InSight, Corp.

Kevin Taylor is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Waddell & Reed, Inc., and Robert W. Baird & Co. Incorporated. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis approach using four internally developed model portfolios and offers customized portfolio management and integrated financial planning services.

Peter Locke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at InSight, Corp. since 2020. His prior experience includes roles at TD Ameritrade Investment Management, LLC and Scottrade. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth clients, retirement plan sponsors, and trusts, generally requiring a $250,000 minimum relationship. The firm employs an investment approach based on fundamental analysis and internally constructed model portfolios, offering both standardized and fully customized portfolio management with discretionary oversight.

Katelyn Palone is a financial advisor at InSight, Corp. in Boulder, CO, holding a Series 65 designation with approximately two years of experience in the industry. Her prior work includes roles at Net Energy, Aledade, and Legacy Health, among others. InSight, Corp. provides financial planning and discretionary asset management to individuals, high-net-worth individuals, retirement plan sponsors, and trusts, typically serving clients with a minimum of $250,000 in assets. The firm employs a fundamental analysis-based investment approach using four internally constructed model portfolios, with management generally conducted on a discretionary, buy-and-hold basis tailored to client risk profiles.