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.

Todd Moerman is a Series 65-licensed financial advisor with 15 years of industry experience, currently serving at Integrity Investment Advisors in Fort Collins, CO. He is a managing member and 50% owner of 365 Tax Strategies, LLC, a tax preparation business, where he devotes a portion of his time to ownership and management duties. Moerman has been with Integrity Investment Advisors since 2010. Integrity Investment Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth households, trusts, business entities, and retirement plans. The firm emphasizes modern portfolio theory and efficient-markets principles, offering specialized services including 401(k)/pension plan consulting, insurance-product reviews, and family-office data integration.

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.

Stephanie Kimak is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 credential with 10 years of industry experience. She has worked at Unify Wealth Management since 2015 and at United Advisor Group since 2026. Kimak is also a shareholder and accountant at Unify CPAs PC, where she provides accounting and tax services. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual, high-net-worth clients, businesses, and pension plans. The firm employs third-party portfolio managers using passive, asset-class portfolios, and maintains an affiliation with a separately owned CPA practice.

Robert Hamilton is a CFP® with six years of industry experience, currently serving as an advisor at Integrity Investment Advisors in Fort Collins, CO. He has worked previously with Northwestern Mutual and Michael Schlemeyer, and he is also a lead tax advisor and preparer at 365 Tax Strategy, LLC. Integrity Investment Advisors provides discretionary portfolio management and financial planning to individuals, trusts, business entities, and retirement plans. The firm emphasizes modern portfolio theory and efficient-markets principles, offering specialized services such as 401(k)/pension plan consulting, insurance-product reviews, and family-office data integration.

Benjamin Sherlock is a financial advisor at Credentialed Wealth Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 15 years before joining his current firm. Credentialed Wealth Advisors serves individual and high-net-worth clients as well as retirement plans, offering portfolio management, financial planning, and fiduciary consulting services. The firm customizes portfolios through multiple service tracks and provides retirement-plan fiduciary authority alongside tailored investment solutions.

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.

Ryan Cosner is a financial advisor at Cosner Financial Group, LLC in Windsor, Colorado, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Triad Advisors Inc and OSAIC prior to his current role. Cosner also serves as president-elect of the Boys and Girls Club of Larimer County, a nonprofit supporting at-risk youth. Cosner Financial Group provides asset management and financial planning services to individuals, including high-net-worth clients, as well as pension and corporate clients. The firm manages approximately $370 million in assets with a focus on tailored portfolios, discretionary management, and a range of investment strategies including tactical allocation and options.

Glenda Haines is a financial advisor at Eves & Haines Wealth Management in Greeley, CO, with 11 years of industry experience. She holds a Series 65 credential and has been with Eves & Haines since 2014. In addition to her advisory role, she is a licensed insurance agent and co-owner of a related company that sells life insurance, fixed and indexed annuities, and long-term care products. Eves & Haines Wealth Management provides integrated financial planning and investment advisory services to individuals, personal trusts and estates, and select foundations and endowments. The firm employs a strategic asset allocation approach based on academic research and macroeconomic analysis, combining ETFs, value equities, and fixed income, while offering specialty municipal and high-yield bond portfolios and ETF-based strategies using technical analysis.

David Fry is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 10 years of industry experience. He has a background that includes roles at United Advisor Group and Medicare Upgrades, and he is also a shareholder and accountant at Unify CPAs P.C., where he spends the majority of his professional time. Additionally, he is involved in a payroll processing business and holds interests in commercial real estate and a restaurant through limited liability companies. Unify Wealth Management LLC serves individual and high-net-worth clients, businesses, and pension plans by providing fee-based financial planning, discretionary investment management, and retirement plan consulting. The firm’s investment approach relies on passive, asset-class portfolios implemented through a third-party portfolio manager, and it maintains an affiliation with a CPA practice that integrates tax and accounting services.

Kyle Scott is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 21 years of industry experience. He is the principal of Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, where he has worked since 2017. Prior to founding his firm, he was with Centaurus Financial, Inc. and Waddell & Reed. He is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, including high-net-worth households, as well as charitable organizations and business entities. The firm offers discretionary and non-discretionary portfolio management combined with financial planning and consulting, using model portfolios that incorporate multiple analytic approaches and primarily invest in equities, ETFs, and mutual funds.

Paul Gronewoller is a financial advisor at Ascension Financial with 23 years of industry experience. He holds a Series 65 designation and has been involved with RLK-PLG Investment Management LLC since 2005. Outside of his advisory work, he serves on the finance committee of the Fort Collins Country Club. Ascension Financial is a small, fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, incorporating derivatives and margin strategies for hedging, income generation, and position management.

Joshua Cumrine is a financial advisor with RPC Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has operated Cumrine Wealth Management, LLC since 2015 and Cumrine & Company, LLC since 2009, where he is also involved in insurance sales and teaching. In addition, Cumrine is a co-owner of the Retirement Planning Center of the Rockies. 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 offers standalone planning alongside coordination with clients' other advisors.

Jason Aluague is a financial advisor at Haynie Wealth Management LLC with Series 65 and Series 63 licenses and one year of industry experience. He previously worked at Haynie & Company for five years and has held roles in various other businesses including Precision Machined Products and Centaurus Financial Inc. Haynie Wealth Management provides investment advisory and wealth management services to individuals, trusts, estates, and small businesses. The firm constructs customized, long-term portfolios using low-cost mutual funds and ETFs as well as individual securities, and offers discretionary portfolio management, financial planning, and employee benefit plan consulting.

Ambar Reddekopp is a ChFC® credentialed advisor with seven years of industry experience, currently serving at Journey Investments, LLC. Prior to founding his own firms, he worked at State Farm Insurance Companies for 16 years. He is also involved in insurance services through Reddekopp Insurance Services LLC. Journey Investments, LLC provides personalized financial planning and consulting primarily to individual clients, focusing on written recommendations and coordination with third-party money managers rather than direct asset management. The firm offers services including cash-flow analysis, tax and insurance reviews, retirement planning, and estate plan coordination.

Erik Utzinger is a financial advisor at GrowStrong Wealth Strategies with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Transamerica Financial Advisors and Academy Bank. Outside of advising, he operates an independent insurance agency and is a member of Shift Holdings, LLC. GrowStrong Wealth Strategies serves individuals, trusts, and small businesses by offering discretionary asset management, financial planning, and retirement-plan advisory services. The firm builds investment programs tailored to clients’ goals, time horizons, and risk tolerance, frequently utilizing third-party managers and providing planning support through external vendors.

Julian Heron III is a CFA® charterholder and holds a Series 66 license with 14 years of experience in the financial services industry. He has worked at Credentialed Wealth Advisors, LLC since 2021 and previously spent nine years with Edward Jones. Credentialed Wealth Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm offers tailored investment strategies that range from a legacy buy-and-hold approach to advanced customized solutions, including management of held-away participant assets without custody and fiduciary services for retirement plans.