Watson Bailly

Craig Lathram is the principal of Lathram Financial Group, LLC, an independent registered investment adviser based in Avon, Colorado. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2008, he worked with Vail Associates and Billion Dollar Mentoring. Outside of his advisory work, he is a part-time ski instructor. Lathram Financial Group serves individuals, small business owners, corporate executives, trusts, and estates, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm uses a combined fundamental and technical investment approach with an emphasis on capital preservation and tactical allocation shifts. It also provides retirement plan consulting and fiduciary services, utilizing third-party research and reporting tools.

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

Bo Pihl III is a CFP® and CFA®-credentialed financial advisor with 23 years of industry experience. He has worked at Orographic Financial Advisors since 2022 and previously spent 20 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning services for individual and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm applies an investment approach based on Modern Portfolio Theory and combines fundamental, technical, cyclical, and macroeconomic analysis while tailoring portfolios to client risk tolerance and time horizon.

Thomas Larsen is a financial advisor with Asset Strategies Group, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Asset Strategies Group since 2009 and has prior experience with Sonnenalp Resort and Vail Resorts spanning several decades. Asset Strategies Group, LLC provides investment advisory and consulting services primarily to individual and high-net-worth clients, managing approximately $51.6 million in assets. The firm employs a non-discretionary operating model and uses a variety of analytical methods to design and monitor portfolios aligned with clients’ goals and risk tolerances.

Daniel Mckelvey is a financial advisor with McKelvey & Associates, Inc. in Vail, CO. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at ClearChoice Management Services and spent two years as a stay-at-home parent. McKelvey & Associates, Inc. provides discretionary portfolio management for pooled and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm integrates tax and accounting services alongside investment management, employing a combined approach of fundamental, technical, and cyclical analysis across a broad range of investment instruments.

Lesley Shiffrin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Orographic Financial Advisors since 2022. Prior to this, she worked for 24 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning for individual and institutional clients, including high-net-worth individuals, foundations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon.