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.

Frederick Winston is a financial advisor with Winvest Investments L.P. in Montrose, Colorado, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Winvest Investments since 1996. Outside of his advisory role, he serves as president and managing partner in several related investment entities and holds leadership positions in multiple non-investment organizations. Winvest Investments provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, and small businesses. The firm’s approach combines fundamental and technical analysis with a variety of investment strategies, including options, and offers both discretionary and non-discretionary account management.

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.

Justin Mckenna is a financial advisor at High Country Capital Management in Montrose, CO, holding a Series 65 credential with 15 years of industry experience. He has been with High Country Capital Management since 2007. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations by providing financial and investment planning, asset allocation, and ongoing portfolio management. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, supported by a systematic manager-research approach.

Adam Miller is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Elderado Financial, Inc. since 2007 and has been with Perspective Financial, LLC since 2018. 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 written communications, educational workshops, and specialized philanthropic services.

Betty Tomlinson is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and affiliated firms since 2014, as well as at LPL Financial LLC. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach emphasizes value-oriented investing and strategic asset allocation, using model portfolios and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cimarron Wealth Management and LPL Financial since 2005. Outside of his advisory work, he has been involved in several business entities for tax and investment purposes. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation through tailored strategies using mutual funds, ETFs, individual securities, and offers fiduciary consulting and public educational seminars.

Brian Dow is a financial advisor at Gateway Wealth Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial. Outside of his advisory role, Dow serves as a Planning and Zoning Commissioner for the City of Rifle and leads a jail ministry at New Creation Church. He is also the Head of School at Liberty Classical Academy in New Castle, CO. Gateway Wealth Partners is a registered investment adviser providing financial planning, wealth management, and retirement plan consulting to individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Paychex, Inc. and Paychex Securities Corporation. Outside of his advisory role, McMahon volunteers as a DJ and music coordinator for KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering both discretionary and non-discretionary portfolio management.

Ashley Dejulio is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. She holds a Series 65 credential and has been with Cimarron Wealth Management since 2018. Outside of her advisory role, she is the sole owner of Southmont Solutions CPA, LLC, a business focused on accounting and tax preparation services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to client objectives and offering fiduciary consulting and management services.

Kyle Kyburz is a CFP® with six years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado. He has been with Cimarron Wealth Management and its predecessor, Colorado West Investments, since 2019, and also has experience with LPL Financial and Strategic Wealth Advisors Group. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives while offering discretionary and non-discretionary portfolio management alongside financial planning and fiduciary consulting.

Lincoln Anderson is a Series 65-registered financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado, bringing five years of industry experience. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. and has owned Lincoln W. Anderson, LLC, where he serves as a licensed attorney. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, tailored to clients’ objectives, and also offers legal services through an affiliated attorney.

Michael Murphy is a CFP® professional with seven years of experience in financial advising, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. His prior roles include positions at LPL Financial and Strategic Wealth Advisors Group. Outside of advisory work, he has been involved with Financial Aid TV and Denver Seminary. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm emphasizes value-oriented investing and strategic asset allocation, tailoring strategies to clients’ objectives and offering both discretionary and non-discretionary portfolio management.

Todd Heasty is a CFP® and Series 66-registered advisor with Cimarron Wealth Management, Inc. in Gunnison, CO, bringing four years of industry experience. Prior to joining Cimarron Wealth Management in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He also has experience as a small business owner, operating a Scooter's Coffee franchise since 2017, and served nearly two decades with the Loveland Fire Rescue Authority. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, trusts, estates, business entities, and retirement-plan sponsors. The firm focuses on value-oriented investing and strategic asset allocation using model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities, with tailored strategies to meet client objectives.

Daniel Carnes is a financial advisor at ElderAdo Financial, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, U-Haul International, and Vineyard Church North Phoenix. ElderAdo Financial provides personalized financial planning and discretionary investment management for 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, serving a diverse clientele including high-net-worth individuals and philanthropic entities.

Brandon Baker is a financial advisor with Sage Financial Group Inc. in Montrose, CO. He holds a Series 65 designation and has 10 years of industry experience, having been with Sage Financial Group since 2013. Sage Financial Group provides discretionary and non-discretionary investment management, financial planning, and family-office style services to individuals, high-net-worth clients, pension and profit-sharing plans, business entities, trusts, and private funds. The firm manages approximately $3.6 billion for over 1,000 clients and offers a diversified investment approach emphasizing fundamental analysis, longer-term holdings, and tactical cash positions.

David Schuttig is a CFP® and ChFC® credentialed financial advisor with over 31 years of industry experience. He is currently with Gladstone Wealth Partners and has previously worked at LPL Financial, Mutual Securities, Mutual Advisors, and AXA Advisors. Schuttig provides investment advisory services through multiple independent advisory firms affiliated with Gladstone Wealth Partners. Gladstone Wealth Partners offers asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm utilizes a centralized supervision model and deploys a range of investment strategies, including equities, fixed income, ETFs, alternative assets, and third-party managers.

John Countryman is a financial advisor at Private Advisor Group, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Advisor Group since 2012, with overlapping tenure at LPL Financial starting in 2012. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and partnerships with third-party managers.

Trevor Harrison is a financial advisor with Edward Jones in Montrose, Colorado, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Jensen is a financial advisor with Edward Jones in Montrose, Colorado, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at First Republic Investment Management and Wells Fargo Advisors. Outside of his advisory work, Jensen is involved with family farming enterprises and serves as vice president of a local homeowners association. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Angela Moyer is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she was involved in photography and digital imaging, operating her own photography business specializing in landscape photography. She is also a notary in Montrose, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Deborah Handley Cordova is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 13 years of industry experience. Her prior work includes roles at One Resource Group, Apria Healthcare, Layton City Police Department, Transamerica Financial Advisors, and World Financial Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeri Mattics is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Edward Jones since 2012. She is based in Montrose, CO. Outside of her advisory role, Mattics serves as a board member of the Maslow Academy of Applied Learning, contributing to community education discussions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Christopher Cox is a financial advisor with Raymond James Financial in Montrose, Colorado, holding a Series 66 designation and eight years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2017 and also works with Bank of Colorado. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by a broad affiliate network.

Scott Frazer is a financial advisor at LPL Financial with 15 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining LPL Financial in 2021, he worked at Charles Schwab & Co., Inc. and Schw Private Client Investment Advisory. Outside of his advisory role, Frazer serves as president of Rocky Mountain Strategic Capital Inc. and is also active as an insurance agent with various carriers for W&R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse range of clients including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that develops strategic and tactical model portfolios.

Rhoda Hannenberg is a Financial Advisor with Thrivent Investment Management, holding a Series 66 designation and bringing three years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management Inc since 2022 and previously managed bookkeeping and retail activities. Hannenberg serves on the boards of the San Juan Christian Home Educators and the Valley Symphony Association, contributing to community and nonprofit efforts in Western Colorado. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and comprehensive written recommendations across various financial topics without portfolio management or institutional advisory services.

Christian Reichmann is a financial advisor at Edward Jones in Montrose, Colorado, with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2014. Outside of his advisory role, he serves as a board member and secretary for the Montrose Community Foundation, a local charitable organization that manages funds and provides grants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large national network of financial advisors and branch offices.

Connor Visser is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at AXA Advisors and Adams State University. Connor holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Paul Magnani is a Series 66-licensed financial advisor with Edward Jones in Montrose, Colorado, where he has worked since 2018. He has seven years of industry experience, including a prior ten-year career at MBC Broadcasting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Alexandra Gerken is a financial advisor with Edward Jones in Montrose, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in marketing and nonprofit services and has a long-term association with Slipstream Inc. Gerken owns an organic farm in Montrose. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supporting over 23,000 financial advisors nationwide.

Nadin Lenz is a CFP® and Series 66-registered financial advisor with Edward Jones in Montrose, Colorado, with eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Wells Fargo and was affiliated with Colorado Mesa University. Outside of her advisory role, she has experience in managing rental real estate. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors.

Laurie Montagne is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2019. Outside of her advisory role, she is involved with Custom Homes and More and Glass Doctor, and has a background with W Church Financial and the Colorado Weed Management Association. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party sub-advisers.

Connor King is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at MDC Holdings and Taylor Morrison. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors.