Nathaniel Lee Kaup

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

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.

Julie Muraco is a financial advisor with Suarum Investment Management, LLC in Aspen, Colorado, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Her prior roles include positions at Capital Ideas, Inc., Greenwich Investment Management, Inc., Weild & Co., Arrowmark Partners, Stonecastle Securities, LLC, StoneCastle Partners, LLC, and she has been a consultant for Praeditis Group LLC since 2005. Suarum Investment Management provides discretionary portfolio management primarily for institutions, foundations, endowments, corporations, and high-net-worth investors. The firm utilizes a combination of bottom-up qualitative and quantitative research, third-party analysis, portfolio optimization tools, and machine-learning models to manage a range of defined strategies including high-yield equity income, total capital return, essential services infrastructure, municipal bonds, and mission-related investing.

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.

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.