Crusonia Wealth Advisors LLC

Ned Meloni is a CFP® professional with 18 years of industry experience, currently serving at Crusonia Wealth Advisors LLC in Denver, CO. His prior roles include positions at Financial Steward Associates, LPL Financial, Elevations Credit Union, CUSO Financial Services, GWFS Equities, and Northstar Realty Securities. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a variety of analytical approaches and combines in-house management with third-party sub-advisors to implement asset-allocation and core-satellite strategies, offering specialized services such as income tax preparation through affiliated accounting professionals.

Conor Jonasson is a CFP® with five years of industry experience, currently serving as a financial advisor at Crusonia Wealth Advisors LLC. His prior roles include positions at Safeguard Financial, Thrivent Advisor Network, Interactive Financial Advisors, and Diversified Management, Inc. He is also involved with Jonasson Retirement Solutions, LLC, an advisory business focused on investment advisory activities. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a blend of analytical approaches and combines in-house management with third-party sub-advisors and ETF allocations to implement asset-allocation and core-satellite strategies.

Amy Warrender is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Crusonia Wealth Advisors LLC, where she has worked since 2025. Her prior experience includes roles at Private Capital Management, Creative Planning, and TIAA-CREF Individual & Institutional Services. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a blend of fundamental, quantitative, technical, and cyclical investment approaches and combines in-house management with third-party sub-advisors and ETF allocations to implement asset-allocation and core-satellite strategies.

Gary Wagner is a financial advisor at Crusonia Wealth Advisors LLC in Denver, CO, holding a Series 65 designation with 22 years of industry experience. He previously worked at Private Capital Management and operated Wagner Wealth Management for 16 years. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis, integrating in-house management with third-party sub-advisors and ETF allocations to implement asset-allocation and core-satellite strategies.

David Baysinger is a CFP® and holds a Series 66 license with 22 years of industry experience. He is currently with Crusonia Wealth Advisors LLC and previously worked at WealthSource Partners, LLC and Frontier Wealth Management, LLC. Outside of advising, he is an associate at a public accounting firm where he performs bookkeeping, tax planning, and tax preparation. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning for individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis and uses both in-house management and third-party sub-advisors to implement asset-allocation and core-satellite strategies.

Jason Alderson is a CFP® professional with 10 years of industry experience. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. His prior experience includes roles at Private Capital Management, LLC, Elbert Capital Management, Kestra Financial, Inc., and BOK Financial. Alderson serves as a board member and treasurer for both the Shalom Park/Beth Israel Foundation for the Aged and The Lowry Foundation. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical approaches and uses both in-house management and third-party sub-advisors to implement diversified asset-allocation strategies.

Kelly Elsensohn is a CFP® professional with 12 years of industry experience. She is currently with Crusonia Wealth Advisors LLC, where she has worked since 2024, following prior roles at Wealthsource Partners, LLC and Frontier Wealth Management, LLC. Outside of her advisory work, Elsensohn owns and operates a public accounting firm, providing bookkeeping, tax planning, and tax preparation services. Crusonia Wealth Advisors offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical analysis, integrating in-house management with third-party sub-advisors and ETF-based strategies, and includes accounting and tax services through affiliated professionals.

Meghan Ide is a financial advisor at Crusonia Wealth Advisors LLC with five years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill Lynch, Auric Capital Partners, and Private Capital Management. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical approaches, integrating in-house management with third-party sub-advisors and ETF allocations to implement asset-allocation and core-satellite strategies.

Madeline Kleinman is a CFP® with seven years of industry experience, currently serving as an advisor at Crusonia Wealth Advisors LLC. Her background includes roles at Charles Schwab and Private Capital Management. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a mix of fundamental, quantitative, technical, and cyclical analytical approaches, combining in-house management with third-party sub-advisors and ETF allocations to implement asset-allocation and core-satellite strategies.

Collin Schmidt is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Crusonia Wealth Advisors LLC in Denver, CO, where he has worked since 2025. Prior to that, he held roles at Private Capital Management and Wagner Wealth Management. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and cyclical analyses, integrating in-house management with third-party sub-advisors and ETF-based allocations, and offers unique services such as options strategies and corporate structure analyses.

Rachel McGuire is a CFP®, CFA®, and Series 66-licensed advisor at Crusonia Wealth Advisors LLC with eight years of industry experience. She has previously worked at Private Capital Management, BOK Financial, and The Milestone Group Inc. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities, employing a blend of analytical approaches and a mix of in-house and third-party management to implement asset-allocation and core-satellite strategies.

John Mc Glothlin III is a CFP® professional with eight years of experience in financial advising. He is currently with Crusonia Wealth Advisors LLC, where he has worked since 2025. Prior to this, he held positions at Southwest Retirement Advisors, LLC and Southwest Retirement Consultants. Crusonia Wealth Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and business entities. The firm employs a combination of analytical approaches and integrates in-house management with third-party sub-advisors to implement diversified investment strategies, including the use of options and margin within managed accounts.