Daniel Mckelvey

Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with LaSalle St Securities for 25 years. Zidel Financial, Inc. provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm applies Modern Portfolio Theory using fundamental and technical analysis to manage diversified long-term investment portfolios.

Stephen Gladstone is the principal of Gladstone Financial LLC in Breckenridge, CO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Financial since 2013. Outside of his advisory work, Gladstone is also a professional musician. Gladstone Financial provides ongoing asset management and financial consulting primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, estates, and business entities, employing a blend of charting, technical, fundamental, and cyclical investment methods.

Julio Lacayo is the sole advisor at Private Lane Capital, LLC in Vail, Colorado, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Family Focus Wealth Management, Fiduciary Trust International, Truist Financial Corporation, Bank of America, and Merrill. Private Lane Capital provides discretionary portfolio management primarily to high-net-worth individuals, families, and retirement plans, focusing on a concentrated, equity-driven strategy aimed at long-term capital appreciation. The firm employs both fundamental and technical analysis in its security selection and offers option strategies and private placement investments for qualified accounts.

Craig Lathram is the principal of Lathram Financial Group, LLC, an independent registered investment adviser based in Avon, Colorado. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2008, he worked with Vail Associates and Billion Dollar Mentoring. Outside of his advisory work, he is a part-time ski instructor. Lathram Financial Group serves individuals, small business owners, corporate executives, trusts, and estates, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm uses a combined fundamental and technical investment approach with an emphasis on capital preservation and tactical allocation shifts. It also provides retirement plan consulting and fiduciary services, utilizing third-party research and reporting tools.

Christopher Semrod is the principal advisor at Semrod Capital LLC, an independent advisory firm. He holds Series 63 and Series 66 designations and has 25 years of industry experience. Prior to founding Semrod Capital in 2018, he worked at Merrill, Waddell & Reed, and Strategic Wealth Planning, among other firms. Semrod Capital provides discretionary and non-discretionary asset management and portfolio monitoring to individuals, high-net-worth clients, business entities, and select charitable organizations. The firm uses a variety of analysis methods and strategies tailored to client goals, and it manages approximately $20.7 million across about 20 client relationships.

David Keller is the sole advisor at Covered Call LLC in Silverthorne, Colorado, holding a Series 65 designation with 11 years of industry experience. He has managed Covered Call LLC since 2014. Keller’s prior professional experience includes work in Japan and Hong Kong. Covered Call LLC provides discretionary portfolio management primarily for individual investors, using a range of options-based strategies alongside fixed income and diversified mutual funds and ETFs. The firm is notable for its active use of derivatives in separately managed accounts and serves a significant non-U.S. client base with tailored investment approaches.