John Coulter is a CFP® professional with 27 years of experience in the financial industry. He has been with Aspen Financial, Inc., including its prior name Coulter Investment Management, Inc., since 1989. The firm operates independently out of Snowmass Village, CO, with Coulter as its sole advisor. Aspen Financial, Inc. provides fee-based, discretionary asset management and portfolio services primarily to individual and high-net-worth clients. The firm employs a combination of fundamental and technical analysis, managing risks explicitly, and operates without receiving external compensation for securities sales.

Julie Muraco is a financial advisor at Suarum Investment Management, LLC with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Capital Ideas, Inc., Greenwich Investment Management, Weild & Co., Arrowmark Partners, Stonecastle Securities, and StoneCastle Partners. She also serves as a consultant for business and capital markets through her sole proprietorship, Praeditis Group LLC. Suarum Investment Management provides discretionary portfolio management primarily for institutional and pooled clients, including family offices, foundations, endowments, corporations, and high-net-worth investors. The firm employs a research-driven investment process that integrates qualitative and quantitative analysis, machine-learning models, and proprietary portfolio optimization, with a niche focus on private activity municipal bonds and public-private partnership financing.

Adam Stevenson is the sole advisor at Stevenson Advisors, LLC, an independent registered investment adviser based in Aspen, CO. He holds Series 63 and Series 65 credentials and has nine years of industry experience. Stevenson has been with Stevenson Advisors since 2009. Stevenson Advisors provides discretionary portfolio management to individual clients and manages a privately offered pooled investment fund. The firm employs a fundamental analysis-driven approach with two core strategies—Absolute Return and Long-Only—utilizing derivatives and leverage as part of its investment process.

Lawrence Buchholz is a financial advisor at Spectrum Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with Spectrum Wealth Management since 2007. Spectrum Wealth Management provides investment advisory and financial planning services to individuals, families, trusts, estates, businesses, and qualified retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm’s investment approach emphasizes diversified portfolios aligned with modern portfolio theory, utilizing mutual funds, ETFs, individual securities, and a combination of fundamental, market-trend, and economic cycle analysis.

Eric Reische is a financial advisor at Vineyard Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Aspen Skiing Company since 1998, where he serves as a snowmaking controller. Vineyard Capital Management provides portfolio management services to individual and high-net-worth clients, focusing primarily on equities through a non-discretionary investment approach that combines charting, fundamental, and technical analysis. The firm emphasizes individualized Investment Policy Statements and regular portfolio monitoring without placing trades on behalf of clients.

John Colver is the sole advisor at Colver Asset Management, LLC in Aspen, Colorado. He holds a Series 65 designation and has 16 years of industry experience. Colver Asset Management is an independent, single-advisor registered investment adviser serving individual investors and trusts. The firm manages approximately $24 million across 16 client accounts, focusing on long-term growth through individualized portfolios that include equities, mutual funds, ETFs, and fixed-income securities.

Christopher Ryan is a CFA® charterholder with 23 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, typically serving clients with at least $1 million in investable assets. The firm employs six proprietary iFolio models that use trend-following techniques and primarily invest in low-cost index mutual funds and ETFs.

Matthew Owings is a financial advisor at Yule Creek Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at M. Austin Investments, LLC and Equus Private Wealth. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices, focusing on broad asset-allocation portfolios and specialized fixed-income strategies. The firm combines low-cost, index-based ETFs with active fixed-income management and emphasizes municipal-bond expertise and rigorous credit analysis.

Nathaniel Kaup is a CFA charterholder with three years of industry experience. He is currently with Yule Creek Wealth Management, LLC and has prior experience at M. Austin Investments, Equus Private Wealth Management, and Credit Suisse AG. Yule Creek Wealth Management provides discretionary investment management primarily for high-net-worth individuals and family offices. The firm combines low-cost, index-based ETFs with an active fixed-income program and employs both strategic and tactical asset allocation, emphasizing municipal-bond expertise and hands-on issuer due diligence.

Kenneth Ransford is the sole advisor at Finesse Funds, LLC, holding a Series 65 license with 21 years of industry experience. He is also the sole attorney and owner of Ken Ransford, P.C., a law firm in Basalt, Colorado, where he practices law and accounting with an emphasis on tax matters. He is a licensed CPA in Colorado and has maintained his legal and accounting practices alongside his advisory work. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index funds and ETFs, asset allocation questionnaires, and periodic rebalancing, while offering both discretionary and non-discretionary account management through a third-party sub-advisor.

William Van Domelen is a CFP® professional with six years of industry experience. He has worked at Ryan Investment Management since 2019, following positions at First Western Trust and Tamarac Inc. He is based in Basalt, Colorado. Ryan Investments provides discretionary portfolio management and model-portfolio services primarily to individuals, families, trusts, estates, and charitable organizations, generally serving clients with a soft $1 million investable-assets guideline. The firm uses six proprietary iFolio models based on trend-following technical indicators and constructs portfolios mainly with low-cost index mutual funds and ETFs.

Hugh Uhalt Jr. is a financial advisor with Cane Capital Partners, LLC and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including prior roles at KG&L Capital Management, LLC and Kingfish Asset Management. Outside of his advisory work, he is a partner and owner in a real estate management firm. Cane Capital Partners provides investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis along with active derivatives strategies and formalized external manager arrangements to guide portfolio construction.

Eli La Vaude is the sole advisor at Finesse Funds, LLC, an independent firm based in Basalt, Colorado. He holds a Series 65 designation and has worked in various roles across hospitality and legal sectors, including at Ken Ransford P.C. since 2022. La Vaude’s background includes positions at several food and beverage establishments prior to his current financial advisory role. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index mutual funds and ETFs, along with third-party sub-advisors for implementation and trading.

Kyle Boucher is a CFP® with eight years of industry experience, currently serving as a financial advisor at PCM Encore, LLC. His prior roles include positions at Morgan Stanley, Fidelity Investments, and Charles Schwab & Co., Inc. before joining PCM Encore in 2025. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective active management.

Todd Raarup is a financial advisor at Najarian Family Office, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Rebellion Capital Advisors, LLC and SYMMETRIC SYSTEMS. He serves on the board of directors and compensation committee for Net Element Inc., a financial technology company. Najarian Family Office provides fee-based investment management and family-office services to a select group of high-net-worth clients. The firm employs a quantitative, technical, and model-driven investment approach, utilizing option strategies, leverage, and affiliated sub-advisers to manage approximately $67 million across about 68 client relationships.

Michael Paulus is a financial advisor at PCM Encore, LLC with one year of industry experience. He holds a Series 65 designation and serves as a board member of Ontra, a software and legal services provider to private equity groups. Paulus is also involved as a partner at PCM Growth, a private investment company, and acts as co-trustee for the Paulus Family Irrevocable Trust. PCM Encore provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and private-wealth/family-office clients. The firm follows a long-term investment approach based on Modern Portfolio Theory, emphasizing strategic asset allocation, diversification, and tax efficiency, with a preference for passive, low-cost funds and selective use of active managers.

Ryan Collopy is a financial advisor at Obermeyer Wealth Partners with a Series 65 designation. He has experience working at several firms, including Leever Partners and Mass Mutual Life Insurance Company, spanning from 2018 to the present. Obermeyer Wealth Partners provides discretionary investment management and related advisory services to a diverse client base, including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach with an emphasis on fundamental research and valuation discipline, offering integrated financial planning and access to private investments for eligible clients.

Jody Swapp is a financial advisor at Ashton Thomas Securities, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Outside of finance, he is co-owner and vice president of Hawk Mountain Drywall Inc., a drywall company based in Durango, Colorado. Ashton Thomas Securities serves individuals, business entities, trusts, estates, and charitable organizations, managing approximately $1.72 billion for about 2,600 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing mutual funds, ETFs, independent managers, and third-party models tailored to client profiles.

Dana Nightingale is a CFP® and CFA® with 12 years of industry experience. She has been with Obermeyer Wood Investment Counsel since 2012. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base including individuals, trusts, pension plans, charitable organizations, corporations, and government entities. The firm employs a long-term, value-oriented equity approach based on fundamental research and valuation discipline, offering integrated financial planning and access to private investment vehicles for eligible clients.

Matthew Ladley is a financial advisor at Obermeyer Wealth Partners in Steamboat Springs, CO. He holds a Series 65 designation and has recently transitioned into the financial advisory field after prior roles in the sports and consumer beverage industries. Outside of his advisory work, he manages residential investment properties as a sole proprietor. Obermeyer Wealth Partners provides discretionary investment management and advisory services to a diverse client base, including individuals, trusts, pension plans, and government entities. The firm employs a long-term, value-oriented equity strategy supported by fundamental research and offers a range of services such as integrated financial planning, trustee services, and access to private investment vehicles.