Independent financial advisors in Fort Collins, CO

David Van Thuyne is a financial advisor at Edward Jones with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Longbow Industries/LPR Construction and Otter Products. Van Thuyne holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Denise Martz is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. Prior to joining LPL, she worked for Investment Centers Of America, Inc. for 10 years. She also operates Martz Holdings LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs supported by research and model portfolios.

Morgan Gray is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ascend Asset Management and Aspire3D. Outside of his advisory role, Gray serves as secretary and fundraising committee member for Crossroads Safehouse, a nonprofit supporting victims of domestic violence. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, and financial planning, utilizing a platform-centered approach that combines in-house, third-party, and advisor-managed models.

Charlotte McConnell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 30 years of industry experience. She has been associated with Raymond James and Security Service Federal Credit Union since 2015, where she also serves as a financial advisor within the Security Service Investment Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through a range of analytical tools and supports its clients through advisory programs and institutional consulting.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.