Ryan Wayne Barber

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.

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.

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.

Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.

Terrence Cunningham is a financial advisor at Scala Capital LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CMG Capital Management Group, Inc. and Integral Wealth Securities LLC. Outside of his advisory role, he is involved in business development and commercial lending with Clarion Street Advisors. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary portfolio management through model portfolios and incorporates technical, fundamental, and cyclical analysis alongside various trading strategies.