Collective Wealth Partners, LLC

Emma Foulkes is a CFP® professional with 24 years of industry experience. She is currently with Collective Wealth Partners, LLC, where she has worked since 2021. Prior to that, she spent seven years with Cambridge Investment Research. Outside of her advisory role, Foulkes is an author and speaker on financial education, owner of a financial television network, and serves on multiple nonprofit boards. She also volunteers as a subject matter expert for the CFP Board’s exam development. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management and financial planning services. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including counseling targeted to women and minorities.

Brian Mc Kinney is a CFP® professional with 14 years of experience in the financial industry, currently serving as an advisor at Collective Wealth Partners, LLC. His prior roles include positions at GRID 202 Partners, Smart Money Group LLC, Denver Public Schools, DaVita, and USAA Financial Advisors. In addition to his advisory work, Brian engages in compensated speaking engagements on non-investment topics. Collective Wealth Partners serves individuals, families, trusts, and businesses by providing investment management, financial planning, retirement-plan advisory, and business consulting. The firm uses fundamental analysis to construct diversified portfolios and offers educational seminars and financial-wellness programs, including services targeted to women and minorities.

Kamila Elliott is a CFP® professional with 23 years of industry experience, currently serving at Collective Wealth Partners, LLC. Her prior roles include positions at Dimensional Fund Advisors, LPL Financial, and The Vanguard Group. She chairs the CFP Board of Standards and contributes to the CNBC Financial Advisor Council. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction while offering educational seminars and financial-wellness programs, including services tailored to women and minorities.

Thomas Stapleton is a financial advisor at Collective Wealth Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Applied Wealth Management, Principal Securities Inc, and Principal Life Insurance Company, among others. Stapleton is also the founder of Power of Your Money, LLC, a financial literacy education program, where he serves as an author and speaker. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, and business consulting. The firm emphasizes fundamental analysis and portfolio construction using a range of asset classes, and offers educational seminars and financial-wellness programs, including services targeted to women and minorities.

Ronald Saul II is a CFP® with 16 years of experience in the financial services industry. He is currently with Collective Wealth Partners, LLC and previously worked at Omaris Financial, LLC and Vanguard. Outside of his advisory role, he is an owner of Omaris Financial LLC, where he creates educational content, hosts webinars, and provides one-on-one financial coaching. Collective Wealth Partners serves individuals, families, trusts, and businesses with investment management, financial planning, retirement-plan advisory, and business consulting. The firm emphasizes fundamental analysis and diversified portfolio construction, along with financial education and employee wellness programs.