Karen Lisa Roth

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.

Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.