Ann Holland Stewart

Jared Dull is a CFP® and Series 66 registered advisor with five years of industry experience. He is the sole advisor at Otium Wealth Management in Fort Collins, CO, and previously worked at Edward Jones for five years and at ConocoPhillips for nine years. He is also a licensed insurance agent in Fort Collins. Otium Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, and charitable foundations by providing discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with various investment approaches and offers retirement-plan consulting and ERISA fiduciary services.

Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO. He holds a Series 66 designation and has experience working at UBS Financial Services and Fidelity Investments. Outside of finance, he has held roles associated with golf academies and country clubs. Ascend Private Wealth Management offers combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm employs an investment process that integrates fundamental, technical, and macroeconomic analysis with a mix of active and passive strategies.

Michael Gavin is the sole advisor at Kibo Investment Advisors LLC in Fort Collins, CO. He holds a Series 65 designation and has been affiliated with Kibo since 2026. Gavin also maintains a full-time academic appointment at Colorado State University since 2012. Kibo Investment Advisors LLC offers discretionary investment management and tailored advisory services primarily to individuals, high-net-worth households, trusts, and families. The firm employs a proprietary quantitative approach that integrates machine learning and academic research, focusing on companies with lower carbon exposure.

Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.

Sunit Bhalla is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has been with Oaktree Financial Planning, LLC since 2008. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm combines strategic baseline allocations with tactical adjustments and emphasizes tax-aware account placement and periodic rebalancing.

Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.