Samantha White

Lucas Casarez is a CFP® professional with 10 years of industry experience. He is the principal of Level Up Financial Planning, LLC, an independent advisory firm, and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during tax season. His prior experience includes roles at Cetera Advisor Networks, Western Wealth Management, LPL Financial, and Keystone Financial Services. Level Up Financial Planning, LLC serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning through subscription, fixed-fee, or hourly engagements. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, guided by client-specific investment policy statements, and also incorporates technical and cyclical analysis as part of its planning process.

Andrew Logue is the sole advisor at Fletching Arrows Wealth Management LLC in Loveland, CO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Navigation Wealth Management, Sigma Financial Corporation, Spc, and Navigation Financial Services before founding his current firm in 2017. Outside his advisory role, he coordinates Financial Peace University, an educational program focused on financial literacy. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, utilizing the Orion Portfolio Solutions platform. The firm manages accounts on a discretionary basis with regular reviews and combines fundamental and technical analysis to support various investment strategies.

James Milroy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Perspective Wealth Advisors in Loveland, CO, where he has worked since 2025. His prior experience includes roles at Easterly Securities LLC & Easterly Asset Management LP, James Alpha Advisors, FDX Capital, LLC, Syntrinsic Investment Counsel, and SRS Acquiom. Perspective Wealth Advisors serves individuals, high-net-worth families, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm combines strategic and tactical asset allocation with fundamental, technical, and proprietary quantitative analysis, offering customized portfolios that may include individual securities, ETFs, alternative investments, and tailored ESG options.

Jeremy Busch is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keystone Financial Services since 2020. His prior roles include positions at Cetera Advisor Networks, Cwm, LLC, and Edward Jones. Outside of financial advising, he was involved with ABR Inspections, LLC and worked in the Weld County School District. Keystone Financial Services manages approximately $306 million for a diverse client base, including individuals, trusts, and retirement plans. The firm employs a range of investment strategies across multiple asset classes, emphasizing active portfolio management, asset allocation, and tailored solutions.

Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment solutions.

Jennifer Walenter is a financial advisor at Keystone Financial Services with Series 65 credentials. She has over 14 years of industry experience, including 13 years at Edward Jones and subsequent roles at Keystone Financial Services. Keystone Financial Services manages approximately $306 million for around 509 clients, providing services to individuals, trusts, retirement plans, and broker-dealer customers. The firm employs a range of investment strategies across multiple asset classes, combining fundamental, technical, and industry expert analysis, with portfolios that are actively monitored and tailored for tax efficiency or partial delegation.