Stephen Pollard

John Blanks is the sole advisor at Cornet Capital LLC in Telluride, Colorado, holding a Series 66 designation with 22 years of industry experience. He has led Cornet Capital since 2011. Cornet Capital provides financial advice and project-based planning to individuals, charitable organizations, and businesses, focusing on retirement, estate planning, wealth preservation, and investment selection. The firm employs a consultative and analytical approach across various investment types and operates on an advice-only basis without discretionary trading authority or asset custody.

Richard Lesan is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at Frontier Advisors, LLC since 2009. Frontier Advisors, LLC provides discretionary, fee-only investment management and long-range financial planning to individuals, small businesses, and small institutional clients, including 501(c)(3) organizations and fiduciary investment advisory services for 401(k)/profit-sharing plans. The firm’s investment approach emphasizes long-term, macro-focused research, disciplined asset allocation, and risk management, utilizing low-turnover, indexed ETFs and other liquid instruments.

Dylan Brooks is a CFP® professional with 22 years of industry experience, currently serving at BFC PLANNING, Inc. He previously worked at Mutual Advisors, LLC and Mutual Securities Inc. Brooks owns an independent insurance agency specializing in health, disability, and life insurance and serves on the board of the Telluride Repertory Theatre, a nonprofit organization. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and pension plans through a network of approximately 200 investment adviser representatives. The firm offers financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies tailored to client needs.

Andrea Stackland Winterer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2025. She previously worked for Commonwealth Financial Network for 16 years. Outside of her advisory role, she owns E3 Financial Planning, LLC, which includes securities, financial planning, and insurance services, and she is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Todd Mezrah is a financial advisor with Integrity Alliance, LLC, holding a Series 63 license and over 32 years of industry experience. His prior roles include positions at Lion Street Advisors and M. Holdings Securities, Inc., as well as operating Todd M. Mezrah & Associates since 1994. Outside of advising, he owns several businesses including a consulting firm specializing in executive benefits and a car repair and restoration business, and he serves on the boards of financing companies affiliated with BankUnited. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of independent advisers. The firm provides asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio strategies across various investment vehicles.

Zachary Reynolds is a CFA® charterholder with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Full Sail Capital and the Trust Company of Oklahoma. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.