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.

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.

Zachary Mobilian is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc., High Country Financial Advisors, and BlackRock. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Donna Di Ianni is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been a financial advisor since 1983, founding Di Ianni & Associates and advising high-net-worth individuals, families, endowments, and private family foundations. Donna began her career at Merrill Lynch Wealth Management in Bridgewater, New Jersey, where she worked for 17 years before relocating to Aspen, Colorado in 2000 to open the Aspen Merrill branch. Donna holds a Bachelor's degree from Susquehanna University and a Master's degree from The Pennsylvania State University. She has earned the Personal Investment Advisor (PIA) designation. Her community involvement includes serving on the boards of nonprofit organizations such as Jazz Aspen Snowmass, where she is currently on the Board of Trustees and Co-Chair of the National Council. She has also held past board positions with the Aspen Music Festival and School and Schools Need Active Parents (SNAP). Donna resides in Aspen, Colorado.

Steven Penton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1994 and is designated as a Merrill Institutional Consultant, providing integrated institutional consulting services to clients such as Taft-Hartley retirement plans, corporations, foundations, endowments, and nonprofit organizations. His work focuses on executive wealth management, advisory services, managed money, and equity and fixed-income analysis. Steven has expertise in assisting retirement plan sponsors with the design and administration of defined-contribution plans, including 401(k), 403(b), 457 plans, nonqualified defined-contribution plans, and supplemental executive retirement plans. He holds professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), and Personal Investment Advisor (PIA). He earned a bachelor's degree in history and economics from Denison University and completed his high school education at Western Reserve Academy. Steven resides in Chagrin Falls, Ohio, with his wife and two sons, and his interests include skiing, running, playing golf, and bike riding.

Kevin Hueth is a Series 66-licensed financial advisor at Merrill with three years of industry experience. Prior to joining Merrill in 2026, he worked at Wells Fargo Clearing from 2022 to 2026 and held various roles including positions at Boston University and entrepreneurial ventures such as Eat, LLC and Calcydny, LLC. He also spent nine years with Aspen Ski Company. 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 for individuals, high-net-worth clients, and institutional accounts.

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.

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.

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.

Cynthia Golden Brown is a financial advisor with UBS Financial Services in Aspen, Colorado. She holds Series 63 and Series 66 designations and has 24 years of industry experience, including 18 years with J.P. Morgan Securities Inc. Outside of her advisory role, she is the proprietor of a real estate investment in the Bahamas, where she makes decisions regarding property management and sales. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services and provides customized planning using proprietary research and model-based asset allocations.

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.

Steven Latterman is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been providing wealth management advice and services to high net worth families and business owners since 1994. Prior to his current role, he co-founded Alpha & Omega I.C.S., a developer and installer of computer software for large distribution centers. His entrepreneurial experience includes managing various aspects of the business and navigating the sale of the company and career transition, which informs his approach to helping clients manage similar life events. Steven specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and tax minimization. His team's planning-based "WealthCare" strategies utilize probabilistic planning methods to assist clients in making informed decisions about their financial goals. He holds a Master's Degree (MBA with a concentration in MSIA) with Distinction from Carnegie Mellon University and a Bachelor's Degree in Engineering, earned Summa Cum Laude from the University of Pennsylvania. Steven holds professional designations including Accredited Asset Management Specialist (AAMS), Chartered Financial Consultant (ChFC), and Chartered Retirement Planning Counselor (CRPC). He is involved with the Jewish Federation of Greater Pittsburgh. Outside of work, Steven's interests include cooking, football, scuba diving, skiing, traveling, and spending time with his family.