Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

John Coulter is a CFP® professional with 27 years of experience in the financial industry. He has been with Aspen Financial, Inc., including its prior name Coulter Investment Management, Inc., since 1989. The firm operates independently out of Snowmass Village, CO, with Coulter as its sole advisor. Aspen Financial, Inc. provides fee-based, discretionary asset management and portfolio services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, managing risks explicitly, and operates without receiving external compensation for securities sales.

Lawrence Buchholz is a financial advisor at Spectrum Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Spectrum Wealth Management since 2007. Spectrum Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and qualified retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and a combination of fundamental, market-trend, and economic cycle analysis.

Thomas Mac Pherson is a financial advisor at River Rose Financial LLC in Snowmass Village, CO. He holds a Series 65 designation and has been with River Rose Financial since 2020. His prior experience includes roles at Regeneron Pharmaceuticals Inc. and founding TRI&TRI Coaching LLC. River Rose Financial LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, families, trusts, business owners, and custodial accounts. The firm employs a rules-based, data-driven investment approach centered on quantitative portfolio construction and macroeconomic analysis, and also offers public market research, educational seminars, and standalone equity valuation services.

Christopher Ryan is a CFA® charterholder with 24 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices by providing comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, low-cost index fund and ETF strategy combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Adam Stern is a financial advisor at Angeles Family Office with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at XO Capital LLC and Geller Advisors. Stern is also involved with Taborlake LLC, a business he has been associated with since 2011. Angeles Family Office provides financial planning, consulting, and investment management services to a small, high-balance client base that includes individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm integrates traditional wealth management with family office functions and employs a diverse range of investment strategies and affiliated managers tailored to client objectives.

Matthew Owings is a financial advisor at Ryan Investments with 13 years of industry experience. He holds the Series 65 designation and has worked previously at M. Austin Investments, LLC and Equus Private Wealth. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices, offering comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, actively allocated approach using primarily low-cost index funds and ETFs, combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.

Nathaniel Kaup is a CFA® charterholder with four years of industry experience. He currently works at Ryan Investments and has prior experience at M. Austin Investments, LLC and Credit Suisse AG. Ryan Investments provides wealth management and discretionary portfolio management services to high-net-worth individuals, nonprofit clients, and family offices. The firm uses globally diversified, low-cost index funds and ETFs with an active, price-based trend-following trading approach, and offers customized municipal bond portfolio management following a recent merger.

Kenneth Ransford is the sole advisor at Finesse Funds, LLC, holding a Series 65 license with 21 years of industry experience. He is also the sole attorney and owner of Ken Ransford, P.C., a law firm in Basalt, Colorado, where he practices law and accounting with an emphasis on tax matters. He is a licensed CPA in Colorado and has maintained his legal and accounting practices alongside his advisory work. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index funds and ETFs, asset allocation questionnaires, and periodic rebalancing, while offering both discretionary and non-discretionary account management through a third-party sub-advisor.

Eli La Vaude is affiliated with Finesse Funds, LLC and holds a Series 65 designation. He has four years of work experience at Ken Ransford P.C. prior to his current role. Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, often utilizing diversified asset allocation grounded in Modern Portfolio Theory. The firm commonly refers clients to third-party managers or manages discretionary accounts directly, focusing on index mutual funds and ETFs with periodic rebalancing.

Todd Raarup is a financial advisor with Rebellion Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Rebellion Capital Advisors, LLC and SYMMETRIC SYSTEMS. He serves on the Board of Directors and Compensation Committee for Net Element Inc., a financial technology company. Rebellion Asset Management provides fee-based investment management and financial planning to families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients. The firm combines quantitative methods, technical analysis, and computer models with third-party research, and offers portfolio management, model portfolios, and sub-advisory services.

Michael Aroesty is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. He has been with D.B. Root & Company, LLC since 2015. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including employer-sponsored retirement plans, non-profits, endowments, and foundations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement through a multi-advisor team structure.

Katherine Preston is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones and roles at LPL Financial and GPS Wealth Strategies Group. Preston is based in Basalt, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies across multiple asset classes.

Andrew Karlinski is a CFP® with over 40 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and AK Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms and third-party manager programs.

Lawrence Gilbert is a financial advisor at William Blair with 26 years of industry experience. He has been with William Blair since 2015 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is a passive investor in two non-investment related companies focused on surgical saline irrigation and emergency room optimization. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Andrew Kahner is a financial advisor with UBS Financial Services in Snowmass Village, CO, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, Kahner serves on the board of Joint Education Outreach Inc., a nonprofit focused on increasing joint health awareness in underprivileged communities, where he participates in fundraising and event planning. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management to provide tailored investment and financial planning services.

Robert Firth is a Private Wealth Advisor with Merrill Private Wealth Management. He leads Team RJF, a wealth management group, where he advises clients through significant financial crossroads. Robert works with entrepreneurs, executives, and family offices, focusing on portfolio strategy, macro-economic analysis, asset allocation, structured products analysis, and estate planning services. Robert has been in financial services since 1995. Before joining Merrill in 2008, he was National Sales Manager for Neuberger Berman and began his career with Sanford C. Bernstein. He also owned and operated a technology firm, providing hands-on experience with business ownership challenges and opportunities. He applies this knowledge to develop practical strategies for business owners and executives. He holds a B.A. in Economics from Stanford University and an M.B.A. from Duke University. Robert has earned the Certified Private Wealth Advisor designation and is a qualified Portfolio Manager. He has participated in over 200 business sale transactions and remains connected with many long-term clients. Robert is a former board member of the Lamplighter School in Dallas and, in his free time, enjoys golfing, hiking, and traveling.

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.

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.

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.

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.

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.

Colleen Walsh is a Series 66-licensed financial advisor with 19 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a 12-year tenure at Edward Jones. Walsh is the owner of DoubleDiamond Financial Services, a support company based in Basalt, Colorado. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary consulting using risk profiling and analytical tools to guide client decisions.

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.

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.

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.

Neil Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Roaring Fork Club, a sport and leisure facility, and is involved with the Roaring Fork Club Water & Sewer Company, which serves the private club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice based on proprietary research and model-based asset allocations.

Frances Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 17 years at UBS. Outside of her advisory role, she serves as a substitute group fitness instructor and is involved with the Johnson County Kansas Republican Party, where she advocates for voter registration and informed voting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory 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.