Jared Dull is a CFP® and Series 66 registered advisor with five years of industry experience. He is the sole advisor at Otium Wealth Management in Fort Collins, CO, and previously worked at Edward Jones for five years and at ConocoPhillips for nine years. He is also a licensed insurance agent in Fort Collins. Otium Wealth Management serves individuals, high-net-worth families, trusts, retirement plans, and charitable foundations by providing discretionary investment management and financial planning. The firm combines strategic and tactical asset allocation with various investment approaches and offers retirement-plan consulting and ERISA fiduciary services.

Lucas Casarez is a CFP®-certified financial advisor with 11 years of industry experience. He is the principal of Level Up Financial Planning, LLC and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during the tax season. His prior experience includes roles at CETERA Advisor Networks, CWM, LPL Financial, and Keystone Financial Services. Level Up Financial Planning serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm uses a primarily passive investment approach focused on low-cost, tax-efficient portfolios composed of index mutual funds and ETFs, while incorporating technical and cyclical analysis in its reviews.

Sunit Bhalla is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been the sole advisor at Oaktree Financial Planning, LLC since 2008, based in Fort Collins, Colorado. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily to high-net-worth individuals, trusts, estates, and small businesses. The firm’s approach combines strategic baseline allocations with tactical adjustments, using both index and actively managed funds, and emphasizes tax-aware account placement and liquidity management.

Andrew Logue is the principal advisor at Fletching Arrows Wealth Management LLC in Loveland, Colorado, holding Series 65 and Series 63 licenses with 11 years of industry experience. His prior work includes roles at Navigation Wealth Management, Inc. and Navigation Financial Services, Inc. He also coordinates Financial Peace University and manages an affiliated insurance business, which occupies roughly 5% of his time. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients. The firm employs the Orion Portfolio Solutions platform and combines fundamental and technical analysis to manage accounts, which are reviewed at least quarterly.

David Ybarra is a CFP® professional with 10 years of experience in the financial services industry. He is the principal advisor at Aspired Wealth, an independent firm he has led since 2024. His prior experience includes roles at Consilio Wealth Advisors, Northwestern Mutual Investment Services, and Fidelity. Aspired Wealth Planning LLC provides discretionary asset management and financial planning to individuals, high-net-worth clients, and businesses. The firm employs Modern Portfolio Theory and Monte Carlo analysis to construct diversified portfolios, incorporating derivatives strategies and third-party sub-advisors, and offers tailored planning on retirement, estate, tax, and employer benefits.

Thomas Paulson Jr. is the sole advisor at Thomas A. Paulson, Jr., CPA, an independent firm based in Loveland, CO. He holds the Personal Financial Specialist (PFS™) designation and has 27 years of industry experience. In addition to his advisory role since 2004, he is president and sole owner of a CPA practice specializing in tax preparation and small business accounting, which he has operated since 1995. The firm primarily serves individual investors and trustees, offering discretionary portfolio management and comprehensive financial planning that includes tax and insurance reviews, retirement projections, and estate planning. Investment advice is goal- and allocation-driven, using no-load mutual funds, ETFs, and common stocks, with accounts managed on a discretionary basis and periodically rebalanced.

Chase Grundy is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently the sole advisor at Balanced Wealth Partners LLC in Fort Collins, CO. Prior to this, he worked at Beacon Capital Management, LLC and several other financial firms. Grundy is also involved in the sales and service of insurance products through Balanced Financial Inc. Balanced Wealth Partners LLC is a registered investment adviser that provides discretionary asset management along with financial planning and consulting services. The firm uses a diversified investment approach incorporating Modern Portfolio Theory, fundamental, technical, and cyclical analysis, and Monte Carlo techniques to manage client portfolios.

Brian Joyce is a CFP® with 21 years of industry experience and is the principal advisor at Intelligent Investing in Loveland, CO. He has operated Brian Joyce, LLC d/b/a Intelligent Investing since 2010 and maintains a role with AAFCPA/HighSight, LLC dating back to 2005. Intelligent Investing offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit sharing plans, and charitable organizations. The firm emphasizes non-discretionary advice supported by multiple analytical methods and maintains an affiliation with a CPA practice to provide accounting services alongside financial planning.

Arlen Olberding is a CFP® and Series 66 credentialed financial advisor with 20 years of experience. He has been the principal of Guidepost Financial Planning, LLC in Fort Collins, CO since 2006. Guidepost Financial Planning provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm follows a fiduciary standard and employs portfolio construction based on Modern Portfolio Theory, emphasizing low-cost index funds and ETFs with periodic rebalancing.

Jason Taylor is a CFP® with 21 years of industry experience and the sole advisor at Taylors Financial in Fort Collins, CO. He previously worked at Aspen Leaf Wealth Management and has operated Taylor's Accounting & Income Tax since 1998. Outside of financial advising, he is a children's author with Blue Shoe Books, LLC. Taylors Financial is an independent advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting, employing multiple analytical approaches and offering certain higher-risk investments to qualified high-net-worth clients.

Roger Sample is the sole advisor at Sample Financial Advisers, LLC in Fort Collins, CO, holding a Series 65 license with 13 years of industry experience. He has managed Sample Financial Advisers since 2016 and also serves as a managing member of Sample CPA's, LLC, a public accounting firm where he prepares tax returns. Sample Financial Advisers provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, retirement plan sponsors, and small businesses. The firm combines fundamental and technical analysis with third-party research to build tailored portfolios, offers financial planning as part of asset management, and provides ERISA-related consulting services to retirement plans.

William Haas is the sole advisor at Haas Capital Management LLC in Fort Collins, CO, holding a Series 65 credential with 14 years of industry experience. He has been self-employed since 2007. Outside of advisory work, Haas is involved in tree farming and consulting activities. Haas Capital Management provides discretionary portfolio management to high-net-worth individuals, trusts, pension funds, charitable organizations, and corporate clients. The firm emphasizes fundamental investment factors such as earnings, dividends, and valuation, managing accounts with a preference for multi-year holdings and active trading strategies.

Brian Read is a financial advisor at RPC Wealth, LLC in Loveland, CO. He holds a Series 65 designation and joined the firm in 2025. Prior to his current role, he held positions in various fields including banking and education. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting to individual clients and their trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation.

Jaris Hansen is a financial advisor with RPC Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Brookstone Capital Management for 10 years and has been associated with the Retirement Planning Center since 2001, where he also operates as a licensed insurance agent. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individual clients and their trusts. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and sector rotation, and it also offers standalone planning and coordination with other advisors.

You're a successful professional looking for a financial planner with the experience to create and support effective strategies for accomplishing your financial goals while cutting through the complexity. Between your career or retirement, hobbies, and personal life, you've got a full plate. Even if you could do your own financial planning, you'd still want a pro to confirm that you're making the right money moves. I'm Your Full-Time Fiduciary®. My name is Jason Speciner. I'm a CERTIFIED FINANCIAL PLANNER™ professional, Enrolled Agent, and the founder of Financial Planning Fort Collins ("FPFoCo"). Having served clients as a financial planner since 2004, I bring over two decades of expertise to every client relationship. While many find tax law and tax preparation to be “boring,” I thrive on staying up to date on the ever-changing landscape. My dual specializations in investments and tax allow me to bring tax planning into every aspect of the financial planning process, including personalized investment portfolio construction. At FPFoCo, we understand that building your financial plan starts with getting to know you and your goals. We also realize that there's a heck of a lot more to your financial life than your investment mix of stocks, bonds, and cash. That's why we work as an ensemble (two additional CFP® pros) to develop and support your financial plan. (e.g., one of my colleagues crafts remarkable cash-flow plans and provides in-depth insurance analysis and recommendations) I am a Colorado State University alum, and I live in Fort Collins with my wife, Casey. We share our home with our three kids and our French bulldogs, Arthur Vandelay and Babs Kramer. My personal interests include technology, cooking, travel, and sports.

Ryan Stout is a CFP® professional with 18 years of industry experience, currently serving at Theory Financial in Fort Collins, CO since 2019. His prior experience includes roles at Tiaa and TIAA-CREF from 2012 to 2019. He also serves as a trustee for Mill City Church, where he helps oversee financial decisions. Theory Financial is a registered investment adviser managing approximately $319.2 million across 252 client relationships, offering discretionary and non-discretionary investment management, financial planning, and retirement advisory services. The firm employs a strategic, globally balanced asset-allocation approach using diversified mutual funds, ETFs, individual stocks, and bonds, combining Modern Portfolio Theory with fundamental and cyclical analysis.

Kate Grace is a financial advisor at Sankala Group LLC with a Series 65 designation and no prior industry experience. Before entering the advisory field, she was a professional athlete from 2014 to 2016 and has operated FastKate LLC since 2017. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, focusing on diversified global equity portfolios. The firm integrates macroeconomic themes with value-biased fundamental analysis and technical risk management, employing strategies such as derivatives and short selling that are uncommon among similar team-based advisory firms.

Jeremy Busch is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Keystone Financial Services since 2020 and previously held roles at Cetera Advisor Networks, CWM, LLC, Edward Jones, and ABR Inspections, LLC. Keystone Financial Services provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, employer-sponsored plans, trusts, and broker-dealer customers. The firm combines fundamental, technical, and industry-expert analysis with diversified asset allocation, tactical adjustments, and tax awareness in its investment approach.

Thomas Denkenwolf is a financial advisor with Sankala Group LLC, holding a Series 66 designation and 17 years of industry experience. He has worked at Sankala Group since 2016 and previously spent five years at Bank of America, N.A. He serves as Vice President on the Board of Directors for the Front Range Mensa Group and is a member of the endowment committee for the Unitarian Universalist Church of Boulder, providing investment consultation and oversight. Sankala Group LLC offers discretionary and non-discretionary investment advisory services to individual and institutional clients, including high-net-worth individuals, estates, trusts, and charitable organizations. The firm employs a blend of macroeconomic themes, value-biased fundamental analysis, and technical risk management to construct diversified global equity portfolios using a range of instruments, including ETFs, closed-end funds, and option strategies.

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.