Diane Janet Soucheray

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 a financial advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Eudaimon Wealth Management since 2020 and also maintains a role at Laurel Wealth Advisors, Inc. since 2013. Eudaimon Wealth Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, offering tailored investment plans with documented risk tolerance and client-imposed restrictions. The firm employs a combination of modern portfolio theory and quantitative analysis across a broad range of investment vehicles, including mutual funds, equities, ETFs, REITs, and options trading, managing approximately $18 million mostly on a discretionary basis.

Caitlin Muldoon is a CFP® professional at Rising Femme Wealth with three years of industry experience. Prior to joining Rising Femme Wealth in 2023, she worked at Network Ninja, Inc. and Perficient, Inc. She also took a career break from 2021 to 2023 to focus on parenting. Rising Femme Wealth is a fee-only registered adviser that provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing primarily passive, long-term buy-and-hold strategies with periodic rebalancing and offering socially responsible investing options.

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.