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.

Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with one year of industry experience. He holds a Series 65 designation and previously worked at Leever Partners and several other firms. 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 emphasizing fundamental analysis and a portfolio mix of common stocks, bonds, mutual funds, and ETFs.

Jody Swapp is a financial advisor with Ashton Thomas Securities, LLC, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ashton Thomas in 2024, Swapp worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2024. Outside of finance, Swapp is co-owner and vice president of Hawk Mountain Drywall Inc., a drywall company based in Durango, CO. Ashton Thomas Securities is a registered investment adviser and broker-dealer serving individuals, business entities, trusts, estates, and charitable organizations. The firm offers a range of investment management and financial planning services through a team of 18 advisors across six offices and manages approximately $1.86 billion in client assets.

Dana Nightingale is a CFP® and CFA® credentialed advisor with 13 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Obermeyer Wealth Partners provides discretionary investment management and financial planning 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 a diversified portfolio of stocks, bonds, mutual funds, and ETFs.

Matthew Ladley is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation and no prior industry experience. Before joining Obermeyer, he worked in roles including at US Ski and Snowboard and Icon Source Inc. Outside of financial advising, he owns and manages several residential investment properties. 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.

Bret Hirsh is a financial advisor with Obermeyer Wealth Partners in Aspen, CO, holding a Series 65 designation and eight years of industry experience. He previously worked at One Tusk Investment Partners for two years. Outside of advisory work, he manages several real estate investment properties. 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 maintains a dividend-oriented strategy while coordinating with clients’ other professional advisors.

Kim Brown is a financial advisor at Obermeyer Wealth Partners with four years of industry experience and holds a Series 65 credential. She has been associated with Obermeyer Wood Investment Counsel since 2009. Outside of her advisory role, she operates Aspen Custom Vans, a campervan conversion and rental business, alongside her husband. 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 portfolios, and it also works with state and municipal government clients and offers trustee services.

Roger Hennefeld is a CFA® charterholder with 27 years of industry experience. He has worked at Obermeyer Wood Investment Counsel, LLLP since 2008. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment approach with an emphasis on fundamental analysis, low turnover, and a dividend-oriented strategy.

Caroline Duke is a financial advisor at Obermeyer Wealth Partners in Aspen, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Obermeyer Wealth Partners, she worked at Merrill and Capital One as well as Berkeley Research Group. Obermeyer Wealth Partners offers discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm emphasizes a long-term, value-oriented investment approach focused on fundamental analysis, low turnover, and a dividend-oriented strategy, while also providing services such as tax preparation referrals and trustee arrangements.

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 at Obermeyer Wealth Partners with eight years of industry experience. His career includes roles at Morgan Stanley, LPL Financial, Kroll, and OnDeck Capital before joining Obermeyer Wood Investment Counsel in 2022. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm follows a long-term, value-oriented investment strategy focused on fundamental analysis and dividend-oriented portfolios, serving both high-net-worth and institutional clients.

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.

Katherine Preston is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones and roles at LPL Financial and GPS Wealth Strategies Group. Preston is based in Basalt, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies across multiple asset classes.

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.