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.

Walter Fortney IV is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining UBS in 2021, he worked at Morgan Stanley across several affiliated entities from 2012 to 2021. Outside of his advisory role, he is a co-owner of private investment entities focused on real estate and energy in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading and capital markets services.

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.

Daniel Chaput is a financial advisor with LPL Financial in Basalt, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior work includes roles at Edward Jones and Fidelity in various advisory capacities. He is also involved in real estate activities, specifically writing lease agreements and handling tax reporting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a broad network of over 22,800 advisors.

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.