Karl Hering is a financial advisor with Unity Wealth Strategies in Colorado Springs, Colorado, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Unity Wealth Strategies in 2026, he worked at Money Concepts Capital Corp and Summit Financial Group. Outside of his advisory work, he is a certified personal trainer operating Be Functional, LLC. Unity Wealth Strategies serves individual investors, charitable organizations, and corporations with discretionary investment management and both ongoing and project-based financial planning. The firm employs a tailored investment process that integrates passive and active strategies, including client-specific policies and customization for socially responsible investing.

Shari Carlson is a financial advisor at Unity Wealth Strategies in Colorado Springs, CO, with six years of industry experience. She holds a Series 65 designation and has worked at several firms including Creative Financial Services, Inc. and Collaborative Consulting Group LLC. Outside of her advisory role, Carlson works as a trainer at Balancing Life's Issues, serves as a substitute teacher in the Harrison School District 2, and acts as a parent provider community connector for S Carlson Care Provider. Unity Wealth Strategies is a fee-only registered investment adviser that serves individual clients and small organizations through investment management and comprehensive financial planning. The firm employs a combination of passive and active strategies aligned with asset-allocation principles and offers educational seminars and speaking engagements.

Rebecca Miller is a financial advisor at Unity Wealth Strategies with 10 years of industry experience. She holds a Series 65 designation and previously worked at Creative Financial Services, Inc. for 11 years. In addition to her advisory role, she works part-time as an Operations & Client Experience Specialist at Hessel Financial Advisors, supporting client correspondence and administrative tasks. Unity Wealth Strategies is a fee-only registered adviser that provides investment management and comprehensive financial planning to individuals and small organizations. The firm uses a combination of passive and active strategies within a discretionary asset-allocation framework and offers educational seminars and speaking engagements.