Andrew Godfrey is a financial advisor with Foundations Investment Advisors LLC in Aspen, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at First Western Trust and self-employment, and he is the owner of Aspen Crypto Advisors, LLC, a consulting business. He also serves as Managing Director at Independent Insurance Advisors. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, and offers a range of services through a broad network of affiliated offices and investment adviser representatives.

Jamie Fisher is a financial advisor with Ashton Thomas Securities, LLC in Aspen, Colorado, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Ashton Thomas in 2024, Fisher worked at Wells Fargo Clearing and Wells Fargo Advisors for a combined 13 years. Ashton Thomas Securities is a registered investment adviser and broker-dealer managing approximately $1.86 billion for over 2,200 clients through a team of 18 advisors across six offices. The firm offers a range of discretionary and non-discretionary investment management, financial planning, and retirement plan consulting services to individuals, business entities, trusts, estates, and charitable organizations.

Jeffrey Susman is a financial advisor at Obermeyer Wealth Partners with 23 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Obermeyer, he worked at JPMorgan Chase Bank NA and Foreside Fund Services, LLC. Outside of his advisory role, he is an assistant soccer coach and serves on the investment committees of Jewish Colorado and Graland Country Day School. 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, and it also serves state and municipal government clients.

Hayden Porter is a CFP® professional with eight years of industry experience currently with Obermeyer Wealth Partners. His prior roles include positions at Morgan Stanley, OnDeck Capital, LPL Financial, and Kroll. He holds Series 63, 65, and 66 licenses. Obermeyer Wealth Partners offers discretionary investment management and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented investment approach focusing on fundamental analysis and a diversified portfolio that includes stocks, bonds, mutual funds, and ETFs, while also providing access to private investments and trustee services.

Nicholas Barnes is a CFA® charterholder with 11 years of industry experience. He is currently with Obermeyer Wealth Partners and previously worked at Vantage Investment Partners for eight years. Barnes holds a Series 65 license and is based in Aspen, CO. Obermeyer Wealth Partners offers discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis and maintains a dividend-oriented strategy while coordinating with clients' other professional advisors.

Brian Brady is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 credential with four years of industry experience. He previously worked at Vertafore, Inc. and the US-Ireland Alliance before joining Obermeyer Wood Investment Counsel in 2018. Obermeyer Wealth Partners provides discretionary investment management and financial planning services 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 maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.

Brooke Gais is a CFP® professional with three years of industry experience, currently with Obermeyer Wealth Partners in Aspen, CO. Her work history includes roles at Obermeyer Wood Investment Counsel, Perella Weinberg Partners, Twin Brook Capital Partners, and Morgan Stanley. 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’s investment approach is long-term and value-oriented, focusing on fundamental company analysis and maintaining a portfolio of researched common stocks, bonds, mutual funds, and ETFs with generally low turnover.

William Gorman is a financial advisor at Obermeyer Wealth Partners in Aspen, CO. He holds a Series 65 designation and has been with Obermeyer since 2025. Prior to this, he held roles at several firms including dss+ and Revel with Dinnerthyme. 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, and also serves state and municipal government clients.

Adam Savin is a financial advisor at Obermeyer Wealth Partners with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent 14 years at Booth Creek Capital Management LP before joining Obermeyer Wood Investment Counsel, LLLP. 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 focused on fundamental analysis and maintains a dividend-oriented strategy inherited from Booth Creek Capital Management.

Maya Dammen is a financial advisor at Obermeyer Wealth Partners with a Series 66 designation and one year of industry experience. Her prior work includes roles at Fidelity Investments, IMA Financial Group, and The Bank of Denver, as well as experience outside finance in retail and food service. Obermeyer Wealth Partners provides discretionary investment management and financial planning 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 portfolios, serving a diverse client base including state and municipal governments.

Anna Buckley is a CFP® professional at Obermeyer Wealth Partners in Aspen, CO, with four years of industry experience. She previously worked at Liberty Mutual Insurance for two years and completed her studies at the University of Oklahoma. Obermeyer Wealth Partners provides discretionary investment management and financial planning to a diverse client base, including high-net-worth 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 advisors.

Owen Wilson is a financial advisor at Obermeyer Wealth Partners with one year of experience. He holds a Series 65 designation and has prior experience at Bessemer Trust, The Olayan Group, UBS Investment Bank, and Ernst & Young. 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 that emphasizes fundamental analysis, valuation, and a portfolio mix of researched securities with generally low turnover.

Alexandra Phillips is a financial advisor at Obermeyer Wealth Partners with 20 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Phillips holds Series 63 and Series 65 licenses. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm’s investment approach is long-term and value-oriented, emphasizing fundamental analysis and a dividend-focused strategy with low portfolio turnover.

Kenneth Moraif is a CFP® with 25 years of industry experience, currently affiliated with Retirement Planners of America. He has worked at Moraif Financial Group, Inc. since 2016 and MMWKM Advisors, LLC since 2011. Additionally, he is an independent insurance agent for various companies. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants with discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, using model portfolios and a long-term market signal to guide discretionary trading decisions.

Matthew Popish is a financial advisor at Obermeyer Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Innovest Portfolio Solutions and is a co-founder of Pandora Trading Partners, a proprietary trading business focused on bitcoin contracts where he codes algorithmic strategies. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm uses a long-term, value-oriented investment approach with an emphasis on fundamental analysis and a mix of common stocks, bonds, mutual funds, and ETFs.

Coley Cassidy is a CFA® charterholder with 22 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to Rockefeller, he worked at Tiedemann Advisors, LLC, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. He is also a member of Hyperscale Partners LLC, an investment-related private company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers various portfolio management and financial planning services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.

Scott Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, and Legacy Private Wealth Partners. Garcia is based in Aspen, CO. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and integrated platform solutions.

Lawrence Gilbert is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair since 2015 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is a passive investor in two non-investment related companies focused on surgical saline irrigation and emergency room optimization. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Stuart Rosenberg is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages a rental property in Los Angeles, dedicating a small portion of his time to its upkeep. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs with multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Kevin Kenny is a financial advisor with PNC Wealth Management in Aspen, CO, holding Series 65 and Series 63 licenses and 33 years of industry experience. His prior work includes roles at Lenox Advisors, MML Investors Services, MassMutual Life Insurance, Sachetta & Callahan, and Wells Fargo Advisors. Outside of advisory services, he also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, algorithm-driven digital portfolio strategy currently in pilot for employees. The firm uses approved model strategies implemented with mutual funds and ETFs, featuring annual rebalancing and limited direct client interaction.