Delanie S Mc Morris

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.

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 holds a Series 65 license with 18 years of experience in the financial industry. He has been the sole advisor at Oaktree Financial Planning, LLC since 2008, based in Fort Collins, Colorado. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm’s approach combines strategic baseline allocations with tactical adjustments, using both index and actively managed funds, and emphasizes tax-aware account placement and liquidity management.

Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, CO, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. prior to founding his current firm. He is also involved as a coordinator for Financial Peace University and manages an affiliated insurance entity through Fletching Arrows Financial LLC. Fletching Arrows Wealth Management LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm uses the Orion Portfolio Solutions platform and combines fundamental and technical analysis to support investment strategies, managing accounts on a discretionary basis with quarterly reviews.

David Ybarra is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Aspired Wealth, an independent firm he has led since 2024. His prior experience includes roles at Consilio Wealth Advisors, Northwestern Mutual Investment Services, and Fidelity. Aspired Wealth Planning LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs Modern Portfolio Theory and Monte Carlo analysis to construct diversified portfolios, incorporating derivatives strategies and third-party sub-advisors, and offers tailored planning on retirement, estate, tax, and employer benefits.

Thomas Paulson Jr. is the sole advisor at Thomas A. Paulson, Jr., CPA, an independent firm based in Loveland, CO. He holds the Personal Financial Specialist (PFS™) designation and has 27 years of industry experience. In addition to his advisory role since 2004, he is president and sole owner of a CPA practice specializing in tax preparation and small business accounting, which he has operated since 1995. The firm primarily serves individual investors and trustees, offering discretionary portfolio management and comprehensive financial planning that includes tax and insurance reviews, retirement projections, and estate planning. Investment advice is goal- and allocation-driven, using no-load mutual funds, ETFs, and common stocks, with accounts managed on a discretionary basis and periodically rebalanced.