Donavan Cox is a financial advisor at Aberle Investment Management LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets, as well as Morgan Stanley. Aberle Investment Management provides fee-only investment management and financial planning to individuals, high-net-worth families, trusts, estates, and certain businesses, focusing on long-term capital preservation and growth. The firm uses a combination of long-term thematic and strategic allocation alongside shorter-term tactical strategies, primarily through no-load mutual funds and ETFs, and offers household-level fee aggregation that may include held-away assets.

Brian Aberle is a CFP® professional with 29 years of industry experience. He is a principal at Aberle Investment Management LLC in Eagle, CO, where he has worked since 2009. Prior to founding the firm, he was associated with Wells Fargo Advisors Financial Network LLC. Aberle Investment Management provides fee-only investment management and financial planning services to individuals, high-net-worth families, trusts, estates, and certain businesses. The firm emphasizes long-term capital preservation and growth through a combination of strategic and tactical portfolio management, using no-load mutual funds, ETFs, and other securities.

Thomas Damon is a financial advisor at Elevate Capital Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and in roles including Jake Blum and Total Relocation Services. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management through proprietary strategies that integrate fundamental and technical analysis, using derivatives as hedges or overlays, and offers performance-based fee arrangements for qualified clients.

Shane Fleury is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Elevate Capital Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Elevate Ventures. He is also a member and owner of Elevate Insurance Advisors, LLC. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that integrate fundamental and technical analysis, and it offers both discretionary and non-discretionary portfolio management alongside pension consulting and fee-based financial planning.

David Lloyd is a CFP® professional with 25 years of experience in financial advising. He has been with Van Den Berg Management I, Inc., doing business as Century Management, since 2004. Century Management Financial Advisors provides wealth management, discretionary portfolio management, and financial planning to individuals, retirement plans, and institutional clients. The firm manages its own mutual fund series and offers a range of services including sub-advisory arrangements and ERISA 3(38) retirement plan services, utilizing a tailored investment approach across defined risk profiles and multiple implementation methods.

Kenneth Armstrong Jr. is a CFP® and ChFC® with 26 years of industry experience. He is currently with Elevate Capital Advisors and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services, LLC. Armstrong is also a member and owner of Elevate Insurance Advisors, LLC, where he is active as an insurance agent. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for about 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm employs active management using proprietary strategies that combine fundamental and technical analysis, and it offers discretionary and non-discretionary portfolio management alongside financial planning services.

Christopher Silversmith is a financial advisor at Elevate Capital Advisors with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at LPL Financial LLC and Packman, Neuwahl & Rosenberg, PA. Outside of advising, he is the owner of Silversmith Legal, LLC, a law firm specializing in estate planning, estate administration, tax, and real estate matters. Elevate Capital Advisors is a five-advisor team managing approximately $183 million for around 200 clients, including individuals, families, trusts, business entities, and pension plans. The firm uses active management strategies combining fundamental and technical analysis, implements derivatives for hedging, and offers performance-based fee arrangements for qualified clients.

Richard Disberger is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Valic Financial Advisors since 2010 and also holds a role as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Lisa Wright is a financial advisor at Empower Advisory Group with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services since 2005, as well as Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Jessica Steinmetz is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Her prior experience includes roles at Skywest Airlines and Wells Fargo Advisors LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

Robert Welsh is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Transamerica Financial Advisors, among others. Outside of his advisory work, he serves as treasurer for Eagle Community Gardens and is involved in several accounting and tax preparation activities through his own and affiliated firms. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm utilizes a range of advisor-managed accounts, model portfolios, and third-party solutions, combining retirement and fiduciary services with its extensive institutional platform.

Gregory Oquin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. His prior roles include long tenures at FSC Securities RIA and Southern Financial Services. Outside of advising, he is an author of fiction, with titles including "Killing Ants." LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and credit options.

Samuel Blethen is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Quietkat Inc for five years and was contracted by eOutdoors. Outside of advising, he owns a rental property in Avon, Colorado, which is managed by a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Kenneth Nager is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Cadaret, Grant & Co., Inc., and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the owner and creative director of Resort Books LLC and Treehouse Creations, and he is employed as a bartender at The Hythe Vail Resort and Spa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Taylor Paules is a financial advisor with Robert W. Baird & Co. who holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior roles include positions at TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services, LLC. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Maria Martinez is a financial advisor at Edward Jones with a Series 66 designation and approximately one year of industry experience. Prior to her current role, she worked in the tourism and recreation sectors, including positions at Vail Resorts and Mountain Recreation. Outside of her advisory work, she provides snowboarding lessons to children and teaches group fitness classes, in addition to operating a photography business focused on family and event services in Eagle County and the Denver area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages over $1 trillion in assets and is notable for its extensive national network of advisors and branch offices, as well as affiliated capabilities such as trust services and proprietary mutual funds.

James Cooper is a financial advisor with LPL Financial in Eagle, Colorado, holding a Series 63 designation and 41 years of industry experience. He worked at UBS Financial Services for 14 years before joining LPL Financial in 2021. 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 various investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional product services such as insurance and lending.

Benjamin Dodd is a financial advisor at Edward Jones in Eagle, Colorado, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Vail Health and has been a partner at Capture the Action, a video production company, since 2017, where he serves as a Creative Director and consultant. Edward Jones is a full-service wealth management firm catering to individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and extensive branch offices.

Charles Wick is a financial advisor at Edward Jones in Gypsum, CO, holding Series 63 and Series 66 designations with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he owns a vacation rental business in Destin, FL. 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, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Mark Eaton is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SG Americas Securities, LLC and NewEdge USA, LLC. Outside of his advisory role, Eaton owns Home Concierge, LLC, a business that provides home watch and concierge services for vacation homeowners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various managed strategies and investment options, operating under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.

Michelle Martinez is a CFP® professional with 26 years of industry experience. She is currently affiliated with OSAIC and has held previous roles at Securities America Advisors, Inc. and SSN Advisory Inc. Martinez also owns and advises through Rise Up Planning and is involved with Cornerstone Insurance and Financial Group, where she provides financial planning, investment management, and insurance services. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that incorporates risk tolerance, asset allocation, and portfolio optimization, offering access to various investment strategies and custodial platforms.

James Bolton is a CFP® with 19 years of experience, currently affiliated with Mass Mutual Investors Services. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2006. In addition to his advisory work, he is active in life and health insurance sales as an agent and owner. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate settlement.

Kevin Brubeck is a financial advisor with Edward Jones in Eagle, Colorado, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.