Jeri Denise Mattics

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 Series 66-licensed financial advisor with seven years of industry experience. She currently leads Lion’s Eye Wealth LLC, an independent advisory firm, and has prior experience at Morgan Stanley Private Bank and High Country Capital Management. Outside of advising, she contributes written thought pieces to several media publications. Lion’s Eye Wealth LLC manages approximately $7 million in discretionary assets for a small client base including individuals, high-net-worth clients, trusts, estates, family offices, and businesses. The firm employs both active and passive strategies and offers a range of planning services within its asset-based advisory relationships while providing educational seminars and access to select private funds.

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.