Western Wealth Management LLC

Ali Barghelame is a financial advisor with Western Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has 20 years of industry experience. He has worked at Financial Advocates Investment Management since 2017 and has been associated with Massmutual Life Insurance Company since 2008. Outside of his advisory work, he is an owner and co-distributor of a nutritional supplements business. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management and financial planning through a decentralized network of 88 advisors, utilizing a range of investment strategies and access to multiple advisory programs.

Gregory Jackson is a financial advisor with Western Wealth Management LLC in Castle Rock, CO, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Western Wealth Management since 2015 and has been affiliated with LPL Financial since 2005. Jackson also operates a financial management business under the name Jackson Financial Management. Western Wealth Management LLC serves a wide range of clients, including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing model portfolios and a variety of investment strategies across multiple asset types.

Gregory Beal is a CFP® with 13 years of experience in the financial services industry. He is currently with Western Wealth Management LLC and has previously worked at LPL Financial, Morgan Stanley, Advised Asset Group, LLC, and Cetera Advisors LLC. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment services through a decentralized network of advisors. The firm utilizes a range of investment strategies and maintains oversight through an in-house investment committee.

Brooke Martinez is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a licensed notary and operates a home-based business entity for tax and investment purposes. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisers, offering a range of investment strategies and access to multiple LPL-sponsored advisory programs.

Deborah Frank is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Western Wealth Management and affiliated entities since 2014 and also operates D. Frank & Associates. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors, utilizing a range of investment strategies and LPL-sponsored programs.

Cameron Dye is a Series 66-licensed financial advisor with Western Wealth Management LLC, based in Broomfield, CO, and has seven years of industry experience. He has been with Western Wealth Management and LPL Financial since 2019. Outside of his advisory role, he coaches and trains amateur athletes through Peak Athletic Collective. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and retirement plan sponsors, offering comprehensive portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors and employs a range of investment strategies across multiple asset classes.

Kimber De Loia is a financial advisor with LPL Financial based in Golden, Colorado, holding a Series 66 designation and 25 years of industry experience. She has been with LPL Financial since 2011 and has also worked at Western Wealth Management, LLC since 2016. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with a range of investment models, third-party managers, and combines advisory with brokerage services tailored to client needs.

Jeffrey Hutcheson is a financial advisor at Western Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at GPS Wealth Strategies Group, LLC and LPL Financial. Hutcheson also manages a separate financial entity, Hutcheson Financial, LLC. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and consulting services. The firm operates a decentralized network of advisors with access to various investment strategies and LPL-sponsored programs.

Kirk Jones is a financial advisor with Western Wealth Management LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Western Wealth Management since 2018 and has prior experience with Independent Financial Partners and LPL Financial. Outside of his advisory role, Jones is involved in sports broadcasting, serving as a co-host for University of Miami football pregame radio and as a color analyst for the Denver Broncos. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing a range of investment strategies and products across discretionary and non-discretionary platforms.

Gary Mangelsdorf is a financial advisor with Western Wealth Management LLC in Lakewood, CO. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Western Wealth Management since 2014 and has also been associated with LPL Financial since 2006. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors with portfolio management, financial planning, retirement plan consulting, and institutional investment management. The firm operates as a decentralized network of 88 advisers offering a range of investment strategies and access to multiple advisory programs.

Jarred Olson is a financial advisor with Western Wealth Management LLC in Golden, CO, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Western Wealth Management, he worked at Horizon Ventures, Elevate Womens Health, The Forbes Securities Group, and The Forbes M&A Group. In addition to his advisory role, Olson is the founder and CEO of Antaero Aviation, LLC, a private aviation services business. Western Wealth Management serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 advisors using a range of investment strategies and third-party manager relationships.

Diana Bobka is a financial advisor at Western Wealth Management LLC with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones from 2008 to 2016 before joining Western Wealth Management and LPL Financial in 2016. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and consulting services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including model portfolios, ETFs, mutual funds, equities, bonds, alternatives, derivatives, and cryptocurrency products.

William Mako is a financial advisor at Western Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and has ongoing employment as a ski instructor with Vail Resorts. Western Wealth Management LLC serves a diverse clientele including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers a range of portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives.

James Olson is a CFP® with 42 years of industry experience, currently serving as an advisor at Western Wealth Management LLC since 2021. Prior to this, he held roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney from 2010 to 2021. Outside of his advisory work, he is involved as a sole proprietor in a rental home business. Western Wealth Management LLC serves individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors through comprehensive portfolio management, financial planning, and institutional investment services. The firm operates as a decentralized network of 88 investment adviser representatives and employs a range of investment strategies including ETFs, mutual funds, individual securities, alternatives, and derivatives.

Kara Jett is a financial advisor with LPL Financial in Windsor, Colorado, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She previously worked at Waddell & Reed, Inc. for ten years before joining LPL Financial and Western Wealth Management, LLC in 2021. Jett serves as Chief Compliance Officer and provides investment advisory services through Western Wealth Management, an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a broad range of delivery options, including financial planning, model-portfolio programs, and third-party asset management.