Greenwood Village, CO 5251 Dtc Pkwy Office

William Simmermon is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Woodbury Financial Services and M Financial Group. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Nicholas Dunham is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds the PFS™ designation and has been active in the industry since 2018, including his work with Zimmerman & Dunham and his prior role at ND Sports LLC. 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. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and model portfolios.

Michael Ballou is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with BancSource Mortgage Corporation, a mortgage and real estate services business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and multiple portfolio management options.

Geoffrey Keller is a financial advisor at LPL Financial with 18 years of industry experience. He previously worked at Oppenheimerfunds Distributor, Inc. for 11 years and has held positions at M Holdings Securities, Inc. and The Madison Group. In addition to his advisory role, he provides research and fact-checking on the environmental and economic impact of wildfires for a consulting group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a broad range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research from LPL and third-party subadvisors.

Gregory Mc Elheny is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, Massmutual Life Insurance, and MetLife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and extensive research resources.

Michael Jolie is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 33 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also involved as an agent selling life and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and multiple model portfolio options.

Leor Getzel is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 19 years of industry experience. He previously worked at Woodbury Financial Services, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management supported by both proprietary and third-party research.

Alexis Brown is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and seven years of industry experience. Prior to her current role, she worked at Fragasso Financial Advisors and Private Client Services. Outside of finance, she has experience in the culinary field, including positions at Opa Greek Cuisine and Ohio University Culinary Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and various institutions through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management.

Zachary Frey is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Cadeau College Planning from 2020 to 2023 and Allstate Insurance from 2016 to 2020. 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 range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Patrick Janssen is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2019. Janssen is involved with New Beginnings Divorce Financial Solutions, an investment-related business focusing on divorce financial issues. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Justin Byrd is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and 11 years of industry experience. He previously worked at Massachusetts Mutual Life Insurance Company and New York Life Insurance. Outside of his advisory role, he serves as a preacher in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.