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.

Matthew Paquin is a financial advisor at Integrity Alliance, LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for two years. His background includes roles at Lion Street Financial and Lion Street Advisors, as well as time spent at Florida State University and Tampa Preparatory School. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Christopher Sabella is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience at Sagome LLC and RJ LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Jonathan Martin is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones for 10 years and holds Series 63 and Series 66 designations. Outside of his advisory role, Martin assists with company direction at Hotspur Enterprises and leads a fire battalion as part of the Telluride Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Travis Holgate is a financial advisor with LPL Financial in Durango, CO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at TruWest Auto, Action Pages, Bradsby Group, and Ballantine Communications. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Mark Harris is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Merrill and Bank of America since 2016 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm provides multiple program strategies with varying degrees of client and advisor discretion, supported by a CIO and platform oversight, and integrates closely with Bank of America affiliates and capital markets platforms.

Hunter Allmon is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Securities America Advisors and Securities America Inc. from 2014 to 2022. He holds Series 63 and Series 65 licenses. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Stephen Pollard is a Wealth Management Advisor at Merrill Lynch Wealth Management, leading Pollard, DiMedio & Associates. He serves a select group of ultra-high-net-worth individuals and families, including entrepreneurs, professionals, and business executives, many of whom have earned their wealth in a single generation. Stephen focuses on building close personal and professional relationships to understand his clients’ goals and design tailored financial strategies that align with their values and priorities. Before joining Merrill in 2003, Stephen held management positions in a business and technology consulting firm, where he developed a consultative approach to client relationships. He applies this approach to wealth management by actively listening and encouraging in-depth conversations, including sensitive family matters that influence financial decisions. As a Portfolio Manager in Merrill’s Investment Advisory Program, he manages personalized investment strategies on a discretionary basis, utilizing a mix of individual securities, Merrill model portfolios, and third-party strategies. Stephen holds a bachelor’s degree in biology from Brown University and is a CERTIFIED FINANCIAL PLANNER™ professional. His professional designations also include Personal Investment Advisor (PIA). He has been nationally recognized for seven consecutive years on Barron’s “Top 1,200 Financial Advisors” list, most recently in 2022. Stephen is actively involved in the community, serving on the Board of Centurion, an organization dedicated to freeing the wrongly convicted. He resides in Princeton, New Jersey, with his family and enjoys adventure sports, biking, camping, reading, skiing, and spending time with them.

Calvin Romero is a financial advisor with LPL Financial in Durango, Colorado, holding a Series 66 designation and 14 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for ten years each and has been affiliated with Clements Group since 2005. Outside of his advisory role, he is involved as a caregiver with People Care in Delta, Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Darren Aversa is a Series 66-licensed financial advisor with Edward Jones, based in Telluride, Colorado, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest networks of financial advisors and branch offices in the industry.

John Hunt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Hunt operates two investment-related businesses under DBAs in Telluride, Colorado. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Balster is a financial advisor with LPL Financial in Durango, CO, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc. for a decade. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management options through a large network of investment adviser representatives.

William Clements is a financial advisor with LPL Financial in Durango, CO, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2022, he spent ten years at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he is involved with Clements Group Insurance Sales, focusing on non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.