John Blanks is the sole advisor at Cornet Capital LLC in Telluride, Colorado, holding a Series 66 designation with 22 years of industry experience. He has led Cornet Capital since 2011. Cornet Capital provides financial advice and project-based planning to individuals, charitable organizations, and businesses, focusing on retirement, estate planning, wealth preservation, and investment selection. The firm employs a consultative and analytical approach across various investment types and operates on an advice-only basis without discretionary trading authority or asset custody.

Richard Lesan is a CFA® charterholder with 16 years of experience in the financial industry. He has been the sole advisor at Frontier Advisors, LLC since 2009. Frontier Advisors, LLC provides discretionary, fee-only investment management and long-range financial planning to individuals, small businesses, and small institutional clients, including 501(c)(3) organizations and fiduciary investment advisory services for 401(k)/profit-sharing plans. The firm’s investment approach emphasizes long-term, macro-focused research, disciplined asset allocation, and risk management, utilizing low-turnover, indexed ETFs and other liquid instruments.

Dylan Brooks is a CFP® with 23 years of industry experience, currently serving at BFC PLANNING, Inc. He has held previous roles at Mutual Advisors, LLC, Mutual Securities Inc., and Equitable Advisors. Brooks owns an independent insurance agency focused on health, disability, and life insurance and serves on the board of the Telluride Repertory Theatre, a local nonprofit organization. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and employs a variety of investment approaches through an extensive network of independent advisers.

Caryn Borden is a financial advisor at Prospera Financial Services, Inc. with 16 years of industry experience. She has held positions at Fullcircle Wealth LLC, Triad Advisors LLC, and Invest Financial Corporation prior to joining Prospera in 2016. Borden serves as a board member for the Ski Ranches Homeowners Association and volunteers with the Telski/Telluride Resort Store, supporting local ski-related activities. Prospera Financial Services is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities through financial planning, portfolio management, and access to various advisory platforms and programs.

Zachary Reynolds is a CFA® charterholder with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Full Sail Capital and the Trust Company of Oklahoma. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, and separate account solutions.

Andrea Stackland Winterer is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2025. She previously worked for Commonwealth Financial Network for 16 years. Outside of her advisory role, she owns E3 Financial Planning, LLC, which includes securities, financial planning, and insurance services, and she is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management and retirement plan consulting. The firm’s investment approach is based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing and a focus on ETFs, mutual funds, equities, and fixed income.

Christopher Sabella is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he worked at Sagome LLC from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Jonathan Martin is a financial advisor with Edward Jones in Telluride, Colorado, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Martin leads a fire battalion with the Telluride Volunteer Fire Department and is involved in directing Hotspur Enterprises, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets through a large network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Christopher Tolman is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets and lending programs.

Loreen Gilbert is a financial advisor with LPL Financial in Telluride, Colorado, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked at LPL Financial since 2005 and previously spent time at Wealthspire Retirement Advisory and Cetera Wealth Services. Outside of advisory work, she is involved in providing seminars to clients and prospects through Wealth Wise Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, with investment approaches that incorporate model portfolios, customized strategies, and emerging advisor support technologies.

Mark Harris is a financial advisor at Merrill with Series 63 and Series 65 certifications and 45 years of industry experience. His career includes roles at Bank of America, Morgan Stanley, and Citigroup Global Markets. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darren Aversa is a Series 66-licensed financial advisor with Edward Jones, based in Telluride, Colorado, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest networks of financial advisors and branch offices in the industry.

John Hunt Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He operates businesses under the names Hunt Wealth Management and Good Life Companies in Telluride, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools and a broad suite of non-advisory financial services.

Mark Davy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at UBS Financial Services, Wunderlich Securities, and Summit Financial Group. Outside of his advisory work, he is active as a real estate agent with Dewar Group, Inc. in Sarasota, Florida. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary options and manages over $256 billion in assets.