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 financial advising. He is currently with Collective Wealth Partners, LLC, where he has worked since 2022. His prior experience includes roles at GRID 202 Partners, Smart Money Group LLC, Denver Public Schools, DaVita, USAA Financial Planning Services, Merrill, Blackrock Investment Management, and others. Outside of his advisory work, Brian is also an owner and speaker for a non-investment-related speaking business. Collective Wealth Partners is a wealth management firm that provides comprehensive financial planning, investment management, retirement plan advisory, and estate planning services to individuals, families, trusts, and small businesses. The firm emphasizes customized portfolio construction and offers employee financial-wellness programs and educational counseling, including services tailored 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.