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.

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.

Annalise Durante is a financial advisor at Bailard, Inc. with 10 years of industry experience and holds a Series 66 designation. She has been with Bailard since 2017, with brief intervals away from the firm and experience at Topgolf and Points of Light in 2017. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing multi-asset diversification through quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options to a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans.

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.

Andrew Thompson is a financial advisor at Mercer Global Advisors Inc. in Vail, CO, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Personal Capital for eight years before joining Mercer Global Advisors in 2021. Outside of his advisory role, he manages a short-term rental property. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

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.

Carol Lanes is a financial advisor with Kestra Advisory, holding a Series 66 designation and 20 years of industry experience. She has worked with Kestra Advisory since 2016 and also operates Maleta Wealth Management, providing registered representative activities, insurance, and investment advisory services. Outside of her advisory roles, she is employed at Proplanco Management in a limited capacity. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors such as sovereign wealth funds.

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.

Joshua Cook is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has prior experience with Commonwealth Financial Group. Outside of financial services, he has worked in the food and beverage sector, including roles at Cut Meat and Seafood and Drunken Goat. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

Matthew Otto is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Hightower Advisors. He has worked with HighTower Securities and Hightower Advisors since 2016. Outside of his advisory role, he is involved as an investor and partner in the acquisition and management of multifamily apartment complexes and commercial real estate in Sarasota, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to proprietary research to support portfolio construction, including mutual funds, ETFs, alternative investments, and custom indexing.

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.