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.

Justin Shelby is a financial advisor at Ascension Financial with a Series 65 credential and three years of industry experience. He has held roles at RLK-PLG Investment Management, 1052 Partners, and Northport Capital Management, where he is involved in managing the winding down of past private equity investments. Outside of advising, Shelby is a partner and CFO of Picklr Inc., an operator of indoor pickleball facilities. 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 tailored portfolios using a combination of fundamental, quantitative, and technical analysis, and employs derivatives and margin strategies uncommon among peers.

Erin Coatney is a financial advisor at Kyle S. Scott Financial Planning, Inc. in Fort Collins, Colorado, holding a Series 65 credential with seven years of industry experience. She has been with the firm since 2017. Outside of her advisory role, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. advises individuals, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management as well as standalone financial planning and consulting services. The firm manages approximately $63 million for around 186 clients, tailoring portfolios through a combination of model portfolios and customized allocations while employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Benjamin Sartin is a financial advisor at The Planners Inc. in Fort Collins, CO, with 33 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining The Planners Inc. in 2026, he was self-employed for 11 years and worked at Park Avenue Securities, LLC for 14 years. Sartin serves as a trustee for multiple family trusts involving mineral interests and personal property. The Planners Inc. provides discretionary portfolio management, financial planning, and retirement plan consulting for individual and high-net-worth clients. The firm manages client portfolios according to documented objectives and risk tolerance, using a combination of in-house management and sub-advisory relationships, and supports values-based portfolio customization alongside standard asset-allocation strategies.

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.

Austin Gunsauls is a financial advisor at Cosner Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Triad Advisors and Della Parola. Outside of his advisory role, he occasionally assists with a landscaping business during the summer months. Cosner Financial Group provides asset management and financial planning services to individuals, pension and profit-sharing plans, and corporate clients. The firm manages approximately $370 million in assets across over 600 client relationships, offering discretionary portfolio management as well as hourly or flat-fee planning options.

Adam Kasick is a financial advisor with RIPL Wealth in Fort Collins, CO. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he has experience with Aspen Leaf Roofing and previously worked at Titleist Roadside Assistance for 13 years. RIPL Wealth LLC manages discretionary portfolios for individuals, families, and charitable organizations, using a combination of technical, fundamental, and quantitative methods to construct equity- and fixed-income concentrated portfolios. The firm offers investment management and written financial planning services to approximately 35 clients with $31.8 million in discretionary assets under management.

Thomas Braun is a CFP® and ChFC® with 21 years of industry experience. He has worked at Theory Financial since 2020 and previously spent nine years at TIAA-CREF. Braun is based in Fort Collins, CO. Theory Financial is a registered investment adviser serving individuals, trusts, estates, corporations, pension, and charitable clients. The firm manages about $319.2 million across its client base, offering discretionary and non-discretionary investment management alongside financial planning and retirement advisory services.

Charles Nedele is a financial advisor at Theory Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at TIAA and Tiaa for 13 years. Outside of advisory services, he manages a short-term rental property in Angola, Indiana. Theory Financial is a registered investment adviser serving individuals, trusts, estates, corporations, pension, and charitable clients. The firm manages approximately $319 million across about 252 client relationships using a globally balanced asset-allocation framework with diversified mutual funds, ETFs, and selected individual securities.

You're a successful individual or couple looking for a financial planner who will support you and celebrate with you as you reach money milestones large and small. Among your career, hobbies, social life, and more, 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. You may also be Childfree, and you want your financial planner to share your values and understand your unique approach to life. That's where I and the team here at Financial Planning Fort Collins ("FPFoCo") come in. Hi! I'm Regina Neenan (they/them), CERTIFIED FINANCIAL PLANNER™ and Your Full-Time Fiduciary®. I know that building your financial plan starts with getting to know you and your goals. I 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 I'll work with my colleagues (two additional CFP® pros) via an ensemble approach to developing your financial plan. It'll cover your cash-flow, investment, tax, insurance, and estate planning on your way to achieving your goals. (P.S. One of my colleagues prepares personal income tax returns and manages investments for our clients, aka people like you.) I've been with FPFoCo since 2018 and thrive on creating truly comprehensive financial plans. Knowing that everyday income, spending, and saving make big-picture financial plans successful, I have a passion for optimizing cash-flow planning strategies. I also specialize in right-sizing your insurance policies to fit your needs, protecting you, your assets, and your future. In fact, I'm the director of cash-flow and insurance planning and FPFoCo’s resident DINKWAC (that’s short for “dual income no kids with a cat”). Outside of work, I enjoy playing hockey and being active in the great outdoors with my partner Zack. At home, you can find me listening to podcasts or cuddling my cat Coco.

Mark Kerwood is a CFA® charterholder with nine years of industry experience, currently serving at Trail Ridge Investment Advisors, LLC since 2019. Prior to this, he spent ten years at First National Bank of Omaha. Outside of his advisory role, he co-founded Acuto Ventures, a strategic consulting and multimedia production company, and serves as Treasurer of the local Adventure West Council of the Boy Scouts of America. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription service called Trailhead, and is affiliated with Trail Ridge Trust Company, LLC, which provides trust management services.

Arik Peterson is a CFP® professional with 18 years of experience in the financial industry. He is currently with Nectarine and previously worked at Principal Global Investors and Principal Funds Distributor, Inc. Outside of his advisory work, he is the CEO and founder of Dads Are LLC, a T-shirt and merchandise company. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through advisor representatives selected via the firm’s website. The firm emphasizes long-term asset allocation using low-cost, index-based mutual funds and ETFs, offering advice without managing client investment portfolios or accepting custody.

James Saulnier is a CFP® professional with 26 years of experience in financial advising. He has worked at Jim Saulnier & Associates, LLC since 2013 and previously spent nine years at Cambridge Investment Research Advisors and Cambridge Investment Research. Saulnier serves as a board member of the Larimer County Retirement Board and owns a tax planning business that offers tax preparation and planning services. Jim Saulnier & Associates, LLC serves individual and high-net-worth clients, focusing on those approaching or in retirement. The firm provides retirement and financial planning, portfolio management, investment analysis, and tax-focused planning, using passive model portfolios and a fixed-fee structure. Its services include an affiliated tax planning business staffed by enrolled agents and CPAs.

Ben Loeffler is a financial advisor at Acorn Creek Capital LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for over a decade each. Loeffler is also the general partner and managing member of Above the Tree Line, LLC, an outside business activity based in Fort Collins, CO. Acorn Creek Capital LLC provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and business owners. The firm employs a multi-disciplinary investment approach combining fundamental, technical, quantitative, and sector analysis to construct tailored portfolios, and maintains an institutional relationship with Fidelity that supports research and client services.

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.

Jennifer Sherman is a CFP® professional with six years at Trail Ridge Investment Advisors, LLC and Trail Ridge Trust Company, LLC, and 12 years of prior experience at MidFirst Bank. She serves as Director of Trust Services & Planning at Trail Ridge Trust Company. Sherman is also Treasurer of St. John's Cathedral in Denver, where she chairs the Finance Committee and manages the parish's financial reporting and budgeting. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and some institutional clients. The firm employs model allocations based on modern portfolio theory, offers a subscription service called Trailhead, and is affiliated with Trail Ridge Trust Company, which provides trust management services.

David Jordan is a CFA® charterholder with seven years of industry experience. He has worked at Trail Ridge Investment Advisors, LLC since 2018 and previously spent four years at Wells Fargo Private Bank. Outside of his advisory role, he serves on the Board of Trustees for the University of Colorado Foundation and is a member of the Investment Committee for Fort Lewis College. Additionally, he works as a wilderness experience driver for the Broadmoor Hotel in Colorado Springs. Trail Ridge Investment Advisors, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth investors, as well as trusts and institutional clients. The firm uses model allocations based on modern portfolio theory and offers a subscription service called Trailhead, which includes on-call advice and an index fund–based portfolio option.

Alec Muehlemeyer is a financial advisor at Aegis Wealth Management, Inc. in Fort Collins, CO, holding a Series 66 credential with two years of industry experience. His prior roles include positions at Olive Tree Wealth Management and Integrity Alliance, LLC. Outside of advisory work, he is involved in the long-term care insurance business through IMO Partnership. Aegis Wealth Management serves individual investors, institutions, and retirement plans with comprehensive financial planning and discretionary portfolio management. The firm uses a multi-team advisor approach and implements portfolios primarily through third-party sub-advisers, incorporating direct indexing strategies and AI-based tools to support client account management.

Nicholas Kemp is a financial advisor at Navigation Wealth Management with 12 years of industry experience. He holds a Series 65 designation and has been with Navigation Wealth Management since 2016, previously working at Navigation Financial Services starting in 2013. Outside of his advisory role, he serves as the public relations and fundraising chair for the Centennial Children's Chorus, a non-profit semi-professional children's choir in Fort Collins, CO. Navigation Wealth Management provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, and also offers qualified plan and ERISA retirement-plan services. The firm combines fundamental, technical, and charting analysis in portfolio construction and may engage sub-advisors while exercising discretionary trading authority.

William Carpenter is a financial advisor at Navigation Wealth Management in Fort Collins, CO, holding a Series 65 designation with three years of industry experience. He is also the owner and managing member of William L Carpenter Law, LLC, a legal practice he has operated since 1978. Navigation Wealth Management serves individual and high-net-worth clients, offering discretionary asset management, financial planning, qualified plan services, and ERISA plan advisory. The firm uses a combination of fundamental, technical, and charting analysis to tailor investment programs and typically exercises discretionary trading authority, conducting quarterly account reviews.