Jaimee Carnes, CFP®, is one of the lead advisors at ElderAdo Financial, where she works as part of a collaborative team helping individuals and families make confident, values-aligned financial decisions. Jaimee specializes in retirement planning, investment management, and guiding clients through complex life transitions with clarity and care. Known for her thoughtful, relationship-driven approach, she partners closely with clients to build practical, sustainable strategies aligned with their long-term goals. Jaimee believes effective financial planning should feel personal, empowering, and grounded in trust.

Jim Elder is a seasoned fiduciary financial advisor based in Montrose, Colorado, with over 33 years of experience in wealth management. Registered with Elderado Financial, an SEC-regulated Registered Investment Advisor (RIA), Jim specializes in retirement planning, tax optimization, estate planning, and real estate investing. Over his career, he has managed $240 million in assets under management, guiding predominantly retired clients. Jim’s approach is grounded in trusted, client-centered fiduciary advice, helping individuals and families achieve financial confidence and long-term security.

Nathan Manes is a financial advisor at Elderado Financial, Inc. in Montrose, CO, holding Series 63, Series 65, and CFP® designations with three years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Consolidated Electrical Distributors. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through regular communications and educational workshops, with a focus on philanthropy and tailored advisory relationships.

Lisa Durant is a Series 66-licensed financial advisor with seven years of industry experience. She currently leads Lion’s Eye Wealth LLC, an independent advisory firm, and has prior experience at Morgan Stanley Private Bank and High Country Capital Management. Outside of advising, she contributes written thought pieces to several media publications. Lion’s Eye Wealth LLC manages approximately $7 million in discretionary assets for a small client base including individuals, high-net-worth clients, trusts, estates, family offices, and businesses. The firm employs both active and passive strategies and offers a range of planning services within its asset-based advisory relationships while providing educational seminars and access to select private funds.

Jason Napoli is a ChFC® with 15 years of industry experience, serving as President and Principal at High Country Capital Management since 2012. He is based in Montrose, Colorado, and holds Series 63 and Series 65 licenses. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations, offering financial and investment planning, asset allocation, portfolio management, and retirement-plan consulting. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, utilizing diversified portfolios of mutual funds, ETFs, bonds, and select individual securities.

Craig Wolverton is a financial advisor at Four Seasons Investment Advisors, Inc. in Montrose, CO, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Four Seasons Investment Advisors since 2005 and Oberlin Financial Corp. since 2004. Four Seasons Investment Advisors provides portfolio management and financial planning services to individuals, trusts, estates, and business entities, managing approximately $108.9 million in assets. The firm emphasizes broad asset allocation, low-cost funds, global diversification, and periodic rebalancing, and offers a Co-Advisor program that integrates third-party discretionary managers alongside financial planning addressing mortgage and debt evaluation.

Justin Mckenna is a financial advisor at High Country Capital Management in Montrose, CO, holding a Series 65 credential with 15 years of industry experience. He has been with High Country Capital Management since 2007. High Country Capital Management serves individuals, business owners, qualified retirement plans, trusts, estates, and charitable organizations by providing financial and investment planning, asset allocation, and ongoing portfolio management. The firm employs a collaborative investment process that integrates Modern Portfolio Theory with fundamental and technical analysis, supported by a systematic manager-research approach.

Adam Miller is a CFP® and holds a Series 65 license with 18 years of industry experience. He has worked at Elderado Financial, Inc. since 2007 and has been with Perspective Financial, LLC since 2018. Elderado Financial provides personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations, managing approximately $195 million in client assets. The firm emphasizes client education and outreach through written communications, educational workshops, and specialized philanthropic services.

Betty Tomlinson is a financial advisor with Cimarron Wealth Management, Inc. in Montrose, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Tomlinson has been with Cimarron Wealth Management and its predecessor firms since 2014 and has previous experience at LPL Financial and Bancwest Investment Services. Cimarron Wealth Management serves a diverse client base including individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. The firm offers asset management, financial planning, and retirement plan consulting, emphasizing value-oriented, long-term investing with tailored portfolio strategies that address client objectives and risk tolerance.

Kevin Sanderford is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with 37 years of industry experience. He has been with Cimarron Wealth Management (formerly Colorado West Investments) since 2005 and previously worked at Strategic Wealth Advisors Group. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering tailored portfolio management and financial planning services.

Brian Dow is a financial advisor at Cimarron Wealth Management, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Gateway Wealth Partners, LPL Financial, and Adviser's Pride. Outside of his advisory role, he serves as the Planning and Zoning Commissioner for the City of Rifle and is a jail ministry leader with New Creation Church. He also holds a leadership position as Head of School at Liberty Classical Academy. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm provides asset management, financial planning, and retirement plan consulting with a value-oriented, long-term investment approach tailored to clients’ objectives and risk tolerance.

Adlai McMahon is a financial advisor at Cimarron Wealth Management, Inc. in Montrose, CO, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Paychex, Inc. and Paychex Securities Corporation. Outside of his advisory role, he volunteers as a DJ and music coordinator for KBUT Community Radio in Gunnison Valley. Cimarron Wealth Management serves individual and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing tailored to client objectives and risk tolerance, incorporating a range of analytical techniques and tax-efficient portfolio options.

Ashley Dejulio is a Series 65-licensed financial advisor at Cimarron Wealth Management, Inc. in Montrose, Colorado, with five years of industry experience. Prior to joining Cimarron Wealth Management, she worked at TK Mining Services, LLC. Outside of advising, she is the sole owner of Southmont Solutions CPA, LLC, where she manages accounting and tax preparation services. Cimarron Wealth Management serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and corporate retirement plans. The firm employs a value-oriented, long-term investment approach combined with strategic and tactical asset allocation, offering both discretionary and non-discretionary portfolio management as well as financial and retirement plan consulting.

Connor Visser is a financial advisor at Uptick Partners, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for a decade before joining Uptick Partners in 2026. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach based on a derivative of Modern Portfolio Theory and integrates tax planning through its affiliation with Holistic Tax Solutions, LLC.

Kyle Kyburz is a CFP® professional at Cimarron Wealth Management, Inc. with seven years of industry experience. He has been with Cimarron Wealth Management and its predecessor firms since 2019 and is also affiliated with LPL Financial. Cimarron Wealth Management serves individual and institutional clients, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing combined with strategic and tactical asset allocation and offers tailored portfolio solutions based on client objectives and risk tolerance.

Lincoln Anderson is a financial advisor at Cimarron Wealth Management, Inc. with five years of industry experience. He holds a Series 65 designation and has been a licensed attorney since 1983, operating Lincoln W. Anderson, LLC, a legal practice based in Montrose, Colorado. Prior to joining Cimarron Wealth Management, he worked at Colorado West Investment, Inc. for one year. Cimarron Wealth Management serves a diverse client base that includes individuals, trusts, estates, and corporate retirement plans. The firm focuses on value-oriented, long-term investing and provides tailored portfolio management, financial planning, and retirement plan consulting services.

Michael Murphy is a CFP® with eight years of industry experience, currently serving at Cimarron Wealth Management, Inc. in Montrose, CO. He has held roles at LPL Financial and Strategic Wealth Advisors Group, LLC, and previously worked at Denver Seminary. Cimarron Wealth Management advises a diverse client base including individuals, trusts, estates, and corporate retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm emphasizes value-oriented, long-term investing through strategic asset allocation and model portfolios tailored to client objectives and risk tolerance.

Todd Heasty is a CFP® professional with five years of industry experience, currently serving as an advisor at Cimarron Wealth Management, Inc. Prior to joining Cimarron in 2022, he worked at Strategic Financial Management, Inc. and LPL Financial. He is also a small business owner of a Scooter's Coffee franchise and has a background with the Loveland Fire Rescue Authority. Cimarron Wealth Management advises a range of clients including individuals, trusts, estates, and corporate retirement plans, offering asset management, financial planning, and retirement consulting. The firm emphasizes value-oriented, long-term investing combined with strategic and tactical asset allocation, tailoring portfolios to client objectives and risk tolerance while utilizing tax-aware strategies when appropriate.

Daniel Carnes is a financial advisor at Elderado Financial, Inc. in Montrose, Colorado, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Charles Schwab & Co., Inc. and U-Haul International before joining Elderado Financial in 2019. Elderado Financial is a SEC-registered advisory firm serving individuals, high-net-worth families, trusts, foundations, and charitable organizations. The firm offers customized financial planning and discretionary investment management through a multi-advisor team, emphasizing regular client communications, educational programs, and philanthropy-focused forums.

Janet Elder is a financial advisor with Elderado Financial, Inc. in Montrose, Colorado, holding 27 years of industry experience. She has been with Elderado Financial since 2003. Elderado Financial is a team of five advisors providing personalized financial planning and discretionary investment management to individuals, trusts, endowments, and charitable organizations. The firm manages approximately $195 million in client assets and offers services that include comprehensive financial plans, asset management, retirement and education planning, and ongoing portfolio oversight, with an emphasis on client education and philanthropic planning.