Todd Moerman

Jeffery Margolf is a CFA charterholder and Series 65 licensee with seven years of experience in the financial industry. He is the sole advisor at Tangent Financial, an independent firm based in Fort Collins, CO. In addition to his financial advisory role, he serves as Director of Corporate Development at Western Veterinary Partners LLC, where he oversees the acquisition process of veterinary clinics. Tangent Financial provides financial planning and discretionary portfolio management to individual clients, using a blend of fundamental, technical, and cyclical analysis along with Modern Portfolio Theory and scenario analysis. The firm manages customized portfolios employing various asset allocation strategies and a range of investment vehicles, serving a small client base with tailored investment solutions.

Jared Dull is a CFP® and holds a Series 66 license with four years of experience in the financial industry. He has worked at Edward Jones and ConocoPhillips before joining Otium Wealth Management, where he currently serves as the sole advisor. In addition to his advisory role, he is also an insurance agent based in Fort Collins, Colorado. Otium Wealth Management is a state-registered investment adviser that provides discretionary investment management, financial planning, and third-party money manager advisory services. The firm also offers retirement plan consulting and administrative support, combining strategic and tactical asset allocation with fundamental, technical, and quantitative analysis.

Lucas Casarez is a CFP® professional with 10 years of industry experience. He is the principal of Level Up Financial Planning, LLC, an independent advisory firm, and also owns Power Up Tax Planning Services, LLC, where he provides tax preparation services during tax season. His prior experience includes roles at Cetera Advisor Networks, Western Wealth Management, LPL Financial, and Keystone Financial Services. Level Up Financial Planning, LLC serves individual clients across a range of wealth levels, offering discretionary portfolio management and financial planning through subscription, fixed-fee, or hourly engagements. The firm emphasizes passive portfolio construction using low-cost index funds and ETFs, guided by client-specific investment policy statements, and also incorporates technical and cyclical analysis as part of its planning process.

Sunit Bhalla is a CFP® and Series 65-registered financial advisor with 17 years of industry experience. He has been with Oaktree Financial Planning, LLC since 2008. Oaktree Financial Planning, LLC is a fee-only fiduciary firm that provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, and small businesses. The firm combines strategic baseline allocations with tactical adjustments and emphasizes tax-aware account placement and periodic rebalancing.

Andrew Logue is the sole advisor at Fletching Arrows Wealth Management LLC in Loveland, CO, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Navigation Wealth Management, Sigma Financial Corporation, Spc, and Navigation Financial Services before founding his current firm in 2017. Outside his advisory role, he coordinates Financial Peace University, an educational program focused on financial literacy. Fletching Arrows Wealth Management LLC offers fee-based financial planning and discretionary portfolio management primarily to individual clients, utilizing the Orion Portfolio Solutions platform. The firm manages accounts on a discretionary basis with regular reviews and combines fundamental and technical analysis to support various investment strategies.

I have owned and operated this legacy investment-only RIA (founded by my dad in 1986) since 2019, and I'm reinventing our business as a planning-forward firm serving individuals and families with equity compensation. My pursuit and passion since taking the reigns at Resource Design has been to offer financial planning to an interesting group of people who I can relate to. We offer financial planning services, including investment advice and management, to individuals or families with equity compensation (stock options and RSUs). I find the complexity that equity compensation brings to the more traditional aspects of financial planning fascinating, especially in how it relates to the particular goals of individuals with equity comp, like reaching financial independence, retiring in their 50s, or taking one or more sabbaticals during their careers. And as a father of two young children, I know that there can be so much more to your financial picture than "just" your retirement prospects: buying a home, keeping spending in check, balancing student loans (or other debt service), taking family vacations, saving for your children's future, getting a will or other estate planning in place, developing an appropriate investing strategy, navigating taxes, or career changes. My credentials and education: • Certified Financial Planner® professional • MBA, University of Kentucky • BBA, Finance, University of Kentucky Prior to the financial advice industry, I worked in a variety of analytical and finance roles in logistics at Ryder, as well as some cherished time in the best restaurants in Lexington, KY (front and back of house). My wife Megan and our two daughters (so far) Beatrice and Ruby, live in Fort Collins, a mid-size town in Northern Colorado. I met Megan during our collegiate swimming days at the University of Kentucky, and I've since moved on to the many other athletic pursuits the beautiful state of Colorado offers: running, road cycling/MTB, hiking, skiing... the list goes on. Other fun facts: we have four cats, two electric cargo bikes, and (just) one car. Oh, and I bake about 100 loaves of sourdough bread a year.