Parker, CO Office

William Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at LPL Financial since 2008 and previously was employed by Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also involved with Western Wealth Advisors as a financial advisor. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Laura Berg is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Cadaret Grant & Co., Inc., Fidelity Brokerage Services LLC, and Centaurus Financial, Inc. She is also the owner of Laura Berg Creative, LLC, a business unrelated to investment advisory services. 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 through a large network of investment adviser representatives, employing model portfolios, third-party subadvisors, and customized strategies.

Brian Finlayson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Oppenheimerfunds Distribution Inc and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Philip Devargas is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 21 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2011 to 2018. He is involved with Devargas Wealth Strategies, LLC, which offers fixed life, long-term care, and disability insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Mathiesen is a financial advisor with LPL Financial in Parker, CO, holding Series 63 and Series 65 credentials and totaling 34 years of industry experience. His career includes roles at MSI Financial Services, Valic Financial Advisors, and Charles Schwab. 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 and access to various portfolio management strategies, supported by a large network of investment adviser representatives.

Andrew Gaber is a CFP® professional with 16 years of experience in financial advisory. He has worked at LPL Financial since 2018 and previously held positions at Ameriprise Financial Services and Thrivent Investment Management. Outside of his advisory work, Gaber is involved with Gotham Capital Management, a non-investment related business entity. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and oversight of more than $819 billion in discretionary assets.

Benjamin Mossman is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Waddell & Reed, Business to Business Leads Group, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors managing more than $819 billion in discretionary assets.