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.

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.

Brian Walker is a Series 65-licensed financial advisor with four years of industry experience. He is the sole advisor at Immotus Financial LLC, where he has worked since 2025. Outside of his advisory role, Walker works as a driver for FedEx Freight. Immotus Financial LLC is a registered investment manager that provides discretionary portfolio management and tailored investment policy statements, focusing on model-based allocations primarily involving exchange-traded funds and U.S. Treasury securities. The firm uses both third-party and in-house models and requires clients to use the Altruist custodian.

Roger Sample is a financial advisor with Sample Financial Advisers, LLC in Fort Collins, Colorado, holding a Series 65 credential and 12 years of industry experience. He has been with Sample Financial Advisers since 2016 and previously worked at United Capital Financial Advisers from 2013 to 2016. Outside of his advisory role, he is a managing member of Sample CPAs, LLC, where he prepares tax returns. Sample Financial Advisers, LLC 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 portfolios tailored to client goals and risk tolerance and offers ERISA-related pension consulting services as a limited-scope 3(21) fiduciary.

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.

James Milroy is a CFA® charterholder with seven years of industry experience. He is currently an advisor at Perspective Wealth Advisors in Loveland, CO, where he has worked since 2025. His prior experience includes roles at Easterly Securities LLC & Easterly Asset Management LP, James Alpha Advisors, FDX Capital, LLC, Syntrinsic Investment Counsel, and SRS Acquiom. Perspective Wealth Advisors serves individuals, high-net-worth families, estates, trusts, and retirement plans with discretionary investment management, financial planning, and retirement-plan consulting. The firm combines strategic and tactical asset allocation with fundamental, technical, and proprietary quantitative analysis, offering customized portfolios that may include individual securities, ETFs, alternative investments, and tailored ESG options.

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.