Steve Smith

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.

David Keller is the sole advisor at Covered Call LLC in Silverthorne, Colorado, holding a Series 65 designation with 11 years of industry experience. He has managed Covered Call LLC since 2014. Keller’s prior professional experience includes work in Japan and Hong Kong. Covered Call LLC provides discretionary portfolio management primarily for individual investors, using a range of options-based strategies alongside fixed income and diversified mutual funds and ETFs. The firm is notable for its active use of derivatives in separately managed accounts and serves a significant non-U.S. client base with tailored investment approaches.

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.

Sean Butson is a CFA charterholder and principal of DC Capital Management, LLC, an independent advisory firm based in Dillon, Colorado. He has 18 years of industry experience and has led DC Capital Management since its founding in 2011. DC Capital Management serves individual investors and a variety of institutional and organizational clients, including pension and profit-sharing plans, trusts, estates, charities, and corporations. The firm offers discretionary portfolio management using five proprietary model portfolios that incorporate charting, fundamental, technical, and cyclical analysis.

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.