David Finby is a Wealth Management Advisor and partner at The CBC Group, associated with Merrill Lynch Wealth Management since 1995. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His client focus areas include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and investment consulting for defined contribution plans. David's background includes a double major in Accounting and Finance from the University of South Carolina. He began his professional career in the audit division of Arthur Young (now Ernst & Young) and later served as a divisional controller for several companies in the southeastern United States. He has been recognized on the Financial Times Top 401 Retirement Advisors list in 2017 and 2018. David does not provide tax or legal advice in his current role. He is active in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David was born and raised in Parsippany, New Jersey. He is married to his wife Sherry and has three children. In his spare time, he enjoys working out and spending time with his family.

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.

Thomas Schmidt is a Wealth Management Advisor with Merrill Lynch Wealth Management. He provides advice, guidance, and customized strategies across various aspects of wealth management for high-net-worth individuals, affluent families, and corporate executives nationwide. With over 20 years of experience in financial services, Thomas holds a Bachelor's Degree in Economics from the University of Massachusetts Amherst. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Outside of work, Thomas and his wife have three children, and the family enjoys watersports, trail running, skiing, and mountain biking.

Nickolas Ohara is a CFP® with seven years of industry experience, currently advising at OSAIC since 2023. He previously worked at Sagepoint Financial, Inc. for five years and has been involved with Devlin Financial Services since 2018. Outside of his advisory role, he also has entrepreneurial experience with businesses in the food and beverage sector. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated financial advisors and multiple advisory platforms. The firm utilizes a variety of asset-allocation tools and third-party solutions to construct portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Arin Maercks is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, Arin operated NFCP as a self-employed professional for 14 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Jack Willis is a financial advisor at Edward Jones in Glenwood Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including as a driver for File Finders LTD and a food service server at Aspen Glen Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and fiduciary services supported by a national network of more than 23,000 financial advisors.

Rodney Naylor is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. He serves as a board member of the Penrose Plaza Unit Owner's Association in Glenwood Springs, Colorado. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Austin Hamilton is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Donald Tapp Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Avantax Advisory Services and Avantax Investment Services, and he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and business consulting services. He is involved with Northwestern Colorado Youth for Christ, assisting with financial and tax reporting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, 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, providing access to both affiliated and unaffiliated managers with various program structures and investment strategies.

Nicholas Sadowsky is a Series 66 licensed financial advisor with UBS Financial Services in Snowmass Village, Colorado, where he has worked since 2013. He has 17 years of industry experience. Outside of his advisory role, he serves on the boards of a small business accounting software company and a nonprofit focused on healthcare for Special Operations Forces veterans, and is a partner in a craft Bloody Mary mix business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to client goals. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Deborah Birch is a CFP® with 26 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2020. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of her advisory work, she is involved with Roaring Fork Financial Services, a firm providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment models and platform arrangements.

Mark Devlin is a financial advisor with OSAIC and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including over a decade at Sagepoint Financial, Inc. Devlin is also involved in insurance sales through his own agency, Aspen Financial and Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to various managed-account platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that may include diverse asset classes managed on discretionary or non-discretionary bases.

Colleen Walsh is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a 12-year tenure at Edward Jones. Walsh is the owner of DoubleDiamond Financial Services, a support company based in Basalt, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical tools to guide client decisions.

Christopher O'Connor is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has served as Vice President and Director of The Arrowhead Foundation, Inc., a charitable foundation incorporated by his parents, since 2014. He has been with Raymond James Financial and its affiliates since 2006. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with an emphasis on analytical tools, institutional consulting, and municipal and public finance services.

John Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked with Bank of America and Morgan Stanley Smith Barney LLC. Outside of advising, he is involved in a small business selling a tool he invented, which operates more as a hobby. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Breanna Mccallum is a CFP®-credentialed financial advisor with Stifel Nicolaus & Co Inc, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she serves as Board Chair of the Glenwood Springs Chamber Resort Association and holds board positions with the Garfield County Library Foundation and the Our School Nursery and Preschool Parent Advisory Group. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Eric Wiseman is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at City of Aspen, Truliv, and First Class Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a variety of advisory programs with discretionary and non-discretionary strategies.

James Detterick is a financial advisor with Morgan Stanley in Carbondale, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Detterick serves on the investment committee overseeing the endowment for the Colorado State University Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and services, including planning tools that incorporate Monte Carlo simulations and secular return estimates.

Neil Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Roaring Fork Club, a sport and leisure facility, and is involved with the Roaring Fork Club Water & Sewer Company, which serves the private club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice based on proprietary research and model-based asset allocations.

Frances Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 17 years at UBS. Outside of her advisory role, she serves as a substitute group fitness instructor and is involved with the Johnson County Kansas Republican Party, where she advocates for voter registration and informed voting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory services.