Jay Mechling is a financial advisor with UBS Financial Services in Minturn, CO, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with UBS since 2008. Mechling serves on the board of directors for Austin Recovery, a nonprofit organization focused on drug and alcohol rehabilitation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor advice to client goals and risk tolerances.

Robert Jurkiewicz is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 34 years of experience. He is a founding member of The JB Group, where he advises a select circle of affluent client families, providing expertise in family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. His work extends nationally, serving senior-level executives and business owners across a variety of industries with a focus on multi-generational wealth transfer, retirement, and post-liquidity event planning. Mr. Jurkiewicz holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business, supplemented by an associate degree from Jagiellonian University and a master's degree from the University of Chicago. He provides highly customized financial strategies and emphasizes the integration of clients' teams of CPAs, attorneys, and firm specialists. He and his wife Rachel, a retired oncology nurse and hospice volunteer, reside in Denver and enjoy outdoor activities including golfing, hiking, skiing, and fly fishing. He is also active in fostering community involvement, having founded a group within his office that supports charitable organizations focusing on hospice care, cancer, mental healthcare, and dyslexia among others.

Joel Schiffman is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials and has worked previously at Schroder Investment Management North America and Janus Management Holdings. He serves as a board member at Instinct Digital Limited, a technology services company based in Vail, Colorado. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Jeffrey Goldsmith is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including a tenure at Morgan Stanley Private Bank, N.A. since 2015. Outside of finance, he has worked as a Mountain Ambassador providing guest services for Vail Resorts. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Robert Welsh is a CFP® with 12 years of industry experience, currently affiliated with Cetera. He has held roles at several firms including Avantax and Transamerica Financial Advisors, and maintains several part-time tax preparation and accounting roles through his own practice and partnerships. Outside of financial advising, he serves as treasurer for Eagle Community Gardens and a local professional center condo association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Steven Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the finance committee of the B'nai Vail Congregation in Vail, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions, leveraging research and analytics to support diversified investment approaches.

Michael Norvell is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. Outside of his advisory role, he is working on authoring a book about road biking in the Vail Valley, compiling detailed training data on distance, elevation, and gradient. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs with portfolio management, financial planning, and brokerage services, utilizing a mix of in-house and third-party investment managers and providing options for tax management and responsible investing.

Gregory Oquin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. His prior career includes long tenures at FSC Securities, PVIC, and Southern Financial Services. Outside of advising, he is an author of both nonfiction and fiction books. 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 services including financial planning, portfolio management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and supported by technology tools.

Steven Booren is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at LPL Financial since 1996 and was previously affiliated with Prosperion Planning, LLC from 2016 to 2020. Outside of advisory work, he is the author of the book *Intelligent Investing*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a wide range of investment strategies.

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.

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.

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.

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.