Clarus Wealth Advisors, LLC

Joshua Cooper is a financial advisor with Clarus Wealth Advisors, LLC in Peoria, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Clarus Wealth Advisors since 2015 and previously worked at Crown Capital Securities, Lp and WFG Investments Inc. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm uses a Modern Portfolio Theory framework supplemented by active management strategies and excludes certain asset types, with portfolio reviews conducted at least quarterly.

Amy Jones is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation. She has experience at Clarus Wealth Advisors DBA Nexus Tax Solutions since 2023 and previously worked in the elevator industry, including Otis Elevator Company. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm utilizes a Modern Portfolio Theory-based investment approach with active overlays and conducts regular portfolio reviews.

Kenneth Hartley is a CFA® charterholder with 16 years of industry experience. He is currently with Clarus Wealth Advisors, LLC, and previously worked at Sentinel Rock Wealth Management. Outside of his advisory role, he is an uncompensated managing member and investor in a real estate LLC and co-manages a home-based consulting business with his wife. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active overlays and offers discretionary portfolio management across various asset classes.

Karine Beard is a CFP® with 44 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at WFG Investments Inc and Private Client Services. Clarus Wealth Advisors provides fee-based investment management and financial planning primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm offers a range of portfolios using a Modern Portfolio Theory framework combined with active overlays and conducts regular quarterly reviews.

Katherine Fortna is a financial advisor with Clarus Wealth Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Private Client Services, Crown Capital Securities LP, and Michaels of Denver. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, trusts, and corporate plans. The firm utilizes a range of model portfolios based on Modern Portfolio Theory, combined with active management techniques, and conducts regular portfolio reviews by its investment team.

Donald Moenning is a financial advisor with Clarus Wealth Advisors, LLC in Castle Rock, CO, holding a Series 65 designation and eight years of industry experience. His prior experience includes three years at Sowell Management Services before joining Clarus in 2018. He is also involved with Granite Capital Advisors, LLC, where he manages investment accounts and conducts client meetings on a limited basis. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework with active portfolio management overlays and excludes certain asset types, conducting regular reviews and offering advice on various legacy positions.

Bert Cooper is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at Clarus Wealth Advisors since 2015 and has prior experience at Crown Capital Securities, Lp, Wfg Investments Inc., and Private Client Services. Cooper serves as a board member of Plaza Del Rio Management, a property management company. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory-based investment approach with active overlays and manages discretionary portfolios while offering periodic reviews and comprehensive financial planning.

Theresa Fanning is a financial advisor with Clarus Wealth Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. Her background includes roles at Private Client Services, Crown Capital Securities, Morgan Stanley, and WFG Investments. She serves on the FINRA Continuing Education Committee and is a member of the Quarter Condos HOA Board. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented with active overlays and conducts regular portfolio reviews, excluding certain asset classes such as leveraged ETFs and private equity.

Sherry Hardin is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Clarus Wealth Advisors, LLC and has previously worked at Crown Capital Securities, Wfg Investments, and Private Client Services. Outside of her advisory role, she owns and operates tax preparation and planning businesses and serves on the financial review committee of a local political organization. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework enhanced with tactical strategies and third-party research, offering discretionary portfolio management and written financial planning deliverables.

John Fanning is an Investment Adviser Representative at Clarus Wealth Advisors, LLC with one year of industry experience. He previously worked at ADT Security Services for 11 years before joining Clarus Wealth Advisors in 2022. Fanning holds a Series 66 designation. Clarus Wealth Advisors provides fee-based investment management and financial planning services to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework supplemented by active management techniques and offers discretionary portfolio management along with financial planning across various asset types.

James Graham is a CFP® professional with 29 years of industry experience, currently serving at Clarus Wealth Advisors, LLC in Peoria, AZ. He has previously worked with Private Client Services, Crown Capital Securities, LP, and WFG Investments, Inc. Graham is also an author and occasionally participates in speaking events. Clarus Wealth Advisors provides fee-based investment management, financial planning, and consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework combined with active management techniques, offering discretionary portfolio management and comprehensive financial planning deliverables.

Jonathon Staats is a financial advisor at Clarus Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Crown Capital Securities, Lp and WFG Advisors, LP among other firms. Staats is based in Peoria, AZ. Clarus Wealth Advisors provides fee-based investment management, financial planning, and limited consulting services primarily to individuals, high-net-worth clients, estates, family trusts, and corporate plans. The firm employs a Modern Portfolio Theory framework enhanced with active overlays and conducts quarterly portfolio reviews, offering a range of strategic and tactical investment options.