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.

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.

Maricela Luevanos is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she co-owns a women’s clothing boutique in Gypsum, Colorado, and is involved in property management through MSP Properties, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory while offering both brokerage and advisory solutions.

David Sherlock is a financial advisor with LPL Financial in Frisco, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He has a business entity for tax and investment purposes called Divide Asset Management LLC. 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 technology tools and a broad suite of financial products.

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 with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2020. Outside of her advisory role, Garoutte is involved in hospitality work, including bartending and catering at local event venues in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Michael Starratt is a Private Wealth Advisor with Merrill Private Wealth Management. He has more than 35 years of experience in the investment business, all with Merrill, where he currently advises clients with complex investment needs, including business owners, families, retirement plans, and non-profit organizations. His approach involves creating personalized plans and processes for his clients, emphasizing transparency of fees and straightforward investment strategies. Mike is a graduate of the University of California, Berkeley with a Bachelor's degree and holds the Certified Investment Management Analyst (CIMA) designation. Over his career, he has been recognized as one of Barron's Top Institutional Consultants multiple times and as a Forbes Best-in-State Wealth Advisor in 2023. As of January 2026, he advises on assets totaling over $3.0 billion. Outside of his professional work, Michael enjoys various sports such as skiing, golf, swimming, tennis, volleyball, and beach volleyball. He is also involved with the professional organization Ready to Succeed, where he volunteers.

Joseph De Fusco is a financial advisor with Equitable Advisors holding a Series 66 credential and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Troon Golf LLC and Fuse Music, where he remains involved. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset 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 designation and two years of industry experience. He has a background that includes roles in fitness and sales management, currently working as a personal trainer at Xcal Shooting Sports and Fitness and an area sales manager at Warzish III LLC, a fitness coaching business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager investment platform with a range of discretionary and non-discretionary portfolio management options, supported by various program structures and affiliated resources.

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.