Brooks Carelton Marsted

Michelle Martinez is a CFP® professional based in Edwards, CO, with 27 years of industry experience. She is the owner and sole advisor at Rise Up Planning, LLC, and has held positions at several firms including Purshe Kaplan Sterling Investments, OSAIC, and Securities America. Martinez also operates Cornerstone Insurance and Financial Group, where she provides financial planning, investment advisory, and insurance services. Rise Up Planning offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, including ERISA plan consulting. The firm employs a generally passive, model-based investment approach grounded in Modern Portfolio Theory, managing portfolios across a range of asset classes with regular account reviews and tax-loss harvesting when appropriate.

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 20 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney, Citigroup Global Markets, and Morgan Stanley prior to joining Aberle in 2017. Aberle Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth families, trusts, estates, and businesses. The firm combines long-term thematic and strategic allocation with shorter-term tactical adjustments, implementing portfolios primarily through no-load mutual funds and ETFs, while also utilizing individual equities, fixed income, REITs, commodities, and buffered instruments when appropriate.

Brian Aberle is a CFP® with 30 years of experience in the financial industry. He is the principal of Aberle Investment Management LLC, where he has worked since 2009. Prior to founding his firm, he spent time with Wells Fargo Advisors Financial Network and Citigroup Global Markets. Aberle Investment Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth families, trusts, estates, and businesses. The firm focuses on long-term capital protection and growth using a combination of thematic strategic allocations and tactical adjustments implemented through diverse investment vehicles.

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.