Julie Christienne Muraco

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.

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 18 years of industry experience. He holds a Series 65 designation and has worked at Aspen Skiing Company since 1998 as a snowmaking controller. Vineyard Capital Management provides ongoing portfolio management and investment advice to individual and high-net-worth clients, focusing primarily on equity investments and utilizing a non-discretionary advisory model. The firm prepares tailored Investment Policy Statements and performs regular account reviews, emphasizing a combination of charting, fundamental, and technical analysis with a long-term trading orientation.

John Colver is the sole advisor at Colver Asset Management, LLC in Aspen, Colorado. He holds a Series 65 designation and has 16 years of industry experience. Colver Asset Management is an independent, single-advisor registered investment adviser serving individual investors and trusts. The firm manages approximately $24 million across 16 client accounts, focusing on long-term growth through individualized portfolios that include equities, mutual funds, ETFs, and fixed-income securities.