Philip Dean Neville

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.

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.

Jason Taylor is a CFP® with 21 years of industry experience and the sole advisor at Taylors Financial in Fort Collins, CO. He previously worked at Aspen Leaf Wealth Management and has operated Taylor's Accounting & Income Tax since 1998. Outside of financial advising, he is a children's author with Blue Shoe Books, LLC. Taylors Financial is an independent advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing multiple analytical approaches and offering certain higher-risk investments to qualified high-net-worth clients.

Roger Sample is the sole advisor at Sample Financial Advisers, LLC in Fort Collins, CO, holding a Series 65 license with 13 years of industry experience. He has managed Sample Financial Advisers since 2016 and also serves as a managing member of Sample CPA's, LLC, a public accounting firm where he prepares tax returns. Sample Financial Advisers provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, retirement plan sponsors, and small businesses. The firm combines fundamental and technical analysis with third-party research to build tailored portfolios, offers financial planning as part of asset management, and provides ERISA-related consulting services to retirement plans.

Ryan Stout is a CFP® professional with 18 years of industry experience, currently serving at Theory Financial in Fort Collins, CO since 2019. His prior experience includes roles at Tiaa and TIAA-CREF from 2012 to 2019. He also serves as a trustee for Mill City Church, where he helps oversee financial decisions. Theory Financial is a registered investment adviser managing approximately $319.2 million across 252 client relationships, offering discretionary and non-discretionary investment management, financial planning, and retirement advisory services. The firm employs a strategic, globally balanced asset-allocation approach using diversified mutual funds, ETFs, individual stocks, and bonds, combining Modern Portfolio Theory with fundamental and cyclical analysis.

Jeremy Busch is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Keystone Financial Services since 2020 and previously held roles at Cetera Advisor Networks, CWM, LLC, Edward Jones, and ABR Inspections, LLC. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, trusts, and broker-dealer customers. The firm combines fundamental, technical, and industry-expert analysis with diversified asset allocation, tactical adjustments, and tax awareness in its investment approach.