Laurie Montagne

Jaimee Carnes, CFP®, is one of the lead advisors at ElderAdo Financial, where she works as part of a collaborative team helping individuals and families make confident, values-aligned financial decisions. Jaimee specializes in retirement planning, investment management, and guiding clients through complex life transitions with clarity and care. Known for her thoughtful, relationship-driven approach, she partners closely with clients to build practical, sustainable strategies aligned with their long-term goals. Jaimee believes effective financial planning should feel personal, empowering, and grounded in trust.

Jim Elder is a seasoned fiduciary financial advisor based in Montrose, Colorado, with over 33 years of experience in wealth management. Registered with Elderado Financial, an SEC-regulated Registered Investment Advisor (RIA), Jim specializes in retirement planning, tax optimization, estate planning, and real estate investing. Over his career, he has managed $240 million in assets under management, guiding predominantly retired clients. Jim’s approach is grounded in trusted, client-centered fiduciary advice, helping individuals and families achieve financial confidence and long-term security.

Nathan Manes is a financial advisor at Elderado Financial, Inc. in Montrose, CO, holding Series 63, Series 65, and CFP® designations with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Consolidated Electrical Distributors. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through regular communications and educational workshops, with a focus on philanthropy and tailored advisory relationships.

Lisa Durant is a financial advisor at Lion's Eye Wealth LLC with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and High Country Capital Management, among other roles. In addition to her advisory work, Durant contributes research and thought pieces as a writer for several media publications. Lion's Eye Wealth serves individual and institutional clients, including high-net-worth individuals, small to medium businesses, and family offices, providing discretionary portfolio management and comprehensive financial planning. The firm uses a variety of analytical methods and active trading strategies within discretionary mandates, upholding a fiduciary standard and offering educational programs and access to a broad investment menu.

Jason Napoli is a ChFC® with 15 years of industry experience, serving as President and Principal at High Country Capital Management since 2012. He is based in Montrose, Colorado, and holds Series 63 and Series 65 licenses. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations, offering financial and investment planning, asset allocation, portfolio management, and retirement-plan consulting. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, utilizing diversified portfolios of mutual funds, ETFs, bonds, and select individual securities.

Craig Wolverton is a financial advisor at Four Seasons Investment Advisors, Inc. in Montrose, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Four Seasons Investment Advisors since 2005 and Oberlin Financial Corp. since 2004. Four Seasons Investment Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $108.9 million in assets. The firm emphasizes broad asset allocation, low-cost funds, global diversification, and periodic rebalancing, and offers a Co-Advisor program that integrates third-party discretionary managers alongside financial planning addressing mortgage and debt evaluation.