Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 credentials with 40 years of industry experience. He has been associated with LaSalle St Securities for 25 years. Zidel Financial, Inc. provides financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm applies Modern Portfolio Theory using fundamental and technical analysis to manage diversified long-term investment portfolios.

Stephen Gladstone is the principal of Gladstone Financial LLC in Breckenridge, CO, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gladstone Financial since 2013. Outside of his advisory work, Gladstone is also a professional musician. Gladstone Financial provides ongoing asset management and financial consulting primarily on a non-discretionary basis to individuals, high-net-worth clients, trusts, estates, and business entities, employing a blend of charting, technical, fundamental, and cyclical investment methods.

Christopher Semrod is the sole advisor at Semrod Capital LLC in Minturn, Colorado, with 25 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at his current firm since 2018, previously spending time at Strategic Wealth Planning and Richfield Orion. Semrod Capital provides discretionary and non-discretionary asset management and portfolio monitoring services to individuals, high-net-worth clients, business entities, and select charitable organizations. The firm uses various analysis methods, including fundamental, technical, and quantitative techniques, and offers investment strategies ranging from long-term holdings to short-term trading.

David Keller is the sole advisor at Covered Call LLC in Silverthorne, Colorado, holding a Series 65 designation with 11 years of industry experience. He has managed Covered Call LLC since 2014. Keller’s prior professional experience includes work in Japan and Hong Kong. Covered Call LLC provides discretionary portfolio management primarily for individual investors, using a range of options-based strategies alongside fixed income and diversified mutual funds and ETFs. The firm is notable for its active use of derivatives in separately managed accounts and serves a significant non-U.S. client base with tailored investment approaches.

Andria Pyn is the principal advisor of PYN Wealth Management LLC in Breckenridge, Colorado, holding a Series 65 designation with eight years of industry experience. She previously worked at Zidel Financial, Inc. for seven years before founding her current firm. Outside of financial advising, she works as a bartender in the hospitality industry. PYN Wealth Management LLC offers financial planning and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a Modern Portfolio Theory approach, tailoring asset allocation to each client’s specific circumstances and accepting discretionary authority while allowing for written investment restrictions.

Sean Butson is a CFA® charterholder with 19 years of industry experience. He has been the principal of DC Capital Management, LLC since 2011. DC Capital Management provides discretionary portfolio management and fee-based financial planning to individuals and various institutional clients. The firm utilizes a blend of charting, fundamental, technical, and cyclical analysis and offers proprietary model portfolios tailored to different risk profiles, operating as a solo practice with centralized decision-making.

Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.

Daniel Mckelvey is a financial advisor at McKelvey & Associates, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at ClearChoice Management Services. Between 2021 and 2023, he was a stay-at-home parent. McKelvey & Associates is a solo-run registered investment adviser offering discretionary portfolio management, comprehensive financial planning, pension consulting under ERISA §3(21), and integrated tax and accounting services. The firm serves a variety of client types and emphasizes tailored advice, continuous account monitoring, and a mix of analytical methods and trading tactics.

Terrence Cunningham is a financial advisor at Scala Capital LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CMG Capital Management Group, Inc. and Integral Wealth Securities LLC. Outside of his advisory role, he is involved in business development and commercial lending with Clarion Street Advisors. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary portfolio management through model portfolios and incorporates technical, fundamental, and cyclical analysis alongside various trading strategies.

Lindsey Owen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. Her prior experience includes roles at Bank of America, Merrill Lynch, Charles Schwab, Fidelity, and Jackson National Life. Outside of her advisory work, she manages a real estate investment LLC focused on rental properties. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research to manage customized private accounts, model separate-account, and ETF strategies.

Sharon Abbey is a financial advisor with XML Financial Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with XML Financial, LLC since 2019 and has been associated with XML Securities, LLC since 2008. Outside of her advisory role, she is a half shareholder and signor in Abbey Excavating, a residence-based business owned by her spouse. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and utilizes a blend of fundamental and technical analysis alongside third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Annalise Durante is a financial advisor at Bailard, Inc. with 10 years of industry experience and holds a Series 66 designation. She has been with Bailard since 2017, with brief intervals away from the firm and experience at Topgolf and Points of Light in 2017. Bailard, Inc. provides wealth and asset management services to individual and institutional clients, employing multi-asset diversification through quantitative models, fundamental research, and qualitative judgment. The firm offers financial planning, discretionary portfolio management, and sustainable investing options to a diverse client base that includes high-net-worth individuals, endowments, foundations, and pension plans.

Ann Sandquist is a financial advisor with Arax Advisory Partners and holds Series 63 and Series 66 licenses. She has 28 years of industry experience, including positions at Charles Schwab and Kingswood Capital Partners. Outside of her advisory work, she serves as the Mayor of Silverthorne, Colorado. Arax Advisory Partners is a multi-team wealth manager that oversees approximately $26.5 billion in assets and serves individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation, and is noted for its performance-based fee arrangements and active insurance brokerage activities.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing. That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals. Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including: Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate Starting, operating and selling his own businesses Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation. By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs. Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law. Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado. CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Read Steven's blog here: https://www.rightpathinvestments.com/news-resources/blog/

Kelly Stecklein is a CFP® professional with 23 years of experience in the financial services industry. She has worked at multiple firms including Advisory Solutions Group, CS Planning Corp., and Cetera Advisor Networks. Outside of advising, Stecklein is involved in health coaching as a Certified Integrative Nutrition Health Coach, serves on the Frisco Sanitation Board and Colorado Secure Savings board, and teaches yoga. Advisory Solutions Group, where Stecklein is affiliated, serves retail clients with financial planning, consulting, and portfolio management, and provides back-office services to other RIAs. The firm employs a diversified portfolio approach combining quantitative, momentum, and fundamental analysis, and supports RIAs with model portfolios, detailed reporting, and management of held-away retirement assets.

Megan Nuttelman is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. She has previously worked at RightPath Investments & Financial Planning, Inc. and was employed by The Summit Foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers wealth management, financial planning, and personalized portfolio management through tiered service models, employing customized, long-term investment strategies across a broad range of assets.

Aleda Kresge is a financial advisor with Western Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with Western Wealth Management since 2016 and has a long tenure at LPL Financial dating back to 2003. Outside of her advisory roles, she has worked as a ski instructor. Western Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, retirement plans, charitable organizations, other advisors, and institutional clients. The firm operates as a decentralized network of investment adviser representatives, offering comprehensive portfolio management, financial planning, and access to a broad range of investment strategies and programs.

Andrew Thompson is a financial advisor at Mercer Global Advisors Inc. in Vail, CO, holding Series 63 and Series 65 licenses with 12 years of industry experience. He previously worked at Personal Capital for eight years before joining Mercer Global Advisors in 2021. Outside of his advisory role, he manages a short-term rental property. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a range of investment vehicles and platforms.

Karen Roth is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 18 years of experience in the financial services industry. She is a managing partner and co-owner of Apogee Wealth Advisors LLC and has been affiliated with Commonwealth Financial Network since 2020. Prior to that, she worked at Cambridge Investment Research, Inc. and its affiliated advisor entity from 2013 to 2020. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios and access various managed model portfolios and program structures.