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.

Michelle Martinez is a CFP® professional based in Edwards, CO, with 27 years of industry experience. She is the owner and sole advisor at Rise Up Planning, LLC, and has held positions at several firms including Purshe Kaplan Sterling Investments, OSAIC, and Securities America. Martinez also operates Cornerstone Insurance and Financial Group, where she provides financial planning, investment advisory, and insurance services. Rise Up Planning offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and business entities, including ERISA plan consulting. The firm employs a generally passive, model-based investment approach grounded in Modern Portfolio Theory, managing portfolios across a range of asset classes with regular account reviews and tax-loss harvesting when appropriate.

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.

Brooks Marsted is a financial advisor with BCM Wealth Management, LLC, holding a Series 66 designation and 23 years of industry experience. He has worked with Kovack Advisors, Inc. and Kovack Securities, Inc. since 2005. BCM Wealth Management provides wealth and portfolio management services primarily to high-net-worth individuals, trusts, and small business retirement accounts. The firm employs fundamental analysis to build portfolios tailored to each client’s objectives and risk tolerance, generally operating on a non-discretionary basis with a focus on individualized portfolio management.

Donavan Cox is a financial advisor at Aberle Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets, as well as Morgan Stanley. Aberle Investment Management provides fee-only investment management and financial planning to individuals, high-net-worth families, trusts, estates, and certain businesses, focusing on long-term capital preservation and growth. The firm uses a combination of long-term thematic and strategic allocation alongside shorter-term tactical strategies, primarily through no-load mutual funds and ETFs, and offers household-level fee aggregation that may include held-away assets.

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 Series 65-licensed advisor with 16 years of industry experience. He has worked at Asset Strategies Group, LLC since 2009 and previously spent 40 years at Vail Resorts. Asset Strategies Group, LLC provides portfolio management and consulting services mainly to individual and high-net-worth clients. The firm employs a combination of asset-allocation techniques and various forms of analysis, operating primarily on a non-discretionary basis with client authorization required for trades.

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.

Brian Aberle is a CFP® professional with 29 years of industry experience. He is a principal at Aberle Investment Management LLC in Eagle, CO, where he has worked since 2009. Prior to founding the firm, he was associated with Wells Fargo Advisors Financial Network LLC. Aberle Investment Management provides fee-only investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and certain businesses. The firm emphasizes long-term capital preservation and growth through a combination of strategic and tactical portfolio management, using no-load mutual funds, ETFs, and other securities.

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

Nicole Geraci is a CFP® professional with 13 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior roles include fitness instruction at Mountain Recreation and a co-ownership position at Royal Electric, LLC. She also has experience with Vail Resorts and Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and various financial planning services, utilizing third-party tools and managers to align investment strategies with client risk profiles.

David Lloyd is a CFP® professional with 25 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2004. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, utilizing a tailored investment approach across defined risk profiles and multiple implementation methods.

Kenneth Armstrong Jr. is a CFP® and ChFC® with 26 years of industry experience. He is currently with Elevate Capital Advisors and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Armstrong is also a member and owner of Elevate Insurance Advisors, LLC, where he is active as an insurance agent. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, and it offers discretionary and non-discretionary portfolio management alongside financial planning services.

Christopher Silversmith is a financial advisor with Elevate Capital Advisors, holding Series 66 and Series 65 licenses and six years of industry experience. He previously worked at LPL Financial LLC and is also the owner of Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. Additionally, he serves as an estate and tax planning consultant for clients through Steeplechase Capital Partners. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including high-net-worth individuals, families, trusts, business entities, and pension plans. The firm employs active management strategies combining fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Grace Wellwerts is a CFP® professional with 27 years of industry experience. She has been with Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. Creekmur Asset Management is a team-based SEC-registered adviser managing approximately $800 million for around 1,900 individual and high-net-worth clients. The firm provides discretionary portfolio management and a range of financial planning services, utilizing third-party tools and model managers to align investments with client risk profiles.

Jessica Rusnock is a CFP® professional with 10 years of industry experience. She has worked at Verity Investment Partners since 2021 and previously spent five years at CliftonLarsonAllen Wealth Advisors, LLC. Verity Investment Partners provides discretionary investment management, financial planning without separate charges, and negotiated family office consulting. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, managing portfolios with an emphasis on dividend-paying equities and a combination of fundamental and technical analysis.

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 Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Irwin has worked at Berthel Fisher since 2006 and is also associated with BFC Planning, Inc. Outside of his advisory roles, he serves on the Eagle City School board overseeing city funds and is a member of the Niwot Rotary, a nonprofit service organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets. The firm offers tailored solutions through various platforms, including both discretionary and non-discretionary management, and employs a range of investment strategies suited to client needs.

Tracy Tutag is a CFP® with 24 years of industry experience, currently serving at Western Wealth Management LLC since 2016. She is also affiliated with LPL Financial, where she has worked since 2008. Tracy has a business entity, Tracy Tutag LLC, used for tax and investment purposes. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives and offers a range of investment and financial planning services using firm-designed model portfolios alongside various third-party strategies.