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.

Jack Hastings is a financial advisor at Ascend Private Wealth Management in Fort Collins, CO. He holds a Series 66 designation and has experience working at UBS Financial Services and Fidelity Investments. Outside of finance, he has held roles associated with golf academies and country clubs. Ascend Private Wealth Management offers combined financial planning and discretionary portfolio management to individuals, families, trusts, and business owners without a stated account minimum. The firm employs an investment process that integrates fundamental, technical, and macroeconomic analysis with a mix of active and 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.

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.

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.

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.

Tracy Shagin is a CFA® charterholder and registered investment advisor with 21 years of industry experience. Since 2006, Shagin has been the sole advisor at Incline Capital Management, LLC in Fort Collins, CO. Incline Capital Management, LLC provides discretionary portfolio management for individuals, trusts, and retirement accounts, focusing on separately managed accounts that include equities, mutual funds, ETFs, cash, and fixed-income securities. The firm tailors portfolios based on economic and market analysis, fundamental research, and risk assessment, managing approximately $15.7 million across a small client base.

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.

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.

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.