Wesley Brown is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with CogentBlue Wealth Advisors since 2019, including its prior formation as WEALTHCARE ADVISORY PARTNERS LLC, and previously worked at Rather & Kittrell, Inc. Outside of financial advising, he is a partner in Origin Offroad, LLC, a vehicle upfitting business. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement, utilizing outside managers and sub-advisors as appropriate.

Nicholas Hoogendyk is a CFP® professional with five years of industry experience, currently serving at CogentBlue Wealth Advisors, LLC. He previously worked at Acorn Creek Capital LLC, Bank of America, Merrill, Black Mountain Tax & Consulting, and Hoogendyk & Associates LLC. Outside of his advisory role, he participates in a nonprofit organization focused on mentoring underserved youth in Fort Collins, Colorado. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client's investment policy statement, with regular monitoring and rebalancing.

Savannah Cooper is a CFP® professional with eight years of industry experience, currently serving as an advisor at CogentBlue Wealth Advisors, LLC. Prior to joining CogentBlue, she worked at Morris Financial Concepts, Inc. for seven years and has additional experience at Bank of America and D.A. Davidson & Co. Outside of finance, she has worked briefly in the fitness industry with O2 Fitness. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory approach tailored to each client’s investment policy statement and incorporates outside managers and sub-advisors as appropriate.

Theodore Yoos III is a CFP® professional with 26 years of experience in financial advising. He currently works at CogentBlue Wealth Advisors, LLC and has prior experience with Cornerstone Financial Management LLC, Back Bay Financial Group, Inc., and Tanager Financial Services Inc. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory–based approach, incorporates third-party managers, and offers flexible planning engagements tailored to client needs.

Jacqueline Kabel is a CFP® and holds a Series 66 license with three years of industry experience. She is currently with CogentBlue Wealth Advisors, LLC and has prior experience at Acorn Creek Capital, Merrill, and Wells Fargo Clearing Services. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and offers integrated solutions including third-party managers and held-away account support.

Robert Bolen is a financial advisor at CogentBlue Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including United Income, Inc. and Bolén Asset Management, Inc. He also owns RV Bolen Consulting, a consulting service unrelated to investment advising. CogentBlue Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based investment approach tailored to each client’s investment policy, with regular monitoring and rebalancing, and utilizes third-party managers and sub-advisors as appropriate.