Coley Patrick Cassidy

John Coulter is a CFP® professional with 27 years of experience in the financial industry. He has been with Aspen Financial, Inc., including its prior name Coulter Investment Management, Inc., since 1989. The firm operates independently out of Snowmass Village, CO, with Coulter as its sole advisor. Aspen Financial, Inc. provides fee-based, discretionary asset management and portfolio services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, managing risks explicitly, and operates without receiving external compensation for securities sales.

Julie Muraco is a financial advisor at Suarum Investment Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Ideas, Inc., Greenwich Investment Management, Weild & Co., Arrowmark Partners, Stonecastle Securities, and StoneCastle Partners. She also serves as a consultant for business and capital markets through her sole proprietorship, Praeditis Group LLC. Suarum Investment Management provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations, endowments, corporations, and high-net-worth investors. The firm employs a research-driven investment process that integrates qualitative and quantitative analysis, machine-learning models, and proprietary portfolio optimization, with a niche focus on private activity municipal bonds and public-private partnership financing.

Adam Stevenson is the sole advisor at Stevenson Advisors, LLC, an independent registered investment adviser based in Aspen, CO. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Stevenson has been with Stevenson Advisors since 2009. Stevenson Advisors provides discretionary portfolio management to individual clients and manages a privately offered pooled investment fund. The firm employs a fundamental analysis-driven approach with two core strategies—Absolute Return and Long-Only—utilizing derivatives and leverage as part of its investment process.

Lawrence Buchholz is a financial advisor at Spectrum Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Spectrum Wealth Management since 2007. Spectrum Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and qualified retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and a combination of fundamental, market-trend, and economic cycle analysis.

Thomas Mac Pherson is a financial advisor at River Rose Financial LLC in Snowmass Village, CO. He holds a Series 65 designation and has been with River Rose Financial since 2020. His prior experience includes roles at Regeneron Pharmaceuticals Inc. and founding TRI&TRI Coaching LLC. River Rose Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, families, trusts, business owners, and custodial accounts. The firm employs a rules-based, data-driven investment approach centered on quantitative portfolio construction and macroeconomic analysis, and also offers public market research, educational seminars, and standalone equity valuation services.

Eric Reische is a financial advisor at Vineyard Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Aspen Skiing Company since 1998, where he serves as a snowmaking controller. Vineyard Capital Management provides portfolio management services to individual and high-net-worth clients, focusing primarily on equities through a non-discretionary investment approach that combines charting, fundamental, and technical analysis. The firm emphasizes individualized Investment Policy Statements and regular portfolio monitoring without placing trades on behalf of clients.