Allison Gerrie is a Financial Advisor with the Gerrie-Stafford Group at Merrill Lynch Wealth Management. She specializes in assisting individuals and families with complex financial needs through a goals-based wealth planning approach. Allison is committed to guiding her clients through the uncertainties of life and financial markets while delivering attentive customer service. Before joining Merrill Lynch in 2021, she spent five years at J.P. Morgan’s Private Bank in Dallas, where she began her career serving high net worth individuals. Allison earned a Bachelor of Business Administration in Finance with a Minor in Marketing from the University of Texas at Austin. She holds the Personal Investment Advisor (PIA) designation. Residing in Carbondale, Colorado with her husband, Andrew, Allison is involved in her community through volunteer work at the Wind Walkers Equine Assisted Learning & Therapy Center. In her personal time, she enjoys activities such as horseback riding, fly fishing, snow skiing, and attending football games.

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.

John Cary IV is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Charles Smith is a financial advisor with J.P. Morgan Securities in Aspen, Colorado, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he held roles at Ally Financial, Cetera Investment Advisers, and Wells Fargo, among others. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Dowley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. He also serves as a trustee for a parent investment-related entity in La Jolla, California. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jeffrey Sgroi is a CFP® with 27 years of experience, currently serving as a financial advisor at Raymond James Financial since 2009. He has been affiliated with Raymond James Financial Services, Inc. since 1999. Outside of his advisory role, he is involved in local real estate through managing several LLCs that own and lease office properties, and he serves as president of a professional building homeowners association. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs alongside specialized municipal and public finance services.

Patrick Coyle is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His previous work includes lengthy tenures at Merrill and Bank of America. Outside of his advisory role, he is an owner of an LLC and serves as a co-trustee of a family investment trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor strategies. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

William Swanson Jr. is a financial advisor with Raymond James Financial in Aspen, CO, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and concurrently associated with High Country Financial Inc. and Raymond James Financial Services since 2005. Outside of his advisory roles, he owns and manages a rental real estate business in Marble, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations, such as with a municipal advisor, enhancing its public finance capabilities.