Peter Pittman is a CFP® and holds a Series 66 license with 14 years of industry experience. He has worked at Aspen Leaf Wealth Management, PBC since 2020 and previously held roles at Tedstrom Wealth Advisors, LPL Financial, and Wells Fargo Advisors. Aspen Leaf Wealth Management, PBC is a fee-only firm serving individuals, families, trusts, and small-business retirement plans. The firm emphasizes strategic, asset-allocation-driven portfolios with ESG screening and manages approximately $75.5 million across a two-advisor team.

Gregory Lessard is a financial advisor with Aspen Leaf Wealth Management, PBC in Golden, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Aspen Leaf Financial Planning, LLC since 2012. Aspen Leaf Wealth Management, PBC provides fee-only discretionary investment management and integrated financial planning to individuals, families, trusts, and small-business retirement plans. The firm employs a strategic, asset-allocation approach using historical data, predominantly invests in ETFs with ESG screening, and operates as a Public Benefit Corporation and Certified B Corp.