey is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL in 2018, Kelsey worked at Wells Fargo Clearing, Wells Fargo Advisors, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Shelley Schlossberg is a CFP® professional with 44 years of industry experience. She has been with LPL Financial since 2003 and previously worked at UBS Financial Services from 1999 to 2003. Schlossberg also operates Castle Mountain Financial, a non-variable insurance business focused on medical, dental, and life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers and model portfolios, and supports its advisors with advanced operational and research tools.

Maria Barela is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory role, she is involved with Vargas Wealth Ventures, a real estate rental business where she serves as registered agent. LPL Financial is a national broker‑dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Heather Coyle is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Denver, CO. Her prior experience includes roles at Transamerica Financial Advisors, World Financial Group, and Transamerica Capital. She also manages Elevate Wealth Management, an investment-related business operating as a DBA for her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a large network of investment adviser representatives.