Fort Collins, CO 2950 E Harmony Rd Office

Gabriel Mecham is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in equity compensation services, investment consulting for defined contribution plans, and small business strategies. In his role, Gabriel works closely with clients to understand their individual priorities and develop strategies to pursue their financial goals over various time horizons. He provides guidance on general investing, retirement planning, and preparing for unexpected expenses. Gabriel holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He attended Brigham Young University - Idaho without degree conferral and obtained a high school diploma from Red Mountain High School. Gabriel communicates with clients in both English and Spanish. Outside of his professional work, Gabriel has interests in adventure sports, spending time with his family, and watching movies.

Brien Mattingly is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and Bank of America. He provides comprehensive financial advice and guidance to individuals, families, institutions, and businesses, leveraging access to research and resources from a global network of specialists. Brien focuses on helping clients achieve clarity and confidence in their financial future by emphasizing the importance of setting detailed financial goals and maintaining disciplined plans to accomplish them. Brien grew up on Mirage Farms, a farming and ranching operation in the San Luis Valley near Moffat, Colorado, where he developed values of hard work, discipline, problem-solving, and persistence. He graduated from the University of Colorado Boulder with a degree in Political Science after playing three years of Division I basketball, earning honors such as the Dean's List, Commissioner's Honor Roll, and Big XII All-Academic First Team. His professional career includes experience as a financial advisor at Promark Financial, AXA Advisors, and Wells Fargo Advisors, which informs his approach to wealth management. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brien is engaged in his community through involvement with organizations such as Colorado Youth at Risk, Habitat for Humanity, Junior Achievement, and the Porter Billups Leadership Academy, and is active in professional groups including the Fort Collins Chamber of Commerce and the Newcomers Club.

Matthew Voelker is a Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing strategies to pursue their short-, mid-, and long-term financial goals. His role includes providing guidance on general investing, retirement planning, and saving for unforeseen events. He also coordinates access to specialists in banking, credit, home financing, and small business solutions within Bank of America. Voelker helps clients build, manage, and preserve their wealth through personalized strategies that incorporate investment planning, income considerations, tax-efficient strategies, debt management, and estate considerations. He collaborates with clients' tax advisors and estate attorneys to design comprehensive financial plans. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Ohio State University. In his personal time, Voelker enjoys adventure sports such as biking, boating, rock climbing, scuba diving, skiing, and swimming, as well as cooking, football, and spending time with his family.

Taylor Rhoades is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his tenure at Merrill in 2015, he has focused on helping families plan for familial priorities and retirement through personalized wealth management strategies. Taylor started his financial career in 2009 as a banker in Colorado before pursuing an MBA with a concentration in Supply Chain Management at the University of Tennessee, which he completed in 2014. He holds a Bachelor's Degree from Montana State University and has earned the CERTIFIED FINANCIAL PLANNER® certification as well as the Personal Investment Advisor (PIA) designation. He takes a disciplined planning approach, emphasizing clear expectations and understanding clients' backgrounds and goals. Outside of work, Taylor enjoys running marathons, playing volleyball, and spending time with his wife, daughters, and dog near the foothills of northern Colorado.

Jason Jones is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Alvarado is a Client Experience Advisor at Merrill Lynch Wealth Management. In his role, he collaborates with Merrill clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. He aims to provide clients with the knowledge and tools to manage their financial lives and select the platform that aligns with their needs. Eric holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the California State University System. He approaches his work by helping clients identify what matters to them and their families, assisting in creating strategies to pursue their financial goals.

Kelli Olsheski is a Wealth Management Advisor and a CERTIFIED FINANCIAL PLANNER® professional associated with Merrill. She specializes in helping executives, business owners, engineers, women, and their families navigate the complexities of their financial lives through clear, personalized strategies aligned with their goals and priorities. With extensive experience in college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, and investment strategy, Kelli addresses the intricate financial needs of her clients. She holds multiple professional designations including Accredited Asset Management Specialist (AAMS), CHARTERED FINANCIAL CONSULTANT (ChFC), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her approach emphasizes tailored financial solutions to secure a comprehensive and fulfilling future for her clients. Kelli earned her Bachelor's degree from Virginia Polytechnic Institute & State University. She is fluent in both French and English. Outside of her professional work, she enjoys adventure sports including biking, hiking, ice hockey, running, skiing, yoga, and spending time with her family.