Alexandra Phillips is a financial advisor at Obermeyer Wealth Partners with 20 years of industry experience. She has been with Obermeyer Wood Investment Counsel, LLLP since 2012. Phillips holds Series 63 and Series 65 licenses. Obermeyer Wealth Partners provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm’s investment approach is long-term and value-oriented, emphasizing fundamental analysis and a dividend-focused strategy with low portfolio turnover.

Kenneth Moraif is a CFP® with 25 years of industry experience, currently affiliated with Retirement Planners of America. He has worked at Moraif Financial Group, Inc. since 2016 and MMWKM Advisors, LLC since 2011. Additionally, he is an independent insurance agent for various companies. Retirement Planners of America serves individuals, high-net-worth clients, and retirement plan participants with discretionary portfolio management and financial planning, primarily through a wrap-fee investment program. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing, using model portfolios and a long-term market signal to guide discretionary trading decisions.

Matthew Popish is a financial advisor at Obermeyer Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Innovest Portfolio Solutions and is a co-founder of Pandora Trading Partners, a proprietary trading business focused on bitcoin contracts where he codes algorithmic strategies. Obermeyer Wealth Partners provides discretionary investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm uses a long-term, value-oriented investment approach with an emphasis on fundamental analysis and a mix of common stocks, bonds, mutual funds, and ETFs.

Coley Cassidy is a CFA® charterholder with 22 years of industry experience, currently serving at Rockefeller Financial LLC since 2022. Prior to Rockefeller, he worked at Tiedemann Advisors, LLC, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. He is also a member of Hyperscale Partners LLC, an investment-related private company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers various portfolio management and financial planning services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, placement, and investment banking.

Scott Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors, Raymond James Financial Services, and Legacy Private Wealth Partners. Garcia is based in Aspen, CO. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors and integrated platform solutions.

Andrew Godfrey is a financial advisor with Foundations Investment Advisors LLC in Aspen, CO, holding Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at First Western Trust and self-employment, and he is the owner of Aspen Crypto Advisors, LLC, a consulting business. He also serves as Managing Director at Independent Insurance Advisors. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, and offers a range of services through a broad network of affiliated offices and investment adviser representatives.

Lawrence Gilbert is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair since 2015 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is a passive investor in two non-investment related companies focused on surgical saline irrigation and emergency room optimization. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Stuart Rosenberg is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services and Engemann Asset Management. Outside of his advisory role, he manages a rental property in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Kevin Kenny is a financial advisor at PNC Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors Financial Network, Merrill, and Sachetta & Callahan. Outside of advisory work, he is also an insurance broker involved in the sale of life, disability, long-term care, fixed annuities, and health insurance products. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available to select employees. The firm employs algorithm-driven risk assessments and uses approved model strategies executed via mutual funds and ETFs, with portfolio implementation and proxy voting delegated to third parties.

Andrew Kahner is a financial advisor with UBS Financial Services in Snowmass Village, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, Kahner serves on the board of Joint Education Outreach Inc., a nonprofit focused on increasing joint health awareness in underprivileged communities, where he participates in fundraising and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management to provide tailored investment and financial planning services.

Michael Estabrook is an International Wealth Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2013, he has provided clients with services focused on family wealth management strategies, international wealth management, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and small business strategies. Michael leverages a family office approach centered on the principles of value creation and service excellence, utilizing Merrill Lynch's resources alongside the banking convenience of Bank of America. He holds a Master's of Science from Rotterdam School of Management at Erasmus University and a Bachelor's of Science from Ecole Hôtelière de Lausanne, both in Hospitality Management. Michael is a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He is licensed to sell insurance in Colorado, Texas, California, Florida, North Carolina, Maryland, and New York. Proficient in English, French, Spanish, and conversational Dutch, he is also involved with several professional and community organizations, including the Colorado Hispanic-Latino Business Council and the Hispanic/Latino Organization for Leadership and Advancement Colorado Chapter. Michael resides in Basalt, Colorado with his wife Brechtje and their daughters. He enjoys traveling, hiking, skiing, camping, cooking, fishing, and spending time with his family. His approach to wealth management integrates the principles of hospitality with financial planning to deliver a seamless and personalized client experience.

Christopher Cary is a financial advisor with Morgan Stanley in Aspen, CO, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Morgan Stanley since 2022 and was previously self-employed for eight years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Scott Mercier is the Senior Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2000 and joined Merrill Lynch in 2012. Scott focuses on developing strategies and recommendations for successful individuals, families, and businesses to help them meet their short- and long-term financial goals. His approach to wealth management is consultative, objective, and extensive, emphasizing an efficient allocation of client resources with a detailed analysis of both assets and liabilities. Scott's expertise includes family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, and socially responsible, values-based, and ESG investing. He works collaboratively with clients to understand their goals and develop personalized financial strategies. Scott grew up in Telluride, Colorado, and earned a Bachelor of Arts in Economics from the University of California at Berkeley. He holds a Master's degree from Harvard University and is a CERTIFIED FINANCIAL PLANNER4 professional, a Certified Private Wealth Advisorae, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. Outside of his financial career, Scott was a professional cyclist and a member of the 1992 U.S. Olympic Cycling Team. He has also served as chair of the Community Hospital Board of Trustees and written a cycling column for the Aspen Times. Scott enjoys reading, writing, cycling, mountain biking, and skiing, and resides in Basalt with his wife, Mandie.

Andrew Bushong serves as a Senior Financial Advisor with The Hill Country Group at Merrill Lynch Wealth Management. He focuses on financial planning, portfolio management, and estate planning strategies, advising clients on both sides of the balance sheet and managing assets and liabilities to support their financial goals. Andrew brings experience from two decades in medicine, real estate, and technology, applying this background to help deliver goals-driven results. His team, recognized by Forbes as one of the "Best in State" wealth management teams in Texas for 2023 and 2024, emphasizes client-centered service and community involvement. He holds a bachelor's degree from the University of Houston System and maintains the Personal Investment Advisor (PIA) designation. Andrew has lived in Austin for over 30 years with his wife and is active in community organizations, including Northwest Community Church, YoungLife, Bless.World, Family Legacy, Partnerships for Children, and The First Tee. His personal interests include golfing, hiking, and skiing.

Richard Greenspan is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds a Series 63 designation and has been with UBS since 2008. Greenspan serves on the board of Bigvision, a foundation that supports teens pursuing sobriety after rehab and recovery. UBS Financial Services serves individual, corporate, and institutional clients, offering a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform to tailor investment strategies.

Dwayne Ross is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 36 years of experience in assisting families, individuals, and successful business owners in developing robust, long-term financial strategies. His expertise includes college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, and retirement income. Mr. Ross holds a Bachelor's Degree in Business from the University of Florida, earned in 1985. His professional background includes roles as Senior Vice President Wealth Management at Morgan Stanley Smith Barney from September 1999 to December 2012, and as First Vice President Financial Consultant at Dean Witter & Prudential Securities from January 1989 to September 1999. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He resides in Davie, Florida, with his wife Durée and two children. Outside of his professional work, he enjoys antiquing and participates in local community events, including assisting local schools with their math and business curriculums.

Lawrence Goldstein is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Oppenheimer Asset Management Inc. and Fahnestock & Co. Inc. Goldstein is a partner and owner at Brentwood Financial Advisors and Goldstein Financial, and he serves as co-trustee of the Goldstein Family Trust. He is also a member of the finance committee for the Southern California Professional Golfers Association. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a variety of portfolio management and consulting services. The firm supports a network of over 10,000 advisors and manages more than $256 billion in assets.

Robert Gilman is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017. Prior to this, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is a limited partner in Gravity Haus, a recreational business based in Denver, CO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Brian Overbo is a financial advisor with Merrill based in Aspen, Colorado. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Overbo has worked at Merrill since 2008 and is also affiliated with Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maxwell Rispoli is a Wealth Management Advisor at Merrill Lynch Wealth Management, focusing on creating and preserving legacy wealth for multigenerational families, non-profit endowments, and family foundations. He joined Di Ianni & Associates as a Wealth Management Advisor in 2014 after developing professional relationships with various Merrill groups and completing internships with UBS in New York City and Merrill Lynch Wealth Management in Aspen. Max holds a bachelor's degree from Babson College with dual concentrations in Finance and Economics. He has earned the Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Chartered SRI Counselor (CSRIC) designations. His expertise includes family and behavioral dynamics, tax minimization strategies for closely held business owners and executives, legacy planning strategies for charitable giving, estate planning services, and wealth transfer. Outside of work, Max is actively involved in nonprofit and philanthropic organizations, serving on the Aspen Education Foundation as Secretary of the Board and Chairman of the Alumni Committee. He has previously held leadership roles on the executive committee of Springboard Aspen and the Jazz Aspen Snowmass Advisory Board. Max has lived in Aspen since 1999 and pursues outdoor activities such as running, biking, hiking, and snowboarding. He also works on perfecting a meatball recipe for his family.