CS Planning Corp

Kevin Canterbury is a financial advisor at CS Planning Corp with 21 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at firms including Redstone Capital Management, Coastal Investment Advisors, and Advisory Solutions Group. He is also a licensed life insurance agent at Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a systematic investment approach with broadly diversified portfolios across global equity and fixed-income markets, tailored to each client’s risk tolerance and goals, and operates through a multi-advisor and multi-affiliate model.

Bryan Dearden is a financial advisor with CS Planning Corp and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has previously worked with PlanMember Securities Corporation and Voya Financial Advisors. Outside of his advisory roles, he is a partner in DEBRTO, LLC, which manages banking and financial records. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services, constructing broadly diversified portfolios tailored to clients’ risk tolerance and goals.

Richard Bingaman is a financial advisor with CS Planning Corp, holding a Series 65 credential and eight years of industry experience. He previously worked at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, and he owns a CPA tax and business advisory firm, REB CPA, PLLC. In addition to his advisory work, he manages several non-investment related residential and commercial property leasing businesses. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver broadly diversified, systematically managed portfolios tailored to each client’s risk tolerance and goals.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

David Armstrong is a financial advisor at CS Planning Corp with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at CS Planning Corp since 2013, also spending time at Master Planners & Associates, LLC. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm uses a multi-advisor model to deliver investment supervisory and financial planning services, employing a systematic, diversified investment approach tailored to client risk tolerances and goals.

Jacquie Lemarr is a financial advisor at CS Planning Corp with Series 63 and Series 65 licenses and four years of industry experience. She previously worked at Charles Schwab and has been involved with the Arizona State Athletic Department and Law School. Outside of financial advisory, she has been associated with Cyclebar since 2018. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model, focuses on diversified global portfolios with systematic rebalancing, and customizes asset allocation to clients’ risk profiles and goals.

John Gustafsson is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual Wealth Management Company. Gustafsson is also associated with Master Planners & Associates, where he provides financial advisory and insurance services. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, and financial planning services to individuals, businesses, and various entities. The firm uses a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, managing accounts through systematic strategies and ongoing monitoring.

Evan Kellenberger is a financial advisor with CS Planning Corp, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked for Focuspoint Solutions, Inc. for 15 years before joining Wealth Enhancement Group and Advisory Solutions Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with broadly diversified portfolios tailored to clients’ risk tolerance and monitored on an ongoing basis.

Lisa Mc Cullough is a Series 66-licensed financial advisor with four years of industry experience. She is currently with CS Planning Corp, where she has worked since 2023, and also maintains a role at Financial Alternatives. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and uses a systematic investment approach with ongoing portfolio monitoring and tailored asset allocation.

Aaron Bessonette is a financial advisor at CS Planning Corp with 16 years of industry experience. He holds the Series 66 designation and has worked with PlanMember Securities Corporation and Financial Alternatives, LLC during his career. Bessonette serves as the Chairperson of the Cashmere School Board in Washington State. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Amy Rusch is a financial advisor at CS Planning Corp with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at United Planners Financial Services and Focuspoint Solutions. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory and financial planning services to individuals, businesses, and various institutions. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients' risk tolerance and goals, with ongoing monitoring and discretionary management.

Marc Girardot is a CFP® with seven years of experience in financial advising. He is currently associated with CS Planning Corp and its dba Vertical Ascent Wealth Management. His prior experience includes roles at Veintek, LLC and Chastain Wealth Management, LLC. Outside of advisory work, he is involved with Veintek, LLC, a medical device company developing technologies for licensing. CS Planning Corp provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients’ risk tolerances, managing accounts often on a discretionary basis.

Charles Burmaster Jr. is a financial advisor with CS Planning Corp who holds the ChFC® designation and has 34 years of industry experience. He has worked at firms including Cadaret, Grant & Co., Inc., Master Planners & Associates, PKS Investments, and CS Planning Corp d/b/a The Collingwood Group. Outside of his advisory work, he is an owner of Collingwood Group LLC, a pass-through entity for tax purposes. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Robert Morin is a financial advisor with Morin Private Client Group, LLC in Jackson, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments since 2010 and CS Planning Corp. since 2023. Morin Private Client Group, LLC provides investment advisory services to individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans. The firm offers customized asset management and financial planning, employing a variety of investment strategies across multiple asset types, with most portfolios managed on a non-discretionary basis requiring client approval.

Steven Beranek is a financial advisor with CS Planning Corp in Portland, OR, holding the Series 66 designation and having 18 years of industry experience. He has worked at CS Planning Corp since 2017 and concurrently serves as Technical Management GP, LLC since 2008. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, investment consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model to construct broadly diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.