Fort Collins, CO Vermont Dr Office

Randal Petrilli is a financial advisor with LPL Financial in Fort Collins, CO, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Cambridge Investment Research, Inc. for 12 years before joining LPL Financial in 2024. 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 a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Jeremiah Slavin is a financial advisor with LPL Financial based in Fort Collins, CO. He holds the Series 66 designation and has been in the industry since 2025. Prior to joining the financial sector, he worked in various roles including positions at Starbucks and as a coach for the Muskegon Lumberjacks. Jeremiah is also affiliated with Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and services, including financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Megan Frahm is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. She has worked at LPL Financial since 2021 and previously at MMF LLC and Waddell & Reed, Inc. Additionally, she has engaged in other business ventures related to wealth planning under LPL-affiliated entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by research and various model portfolio options.

Ryan McNulty is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2019 and is involved with Choice City Holdings LLC and Choice City Group Inc. McNulty also operates a business with Marissa McNulty and has experience with various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting, model portfolios, and technology-driven investment solutions.

Travis Whitaker is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Ameritas Investment Corp, SmartPro Financial, Pfs Investments Inc, and Primerica Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Courtney Bradshaw is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, Bradshaw was associated with Active Financial Solutions, a DBA for the LPL business, for 12 years. Outside of advisory work, Bradshaw is involved with Cinco C LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, research, and various overlay and participant advice programs.

Matthew Goodwin is a financial advisor with LPL Financial in Fort Collins, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL in 2024, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. Outside of his advisory work, he is involved with Front Range Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.