Scott Roger Mercier

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.

Rohit Chaudhary is a CFA® charterholder affiliated with Tulan Capital LLC, with experience spanning roles at MIO Partners, Inc. and Oliver Wyman before joining his current firm. His career includes work in consulting and investment management since 2012. Tulan Capital is an independent multi-family office serving high-net-worth individuals, families, and their related entities. The firm offers discretionary portfolio management, financial planning, integrated tax and estate-planning coordination, and uses a written investment policy with a long-term strategic asset allocation approach primarily through exchange-traded funds and proprietary systematic strategies.

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.