John Coulter is a CFP® professional with 27 years of experience in the financial industry. He has been with Aspen Financial, Inc., including its prior name Coulter Investment Management, Inc., since 1989. The firm operates independently out of Snowmass Village, CO, with Coulter as its sole advisor. Aspen Financial, Inc. provides fee-based, discretionary asset management and portfolio services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, managing risks explicitly, and operates without receiving external compensation for securities sales.

Julie Muraco is a financial advisor at Suarum Investment Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Ideas, Inc., Greenwich Investment Management, Weild & Co., Arrowmark Partners, Stonecastle Securities, and StoneCastle Partners. She also serves as a consultant for business and capital markets through her sole proprietorship, Praeditis Group LLC. Suarum Investment Management provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations, endowments, corporations, and high-net-worth investors. The firm employs a research-driven investment process that integrates qualitative and quantitative analysis, machine-learning models, and proprietary portfolio optimization, with a niche focus on private activity municipal bonds and public-private partnership financing.

Adam Stevenson is the sole advisor at Stevenson Advisors, LLC, an independent registered investment adviser based in Aspen, CO. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Stevenson has been with Stevenson Advisors since 2009. Stevenson Advisors provides discretionary portfolio management to individual clients and manages a privately offered pooled investment fund. The firm employs a fundamental analysis-driven approach with two core strategies—Absolute Return and Long-Only—utilizing derivatives and leverage as part of its investment process.

Thomas Mac Pherson is a financial advisor at River Rose Financial LLC in Snowmass Village, CO. He holds a Series 65 designation and has been with River Rose Financial since 2020. His prior experience includes roles at Regeneron Pharmaceuticals Inc. and founding TRI&TRI Coaching LLC. River Rose Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, families, trusts, business owners, and custodial accounts. The firm employs a rules-based, data-driven investment approach centered on quantitative portfolio construction and macroeconomic analysis, and also offers public market research, educational seminars, and standalone equity valuation services.

Eric Reische is a financial advisor at Vineyard Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Aspen Skiing Company since 1998, where he serves as a snowmaking controller. Vineyard Capital Management provides portfolio management services to individual and high-net-worth clients, focusing primarily on equities through a non-discretionary investment approach that combines charting, fundamental, and technical analysis. The firm emphasizes individualized Investment Policy Statements and regular portfolio monitoring without placing trades on behalf of clients.

John Colver is the sole advisor at Colver Asset Management, LLC in Aspen, Colorado. He holds a Series 65 designation and has 16 years of industry experience. Colver Asset Management is an independent, single-advisor registered investment adviser serving individual investors and trusts. The firm manages approximately $24 million across 16 client accounts, focusing on long-term growth through individualized portfolios that include equities, mutual funds, ETFs, and fixed-income securities.

Adam Stern is a financial advisor at Angeles Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XO Capital LLC and Geller Advisors. Stern is also involved with Taborlake LLC, a business he has been associated with since 2011. Angeles Family Office provides financial planning, consulting, and investment management services to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm integrates traditional wealth management with family office functions and employs a diverse range of investment strategies and affiliated managers tailored to client objectives.

Hugh Uhalt Jr. is a financial advisor with Cane Capital Partners, LLC and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including prior roles at KG&L Capital Management, LLC and Kingfish Asset Management. Outside of his advisory work, he is a partner and owner in a real estate management firm. Cane Capital Partners provides investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis along with active derivatives strategies and formalized external manager arrangements to guide portfolio construction.

Kyle Boucher is a CFP® with eight years of industry experience, currently serving at PCM Encore, LLC since 2025. He previously worked at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. His background also includes roles at Total Quality Logistics and Riley Rink. PCM Encore provides investment management, financial planning, family-office, and consulting services to a range of clients, including individuals, trusts, charitable organizations, and retirement plans. The firm employs a Modern Portfolio Theory-based investment approach emphasizing diversified, tax-aware portfolios and integrates family-office functions alongside outsourced Chief Investment Officer and retirement-plan consulting services.

Todd Raarup is a financial advisor with Rebellion Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Rebellion Capital Advisors, LLC and SYMMETRIC SYSTEMS. He serves on the Board of Directors and Compensation Committee for Net Element Inc., a financial technology company. Rebellion Asset Management provides fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm combines quantitative methods, technical analysis, and computer models with third-party research, and offers portfolio management, model portfolios, and sub-advisory services.

Logan Stelzner is a financial advisor at PCM Encore, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower and GWFS Equities. PCM Encore provides investment management, financial planning, family-office, and consulting services to a range of clients including individuals, trusts, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, combining diversified, tax-aware portfolios with active management and private investments as appropriate.

Michael Paulus is a financial advisor at PCM Encore, LLC with two years of industry experience. He holds a Series 65 designation and serves as a board member for Ontra, a software and legal services provider to private equity groups. Paulus is also a partner at PCM Growth, a private investment company, and co-trustee of the Paulus Family Irrevocable Trust. PCM Encore provides investment management, financial planning, family-office, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm manages just over $2.0 billion in client assets, employing a strategic, tax-aware investment approach based on Modern Portfolio Theory and diversified portfolios using low-cost mutual funds and ETFs alongside selective active management and alternative investments.

Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Leever Partners and several other firms. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach emphasizing fundamental analysis and a portfolio mix of common stocks, bonds, mutual funds, and ETFs.

Jody Swapp is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ashton Thomas in 2024, Swapp worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2024. Outside of finance, Swapp is co-owner and vice president of Hawk Mountain Drywall Inc., a drywall company based in Durango, CO. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services through a team of 18 advisors across six offices and manages approximately $1.86 billion in client assets.

Dana Nightingale is a CFP® and CFA® credentialed advisor with 13 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Obermeyer Wealth Partners provides discretionary investment management and financial planning to a range of clients, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and a diversified portfolio of stocks, bonds, mutual funds, and ETFs.

Matthew Ladley is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation and no prior industry experience. Before joining Obermeyer, he worked in roles including at US Ski and Snowboard and Icon Source Inc. Outside of financial advising, he owns and manages several residential investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and low turnover.

Bret Hirsh is a financial advisor with Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation and eight years of industry experience. He previously worked at One Tusk Investment Partners for two years. Outside of advisory work, he manages several real estate investment properties. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.

Kim Brown is a financial advisor at Obermeyer Wealth Partners with four years of industry experience and holds a Series 65 credential. She has been associated with Obermeyer Wood Investment Counsel since 2009. Outside of her advisory role, she operates Aspen Custom Vans, a campervan conversion and rental business, alongside her husband. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focused on fundamental analysis and low-turnover portfolios, and it also works with state and municipal government clients and offers trustee services.

Roger Hennefeld is a CFA® charterholder with 27 years of industry experience. He has worked at Obermeyer Wood Investment Counsel, LLLP since 2008. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach with an emphasis on fundamental analysis, low turnover, and a dividend-oriented strategy.

Caroline Duke is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. She holds a Series 66 designation and previously worked at Merrill and Capital One. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach focusing on fundamental analysis and a diversified portfolio that includes stocks, bonds, mutual funds, and ETFs.