Vinton Persons is a financial advisor at Robert W. Baird & Co. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2006. He also serves as a trustee in an investment-related capacity. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Jeanne Schneiderman is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2010 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Andrew Alvine is a financial advisor with Raymond James & Associates in Silverthorne, Colorado, holding a Series 66 credential and nine years of industry experience. His prior roles include five years at Edward Jones and seven years at Alvine Engineering. Outside of advisory work, he is employed part-time as a greeter at Vail Resorts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

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.

Tammie Schroeder is a CFP® certificant with 20 years of experience in the financial industry. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Mason Burnside is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by extensive research and due diligence.

Joseph Murto is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise Financial Services, Inc. for 16 years before joining Cetera. Outside of his advisory role, he owns Alpine Wealth Management, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored 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 with over $256 billion in assets under management and more than 10,000 advisors.

Chad Robinson is a financial advisor at LPL Financial based in Frisco, Colorado, holding a Series 66 designation with 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, Robinson serves on the finance committee of the nonprofit Team Summit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, with services delivered through a large network of investment adviser representatives.

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.

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.

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.

Bridget Hattingh is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012, with a brief period at Keystone Neighbourhood Co. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of over 23,700 financial advisors.

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.

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.