Bryan Dearden is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with PlanMember Securities Corporation and Voya Financial Advisors. Outside of his advisory roles, he is a partner in DEBRTO, LLC, which manages banking and financial records. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, constructing broadly diversified portfolios tailored to clients’ risk tolerance and goals.

Timothy Kadlec is a financial advisor at CS Planning Corp with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including VOYA Financial Advisors and PlanMember Securities Corporation. Kadlec operates several investment and insurance-related business activities in Spokane, WA. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, and other organizations. The firm uses a multi-advisor model to construct globally diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts on an ongoing and often discretionary basis.

Ryan Jordan is a financial advisor with CS Planning Corp and holds Series 66 and Series 63 licenses. He has 11 years of industry experience and has worked at Financial Alternatives, PlanMember Securities Corporation, and Foresters Advisory Services. He also operates a self-employed practice focused on insurance sales and investment services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model to provide portfolio management and financial planning, using a systematic, diversified investment approach tailored to client risk tolerance and goals.