Grant Mckay is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He is also a passive investor in a startup firm through HSM Wealth Partners LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Leonard Schneiderman is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide array of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Paul Girard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with wealth management, retirement planning, and wealth transfer since 1985. Paul's practice focuses on developing personalized plans and helping clients manage cash flow during retirement. At Merrill Lynch Wealth Management, Paul employs a comprehensive Goals-Based Wealth Management approach. He works with high-net-worth clients to identify and prioritize their personal financial goals, including college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Leveraging the global resources available, he addresses complex planning needs such as funding education, ensuring retirement income sustainability, managing potential healthcare costs, and preserving wealth. Paul holds a Bachelor's Degree from Drake University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved in his community as a board member of the Willowmere Farmington HOA.

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.

Samuel Blethen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Quietkat Inc for five years and was contracted by eOutdoors. Outside of advising, he owns a rental property in Avon, Colorado, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Kenneth Nager is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Cetera Wealth Services, LPL Financial, and Cadaret, Grant & Co., Inc. Outside of advising, he is involved in several creative ventures including ownership roles at Resort Books LLC and Treehouse Creations, and works part-time as a bartender at The Hythe Vail Resort and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary options, operating a multi-manager approach that includes affiliated and third-party managers.

Maricela Luevanos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo entities since 2015, including Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of her advisory work, she has ownership in a women’s clothing boutique and a property management company. 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 uses research-driven investment strategies and offers both brokerage and advisory solutions through a large network of financial advisors.

Taylor Paules is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. He has held positions at Robert W. Baird since 2020 and previously worked at TIAA-CREF from 2016 to 2020. Paules holds Series 63 and Series 66 licenses and is based in Eagle, Colorado. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by in-house investment research and a blend of manager-traded and model-traded strategies.

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.

Maria Martinez is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she worked in the tourism and recreation sectors, including positions at Vail Resorts and Mountain Recreation. Outside of her advisory work, she provides snowboarding lessons to children and teaches group fitness classes, in addition to operating a photography business focused on family and event services in Eagle County and the Denver area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages over $1 trillion in assets and is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities such as trust services and proprietary mutual funds.

Micah Jackson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Avanos Medical and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Benjamin Dodd is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked in various roles including at Vail Health and the Vail Valley Partnership. Outside of finance, he is a partner and Creative Director at Capture the Action, a video production company. 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 large network of financial advisors and branch offices nationwide.

Jeremy Lepore is a Series 66 licensed financial advisor with Edward Jones, based in Edwards, CO. He has seven years of industry experience, including six years at US Bank before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Donald Johnson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he holds a minority ownership interest in Harlingwood LLC, an investment-related business based in San Diego. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Charles Wick is a financial advisor at Edward Jones in Gypsum, CO, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he owns a vacation rental business in Destin, FL. 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, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jonathan Berstein is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Wells Fargo clearing and advisory entities since 2009. Berstein is also a co-owner of Eagle Oak Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering investment and fee-based financial planning services that address a wide range of client needs, utilizing proprietary research and planning tools to develop tailored recommendations.

Mark Eaton is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SG Americas Securities, LLC and NewEdge USA, LLC. Outside of his advisory role, Eaton owns Home Concierge, LLC, a business that provides home watch and concierge services for vacation homeowners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various managed strategies and investment options, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Steve Kehoe is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

James Bolton is a CFP® professional with 20 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company. He is based in Eagle, Colorado, and holds Series 66 and Series 65 licenses. Outside of his advisory role, he is involved in life and health insurance sales and has ownership interests in a real estate business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools to support collaborative, goal-based planning relationships.