Stephanie Kimak is a financial advisor at Unify Wealth Management LLC in Fort Collins, CO, holding a Series 65 designation with 11 years of industry experience. She has been with Unify Wealth Management since 2015 and is also a shareholder and accountant at Unify CPAs PC, where she has provided accounting and tax services since 1999. In addition, she is involved with Unify LLC, a payroll services company. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual, high-net-worth clients, businesses, and pension plans. The firm employs a passive, asset-class investment approach through third-party portfolio managers and is affiliated with a CPA practice that offers accounting and tax services.

David Fry is a Series 65-licensed advisor with Unify Wealth Management LLC in Fort Collins, Colorado, and has 11 years of industry experience. He has held roles at United Advisor Group and Medicare Upgrades and is also an accountant and shareholder at Unify CPAs, P.C., where he spends a significant portion of his time. Additionally, Mr. Fry is involved in payroll processing and has interests in a restaurant and commercial real estate through limited liability companies. Unify Wealth Management LLC provides fee-based financial planning, discretionary investment management, and retirement plan consulting primarily to individual and high-net-worth clients, as well as businesses and pension plans. The firm employs a third-party portfolio manager focusing on passive, asset-class portfolios constructed under modern portfolio theory and maintains a close affiliation with a CPA practice.