Jonathan Berstein

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.

Michelle Martinez is a CFP® professional based in Edwards, CO, with 27 years of industry experience. She is the owner and sole advisor at Rise Up Planning, LLC, and has held positions at several firms including Purshe Kaplan Sterling Investments, OSAIC, and Securities America. Martinez also operates Cornerstone Insurance and Financial Group, where she provides financial planning, investment advisory, and insurance services. Rise Up Planning offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, including ERISA plan consulting. The firm employs a generally passive, model-based investment approach grounded in Modern Portfolio Theory, managing portfolios across a range of asset classes with regular account reviews and tax-loss harvesting when appropriate.

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

Brooks Marsted is a financial advisor with BCM Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Kovack Advisors, Inc. and Kovack Securities, Inc. since 2005. BCM Wealth Management provides wealth and portfolio management services primarily to high-net-worth individuals, trusts, and small business retirement accounts. The firm employs fundamental analysis to build portfolios tailored to each client’s objectives and risk tolerance, generally operating on a non-discretionary basis with a focus on individualized portfolio management.

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets, as well as Morgan Stanley. Aberle Investment Management provides fee-only investment management and financial planning to individuals, high-net-worth families, trusts, estates, and certain businesses, focusing on long-term capital preservation and growth. The firm uses a combination of long-term thematic and strategic allocation alongside shorter-term tactical strategies, primarily through no-load mutual funds and ETFs, and offers household-level fee aggregation that may include held-away assets.