Kris Mc Kinney

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, with seven years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at RSF Social Finance and UnionBanc Investment Services, among other roles. Williams serves as an unpaid board member of the Aquillius Institute and is Senior Officer for Impact Investing at the Colorado Health Foundation. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and limited-scope consulting to high-net-worth individuals, charitable organizations, and corporations. The firm focuses on long-term, disciplined portfolio construction with an emphasis on stewardship, strategic asset allocation, diversification, and tax-aware management.

Brian Kinney is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is the sole advisor at Financial Life Journeys, an independent advisory practice based in Peyton, CO. Prior to founding his firm, he worked at First Ascent Financial and Alpers Financial Planning, Inc., and he currently serves as Director of Legacy and Asset Giving at Compassion International. Financial Life Journeys provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolios constructed from low-cost index funds and ETFs. The firm emphasizes a values-based financial planning process and coordinates implementation for clients who choose managed accounts, with a notable focus on charitable and estate strategies informed by Mr. Kinney’s nonprofit work.

James Hanley is a financial advisor at Kisher Capital, LLC with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 registrations. His prior roles include positions at Envoy Advisory Inc., Edward Jones, and USAA financial services. Kisher Capital serves individual investors, including high-net-worth clients, as well as self-directed pension and profit-sharing plans, charitable organizations, and businesses. The firm offers discretionary investment management and comprehensive financial planning through proprietary portfolio models that integrate faith-based screens, factor tilts, leveraged and buffered ETFs, and AI-driven tools within a wrap fee program structure.

Tara Nolan is a financial advisor with Tara Nolan Advisory Services, Ltd, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has served in the United States Air Force since 1994. Outside of advising, Nolan is president of Donzer Enterprises, which publishes books and DVDs, including horse training materials. Tara Nolan Advisory Services, Ltd works primarily with high-net-worth individuals, entrepreneurs, and business clients, focusing on women and business owners. The firm provides financial consulting, planning, money management, and business retirement plan services, recommending third-party money managers after thorough review and conducting ongoing performance evaluations.

Bruce Larsen is a Series 66-licensed financial advisor with 27 years of industry experience. He currently works at Colorado Wealth Group LLC in Denver, CO, where he has been since 2020, following a decade at Forta Financial Group (formerly Presidential Brokerage, Inc.) and a recent role at Savvy. Outside of advisory work, Larsen is an author of a self-published book titled *A Concise Guide to Tax in Retirement* and is involved in horse training and roping through BL Roping LLC. Colorado Wealth Group is a six-advisor team managing approximately $235 million for individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm combines fundamental and quantitative analysis with strategic asset allocation, utilizing a range of investment vehicles and providing ongoing financial planning and retirement plan advisory services.

Susan Strasbaugh is a CFP® professional with 27 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, LLC, Buckingham Asset Management, LLC, and running Strasbaugh Financial Advisory for two decades. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of specialized services including portfolio management, financial counseling, and family office services.