Copperleaf Capital, LLC

Colton Strawn is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Copperleaf Capital, LLC and has prior experience at Fidelity Investments, Uber, Lyft, The Vanguard Group, Signature FD, and State Farm. Outside of his advisory role, he is licensed to sell health, disability, and life insurance products, including Medicare Supplement insurance. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a combination of fundamental research, technical signals, and sub-advisory management.

Peter Ross is a financial advisor at Brookstone Wealth Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Copperleaf Capital, LLC and Fidelity Investments. Outside of his advisory role, he is licensed as an insurance agent and sells health and life insurance products. Brookstone Wealth Advisors provides investment management primarily through sponsored and pooled vehicles, serving retirement plans, trusts, and other institutional clients. The firm employs a mix of active and passive strategies within model portfolios and offers discretionary account management supported by a networked operating structure and affiliated entities.

Ryan Peterson is a CFP® and ChFC® with 24 years of industry experience. He has been with Copperleaf Capital, LLC since 2004. In addition to his advisory role, he is licensed as an insurance producer, selling health, disability, and life insurance products, including Medicare Supplement insurance. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a combination of fundamental research, technical signals, and third-party sub-advisory management.

Brad Playford is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Copperleaf Capital, LLC. His prior experience includes 16 years at The Vanguard Group and involvement with multiple businesses such as Top Shelf Bartenders and Az Poker Tables. He also holds licenses as an insurance producer for health, disability, and life insurance products. Copperleaf Capital serves individual and high-net-worth families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement plan consulting, insurance product implementation, and digital currency management, using a values-driven planning process and a diversified investment approach incorporating fundamental research, technical signals, and third-party sub-advisory management.