CS Planning Corp

Kevin Canterbury is a financial advisor with CS Planning Corp, holding the ChFC® designation and Series 63 license, with 20 years of industry experience. His prior roles include positions at Redstone Capital Management, LLC and Coastal Investment Advisors, among others. He is also active as a life insurance agent with Truchoice Financial Life Insurance Brokerage. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs globally diversified portfolios tailored to clients’ risk tolerance and goals.

Richard Bingaman is a financial advisor with CS Planning Corp and holds a Series 65 designation. He has seven years of industry experience, including roles at Dynamic Wealth Advisors and GuidePoint Private Wealth Management, PLLC. In addition to his advisory work, he owns and operates a CPA firm providing tax and business advisory services. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse clientele including individuals, businesses, and charitable organizations. The firm uses a multi-advisor model to deliver investment supervisory, portfolio management, and financial planning services with a focus on diversified, systematic strategies tailored to client risk tolerance and goals.

Daniel Roseth is a financial advisor at CS Planning Corp with three years of industry experience. He holds a Series 65 credential and has worked in wealth management and accounting since 2015, including roles at 83 Rd St. Wealth Management and his own accounting firm, H.D. Roseth & Associates, Ltd. Outside of financial advising, he is an accountant at H.D. Roseth & Associates, Ltd. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base. The firm employs a multi-advisor model and constructs broadly diversified, systematically managed portfolios tailored to clients’ risk tolerances and goals.

David Armstrong is a financial advisor at CS Planning Corp with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CS Planning Corp since 2013, previously working at Master Planners & Associates, LLC. Based in Boston, MA, he operates within a multi-advisor firm structure. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm utilizes a systematic investment strategy with broadly diversified global portfolios, tailoring asset allocation to client risk tolerance and goals, and managing accounts on an ongoing basis.

Kathleen Rentz is a financial advisor at CS Planning Corp with 10 years of industry experience. She holds a Series 65 designation and has worked at CS Planning Corp since 2018. Her prior experience includes roles at Global Financial Private Capital, LLC and Thayer & Co. She also served at Dancing Angels from 2015 to 2021. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides a range of investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerance, often managing accounts on a discretionary basis.

Jacquie Lemarr is a financial advisor with CS Planning Corp in Scottsdale, AZ, holding Series 63 and Series 65 credentials and four years of industry experience. Before joining CS Planning Corp and Redstone Capital Management in 2022, she worked at Charles Schwab and held roles in athletic departments and various organizations. Outside of finance, she has been involved with Cyclebar for eight years. CS Planning Corp operates as Vertical Ascent Wealth Management and provides investment supervisory, portfolio management, consulting, and financial planning services to individuals, businesses, retirement plans, and charitable organizations through a multi-advisor model. The firm employs a systematic, broadly diversified investment strategy tailored to client risk tolerance and goals.

Matthew Fevola is a financial advisor at CS Planning Corp with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Stark Financial Advisers, Inc. and R.M. Stark & Co., Inc. He is also an independent insurance agent recommending fixed and life products. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to individual and institutional clients. The firm employs a multi-advisor model and constructs diversified portfolios tailored to clients’ risk tolerance and goals, using a systematic strategy with ongoing monitoring.

Walter Richardson is a financial advisor at CS Planning Corp with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Morgan Stanley Private Bank, Vanderbilt Securities, Capital Markets IQ, Concert Wealth Management, and Wells Fargo Advisors. Outside of his advisory work, he is a co-founder of Upward Media Partners, a media content development enterprise. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model and systematic, diversified investment strategies tailored to clients’ risk tolerance and goals.

Daniel Sanchez is a financial advisor at CS Planning Corp with one year of industry experience. He holds a Series 65 designation and previously worked at Chandler Wealth Management and Marco Learning. Outside of finance, he owns and operates The Human Geo Guy, LLC, a tutoring service focused on AP Human Geography, and serves as a night school teacher at RPS Academy. He also participates annually as an AP exam scorer for the College Board. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to construct diversified portfolios tailored to clients’ risk tolerance and goals, often managing accounts on a discretionary basis.

Robert Burns is a financial advisor at CS Planning Corp with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at 83 Rd St. Wealth Management, LLC for ten years. Outside of his advisory role, he serves as president of Pillars of Success LLC dba Meridian Wealth Alliance, an operating entity for two accounting firms. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, and financial planning services to individuals, businesses, retirement plans, foundations, trusts, estates, and charitable organizations. The firm employs a multi-advisor model to construct globally diversified portfolios tailored to clients’ risk tolerances and goals, often managing accounts on a discretionary basis.

Renee Reksc is a financial advisor at CS Planning Corp with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. for 27 years. Outside of her advisory work, she operates a tax preparation service and serves on the Laurel Lake Association’s water management committee. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base through a multi-advisor model. The firm constructs diversified portfolios tailored to individual risk tolerances and goals, employing systematic strategies with ongoing monitoring and discretionary management.

John Gustafsson is a financial advisor at CS Planning Corp with Series 63 and 65 licenses and four years of industry experience. Prior to joining CS Planning Corp, he worked at Northwestern Mutual Wealth Management Company and its affiliates from 2021 to 2023. Outside of financial services, he has a background as a professional hockey player with several minor league teams. CS Planning Corp, operating as Vertical Ascent Wealth Management, offers investment supervisory, portfolio management, consulting, and financial planning services to a broad client base including individuals, businesses, and charitable organizations. The firm employs a multi-advisor model and constructs diversified portfolios tailored to client risk tolerances, often managing accounts on a discretionary basis.

Evan Kellenberger is a financial advisor at Advisory Solutions Group with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Focuspoint Solutions, Inc. His current role at Advisory Solutions Group began in 2026. Advisory Solutions Group provides investment management, financial planning, and turnkey back-office services primarily to registered investment advisory firms and retail clients. The firm emphasizes broadly diversified, systematic asset allocation and model implementation using a range of investment instruments supported by quantitative, momentum, and fundamental analysis.

Hoon Kang is a CFP®, ChFC®, and Series 63 licensed advisor at CS Planning Corp with 14 years of industry experience. He has served in roles at Elliott Bay Advisors LLC since 2007 and is involved with multiple entities including Elliott Bay Insurance LLC and Cultivant LLC, a marketing-related business. Kang is also a licensed life insurance agent. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and nonprofit organizations. The firm employs a multi-advisor model and offers broadly diversified portfolios tailored to each client’s risk tolerance and goals, with ongoing monitoring and often discretionary management.

Nathan Workman is a Series 65-credentialed advisor with two years of industry experience. He is affiliated with CS Planning Corp and Elmberry Wealth Management, Inc. Outside of financial advising, Nathan is a practicing attorney specializing in estate planning and asset protection at Radius Law Group. CS Planning Corp, operating as Vertical Ascent Wealth Management, provides investment supervisory, portfolio management, consulting, and financial planning services to a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model with bespoke asset allocation strategies and ongoing portfolio monitoring.