Svetlana Koltun is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 66 and Series 63 licenses and 24 years of industry experience. Her career includes roles at UBS Financial Services, Citigroup Global Markets, Ifam Capital, and Raymond James Financial Services. She is also an associate at Impact Financial Strategies, where she serves as Director of Operations. Ascentis Independent Advisors is a multi-team SEC-registered adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, financial planning, retirement plan consulting, and access to both public and private securities through a variety of portfolio management and co-advisory programs.

Sean Duffy is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, Colorado, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Raymond James Financial Services and Colorado State University. He is also an associate employee with Impact Financial Strategies, working in wealth planning. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management, comprehensive portfolio management, financial planning, and consulting services, utilizing a diverse mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Timothy Murray is a financial advisor at Ascentis Independent Advisors, LLC in Fort Collins, CO, with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward D. Jones & Co., L.P. for 24 years, as well as Raymond James Financial Services Advisors, Inc. for four years. Outside of his advisory role, he owns and operates Shotgun Chaps LLC. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management and financial planning, utilizing a mix of public and private securities with discretionary management through model portfolios and sub-advisory arrangements.