Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO, holding a Series 66 designation. He has experience working with UBS Financial Services and Fidelity Investments. Outside of finance, he has worked in roles ranging from education to sports instruction. Ascend Private Wealth Management provides combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm's investment approach combines bottom-up fundamental and technical analysis with macroeconomic-driven tactical asset allocation, using both active security selection and selective passive strategies.

Michael Gavin is the sole advisor at Kibo Investment Advisors LLC in Fort Collins, CO. He holds a Series 65 designation and has been affiliated with Kibo since 2026. Gavin also maintains a full-time academic appointment at Colorado State University since 2012. Kibo Investment Advisors LLC offers discretionary investment management and tailored advisory services primarily to individuals, high-net-worth households, trusts, and families. The firm employs a proprietary quantitative approach that integrates machine learning and academic research, focusing on companies with lower carbon exposure.

Lotem Sella is a CFA® charterholder with 10 years of industry experience. He is currently with Sella Wealth, which he joined in 2026, and previously worked at Thrivent Investment Management Inc for eight years. His background also includes roles at the University of Colorado Denver and Fidelity Brokerage Services LLC. Sella Wealth is a newly registered investment adviser serving individual and high-net-worth clients with portfolio management and written financial planning. The firm uses fundamental, technical, and cyclical analysis combined with strategic and tactical asset allocation, and offers discretionary asset management alongside standalone planning services under fiduciary standards.

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.

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.

Living Room Wealth provides in-depth financial planning for families navigating equity compensation, life transitions, sabbaticals and career changes. I help parents with complicated compensation packages make strategic investment decisions to achieve financial independence and retire early (FIRE). Un-Complicating Big Financial Decisions Every once in a while we have to make decisions about things that really matter, and a lot of the time there’s no easy answer. That’s where I come in. I’ll help you make career and life decisions that give you the optionality and flexibility for whichever way life takes you. Investment Strategies Tailored to Families in Tech You need a unified investing strategy that matches what you actually want your money to accomplish. Our framework seamlessly integrates your company stock with your broader portfolio, emphasizing agility and optionality while acting as a backstop for irregular cash flow when you inevitably make that big life change. I’m a CERTIFIED FINANCIAL PLANNER® Professional • I’ve gone through extensive training, passed the certification exam and I’m committed to the highest ethical standard as a fiduciary for my clients. • But that’s just the foundation – the really fun part is building expertise in equity compensation and tax planning while bringing my own experience as a parent with young kids to the financial planning process. • Living Room Wealth is based in glorious Colorado, but I work virtually. I’m Matt, head of the firm and a proud fiduciary.

Harry Ward is a CFA® charterholder and holds a Series 65 license with 20 years of industry experience. He has been the principal of Cimarron Wealth Management, LLC since 2015. The firm provides fee-only investment advisory and financial planning services primarily to individual and high-net-worth households, focusing on business and retirement planning. Cimarron Wealth Management employs fundamental analysis and a long-term purchase strategy to create customized portfolios, offering discretionary trading and coordinating planning with clients’ other advisors.

Donald Dority is a CFP® and PFS™ credentialed advisor with 11 years of industry experience. He is the principal of Narrow Path Financial Inc. in Fort Collins, CO, and has held leadership roles at Lake House Enterprises, LLC and Dority & Associates, LLC. In addition to financial advising, he manages public accounting services including bookkeeping, payroll, and tax returns through Dority & Associates, LLC. Narrow Path Financial Inc. is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, foundations, business and corporate entities, and retirement plan sponsors. The firm employs a diversified, buy-and-hold investment approach based on modern portfolio theory and offers comprehensive financial planning and ERISA/retirement-plan consulting, including specialized support for corporate and pension plans.

Paul Huebner is the sole advisor at Adage Investment Advisors, L.L.C. in Fort Collins, CO, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has managed Adage since 2011 and maintains a separate tax practice, dedicating a small portion of his time to tax-related work. Adage Investment Advisors is an independent firm serving a limited number of primarily high-net-worth individuals, along with some small businesses and trusts. The firm employs a value-oriented, fundamentally driven investment approach focused on asset allocation aligned with clients' income needs and loss tolerance, managing accounts on a discretionary basis through the Charles Schwab institutional platform.

DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.

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 the sole advisor at Balanced Wealth Partners LLC in Fort Collins, CO, and has previously worked at Beacon Capital Management, Facet, and other financial services firms. Outside of advisory work, he is also involved with Balanced Financial Inc., where he sells and services insurance products. Balanced Wealth Partners provides discretionary asset management and financial planning services primarily to households with at least $250,000 in investable assets. The firm employs diversified portfolios based on modern portfolio theory and uses various analytical tools such as Monte Carlo simulations and downside stress testing, managing approximately $19.6 million across about 43 client relationships.

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.

Tracy Shagin is a CFA® charterholder and principal of Incline Capital Management, LLC, an independent advisory firm based in Fort Collins, CO. She has 22 years of industry experience, including 20 years leading Incline Capital Management. Incline Capital Management provides discretionary portfolio management for individuals, trusts, and retirement accounts, tailoring portfolios based on economic and market analysis and client risk preferences. The firm is solo-managed with a small client base and approximately $15.7 million in assets under management.

Every woman deserves access to financial guidance from an advisor that understands her unique journey. I specialize in helping women navigate major life transitions with confidence and clarity. Whether you're: • Going through divorce • Making a career change • Managing an inheritance • Starting a new chapter • Building your financial confidence I offer: • Standalone financial planning • Investment management • Ongoing support and guidance • Clear, jargon-free communication Real guidance for real life changes.

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.

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.