Lindsay Erickson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at various JPMorgan affiliates since 2020. Outside of finance, she teaches violin and directs an advanced ensemble and violin quartet for the nonprofit music organization Bravo!Vail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Frank Caccavallo is a financial advisor at Wells Fargo Advisors with 46 years of industry experience. He has worked with Wells Fargo firms since 2009 in various capacities. He is also involved in investment-related business activities through ownership stakes in two Boulder, Colorado-based financial practices. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Ian Donovan is a financial advisor at Edward Jones in Frisco, Colorado, holding a Series 66 credential and with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Power Motive Corporation and spent seven years in media with Summit Daily News/Colorado Mountain News Media. He serves on the boards of the Summit County Builders Association and the Breckenridge Fly Fishing Film Tour. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Sherlock is a financial advisor with LPL Financial in Frisco, CO, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2020, he worked for 11 years at Wells Fargo Advisors Financial Network LLC. He also manages a business entity for tax and investment purposes, Divide Asset Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Patrick Glackin is a financial advisor at Edward Jones in Silverthorne, Colorado, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vail Resorts and Gain Capital Group. He was a minority owner of a manufacturing and extraction business, Glextra Industries LLC, which has not been active since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Catherine Hatfield is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Her prior work includes roles at Cohere Beauty, Breckenridge Brewery, and Blue Sage Spa, among others. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and AI in portfolio management.

Bret Hooper is a Series 66-licensed financial advisor with Edward Jones in Avon, CO, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he works seasonally as a part-time ski instructor for Vail Resorts, teaching children in the Beaver Creek ski development program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Kelly Garoutte is a financial advisor at Edward Jones in Breckenridge, Colorado, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, Kelly worked in the hospitality sector, including roles at Blue at the Riverwalk and Deschutes Brewery. Outside of advisory work, Kelly is involved in event venue and catering services in Breckenridge. 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 maintains a large network of financial advisors and branch offices across the country.

Michael Starratt is a Private Wealth Advisor at Merrill Private Wealth Management. With over 35 years of experience at Merrill, he specializes in managing clients with complex investment needs, including business owners and their families, retirement plans, and non-profits. He guides diverse groups, such as boards and businesses, toward a common goal and values transparency in fee structures and straightforward investment approaches. Michael holds a Bachelor's degree from the University of California, Berkeley, and the Certified Investment Management Analyst® (CIMA®) designation. Throughout his career, he has advised wealthy families and large institutions and focuses on creating clear plans and processes to help clients understand their investments. He also has training in exit planning for business owners. Outside of his professional work, Michael enjoys various sports, including golfing, skiing, swimming, tennis, and volleyball. He is involved with the organization Ready to Succeed as a volunteer and is dedicated to his family.

Joseph De Fusco is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including at Troon Golf LLC and Fuse Music. Outside of financial services, he has been involved with Fuse Music, reflecting activity in the music industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional organizations, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates with both discretionary and non-discretionary management through various program sponsors and third-party managers.

Brian Quinn is a financial advisor with Wells Fargo Clearing in Vail, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee for children’s trusts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Logan Killpack is a financial advisor with Mass Mutual Investors Services in Minturn, Colorado, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Killpack is the owner of Killpack Financial, LLC, an independent insurance agency specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented financial planning engagements.

Watson Bailly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cetera since 2019 and previously spent seven years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Neil Kellen is a financial advisor with Cetera holding a Series 66 license and one year of industry experience. He has worked in fitness-related roles for several years, including positions as a personal trainer and area sales manager in fitness coaching. Outside of his advisory work, he is involved as a financial professional with Alpine Wealth Management and active in fitness coaching and training businesses. Cetera Investment Advisers LLC serves 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 nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

Jordan Mitchell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent since 2018. Outside of advisory work, he is the Chief Financial Officer and owner of Cosmic Honey, a mobile catering business where he provides consultation on marketing, accounting, finance, and relationship management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based financial analyses and written recommendations without managing client portfolios directly, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Eric Williams is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He owns and operates Williams Financial LLC, a financial practice based in Anderson, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.