Arthur David Perez III

Jonathan Fecko is a CFP® professional at Elevate Wealth Management with four years of industry experience. His prior roles include positions at Frontier Asset Management, Potomac Fund Management Inc., and The Vanguard Group, Inc. He is based in Littleton, CO and Pittsburgh, PA. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, retirement plans, and select institutional entities. The firm employs diversified strategic and tactical asset allocation, integrating equities, fixed income, mutual funds/ETFs, and alternatives, and offers impact/ESG options including Biblically Responsible Investing.

William Kowalski Jr. is a financial advisor at Brightward Financial LLC in Denver, CO, holding Series 65 and Series 66 licenses with six years of industry experience. His previous roles include positions at The Millstone Evans Group, Atomos Nuclear and Space Corporation, and Raymond James & Associates. Brightward Financial LLC provides discretionary portfolio management, financial planning, and pension consulting services to individuals and business entities. The firm employs a multi-asset investment approach using proprietary models focused on diversification and tax-aware total-return strategies.

Justin Apt is a CFA® charterholder with over 20 years of industry experience. He is the Founder and President at Owl Creek Wealth Partners in Denver, CO. Owl Creek Wealth Partners provides discretionary investment management and wealth advisory services to high-net-worth families. The firm employs a top-down, macro-economic approach to asset allocation and incorporates a range of investment vehicles, including alternative and structured instruments, tailoring portfolios to client-specific objectives. Owl Creek Wealth Partners excels at finding solutions to wealth complexity problems faced by many ultra high net worth families.

Tanner Windholz is a financial advisor at Fidelity with a Series 66 designation and one year of experience in the industry. His prior work experience includes roles at Bank Midwest/NBH Bank and service in the U.S. Army and Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Kevin Mcnab is a CFP® and ChFC® with 15 years of industry experience. He has been with ACE Wealth Partners, LLC since 2010, where he serves as the sole advisor. In addition to his advisory role, he works as an independent insurance agent on a limited basis. ACE Wealth Partners provides investment advisory and planning services to individuals, trusts, foundations, charitable organizations, pensions, and retirement plans. The firm follows a long-term investment approach based on fundamental analysis and offers a range of portfolio management and financial planning services, including the use of leveraged and inverse ETFs and occasional commodity exposure.

Robert Williams is a CFP® professional affiliated with Integrated Wealth Strategies in Lone Tree, CO, with 17 years of industry experience. He has worked at Charles Schwab since 2008. Integrated Wealth Strategies provides wealth management, investment management, and financial planning services primarily to individuals and families. The firm integrates financial planning with investment management, employing both passive and active strategies based on modern portfolio theory and goal-based investing.