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.

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.

Daniel Mckelvey is a financial advisor with McKelvey & Associates, Inc. in Vail, CO. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at ClearChoice Management Services and spent two years as a stay-at-home parent. McKelvey & Associates, Inc. provides discretionary portfolio management for pooled and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm integrates tax and accounting services alongside investment management, employing a combined approach of fundamental, technical, and cyclical analysis across a broad range of investment instruments.

Peter Schafer is a CFP® and CFA® credentialed financial advisor with 13 years of industry experience. He is currently with United Capital Management of Kansas, Inc., having joined in 2025, and previously worked at First Western Trust and Fidelity Investments. Outside of his advisory role, Schafer is the CEO of Schafer Vacation Rentals, managing home and auto rentals in Silverthorne, Colorado. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.

Terrence Cunningham is a financial advisor at Scala Capital LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CMG Capital Management Group, Inc. and Integral Wealth Securities LLC. Outside of his advisory role, he is involved in business development and commercial lending with Clarion Street Advisors. Scala Capital serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs discretionary and non-discretionary portfolio management through model portfolios and incorporates technical, fundamental, and cyclical analysis alongside various trading strategies.

Lindsey Owen is a CFP® with eight years of industry experience, currently serving as a financial advisor at Advisors Capital Management, LLC. Her prior experience includes roles at Bank of America, Merrill Lynch, Charles Schwab, Fidelity, and Jackson National Life. Outside of her advisory work, she manages a real estate investment LLC focused on rental properties. Advisors Capital Management, LLC provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm combines macroeconomic analysis with fundamental, quantitative, and qualitative research to manage customized private accounts, model separate-account, and ETF strategies.

Sharon Abbey is a financial advisor with XML Financial Group, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked with XML Financial, LLC since 2019 and has been associated with XML Securities, LLC since 2008. Outside of her advisory role, she is a half shareholder and signor in Abbey Excavating, a residence-based business owned by her spouse. XML Financial Group provides discretionary and non-discretionary investment management, financial planning, retirement plan consulting, and wrap fee programs to a diverse retail client base including individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm operates through a multi-advisor team model and utilizes a blend of fundamental and technical analysis alongside third-party managers and an internal Investment Committee to tailor portfolios to client needs.

Steve’s introduction to financial planning came at a difficult time. A death in the family led to a number of unresolved financial issues. He volunteered to try and untangle what turned out to be a complex situation, drawing on his background as an attorney and a long-held interest in finance. He didn’t know what to expect, but what he found was unexpected: While managing his family’s situation, he also learned how to act as a financial steward—and about the importance of an evidence-based approach to investing. That experience led Steve to a realization: He wanted to help others pursue their own financial success—and help them avoid the kinds of financial challenges that can occur without a proper plan in place. Steve became a Certified Financial Planner (CFP) in 2003 and since then has worked to help people build sustainable plans to pursue their financial goals. Steve has worked with professionals, families, and business owners to plan successfully for their future for more than two decades. For over 25 years, he has served as a board member of numerous non-profits. In addition to his financial planning expertise, Steve has accumulated extensive experience that enriches his financial services, including: Practicing as an attorney focusing on business and commercial matters, estate planning, succession planning and probate Starting, operating and selling his own businesses Acting as a professional fiduciary including asset management and disposition, portfolio management, accounting and tax preparation. By helping to educate you on your financial options and how they relate to your financial lifestyle, Steve designed RightPath™ Investments & Financial Planning to put you in control. He also places a strong emphasis on on-going expert advice, guidance and review. That way, both you and RightPath understand your continuing—and changing—needs. Steve also believes that, over time, that “educate and review” approach helps you to gain confidence in your decision-making and trust in RightPath’s services. He looks forward to helping you with your wealth management needs. Education: BA in economics, Franklin & Marshall College in Lancaster, Pennsylvania; JD, University of Maine School of Law. Professional designations: Certified Financial Planner (CFP). Steve has held NASD Series 6 and 63 licenses and is a member of the Bars of Maine, Massachusetts, and Colorado. CFP® and CERTIFIED FINANCIAL PLANNER® and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. Read Steven's blog here: https://www.rightpathinvestments.com/news-resources/blog/

Kelly Stecklein is a CFP® professional with 23 years of industry experience, currently affiliated with CS Planning Corp. Her prior roles include positions at The Institute for Wealth Management and Hinds Financial Group. Outside of advisory work, she is involved in health coaching, yoga instruction, and serves on the boards of the Frisco Sanitation Board and Colorado Secure Savings. CS Planning Corp, operating as Vertical Ascent Wealth Management, serves a diverse client base including individuals, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor model to deliver tailored investment supervisory, portfolio management, and financial planning services, constructing broadly diversified portfolios with ongoing monitoring and discretionary management.

Megan Nuttelman is a CFP® professional at Mission Wealth Management, LP with one year of industry experience. She previously worked at RightPath Investments & Financial Planning, Inc. and The Summit Foundation. Mission Wealth Management, LP serves high-net-worth individuals, families, and institutional clients with customized wealth management and financial planning services. The firm manages portfolios using a long-term approach and offers integrated solutions including tax planning, estate coordination, and retirement plan consulting.

Aleda Kresge is a financial advisor with Western Wealth Management LLC in Frisco, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Western Wealth Management since 2015 and has also worked at LPL Financial since 2003. Outside of her advisory work, she has worked as a ski instructor at Copper Mountain Resort. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 investment adviser representatives, utilizing multiple advisory programs and model portfolios that include a range of investment products.

Karen Roth is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 18 years of experience in the financial services industry. She is a managing partner and co-owner of Apogee Wealth Advisors LLC and has been affiliated with Commonwealth Financial Network since 2020. Prior to that, she worked at Cambridge Investment Research, Inc. and its affiliated advisor entity from 2013 to 2020. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios and access various managed model portfolios and program structures.

Amanda Falkum is a CFP® with 22 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Her background includes roles at Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of services including portfolio management, financial counseling, and fiduciary consulting.

Andrew Alvine is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for five years and has a background in engineering through Alvine Engineering. Outside of his advisory role, he works part-time as a greeter for Vail Resorts in Breckenridge, Colorado. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting and public finance activities.

Robin Drabant is a CFP® professional with 16 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Breckenridge, CO, Drabant has held leadership roles in the Breckenridge Mountain Rotary Club, including past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large national network of advisors and offices.

Tammie Schroeder is a CFP® certificant with 20 years of experience in the financial industry. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mason Burnside is a Series 66-licensed financial advisor at Charles Schwab with one year of industry experience. Prior to joining Charles Schwab, he worked in various roles including at Texas Roadhouse and Home Depot, alongside periods of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by centralized supervisory and custody services.

Jeffrey Weiner is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

David Greenman is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. 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 services, leveraging proprietary research and capital market models to tailor strategies to clients' goals.

Chad Robinson is a financial advisor at LPL Financial in Frisco, Colorado, with 18 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2007. Outside of his advisory role, Robinson serves on the finance committee of Team Summit, a nonprofit organization. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.

Roy Savarick is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2022. Outside of his advisory role, he manages a family investment partnership. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a diverse client base that includes individuals, corporations, and institutions. The firm employs research and analytics to inform investment decisions and offers a broad range of brokerage and advisory solutions.

Richard Rohr is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a trustee for the Clementine Lockwood Peterson Foundation, assisting in the oversight of the foundation’s investment portfolio. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a comprehensive platform that includes proprietary research and capital markets services.

Bridget Hattingh is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2012, with a brief period at Keystone Neighbourhood Co. from 2013 to 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates a nationwide network of over 23,700 financial advisors.

Ian Donovan is a financial advisor at Edward Jones in Frisco, Colorado, holding a Series 66 credential and with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Power Motive Corporation and spent seven years in media with Summit Daily News/Colorado Mountain News Media. He serves on the boards of the Summit County Builders Association and the Breckenridge Fly Fishing Film Tour. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

David Sherlock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining LPL Financial in 2020. Sherlock maintains a business entity, Divide Asset Management LLC, for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by in-house research and a large network of investment adviser representatives.

Thomas Francomano is a Senior Financial Advisor and partner advisor with The Lake Norman Group at Merrill Lynch Wealth Management in Huntersville, North Carolina. He works with individuals, families, and business owners to accumulate and preserve wealth to achieve their short- and long-term financial goals. Thomas joined The Lake Norman Group in 2018 as a Financial Advisor in Boulder, Colorado, before returning to the Charlotte area in 2020. Thomas holds a Bachelor's Degree from Colorado State University. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise includes college education planning, corporate benefits, divorce transition planning, employee financial health, LGBT wealth planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Residing in Denver, North Carolina, Thomas is actively involved in his community. He participates in local non-profit organizations, coaching youth lacrosse for recreational and travel teams through Lake Norman Outlaw Lacrosse, and serves as a mentor with the local Big Brother Big Sister program. He is also a member of the Lake Norman Chamber of Commerce.

Patrick Glackin is a financial advisor at Edward Jones in Silverthorne, Colorado, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Vail Resorts and Gain Capital Group. He was a minority owner of a manufacturing and extraction business, Glextra Industries LLC, which has not been active since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Karen Terrell is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2016. Terrell also operated Cameron Financial Strategies from 2014 to 2023. In addition to advising, she is licensed as an insurance agent, selling life, health, annuities, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Catherine Hatfield is a financial advisor at Fidelity with a Series 66 credential and one year of experience in the industry. Her prior work includes roles at Cohere Beauty, Breckenridge Brewery, and Blue Sage Spa, among others. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is notable for its use of algorithmic methods and AI in portfolio management.

Kelly Garoutte is a financial advisor at Edward Jones in Breckenridge, Colorado, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2020, Kelly worked in the hospitality sector, including roles at Blue at the Riverwalk and Deschutes Brewery. Outside of advisory work, Kelly is involved in event venue and catering services in Breckenridge. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Toril Mc Guigan is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. Her prior experience includes roles at Edward Jones and Bank of the West. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Susanne Livesay is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Wealth Management since 2012, including her current role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by proprietary tools and market modeling techniques.

Jordan Mitchell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. He has been with Thrivent since 2018. Outside of advisory work, he is the Chief Financial Officer and owner of Cosmic Honey, a mobile catering business where he provides consultation on marketing, accounting, finance, and relationship management. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm provides holistic, goal-based financial analyses and written recommendations without managing client portfolios directly, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Matthew Savarick is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, National Association for seven years. Outside of his advisory role, he has an ownership interest in Savvy Entertainment LLC, an app development business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Williams is a CFP® professional with 42 years of industry experience, currently serving at Wells Fargo Advisors since 2015. He owns and operates Williams Financial LLC, a financial practice based in Anderson, IN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and tools to develop tailored client recommendations.