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.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing. That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals. Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including: Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate Starting, operating and selling his own businesses Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation. By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs. Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law. Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado. CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Read Steven's blog here: https://www.rightpathinvestments.com/news-resources/blog/

Kelly Stecklein is a CFP® professional with 23 years of experience in the financial services industry. She has worked at multiple firms including Advisory Solutions Group, CS Planning Corp., and Cetera Advisor Networks. Outside of advising, Stecklein is involved in health coaching as a Certified Integrative Nutrition Health Coach, serves on the Frisco Sanitation Board and Colorado Secure Savings board, and teaches yoga. Advisory Solutions Group, where Stecklein is affiliated, serves retail clients with financial planning, consulting, and portfolio management, and provides back-office services to other RIAs. The firm employs a diversified portfolio approach combining quantitative, momentum, and fundamental analysis, and supports RIAs with model portfolios, detailed reporting, and management of held-away retirement assets.

Megan Nuttelman is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. She has previously worked at RightPath Investments & Financial Planning, Inc. and was employed by The Summit Foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers wealth management, financial planning, and personalized portfolio management through tiered service models, employing customized, long-term investment strategies across a broad range of assets.

Aleda Kresge is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Western Wealth Management since 2016 and has a long tenure at LPL Financial dating back to 2003. Outside of her advisory roles, she has worked as a ski instructor. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a broad range of investment strategies and programs.

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.

Shamya Ullah is a financial advisor at NewEdge Advisors with 18 years of industry experience. She holds the Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, and Morgan Stanley, including Morgan Stanley Private Bank and Smith Barney. Outside of her advisory work, she serves on the boards of directors for One Community, a media and entertainment company, and Families In Schools, a nonprofit educational support organization. She is also a member of the Board of Councilors at the USC Rossier School of Education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing centralized due diligence and technology tools to support a range of advisor-managed and model-based investment programs.

Amanda Falkum is a CFP® with 23 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, Kovitz Securities, Deloitte Investment Advisors, and Ernst & Young Investment Advisers. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, as well as retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.