Caryn Taurog Borden

John Blanks is the sole advisor at Cornet Capital LLC in Telluride, Colorado, holding a Series 66 designation with 22 years of industry experience. He has led Cornet Capital since 2011. Cornet Capital provides financial advice and project-based planning to individuals, charitable organizations, and businesses, focusing on retirement, estate planning, wealth preservation, and investment selection. The firm employs a consultative and analytical approach across various investment types and operates on an advice-only basis without discretionary trading authority or asset custody.

Richard Lesan is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at Frontier Advisors, LLC since 2009. Frontier Advisors, LLC provides discretionary, fee-only investment management and long-range financial planning to individuals, small businesses, and small institutional clients, including 501(c)(3) organizations and fiduciary investment advisory services for 401(k)/profit-sharing plans. The firm’s investment approach emphasizes long-term, macro-focused research, disciplined asset allocation, and risk management, utilizing low-turnover, indexed ETFs and other liquid instruments.

Dylan Brooks is a CFP® with 23 years of industry experience, currently serving at BFC PLANNING, Inc. He has held previous roles at Mutual Advisors, LLC, Mutual Securities Inc., and Equitable Advisors. Brooks owns an independent insurance agency focused on health, disability, and life insurance and serves on the board of the Telluride Repertory Theatre, a local nonprofit organization. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs a variety of investment approaches through an extensive network of independent advisers.

Zachary Reynolds is a CFA® charterholder with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Full Sail Capital and the Trust Company of Oklahoma. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Andrea Stackland Winterer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2025. She previously worked for Commonwealth Financial Network for 16 years. Outside of her advisory role, she owns E3 Financial Planning, LLC, which includes securities, financial planning, and insurance services, and she is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Christopher Sabella is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he worked at Sagome LLC from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.