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Aidan S

Series 65

Greenwood Village, CO

Capstone Investment Financial Group, LLC

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.

ESG / Sustainable investing Active portfolio management Real estate investing Founder/Business Owner
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Ryan T

Series 65

Webster, NY

Capstone Investment Financial Group, LLC

Ryan Turbyfill is a financial advisor at Capstone Investment Financial Group, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in real estate sales through Re/Max Alliance/Turbyfill since 2002. Outside of financial advising, Turbyfill coaches endurance athletes through his business, Elevation Multisport LLC. Capstone Investment Financial Group serves individual investors, institutions, and various plan types by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk management over market timing, uses proprietary model strategies, and manages a pooled private vehicle focused on privately sourced debt.

ESG / Sustainable investing Active portfolio management Real estate investing Founder/Business Owner
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Lindsey S

Series 65

Colorado Springs, CO

Capstone Investment Financial Group, LLC

Lindsey Simek is a Series 65-licensed financial advisor with Capstone Investment Financial Group, LLC, based in Colorado Springs, CO. She has five years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities, LLC. Capstone Investment Financial Group offers financial planning and portfolio management services to individuals, retirement plans, trusts, estates, charities, corporations, and other advisory firms. The firm employs a risk-focused investment approach with proprietary and thematic strategies and maintains a monthly portfolio review process.

ESG / Sustainable investing Active portfolio management Real estate investing Founder/Business Owner
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James C

CFA®

Webster, NY

Capstone Investment Financial Group, LLC

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.

ESG / Sustainable investing Active portfolio management Real estate investing Founder/Business Owner
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