Top financial advisors working with high-net-worth individuals in Steamboat Springs, CO

David Shepard is a Series 65-licensed financial advisor with 13 years of industry experience. He has been with Callahan Capital Management since 1993. Outside of his advisory role, he is the owner of CALCAP, LLC, a non-investment-related business in Steamboat Springs, Colorado. Callahan Capital Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm emphasizes strategic asset allocation and long-term holdings, utilizing a range of investment vehicles and incorporates financial planning into its advisory relationships.

Blair Labaree is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2021, Blair worked at VF Corporation for ten years. Blair holds the Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Keating is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Keating Investment Counselors Inc since 2015, serving as an advisor for the firm’s full history. Keating Investment Counselors provides discretionary and non-discretionary portfolio management and advisory consulting primarily for individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans. The firm follows a long-term growth-at-a-reasonable-price investment philosophy emphasizing fundamental analysis, selective charting, and a focus on dividend-paying large- and mid-cap stocks, while also managing an active ETF as a sub-adviser.

Paul Spraycar is a financial advisor at Upper Basin Capital, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history at The Nature Conservancy from 2013 to 2019. Spraycar is also a member of Upper Basin Trading, LLC, where he manages securities to profit from short-term market movements. Upper Basin Capital, LLC provides discretionary asset management for institutional and individual investors, focusing on tailored portfolio management that addresses income generation, capital preservation, and liquidity. The firm employs a systematic, quantitative investment approach emphasizing short- and medium-term option strategies alongside cash instruments and ETFs.

Paul Mendelsohn is a financial advisor at Windham Financial Services, Inc. in Steamboat Springs, Colorado, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Windham Financial Services since 1983. Windham Financial Services offers discretionary portfolio management and investment consulting to individuals, retirement and profit-sharing plan participants, trusts, business entities, and institutional clients. The firm employs a quantitative, model-driven investment process combined with fundamental and technical research, utilizing a range of instruments including stocks, bonds, mutual funds, ETFs, and option strategies, with an emphasis on active derivatives and structured ETF use for hedging and income.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.