Edward Ronald Lara

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.

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.

Andria Pyn is the principal advisor of PYN Wealth Management LLC in Breckenridge, Colorado, holding a Series 65 designation with eight years of industry experience. She previously worked at Zidel Financial, Inc. for seven years before founding her current firm. Outside of financial advising, she works as a bartender in the hospitality industry. PYN Wealth Management LLC offers financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a Modern Portfolio Theory approach, tailoring asset allocation to each client’s specific circumstances and accepting discretionary authority while allowing for written investment restrictions.

Sean Butson is a CFA® charterholder with 19 years of industry experience. He has been the principal of DC Capital Management, LLC since 2011. DC Capital Management provides discretionary portfolio management and fee-based financial planning to individuals and various institutional clients. The firm utilizes a blend of charting, fundamental, technical, and cyclical analysis and offers proprietary model portfolios tailored to different risk profiles, operating as a solo practice with centralized decision-making.

Carly Nixon is a CFP® professional with two years of experience in financial advising at Capital Consulting & Asset Management. Prior to joining the firm, she spent two years at the College for Financial Planning and teaches English as a part-time professor at Colorado Mountain College, working primarily with Spanish-speaking students. Capital Consulting & Asset Management provides financial planning, portfolio management, and qualified plan consulting services to individual investors and retirement plan sponsors, managing over $218 million in discretionary assets. The firm uses model portfolios primarily composed of mutual funds and ETFs, with discretionary management tailored to client profiles, and offers additional access to third-party managers for larger accounts and specialized retirement plan services.