Craig Lathram is the principal of Lathram Financial Group, LLC, an independent registered investment adviser based in Avon, Colorado. He holds a Series 66 designation and has 17 years of industry experience. Prior to founding his firm in 2008, he worked with Vail Associates and Billion Dollar Mentoring. Outside of his advisory work, he is a part-time ski instructor. Lathram Financial Group serves individuals, small business owners, corporate executives, trusts, and estates, offering investment management, financial planning, retirement plan advisory, and consulting services. The firm uses a combined fundamental and technical investment approach with an emphasis on capital preservation and tactical allocation shifts. It also provides retirement plan consulting and fiduciary services, utilizing third-party research and reporting tools.

John Maxwell III is a CFA® charterholder and principal of JCM3 Asset Management, LLC with over 25 years of industry experience. He previously worked at Waddell and Reed for 23 years and also held roles at Macquarie Group and other firms. JCM3 Asset Management provides discretionary portfolio management to institutional clients and high-net-worth individuals, using a macro-driven investment approach combined with fundamental security analysis focused on undervalued international equities and related instruments.

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.

Bo Pihl III is a CFP® and CFA®-credentialed financial advisor with 23 years of industry experience. He has worked at Orographic Financial Advisors since 2022 and previously spent 20 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning services for individual and institutional clients, including high-net-worth individuals, foundations, and retirement plans. The firm applies an investment approach based on Modern Portfolio Theory and combines fundamental, technical, cyclical, and macroeconomic analysis while tailoring portfolios to client risk tolerance and time horizon.

Thomas Larsen is a financial advisor with Asset Strategies Group, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Asset Strategies Group since 2009 and has prior experience with Sonnenalp Resort and Vail Resorts spanning several decades. Asset Strategies Group, LLC provides investment advisory and consulting services primarily to individual and high-net-worth clients, managing approximately $51.6 million in assets. The firm employs a non-discretionary operating model and uses a variety of analytical methods to design and monitor portfolios aligned with clients’ goals and risk tolerances.

Lesley Shiffrin is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Orographic Financial Advisors since 2022. Prior to this, she worked for 24 years at Neidiger, Tucker, Bruner, Inc. Orographic Financial Advisors provides wealth management and financial planning for individual and institutional clients, including high-net-worth individuals, foundations, and charitable organizations. The firm employs an investment approach based on Modern Portfolio Theory and integrates fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios to client risk tolerance and time horizon.

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.

Raymundo Cobo Avila is a CFA® charterholder with 13 years of experience in the financial industry. He is currently with GBM Wealth Management, Inc., where he has worked in various roles since 2016. His background includes positions at GBM International, Inc. and GBMSA Holdings, Inc. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

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.

Mariana Cruz Partida is a financial advisor at GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining GBM Wealth Management, she worked for Lifestyles & Heritage Brands of Mexico for ten years. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolio management across various asset classes using fundamental, longer-term analysis and multiple model strategies.

Jose Macouzet is a financial advisor at GBM Wealth Management, Inc. with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked extensively within the GBM group of companies since 2005. Outside of his advisory role, he is the owner of LUNIMAC, LLC and a passive equity owner in NILUMAC LLC, a Mexican company involved in real estate, hospitality, and travel investments. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and offers tailored portfolios across multiple asset classes, utilizing fundamental analysis and diverse model strategies for U.S. and non-U.S. clients.

Desiree Meixueiro Luna is a financial advisor with GBM Wealth Management, Inc. in Houston, TX. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining GBM Wealth Management, she worked for Grupo Bursátil Mexicano, Casa de Bolsa SA de CV. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets and constructs tailored portfolios using fundamental, longer-term analysis across multiple asset classes and model strategies.

Gonzalo Uribe Rojas is a financial advisor at GBM Wealth Management, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at GBM International, GBM Mexico, Cargamos, Nazca, and held academic positions at Anahuac University, Ibero University, and Instituto Cumbres. GBM Wealth Management, Inc. is an SEC-registered advisory firm serving individuals, trusts, corporations, investment companies, and institutional clients, including insurance companies. The firm manages approximately $217.7 million in assets across tailored portfolios using fundamental, longer-term analysis and multiple model strategies, supporting both U.S. and non-U.S. clients.

Nicole Geraci is a CFP® professional with 12 years of industry experience, currently serving at Creekmur Asset Management, LLC since 2022. Her prior work includes roles at Revolution Power Yoga, Mountain Recreation - Gypsum, Vail Resorts, Royal Electric, LLC, and Rocky Mountain Planning Group, Inc. Outside of financial advising, she provides fitness instruction through Mountain Recreation - Gypsum and is co-owner of an electrical contracting business, Royal Electric, LLC. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a quantitative investment approach combined with third-party research and offers tiered planning services, including subscription-based programs and wrap-fee management.

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.

Grace Wellwerts is a CFP® with 27 years of industry experience. She has worked at Creekmur Asset Management, LLC since 2022 and previously spent 28 years at Rocky Mountain Planning Group, Inc. She holds a Series 63 license. Creekmur Asset Management serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, employing a quantitative investment process combined with third-party research and a range of investment vehicles.

Rosa Flores Aranda is a financial advisor at GBM Wealth Management, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Grupo Financiero Banorte, Intercam Casa De Bolsa, and Banco Santander. GBM Wealth Management, Inc. provides continuous investment advice and portfolio management to individuals, trusts, corporations, investment companies, and certain institutional clients, including insurance companies. The firm offers tailored portfolios using fundamental, longer-term analysis across various asset classes and model strategies, serving both U.S. and non-U.S. residents.