Bryce Pease is a CFP® and ChFC® with 26 years of industry experience, currently serving as an advisor at Capstone Pacific Investment Strategies since 2010. He holds Series 63 and Series 65 licenses and is based in Fort Collins, Colorado. Outside of his advisory role, he receives trail commissions from various insurance companies related to non-securities business. Capstone Pacific Investment Strategies provides portfolio management, financial planning, and pension consulting to individual investors, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers tailored investment advice using model portfolios and a combination of fundamental, technical, and cyclical analysis, with a focus on mutual funds and exchange-traded funds, alongside educational seminars and speaking engagements.

Casey Morris is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Capstone Pacific Investment Strategies since 2010. He holds the Series 66 designation and is based in Fort Collins, CO. Outside of his advisory role, he receives trail commissions from various insurance companies related to non-securities business. Capstone Pacific Investment Strategies provides investment advice and planning primarily to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm utilizes mutual funds and exchange-traded funds in customized and model portfolios, employing various analytical methods and regularly offering educational seminars and speaking engagements.