Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.

Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC, holding the CFP® and ChFC® designations and seven years of industry experience. He previously worked at Colonial Capital Management, LLC and has been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory role, Parson is involved in various business management and ownership activities, including several non-investment-related entities focused on real estate and transportation. Sunlight Peaks Financial Partners provides investment consulting, private investment sourcing, and financial planning primarily to accredited and qualified investors with significant investable assets. The firm operates on a non-discretionary, consultative basis, emphasizing buy-and-hold strategic asset allocation and due diligence for private funds, and offers services including a Virtual Family Office for complex household relationships.

Daniel Mc Caslin is a CFP® professional with four years of industry experience, currently serving at Snowball Wealth Management since 2021. Prior to this, he worked at Alpine Bank from 2007 to 2021. Snowball Wealth Management provides portfolio management, financial planning, and wealth management services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and cyclical analysis within a modern-portfolio framework, incorporating options and derivative strategies as part of its long-term investment approach.

Donald Click is a CFP® professional with over 43 years of experience in the financial services industry. He has been associated with Commonwealth Financial Network since 2000 and also owns Resource Financial Planning Corporation and the Don Click Insurance Agency. Outside of advisory work, he owns DM Management, Inc., a holding company for sports tickets, and manages mineral rights leasing activities. Commonwealth Financial Network is a registered investment adviser that supports a national network of nearly 3,000 advisors and their clients through a range of advisory programs, technology, and practice-management services. The firm offers discretionary model portfolios and multiple program structures, providing advisors with broad discretion in portfolio construction and access to various securities and insurance products.

Timothy Rahmeier is a financial advisor with Commonwealth Financial Network and Resource Financial Planning Corporation, holding CFP® and Series 66 credentials and having 20 years of industry experience. He has been with both firms since 2005. Outside of his advisory work, he is the owner and president of Advance Financial, Inc., a private entity involved in securities and investment advisory activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs, wealth management, and retirement plan consulting services. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources, while offering discretionary model portfolios and distinct program structures.

Matthew Cova is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Resource Financial Planning Corp since 2017. Prior to his advisory career, he worked for five years with the Roaring Fork School District. Outside of his financial advisory work, he is involved in coaching and private training classes through Defiance Strength and Conditioning. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while delivering operational, compliance, and practice-management support.

Albert Lacher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 52 years of industry experience. He has worked at William Blair & Company, L.L.C. since 1973 and William Blair International, Limited since 1999. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Stephen Fisher is a CFP® professional with over 31 years of industry experience, currently serving at Money Concepts Capital Corp since 1994. He also owns and operates New Concept Marketing Inc., a consulting business he has been involved with since 1992. Additionally, he holds leadership roles in NCM, Inc., providing consulting services, and in Coker Royalties LLC as a business manager. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage approximately $3.33 billion for around 14,700 clients.

Greg Guardiano is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and possessing 22 years of industry experience. He has been with Kestra Advisory Services since 2016 and is also affiliated with Kestra Investment Services since 2008. Outside of his financial advisory work, he is involved in recreational activities as a canoe trip guide and performs magic shows under the business Glenwood Magic. Additionally, he teaches mathematics at Colorado Mountain College and in the Roaring Fork School District. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional clients, and individuals. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and uses multiple management platforms to support complex products and discretionary trading within its supervisory framework.

Andrew Karlinski is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked with LPL Financial and operated AK Financial Group. Karlinski is involved in recommending and helping place traditional insurance products through AK Financial Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset management programs and separately managed accounts.

Robert Firth is a Private Wealth Advisor with Merrill Private Wealth Management. He leads Team RJF, focusing on advising a select group of entrepreneurs, executives, and family offices through significant financial decisions, with attention to their family, personal, professional, and philanthropic priorities. Within the team, he directs macro-economic analysis, asset allocation, structured products analysis, and estate planning services, emphasizing portfolio strategy. Mr. Firth has been in financial services since 1995. Before joining Merrill in 2008, he was National Sales Manager for Neuberger Berman, overseeing offices outside New York City, and began his career at Sanford C. Bernstein. He also owned and operated a technology firm, providing him with practical experience in business operations. He holds a B.A. in Economics from Stanford University and an M.B.A. from Duke University, and has earned the Certified Private Wealth Advisor® designation. Additionally, he is a qualified Portfolio Manager managing personalized investment strategies. He has served as a board member of the Lamplighter School in Dallas. Robert is married to Jan and spends his free time golfing, hiking, and traveling.

Zachary Meissner is a financial advisor at OSAIC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining OSAIC in 2020, he worked at Pacific Capital Resource Group since 2008 and held roles at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. Meissner serves as treasurer for the Mariner's Cove Beach Club Board of Trustees. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process combining risk tolerance assessments with portfolio optimization tools and offers a range of investment programs and access to multiple custodial platforms.

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Scott Bolitho is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. His career includes longstanding roles at Travelers Insurance Group and Glenwood Insurance Agency, alongside his current tenure at Cetera and Cetera Wealth Services. Outside of advising, Bolitho serves as a director of Glenwood Hot Springs Lodge & Pool, Inc., is a board member of the Glenwood Springs Golf Club, and participates on the Garfield RE2 School Board. Cetera Investment Advisers serves 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 services, deploying advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Daniel Snow is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked for eight years at Bloedorn Lumber. 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 through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Levi Fetterhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MMA Securities, Maui Classic Charters, Transamerica Investors Securities Corporation, Janus Capital Management, and Suehiro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Walter Fortney IV is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Before joining UBS in 2021, he worked at Morgan Stanley across several affiliated entities from 2012 to 2021. Outside of his advisory role, he is a co-owner of private investment entities focused on real estate and energy in Houston, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading and capital markets services.

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Brian Thomas is a financial advisor with Edward Jones in Carbondale, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in various roles, including at The Ohio State University and the University of Dayton. Outside of advisory work, he has participated as a snowmobile driver at the X Games in Aspen. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and managed solutions, supported by a large network of financial advisors and branch offices nationwide.

Barry Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management with more than 20 years of experience. He works with high-net-worth individuals across Texas and 25 other states, developing integrated wealth management strategies tailored to clients’ personal and professional goals. Barry has built long-standing relationships with clients that often span multiple generations, and he leads a multi-generational team including his son, Barry III, to ensure continuity of service for client families. Before joining Merrill Lynch, Barry was a Certified Public Accountant and worked in institutional sales for seven years, providing him with a perspective that supports clients in addressing tax consequences and market volatility. He helps translate complex financial principles into clear concepts to give clients confidence in their investment decisions. Barry’s areas of focus include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. Barry earned a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. Originally from Dallas and raised in Houston, he resides in Houston with his wife, Mary, and their son. Barry enjoys basketball, bicycling, hiking, racquetball, tennis, and spending time with his family. He also helps manage a scholarship fund that provides tuition support for medical students.

Mahesh Odhrani is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Park Avenue Securities, GUARDIAN LIFE INSURANCE COMPANY of America, and Wealth Strategies Group. Outside of advising, he is involved in financial technology through ownership of FinStak Solutions, LLC, and serves on the Planned Giving Council and board of Vegas PBS. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent professionals using various account platforms and investment strategies.

Savannah Kellogg is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes roles at CorePower Yoga, the University of Denver, and various local businesses in Glenwood Springs, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of approximately 23,701 financial advisors.

Danielle Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Cambridge since 2009 and has a diverse background including roles at Lighthouse Financial, Angel Fund, and Wealth By Design. Outside of advising, she is active as a public speaker and author, and serves as president and board member of a local Habitat for Humanity chapter. Cambridge Investment Research Advisors serves a wide range of clients, including individual investors, retirement plans, and charitable organizations, through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Daniel Chaput is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2019. Prior to that, he was with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC from 2013 to 2019. Outside of his advisory role, he is involved in a real estate partnership focused on writing lease agreements and tax reporting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Jonah Kelley is a financial advisor at Edward Jones in Glenwood Springs, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has a background that includes experiences at Aspen Skiing Company and Vail Resorts, as well as work with educational institutions and small businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies and services through a large nationwide network of advisors.

David Finby is a Wealth Management Advisor at Merrill Lynch Wealth Management and a partner of The CBC Group. He has been in the financial services industry and with Merrill since 1995. David focuses on corporate retirement plans, deferred compensation, and equity compensation planning. He works with clients using a planning-based approach to help develop roadmaps aimed at achieving their financial goals. David holds the Certified Investment Management Analyst (CIMA) and Certified 401(k) Professional (C(k)P) designations, among others. He graduated from the University of South Carolina with a double major in accounting and finance. He began his career in audit with Arthur Young (now Ernst & Young) and later served as a divisional controller for several southeastern companies. He is actively involved in his community, serving on the Board of Directors for the Ronald McDonald House of Charlotte and supporting the Juvenile Diabetes Research Foundation. David is married to his wife Sherry, with whom he has three children.

Nicole Randall is a financial advisor at Edward Jones in Glenwood Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at Edward Jones in various capacities since 2018 and has experience in healthcare settings including Aspen Valley Hospital and Kids Dental. Outside of her advisory work, she has provided personal caregiving services in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jack Willis is a financial advisor at Edward Jones in Glenwood Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including as a driver for File Finders LTD and a food service server at Aspen Glen Club. 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 fiduciary services supported by a national network of more than 23,000 financial advisors.

Rodney Naylor is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. He serves as a board member of the Penrose Plaza Unit Owner's Association in Glenwood Springs, Colorado. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Steven Penton is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1994 and is designated as a Merrill Institutional Consultant (MIC), providing integrated institutional consulting services to clients including Taft-Hartley retirement plans, corporations, foundations, endowments, and nonprofit organizations. He offers consulting services to institutional clients with complex defined-contribution investment needs, assisting with the design and administration of various defined-contribution plans such as 401(k), 403(b), 457 plans, as well as nonqualified defined-contribution plans and supplemental executive retirement plans. Steven's areas of focus include executive wealth management, advisory services, managed money, and equity and fixed-income analysis. He holds several professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Merrill Institutional Consultant (MIC), and Personal Investment Advisor (PIA). He is a member of the Investments & Wealth Institute. Steven received a bachelor's degree in history and economics from Denison University in Granville, Ohio. He also holds a high school diploma from Western Reserve Academy. He resides in Chagrin Falls, Ohio with his wife Shay and their two sons, Zachary and Luke. Outside of work, Steven enjoys skiing, running, playing golf, and bike riding.

Hollis Kelley Jr. is a financial advisor with Edward Jones in Glenwood Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its large advisor and branch network, affiliated mutual funds, and a fiduciary standard of service.

Austin Hamilton is a financial advisor at Stifel with nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously spent three years at Edward Jones. He holds a Series 66 designation. Stifel serves a broad range of clients, including individual investors, institutional clients, and charitable organizations, providing brokerage and investment advisory services along with financial planning support. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Donald Tapp Jr. is a CFP® professional with 23 years of experience in financial advising. He has worked at Avantax Advisory Services and Avantax Investment Services, Inc. before joining Cetera in 2025. In addition to his advisory role, he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and strategic business consulting services. He is also involved with Northwestern Colorado Youth for Christ, handling financial and tax reporting. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad institutional structure.

Deborah Birch is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of her advisory work, she is involved with Roaring Fork Financial Services, providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing a range of account platforms and both discretionary and non-discretionary management approaches.

Colleen Walsh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She previously worked at Edward Jones for 12 years before joining Raymond James in 2019. Walsh is also the owner of DoubleDiamond Financial Services, a support company based in Basalt, Colorado. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Breanna Mccallum is a CFP®-credentialed financial advisor with Stifel Nicolaus & Co Inc, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she serves as Board Chair of the Glenwood Springs Chamber Resort Association and holds board positions with the Garfield County Library Foundation and the Our School Nursery and Preschool Parent Advisory Group. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Detterick is a financial advisor with Morgan Stanley in Carbondale, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009. Detterick serves on the investment committee overseeing the endowment for the Colorado State University Foundation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers a range of investment products and services, including planning tools that incorporate Monte Carlo simulations and secular return estimates.

Molly Mc Mahon is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and has held roles at Cambridge Investment Research Inc. and Strategic Wealth Design. Outside of her advisory work, she is a notary public. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and both discretionary and non-discretionary management approaches.

Neil Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Roaring Fork Club, a sport and leisure facility, and is involved with the Roaring Fork Club Water & Sewer Company, which serves the private club. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advice based on proprietary research and model-based asset allocations.

Richard Smidt is a financial advisor at Edward Jones in Glenwood Springs, Colorado, with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, overlay and tax-efficient services, and operates under a fiduciary standard.

Frances Douthat is a financial advisor with UBS Financial Services in Basalt, Colorado. She holds Series 63 and Series 65 licenses and has 31 years of industry experience, including 17 years at UBS. Outside of her advisory role, she serves as a substitute group fitness instructor and is involved with the Johnson County Kansas Republican Party, where she advocates for voter registration and informed voting. 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, providing a broad range of capital markets and advisory services.

Margaret Corcillo is a financial advisor with Raymond James Financial Services Advisors, Inc. in Carbondale, Colorado, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She previously worked at Endurance Wealth Management, Inc. for nine years before joining Raymond James in 2023. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, supporting clients with tailored strategies and a broad affiliate network.

Michael Mccallum is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2003. Outside of his advisory role, he serves as chairman of Community on the Move and is a board member of the Glenwood Springs Golf Club. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Steven Martindale is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Wells Fargo Advisors. His current role began in 2023. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Amy Allred Fetterhoff is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in Glenwood Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies under a fiduciary standard.