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.

Eduardo Muller is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Outside of his advisory role, he manages several family holding companies and trusts involved in investments, including private equity and hedge funds. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.

Giuliano Infantozzi is a financial advisor with Morgan Stanley in Snowmass Village, Colorado, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by delivering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Morgan Madrid is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, Morgan worked at RBC Wealth Management from 2022 to 2024 and has held various positions in different sectors including health clubs, education, and retail. 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 supported by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Parker Yost is a financial advisor at Osaic with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic and Aspen Financial and Insurance Services since 2025. Outside of advising, he is the owner and founder of Crispy Club LLC, a chili crisp subscription box and online marketplace. Osaic Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities. The firm offers integrated brokerage and advisory services, employing tools such as asset-allocation models and automated rebalancing to manage diversified portfolios.

Jeffrey Brady is a financial advisor at Merrill in Aspen, CO, holding Series 63 and Series 65 licenses. He has recent experience at firms including Quantitative Financial Strategies, Private Estate, and Cooper Street Capital. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Swett is a CFP® with 33 years of industry experience, currently serving at UBS Financial Services since 1992. He is based in Aspen, CO, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he teaches classes through White Glove Workshops, contributes articles to The Hill, and serves on the Hingham Scholarship Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Mitchell Silverman is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 50 years of industry experience. He has been with Raymond James & Associates since 2002. Outside of his advisory role, he is the owner of a business called jjmsllc and serves as a trustee in an investment-related capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting alongside institutional fiduciary solutions.