Christy Kong Eaton is the principal of Red Lady Capital Management, LLC, an independent firm based in Crested Butte, CO. She holds the CFA® designation and Series 63 license and has 14 years of industry experience. Eaton has led Red Lady Capital Management since 2011. Red Lady Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a blended top-down and bottom-up fundamental analysis combined with proprietary quantitative overlays to manage discretionary portfolios.

John Garmhausen is the sole advisor at First Look Capital Management, LLC, an independent firm based in Crested Butte, Colorado. He holds CFP® and CFA® designations and has 16 years of industry experience, having led his firm since 2014. First Look Capital Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth investors, and small businesses. The firm employs a Core-plus-Satellite investment approach combined with Modern Portfolio Theory, focusing on low-cost indexed core holdings alongside targeted active satellite positions, with an emphasis on tax efficiency and periodic rebalancing.

Marcus Martin is the sole advisor at Martin, Marcus, an independent firm based in Crested Butte, Colorado. He holds a Series 65 designation and has three years of experience in financial advising. In addition to his advisory role, Marcus operates Marcus A. Martin, Esq. LLC, a legal services firm he has led since 1998. Martin, Marcus provides financial planning and advisory services primarily to individuals and families, as well as to not-for-profit entities, small businesses, and trusts. The firm emphasizes broad diversification and long-term, buy-and-hold investment strategies using low-cost passive index mutual funds and ETFs, delivering tailored written recommendations without managing client portfolios or charging percentage-of-assets fees.

Steven Daniels is a financial advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Eudaimon Wealth Management since 2020 and also maintains a role at Laurel Wealth Advisors, Inc. since 2013. Eudaimon Wealth Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, offering tailored investment plans with documented risk tolerance and client-imposed restrictions. The firm employs a combination of modern portfolio theory and quantitative analysis across a broad range of investment vehicles, including mutual funds, equities, ETFs, REITs, and options trading, managing approximately $18 million mostly on a discretionary basis.

Caitlin Muldoon is a CFP® professional at Rising Femme Wealth with three years of industry experience. Prior to joining Rising Femme Wealth in 2023, she worked at Network Ninja, Inc. and Perficient, Inc. She also took a career break from 2021 to 2023 to focus on parenting. Rising Femme Wealth is a fee-only registered adviser that provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, foundations, endowments, and businesses. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing primarily passive, long-term buy-and-hold strategies with periodic rebalancing and offering socially responsible investing options.

John Pulliam is a financial advisor at Pulliam Family Office, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at UBS Financial Services Inc. and Raymond James Financial Services. Pulliam Family Office serves individuals and high-net-worth families, as well as estates, trusts, partnerships, retirement plans, corporations, and broker-dealer clients. The firm offers discretionary and non-discretionary investment management, financial planning, legacy management, and a range of family-office services, using strategic and tactical asset allocation across various investment types and coordinating with legal and tax professionals.

Jonathan Woodward is a financial advisor with Pulliam Family Office, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His work history includes roles at The Leaders Group Inc., LPL Financial, Bancwest Investment Services, and BMO Bank NA. Pulliam Family Office serves individuals and high-net-worth families, as well as estates, trusts, partnerships, retirement plans, corporations, and broker-dealer clients. The firm offers discretionary and non-discretionary investment management, financial planning, legacy management, and a range of family-office services, using a blend of strategic and tactical asset allocation and coordinating with outside specialists.

John Simmons Jr. is a financial advisor at Rothschild Wealth LLC with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked with Invicta Advisors, Invicta Capital, and Ovation Partners. Simmons has been self-employed since 2021 and joined Rothschild Wealth in 2025. Rothschild Wealth LLC serves individuals, high-net-worth clients, corporate executive groups, trusts, pension and profit-sharing plans, and other institutional and tax-exempt entities. The firm uses quantitative models, third-party software, and sub-advisers to construct and manage portfolios tailored to clients’ objectives, tax situations, and risk tolerance, offering a range of services including financial planning, portfolio management, and retirement plan consulting.

Michael Steinberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Steinberg serves on the finance committee of the Gateway Condominiums HOA in Mt. Crested Butte, Colorado, providing guidance on long-term capital expenditures. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diane Soucheray is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds Series 63 and Series 65 designations. Diane has worked at RBC Capital Markets since 1997 and has also been affiliated with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party investment managers.

Dana Albright is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Based in Crested Butte, CO, Dana serves clients through the firm’s wealth management platform. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, with a focus on tailored financial planning and comprehensive investment services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Megan Papadatos is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, following two years at Fidelity Brokerage Services. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s model combines non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

David Kopitz is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he holds a minority ownership interest in a New York-based investment-related firm. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Victoria Unger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

James Henkel is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Henkel serves on the boards of Housing For Seniors, Inc. and the Crested Butte Land Trust, providing strategic advice and participating in governance and finance committees. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market models.

Elizabeth Garcia is a financial advisor at Edward Jones in Crested Butte, CO, holding a Series 66 designation with one year of industry experience. Her prior work includes roles in hospitality and resort industries, notably at Bonez Tequila Bar and Grill and Vail Resorts. She is also involved in the restaurant business with experience at Teocalli Tamale and Taco Del Gnar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a wide range of advisory and investment options supported by a large network of financial advisors and branch offices nationwide.