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.

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.

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

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 is currently with Ryan Investments and concurrently associated with M. Austin Investments, LLC and Equus Private Wealth Management, LLC. His prior experience includes a four-year tenure at Credit Suisse AG. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices with comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, active allocation strategy primarily using low-cost index funds and ETFs, combined with a price-based, trend-following trading discipline and customized municipal bond portfolio management.

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.

Albert Lacher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 52 years of industry experience. He has worked at William Blair & Company, L.L.C. since 1973 and William Blair International, Limited since 1999. William Blair’s Private Wealth Management division provides 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, offering proprietary models and access to private funds through its MB Investments Program.

Andrew Karlinski is a CFP® with 42 years of industry experience. He is affiliated with Private Advisor Group, LLC since 2022 and has held roles at LPL Financial, LLC since 2009 and AK Financial Group since 1983. He is based in Basalt, Colorado. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm uses a fiduciary-based advisory model, employing multiple investment strategies and technology platforms while integrating third-party managers and TAMPs.

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.

Brian Thomas is a financial advisor with Edward Jones in Carbondale, CO, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Figlio, The Ohio State University, Aspen Snowmass Skiing Company, and the University of Dayton. Outside of finance, he has worked as a snowmobile driver at the X Games in Aspen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large nationwide network of advisors and branch offices.

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.

David Finby is a Wealth Management Advisor and partner at The CBC Group, associated with Merrill Lynch Wealth Management since 1995. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified 401(k) Professional (C(k)P), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). His client focus areas include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and investment consulting for defined contribution plans. David's background includes a double major in Accounting and Finance from the University of South Carolina. He began his professional career in the audit division of Arthur Young (now Ernst & Young) and later served as a divisional controller for several companies in the southeastern United States. He has been recognized on the Financial Times Top 401 Retirement Advisors list in 2017 and 2018. David does not provide tax or legal advice in his current role. He is active in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David was born and raised in Parsippany, New Jersey. He is married to his wife Sherry and has three children. In his spare time, he enjoys working out and spending time with his family.

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.

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.

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.

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.

James Detterick is a financial advisor with Morgan Stanley in Carbondale, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Detterick serves on the investment committee overseeing the endowment for the Colorado State University Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and services, including planning tools that incorporate Monte Carlo simulations and secular return estimates.

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.

Margaret Corcillo is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She previously worked at Endurance Wealth Management, Inc. for nine years before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and investment consulting aligned with client goals and supports municipal and public-finance work through an affiliated municipal advisor.

Steven Martindale is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and J.J.B. Hilliard, W.L. Lyons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Erika Corbin is a financial advisor with Edward Jones in Carbondale, Colorado, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her prior work includes roles at Intuit, Smith & Corbin Tax Associates, and Avantax Investment Services, as well as ownership of a tax preparation business that closed in 2025. Outside of her advisory work, she has experience in the hospitality industry as an on-call banquet bartender at Viewline Resort Snowmass. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large national network of financial advisors and branch offices.

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.