Ryan Barber

Douglas Zidel is the sole advisor at Zidel Financial Inc. in Breckenridge, CO, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has worked at Lasalle St Securities since 2001. Zidel Financial, Inc. provides financial planning and investment advisory services to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs asset-allocation strategies informed by Modern Portfolio Theory and a combination of fundamental and technical analysis, offering discretionary portfolio management primarily through mutual funds, ETFs, REITs, stocks, bonds, and cash equivalents.

Stephen Gladstone is the sole advisor at Gladstone Financial LLC in Breckenridge, Colorado, with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has led Gladstone Financial since 2013. Outside of his advisory work, he is also a part-time professional musician. Gladstone Financial provides investment management and financial consulting to individuals, high-net-worth clients, trusts, estates, and business entities. The firm primarily manages assets on a non-discretionary basis, combining fundamental, technical, cyclical, and charting analysis to tailor strategies ranging from long-term holdings to short-term trading according to client objectives.

Christopher Semrod is the sole advisor at Semrod Capital LLC, an independent firm based in Leadville, CO. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to founding Semrod Capital, he worked at Strategic Wealth Planning and Richfield Orion. Semrod Capital LLC provides discretionary and non-discretionary asset and portfolio management services tailored to individuals, high-net-worth clients, and business entities. The firm employs a diverse investment approach incorporating fundamental analysis, Modern Portfolio Theory, technical and cyclical analysis, and quantitative techniques, serving a small client base that includes charitable organizations.

Andria Pyn is the principal advisor at PYN Wealth Management LLC in Breckenridge, Colorado, holding a Series 65 designation with eight years of industry experience. Prior to founding her firm in 2023, she worked for seven years at Zidel Financial, Inc. Outside of her advisory role, she is employed as a bartender in the hospitality industry. PYN Wealth Management provides financial planning and investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses an investment approach based on Modern Portfolio Theory, combining fundamental and technical analysis to manage diversified portfolios with a focus on long-term holdings.

Edward Lara is a CFP® professional with over 54 years of industry experience. He is currently with Pierce Wealth Partners, Inc., where he has worked since 2021, and previously operated his own firm, Lara, May & Associates, LLC, for 11 years. Outside of his advisory work, he serves on the investment committee for the National Repertory Orchestra, reviewing investment recommendations for its endowments. Pierce Wealth Partners provides investment advisory and financial planning services to individuals, families, trusts, charitable organizations, and businesses. The firm offers tailored portfolio management and written financial plans, combining active and passive investment strategies, and operates proprietary wrap fee programs through its affiliation with a woman-owned, WBE-certified broker-dealer.

Carly Nixon is a CFP® professional with three years of experience at Capital Consulting & Asset Management. She has a background in education, having taught English as a second language to Spanish-speaking students as a part-time professor at Colorado Mountain College since 2014. Prior to joining the firm, she worked at the College for Financial Planning and Early Childhood Options. Capital Consulting & Asset Management serves individual and institutional clients, offering financial planning, portfolio management, and qualified plan consulting. The firm uses diversified, asset-allocation-based model portfolios and provides access to third-party managers for larger accounts, combining model-driven management with broad investment options.