Capstone Investment Financial Group, LLC

Aidan Schultz is a financial advisor at Capstone Investment Financial Group, LLC with Series 65 credentials. He has been with Capstone since 2026 and has a background as a student at Colorado State University from 2022 to 2025. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk assessment and management through proprietary model strategies and discretionary portfolio management.

Ryan Turbyfill is a financial advisor at Capstone Investment Financial Group, LLC with eight years of industry experience. He holds a Series 65 designation and has been involved in real estate sales through Re/Max Alliance/Turbyfill since 2002. Outside of financial advising, Turbyfill coaches endurance athletes through his business, Elevation Multisport LLC. Capstone Investment Financial Group serves individual investors, institutions, and various plan types by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk management over market timing, uses proprietary model strategies, and manages a pooled private vehicle focused on privately sourced debt.

William Sigrist is a financial advisor at Capstone Investment Financial Group, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked with Dunn Warren Investment Advisors, LLC since 2015 and Capstone Investment Financial Group, Inc. since 2013. Outside of his advisory work, he serves as a board member and sponsorship chairman for the Financial Planning Association of Southern Colorado. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, and corporations. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, utilizing proprietary model strategies and a risk-focused investment process.

Lindsey Simek is a financial advisor at Capstone Investment Financial Group, LLC in Colorado Springs, CO, holding a Series 65 designation with five years of industry experience. Prior to joining Capstone in 2020, Simek worked at NYLIFE Securities, LLC and New York Life Insurance Company from 2018 to 2019. Capstone Investment Financial Group serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, and corporations by providing personalized investment management, financial planning, and retirement-plan advisory services. The firm emphasizes risk assessment and management, employs proprietary model strategies including sustainable and ESG approaches, and acts as manager of a private pooled investment vehicle.

James Cornehlsen is a CFA® charterholder with 20 years of experience in the financial industry. He has worked at Capstone Investment Financial Group, LLC since 2014 and has been with Dunn Warren Investment Advisors, LLC since 2001. Outside of advisory work, he operates AUM in a Box, a company providing marketing, coaching, sales consulting, and back-office solutions to financial advisors, and owns Fitter Financials, which offers bookkeeping services to business owners. Capstone Investment Financial Group primarily serves individual investors, investment companies, pension and profit-sharing plans, trusts, estates, charities, corporations, and other advisory firms. The firm provides personalized investment management, financial planning, and retirement-plan advisory services, emphasizing risk management through proprietary strategies and discretionary portfolio management.