Christy Kong Eaton is the principal of Red Lady Capital Management, LLC, an independent firm based in Crested Butte, CO. She holds the CFA® designation and Series 63 license and has 14 years of industry experience. Eaton has led Red Lady Capital Management since 2011. Red Lady Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a blended top-down and bottom-up fundamental analysis combined with proprietary quantitative overlays to manage discretionary portfolios.

John Garmhausen is the sole advisor at First Look Capital Management, LLC, an independent firm based in Crested Butte, Colorado. He holds CFP® and CFA® designations and has 16 years of industry experience, having led his firm since 2014. First Look Capital Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth investors, and small businesses. The firm employs a Core-plus-Satellite investment approach combined with Modern Portfolio Theory, focusing on low-cost indexed core holdings alongside targeted active satellite positions, with an emphasis on tax efficiency and periodic rebalancing.

Marcus Martin is the sole advisor at Martin, Marcus, an independent firm based in Crested Butte, Colorado. He holds a Series 65 designation and has three years of experience in financial advising. In addition to his advisory role, Marcus operates Marcus A. Martin, Esq. LLC, a legal services firm he has led since 1998. Martin, Marcus provides financial planning and advisory services primarily to individuals and families, as well as to not-for-profit entities, small businesses, and trusts. The firm emphasizes broad diversification and long-term, buy-and-hold investment strategies using low-cost passive index mutual funds and ETFs, delivering tailored written recommendations without managing client portfolios or charging percentage-of-assets fees.

Steven Daniels is a financial advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Eudaimon Wealth Management since 2020 and also maintains a role at Laurel Wealth Advisors, Inc. since 2013. Eudaimon Wealth Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, offering tailored investment plans with documented risk tolerance and client-imposed restrictions. The firm employs a combination of modern portfolio theory and quantitative analysis across a broad range of investment vehicles, including mutual funds, equities, ETFs, REITs, and options trading, managing approximately $18 million mostly on a discretionary basis.

John Pulliam is a financial advisor with Pulliam Family Office, LLC in Crested Butte, CO. He holds Series 63 and Series 65 designations and has over a decade of experience, including roles at UBS Financial Services and Raymond James Financial Services. He has been with Pulliam Family Office since 2019 and also worked with The Leaders Group DBA Simplicity Investments. Pulliam Family Office provides investment advisory services primarily to family office clients, high-net-worth individuals, families, trusts, and business entities. The firm employs a tactical investment approach using price and technical analysis tools and offers a broad suite of services including wealth transfer, entity advisory, financial planning, and coordination with outside professionals.

Jonathan Woodward is a financial advisor at Pulliam Family Office, LLC in Crested Butte, Colorado. He holds Series 63 and Series 65 licenses and has experience working with firms including LPL Financial, Bancwest Investment Services, and BMO Bank NA. Woodward has been with Pulliam Family Office since 2025 and also has experience with The Leaders Group Inc., DBA Simplicity Investments. Pulliam Family Office provides investment advisory services primarily to family offices and high-net-worth individuals, as well as families, trusts, and business entities. The firm employs a tactical-tilt investment approach using technical analysis tools such as relative strength methodologies and point-and-figure charts, and offers services including discretionary and non-discretionary investment management, financial planning, and family-office advisory.

Michael Steinberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Steinberg serves on the finance committee of the Gateway Condominiums HOA in Mt. Crested Butte, Colorado, providing guidance on long-term capital expenditures. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diane Soucheray is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations. Diane has worked at RBC Capital Markets since 1997 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party investment managers.

Dana Albright is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Crested Butte, CO, Dana serves clients through the firm’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, with a focus on tailored financial planning and comprehensive investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Megan Papadatos is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following two years at Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates centralized supervisory, custody, and order-routing arrangements across its large client base.

David Kopitz is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he holds a minority ownership interest in a New York-based investment-related firm. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Victoria Unger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

James Henkel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Henkel serves on the boards of Housing For Seniors, Inc. and the Crested Butte Land Trust, providing strategic advice and participating in governance and finance committees. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market models.