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 with Suarum Investment Management, LLC in Aspen, Colorado, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. Her prior roles include positions at Capital Ideas, Inc., Greenwich Investment Management, Inc., Weild & Co., Arrowmark Partners, Stonecastle Securities, LLC, StoneCastle Partners, LLC, and she has been a consultant for Praeditis Group LLC since 2005. Suarum Investment Management provides discretionary portfolio management primarily for institutions, foundations, endowments, corporations, and high-net-worth investors. The firm utilizes a combination of bottom-up qualitative and quantitative research, third-party analysis, portfolio optimization tools, and machine-learning models to manage a range of defined strategies including high-yield equity income, total capital return, essential services infrastructure, municipal bonds, and mission-related investing.

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.

Lawrence Buchholz is a financial advisor at Spectrum Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Spectrum Wealth Management since 2007. Spectrum Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and qualified retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and a combination of fundamental, market-trend, and economic cycle analysis.

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 18 years of industry experience. He holds a Series 65 designation and has worked at Aspen Skiing Company since 1998 as a snowmaking controller. Vineyard Capital Management provides ongoing portfolio management and investment advice to individual and high-net-worth clients, focusing primarily on equity investments and utilizing a non-discretionary advisory model. The firm prepares tailored Investment Policy Statements and performs regular account reviews, emphasizing a combination of charting, fundamental, and technical analysis with a long-term trading orientation.

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.

Christopher Ryan is a CFA® charterholder with 24 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices by providing comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, low-cost index fund and ETF strategy combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

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.

Matthew Owings is a financial advisor at Ryan Investments with 13 years of industry experience. He holds the Series 65 designation and has worked previously at M. Austin Investments, LLC and Equus Private Wealth. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices, offering comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, actively allocated approach using primarily low-cost index funds and ETFs, combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Nathaniel Kaup is a CFA® charterholder with four years of industry experience. He currently works at Ryan Investments and has prior experience at M. Austin Investments, LLC and Credit Suisse AG. Ryan Investments provides wealth management and discretionary portfolio management services to high-net-worth individuals, nonprofit clients, and family offices. The firm uses globally diversified, low-cost index funds and ETFs with an active, price-based trend-following trading approach, and offers customized municipal bond portfolio management following a recent merger.

Kenneth Ransford is the sole advisor at Finesse Funds, LLC, holding a Series 65 license with 21 years of industry experience. He is also the sole attorney and owner of Ken Ransford, P.C., a law firm in Basalt, Colorado, where he practices law and accounting with an emphasis on tax matters. He is a licensed CPA in Colorado and has maintained his legal and accounting practices alongside his advisory work. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index funds and ETFs, asset allocation questionnaires, and periodic rebalancing, while offering both discretionary and non-discretionary account management through a third-party sub-advisor.

Sarah Stachnik is a financial advisor at Integrated Benefits, Incorporated with six years of industry experience. She holds a Series 66 designation and has also worked with OSAIC Wealth Inc. Outside of her advisory role, she is a licensed insurance agent involved in commission-based insurance sales. Integrated Benefits, Incorporated provides investment management, financial planning, and retirement plan consulting to high‑net‑worth individuals, families, trusts, estates, businesses, and employer plan sponsors. The firm utilizes a customized, primarily long‑term investment approach and serves both retail clients and institutional plan sponsors.

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.

Eli La Vaude is affiliated with Finesse Funds, LLC and holds a Series 65 designation. He has four years of work experience at Ken Ransford P.C. prior to his current role. Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, often utilizing diversified asset allocation grounded in Modern Portfolio Theory. The firm commonly refers clients to third-party managers or manages discretionary accounts directly, focusing on index mutual funds and ETFs with periodic rebalancing.

Kyle Boucher is a CFP® with eight years of industry experience, currently serving as an advisor at PCM Encore, LLC. His career includes roles at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. He has a background spanning wealth management and financial services across multiple firms. PCM Encore serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, offering comprehensive wealth management, family office services, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on low-cost passive investments and selective active management, integrating tax-aware strategies and independent managers for qualified clients.

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 serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with a range of services including family office, comprehensive wealth management, and outsourced CIO engagements. The firm emphasizes diversified, long-term portfolio construction with a focus on passive, low-cost investments, tax-aware strategies, and selectively applied active management.

Michael Aroesty is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. He has been with D.B. Root & Company, LLC since 2015. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including employer-sponsored retirement plans, non-profits, endowments, and foundations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement through a multi-advisor team structure.

Michael Paulus is a financial advisor at PCM Encore, LLC in Aspen, CO, holding a Series 65 credential with two years of industry experience. He has been involved with PCM Encore since 2024 and concurrently participates as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also a partner at PCM Growth, a private investment company, where he assists in investment decisions and portfolio company development. PCM Encore serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides family office services, comprehensive wealth management, and discretionary portfolio management with an emphasis on diversified, long-term portfolio construction and tax-aware strategies.