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.

Raymundo Cobo Avila is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with GBM Wealth Management, Inc., where he has worked in various roles since 2016. His background includes positions at GBM International, Inc. and GBMSA Holdings, Inc. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining GBM Wealth Management, she worked for Lifestyles & Heritage Brands of Mexico for ten years. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management across various asset classes using fundamental, longer-term analysis and multiple model strategies.

Jose Macouzet is a financial advisor at GBM Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the GBM group of companies since 2005. Outside of his advisory role, he is the owner of LUNIMAC, LLC and a passive equity owner in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel investments. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios across multiple asset classes, utilizing fundamental analysis and diverse model strategies for U.S. and non-U.S. clients.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GBM Wealth Management, she worked for Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and constructs tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at GBM International, GBM Mexico, Cargamos, Nazca, and held academic positions at Anahuac University, Ibero University, and Instituto Cumbres. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets across tailored portfolios using fundamental, longer-term analysis and multiple model strategies, supporting both U.S. and non-U.S. clients.

Nicole Geraci is a CFP® professional with 12 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior work includes roles at Revolution Power Yoga, Mountain Recreation - Gypsum, Vail Resorts, Royal Electric, LLC, and Rocky Mountain Planning Group, Inc. Outside of financial advising, she provides fitness instruction through Mountain Recreation - Gypsum and is co-owner of an electrical contracting business, Royal Electric, LLC. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment approach combined with third-party research and offers tiered planning services, including subscription-based programs and wrap-fee management.

Grace Wellwerts is a CFP® with 27 years of industry experience. She has worked at Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. She holds a Series 63 license. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, employing a quantitative investment process combined with third-party research and a range of investment vehicles.

Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Grupo Financiero Banorte, Intercam Casa De Bolsa, and Banco Santander. GBM Wealth Management, Inc. provides continuous investment advice and portfolio management to individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm offers tailored portfolios using fundamental, longer-term analysis across various asset classes and model strategies, serving both U.S. and non-U.S. residents.

Mayra Rodriguez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. She has worked at Monex Asset Management, Inc. and Monex Securities, Inc., and has a background that includes roles at GBM International, Inc. and Black Door Staging LLC. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets, offering customized portfolios across various asset classes with both discretionary and non-discretionary management options.

Jessica Rusnock is a CFP® professional with nine years of industry experience. She is currently with Verity Investment Partners, where she has worked since 2021. Prior to that, she held roles at CliftonLarsonAllen Wealth Advisors, LLC and SYM Financial Advisors. Verity Investment Partners is a 12-advisor team managing approximately $1.4 billion in assets across five offices. The firm provides discretionary investment management, ongoing financial planning without separate fees, and negotiated family office consulting for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. Their investment approach includes client-suitability-based portfolio construction, ongoing rebalancing, and emphasis on dividend-paying equities alongside fundamental and technical analysis.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Mediterranean International Group, Ltd. and teaching positions at the University of Houston and The Woodlands High School. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management using fundamental, long-term analysis across a variety of investment models.

William Mako is a financial advisor at Western Wealth Management LLC with a Series 66 designation and one year of industry experience. Prior to joining Western Wealth Management, he worked at LPL Financial and has ongoing employment as a ski instructor with Vail Resorts. Western Wealth Management LLC serves a diverse clientele including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers a range of portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives.

Dudley Irwin II is a financial advisor with BFC Planning, Inc., holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel Fisher & Company Financial Services Inc. since 2006. Outside of his advisory roles, he serves as a board member overseeing city funds for Eagle City School, is a member of the Niwot Rotary nonprofit service organization, and acts as treasurer for the New Hardt Water Company. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various sub-advisory and third-party management programs, employing a range of investment strategies including stocks, bonds, mutual funds, and ETFs.

Tracy Tutag is a CFP® and holds a Series 66 license with 23 years of industry experience. She has been with Western Wealth Management LLC since 2015 and has also been affiliated with LPL Financial since 2008. Western Wealth Management LLC serves a broad range of clients, including individuals, charitable and corporate entities, and pension plan sponsors, providing comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers. The firm utilizes a variety of investment strategies, including model portfolios and access to multiple advisory programs and third-party managers.