David Kurt is a Series 65-licensed financial advisor with BFC PLANNING, Inc. and 1st & Main Investment Advisors, bringing two years of industry experience. Prior to his advisory roles, he worked at US BANK for over two decades. Outside of finance, he has worked in customer service roles including as a ski valet at the Arrowhead Alpine Club and in meal delivery for a local service. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, and pension plans through a large network of approximately 200 advisors. The firm provides financial planning and portfolio management services using various platform arrangements and emphasizes a range of investment strategies while excluding futures, hedge funds, and digital assets.

Fraser Horn is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Berthel Fisher since 2005 and concurrently involved with BFC Planning, Inc. since 2016. Outside of advisory work, he serves as president of the Eagle Valley Family Assistance Fund, which provides loans to individuals who typically do not qualify for conventional lending, and he is also the treasurer of the Edwards Rotary Club. Berthel Fisher & Company Financial Services offers investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of platforms and tailored strategies.

Jason Rosener is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC since 2023. Prior to joining Apollon, he worked at United Capital Financial Advisers, LLC for eight years. He is a board member and finance committee participant for Team Summit Colorado, a nonprofit organization. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and sub-advisory roles, utilizing diverse investment vehicles and specialized solutions.

Stuart Green is a CFP® and registered advisor with Western Wealth Management LLC, where he has worked for 10 years. He has 16 years of industry experience, including a background at LPL Financial. Western Wealth Management is a decentralized firm serving individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm combines model portfolios, third-party managers, and a wide range of investment strategies with annual account reviews to support its comprehensive portfolio and financial planning services.

Jeffrey Apps is a financial advisor with Arax Advisory Partners, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. He has worked at SRS Capital Advisors, Inc. since 2012. Outside of his advisory role, Apps serves as president of the board of directors for Vail Valley Cares, a nonprofit organization, and is active in the Vail Rotary and Boy Scouts of America, Troop 231. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering comprehensive financial planning and portfolio management through a combination of internal management, third-party models, and tailored asset allocation.

Kathryn Lizotte is a CFP® and CFA® credentialed financial advisor with 15 years of industry experience. She is currently with Western Wealth Management LLC and has held prior roles at GPS Wealth Strategies Group, LPL Financial, TCAdvisors Network, and Trust Company of America. Outside of her advisory work, she is involved with West of Wall Street, Inc., a business entity unrelated to investment advisory services. Western Wealth Management serves individuals, corporations, retirement plans, charitable organizations, and institutional clients through a decentralized network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing firm-designed model portfolios alongside third-party strategies and multiple custodial platforms.

Christina De Witt is a financial advisor at &Partners with over 21 years of industry experience. She holds the CFP® and ChFC® designations and previously worked for Edward Jones for 20 years. Outside of her advisory role, she serves as treasurer of the Mountain Vista Real Estate Investor Group in Edwards, CO. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and other advisory services. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts through both in-house and third-party portfolio strategies.

Bryan Hickel is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and possessing 17 years of industry experience. His prior roles include positions at Bank of America N.A., Merrill, and Castle Pines Investment Management LLC. He is based in Edwards, Colorado. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregg Cohen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining MAI Capital Management in 2024, he worked at LWS Wealth Advisors, Inc. and LWS Wealth Advisors of Colorado, Inc., where he spent a combined 11 years. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation across various strategies using both in-house and third-party managers and offers additional services such as trust administration and insurance through affiliated entities.

Edward Kowalewski is a financial advisor with PNC Wealth Management holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining PNC Wealth Management, he worked at Edward Jones and Fidelity Investments. He also has hospitality experience as a sleigh host for Vail Corp, engaging guests and facilitating mountain dining experiences. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account that employs algorithm-driven risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Benjamin Buhrow is a Series 65-licensed financial advisor with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at Empower Financial Services, Vail Resorts, Destination Residences at Vail, East West, Anb Bank, and First Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates through an integrated service model connected to Empower’s recordkeeping and administrative platforms.

Lisa Wright is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services since 2005, as well as Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Vinton Persons is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2006. He also serves as a trustee in an investment-related capacity. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Jeanne Schneiderman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jessica Steinmetz is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Skywest Airlines and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Jeffrey Goldsmith is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, he has worked as a Mountain Ambassador providing guest services for Vail Resorts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Robert Welsh is a CFP® with 12 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Avantax and Transamerica Financial Advisors, and maintains several part-time tax preparation and accounting roles through his own practice and partnerships. Outside of financial advising, he serves as treasurer for Eagle Community Gardens and a local professional center condo association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Steven Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the B'nai Vail Congregation in Vail, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Michael Norvell is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. Outside of his advisory role, he is working on authoring a book about road biking in the Vail Valley, compiling detailed training data on distance, elevation, and gradient. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and providing options for tax management and responsible investing.

Gregory Oquin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. His prior career includes long tenures at FSC Securities, PVIC, and Southern Financial Services. Outside of advising, he is an author of both nonfiction and fiction books. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, portfolio management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and supported by technology tools.