Caitlin Patricia Muldoon

Christy Kong Eaton is the sole advisor at Red Lady Capital Management, LLC in Crested Butte, CO, where she has 14 years of industry experience. She holds the CFA® designation and Series 63 license. She has worked at Red Lady Capital Management since 2011 and joined Intergy Private Wealth, LLC in 2026. Red Lady Capital Management, LLC is an independent, fee-only registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities. The firm combines fundamental analysis with proprietary quantitative models and offers discretionary portfolio management with strategies that include long- and short-term positions, short sales, and margin when appropriate.

John Garmhausen is the sole advisor at First Look Capital Management, LLC, an independent firm based in Crested Butte, Colorado. He holds CFP® and CFA® designations and has 16 years of industry experience, having led his firm since 2014. First Look Capital Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth investors, and small businesses. The firm employs a Core-plus-Satellite investment approach combined with Modern Portfolio Theory, focusing on low-cost indexed core holdings alongside targeted active satellite positions, with an emphasis on tax efficiency and periodic rebalancing.

Marcus Martin is the sole advisor at Martin, Marcus, an independent firm based in Crested Butte, Colorado. He holds a Series 65 designation and has three years of experience in financial advising. In addition to his advisory role, Marcus operates Marcus A. Martin, Esq. LLC, a legal services firm he has led since 1998. Martin, Marcus provides financial planning and advisory services primarily to individuals and families, as well as to not-for-profit entities, small businesses, and trusts. The firm emphasizes broad diversification and long-term, buy-and-hold investment strategies using low-cost passive index mutual funds and ETFs, delivering tailored written recommendations without managing client portfolios or charging percentage-of-assets fees.

Steven Daniels is the sole advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Mercer Advisors and Laurel Wealth Advisors before founding his current firm in 2020. Eudaimon Wealth Management provides portfolio management and investment advisory services to individual and high-net-worth clients, creating customized Investment Policy Statements and offering both discretionary and non-discretionary management. The firm employs a combination of modern portfolio theory and quantitative analysis across a diverse range of investment vehicles, including active trading strategies, and manages approximately $18 million primarily on a discretionary basis.

John Simmons Jr. is a financial advisor with Rothschild Financial Partners, LLC, holding Series 63, Series 65, and Series 66 credentials and over 34 years of industry experience. His prior roles include positions at Morgan Stanley Investment Advisors, Invicta Advisors, and Ovation Partners. Simmons has been with Rothschild Financial Partners since 2026 and has also operated as a self-employed advisor. Rothschild Financial Partners, LLC is an independent advisory and financial planning firm serving individuals, high-net-worth clients, corporate executive groups, trusts, and other entities. The firm employs tailored asset-allocation models that consider client objectives, tax and estate factors, time horizons, and risk tolerance, implementing strategies through mutual funds, ETFs, individual equities, fixed income, and pooled vehicles.

John Pulliam is a financial advisor at Pulliam Family Office, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services Inc. and Raymond James Financial Services. Pulliam Family Office serves individuals and high-net-worth families, as well as estates, trusts, partnerships, retirement plans, corporations, and broker-dealer clients. The firm offers discretionary and non-discretionary investment management, financial planning, legacy management, and a range of family-office services, using strategic and tactical asset allocation across various investment types and coordinating with legal and tax professionals.