Andrew Karlinski is a CFP® with 42 years of industry experience. He is affiliated with Private Advisor Group, LLC since 2022 and has held roles at LPL Financial, LLC since 2009 and AK Financial Group since 1983. He is based in Basalt, Colorado. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, employing multiple investment strategies and technology platforms while integrating third-party managers and TAMPs.

Robert Firth is a Private Wealth Advisor with Merrill Private Wealth Management. He leads Team RJF, a wealth management group, where he advises clients through significant financial crossroads. Robert works with entrepreneurs, executives, and family offices, focusing on portfolio strategy, macro-economic analysis, asset allocation, structured products analysis, and estate planning services. Robert has been in financial services since 1995. Before joining Merrill in 2008, he was National Sales Manager for Neuberger Berman and began his career with Sanford C. Bernstein. He also owned and operated a technology firm, providing hands-on experience with business ownership challenges and opportunities. He applies this knowledge to develop practical strategies for business owners and executives. He holds a B.A. in Economics from Stanford University and an M.B.A. from Duke University. Robert has earned the Certified Private Wealth Advisor designation and is a qualified Portfolio Manager. He has participated in over 200 business sale transactions and remains connected with many long-term clients. Robert is a former board member of the Lamplighter School in Dallas and, in his free time, enjoys golfing, hiking, and traveling.

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Scott Bolitho is a financial advisor with Cetera, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Cetera and its related entities since 2013 and has a long career that includes roles at Travelers Insurance Group and Glenwood Insurance Agency. Outside of his advisory work, Bolitho serves as a board member for the Glenwood Springs Golf Club and the Garfield RE2 School Board, and he is a director of the Glenwood Hot Springs Lodge & Pool. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers.

Levi Fetterhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MMA Securities, Maui Classic Charters, Transamerica Investors Securities Corporation, Janus Capital Management, and Suehiro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Walter Fortney IV is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining UBS in 2021, he worked at Morgan Stanley across several affiliated entities from 2012 to 2021. Outside of his advisory role, he is a co-owner of private investment entities focused on real estate and energy in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading and capital markets services.

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Brian Thomas is a financial advisor with Edward Jones in Carbondale, CO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Figlio, The Ohio State University, Aspen Snowmass Skiing Company, and the University of Dayton. Outside of finance, he has worked as a snowmobile driver at the X Games in Aspen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

Barry Smith Jr. is a financial advisor at Merrill with 36 years of industry experience. He has been with Merrill since 1997 and also maintains a role at Bank of America, NA since 2009. His credentials include the Series 63 and Series 65 designations. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes tax-efficient investment solutions and leverages its integration with Bank of America and related affiliates to support a comprehensive range of financial and capital markets services.

Savannah Kellogg is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previous work experience that includes positions at CorePower Yoga and the University of Denver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Danielle Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has a background working with Lighthouse Financial, Angel Fund, Wealth by Design, and TRT Partnership. Outside of her advisory role, Howard is involved in public speaking and facilitation, serves as an author, and holds leadership positions with Habitat for Humanity—Roaring Fork Valley and Savvy Ladies LLC, a women’s financial coaching organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment implementation strategies through multiple platforms and maintains proprietary model strategies alongside access to unaffiliated strategists.

Daniel Chaput is a financial advisor with LPL Financial in Basalt, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Edward Jones and Fidelity in various advisory capacities. He is also involved in real estate activities, specifically writing lease agreements and handling tax reporting. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

Jonah Kelley is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Aspen Skiing Company and Vail Resorts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

David Finby is a Wealth Management Advisor and partner at The CBC Group, associated with Merrill Lynch Wealth Management since 1995. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His client focus areas include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and investment consulting for defined contribution plans. David's background includes a double major in Accounting and Finance from the University of South Carolina. He began his professional career in the audit division of Arthur Young (now Ernst & Young) and later served as a divisional controller for several companies in the southeastern United States. He has been recognized on the Financial Times Top 401 Retirement Advisors list in 2017 and 2018. David does not provide tax or legal advice in his current role. He is active in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David was born and raised in Parsippany, New Jersey. He is married to his wife Sherry and has three children. In his spare time, he enjoys working out and spending time with his family.

Jack Willis is a financial advisor at Edward Jones in Glenwood Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including as a driver for File Finders LTD and a food service server at Aspen Glen Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and fiduciary services supported by a national network of more than 23,000 financial advisors.

Rodney Naylor is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. He serves as a board member of the Penrose Plaza Unit Owner's Association in Glenwood Springs, Colorado. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Hollis Kelley Jr. is a financial advisor with Edward Jones in Glenwood Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its large advisor and branch network, affiliated mutual funds, and a fiduciary standard of service.

Austin Hamilton is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Donald Tapp Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Avantax Advisory Services and Avantax Investment Services, and he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and business consulting services. He is involved with Northwestern Colorado Youth for Christ, assisting with financial and tax reporting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated managers with various program structures and investment strategies.

Deborah Birch is a CFP® with 26 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2020. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of her advisory work, she is involved with Roaring Fork Financial Services, a firm providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment models and platform arrangements.