Christy Kong Eaton is the principal of Red Lady Capital Management, LLC, an independent firm based in Crested Butte, CO. She holds the CFA® designation and Series 63 license and has 14 years of industry experience. Eaton has led Red Lady Capital Management since 2011. Red Lady Capital Management is a fee-only registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a blended top-down and bottom-up fundamental analysis combined with proprietary quantitative overlays to manage discretionary portfolios.

John Garmhausen is the sole advisor at First Look Capital Management, LLC, an independent firm based in Crested Butte, Colorado. He holds CFP® and CFA® designations and has 16 years of industry experience, having led his firm since 2014. First Look Capital Management provides financial planning and discretionary portfolio management to individuals, including high-net-worth investors, and small businesses. The firm employs a Core-plus-Satellite investment approach combined with Modern Portfolio Theory, focusing on low-cost indexed core holdings alongside targeted active satellite positions, with an emphasis on tax efficiency and periodic rebalancing.

Steven Daniels is a financial advisor at Eudaimon Wealth Management in Mt. Crested Butte, CO, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Eudaimon Wealth Management since 2020 and also maintains a role at Laurel Wealth Advisors, Inc. since 2013. Eudaimon Wealth Management provides portfolio management and investment advisory services primarily to individual and high-net-worth clients, offering tailored investment plans with documented risk tolerance and client-imposed restrictions. The firm employs a combination of modern portfolio theory and quantitative analysis across a broad range of investment vehicles, including mutual funds, equities, ETFs, REITs, and options trading, managing approximately $18 million mostly on a discretionary basis.

Michael Steinberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Steinberg serves on the finance committee of the Gateway Condominiums HOA in Mt. Crested Butte, Colorado, providing guidance on long-term capital expenditures. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Papadatos is Vice President Private Wealth Management Advisor at Fidelity, a role he has held since 2023. He has over 20 years of experience in financial services, with a focus on private wealth management. Prior to his current position, he worked at Fidelity in various roles including Vice President, Executive Planning Consultant (2013-2023), Financial Planning Consultant (2010-2013), Retirement Investment Specialist (2009-2010), and Investments Manager (2007-2009). Before joining Fidelity, he was Manager of the Private Client Group at JP Morgan from 2003 to 2006 and a Private Client Broker at JP Morgan from 2000 to 2003. Daniel holds insurance licenses in Arkansas and California. He works closely with clients to help them understand the impacts of financial systems on their personal situations, guiding them to confidently continue their financial journeys and visualize their future plans.

David Kopitz is a CFP®-certified financial advisor with 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, he holds a minority ownership interest in a New York-based investment-related firm. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.