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 with Kyle S. Scott Financial Planning, Inc. in Fort Collins, CO, holding a Series 65 license and eight years of industry experience. She has worked at Kyle S. Scott Financial Planning since 2017, with a brief period spent traveling and as a full-time student prior to that. Outside of advising, she is also an independent insurance agent. Kyle S. Scott Financial Planning, Inc. serves individual clients, charitable organizations, and business entities, offering both discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm uses model portfolios aligned to client risk tolerances and employs various analytic methods, primarily investing in equities, ETFs, and mutual funds.

Benjamin Sartin is a financial advisor at The Planners Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Park Avenue Securities, LLC for 14 years. Sartin serves as a trustee for multiple trusts, including the Elizabeth Bergsten Trust and a family member's revocable living trust. The Planners Inc. provides discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth investors. The firm prepares written Investment Policy Statements and offers personalized investment management with a range of asset allocation and model strategy options.

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.

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.

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.

Brandon Hansen is an advisor at RPC Wealth, LLC in Loveland, CO, holding Series 63 and Series 65 licenses with no prior industry experience. Before joining RPC Wealth, he worked in real estate for over eight years, including roles at Inside Real Estate, Keller Williams Realty, and Whitman Burns Realty. RPC Wealth, LLC provides discretionary investment management, financial planning, and consulting services to individuals and trusts, managing approximately $106 million in assets. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation, and offers standalone planning and coordination with clients’ other advisors.

John Gutierrez is a financial advisor at Indelible Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2019, following a decade at Schwab Private Client Investment Advisory, Inc. Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, employing a long-term investment approach based on Modern Portfolio Theory and fundamental analysis.

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 27 years of industry experience, serving as principal of Jim Saulnier & Associates, LLC since 2013. His prior experience includes roles at Cambridge Investment Research Advisors and Cetera Wealth Services. He serves as a board member of the Larimer County Retirement Board and owns a tax planning firm providing preparation and planning services. Jim Saulnier & Associates, LLC serves individual and high-net-worth clients, specializing in retirement and financial planning, portfolio management, investment analysis, and tax-focused planning. The firm emphasizes passive model portfolios aligned with third-party target-risk benchmarks and offers a fixed-fee structure, incorporating an affiliated tax planning business staffed by enrolled agents and CPAs.

Ben Loeffler is a financial advisor at Acorn Creek Capital LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for over a decade. Outside of his advisory role, he is the general partner and managing member of Above the Tree Line, LLC, and contributes funds to the Bighorn Football Society to support Colorado State University’s football program. 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 process combining fundamental, technical, quantitative, and sector analysis to construct tailored portfolios, including the use of options and derivatives, and maintains an institutional relationship with Fidelity for research and startup support.

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.

Alec Muehlemeyer is an investment advisor at Aegis Wealth Management, Inc. in Fort Collins, CO, holding a Series 66 credential with three years of industry experience. His prior roles include positions at Olive Tree Wealth Management, Integrity Alliance, LLC, and Park Avenue Securities. Outside of his advisory work, he is involved in long-term care planning and fixed insurance business through a partnership with Aegis Financial. Aegis Wealth Management serves individual investors, including high-net-worth clients, institutions, and retirement plans, offering comprehensive financial planning, retirement and education savings analysis, and discretionary portfolio management. The firm employs a multi-team advisor structure and leverages third-party sub-advisers alongside AI tools to manage client portfolios.

Vincent Hourigan is a Series 65 licensed advisor at Acorn Creek Capital LLC in Fort Collins, CO, with two years of industry experience. His prior roles include positions at JBS USA and Colorado State University Facilities Management. 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 process incorporating fundamental, technical, quantitative, and sector analysis to tailor portfolios, and it maintains an institutional relationship with Fidelity for third-party research and support.

Jacqueline Silvis is a CFP® with three years of industry experience, currently serving at Wrenne Financial Planning LLC since 2022. She previously worked at Physician Wealth Services and the Association of Equipment Manufacturers. Wrenne Financial Planning LLC provides combined investment management and comprehensive financial planning to individual and high-net-worth clients, including specialized services for physicians. The firm emphasizes passive portfolio construction using index funds and ETFs and offers tailored financial plans and investment policy statements while coordinating with clients’ other professional advisors.

Kevin Yorgensen is a CFP® and Series 65 credentialed advisor with six years of industry experience. He has been with The Estate Planners Group since 2019 and previously retired from the industry between 2014 and 2019. The Estate Planners Group is a team-based SEC-registered investment adviser managing approximately $357 million for around 325 individual and high-net-worth clients. The firm offers personalized portfolio management, financial planning, and consulting, employing fundamental analysis and diversified allocations, and provides educational programming including public financial and retirement planning classes on college campuses.

Sierra Merrick is a financial advisor at Acorn Creek Capital LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Community Banks of Colorado. 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 process incorporating fundamental, technical, quantitative, and sector analysis to create tailored portfolios and offers discretionary asset management, financial planning, and access to third-party money managers.

Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.

Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.