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.

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.

Margaret Corcillo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Endurance Wealth Management, Inc. for nine years before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Steven Martindale is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Amy Allred Fetterhoff is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in Glenwood Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies under a fiduciary standard.

Erika Corbin is a financial advisor with Edward Jones in Carbondale, Colorado, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at Intuit, Smith & Corbin Tax Associates, and Avantax Investment Services, as well as ownership of a tax preparation business that closed in 2025. Outside of her advisory work, she has experience in the hospitality industry as an on-call banquet bartender at Viewline Resort Snowmass. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large national network of financial advisors and branch offices.