Katherine Ann Fortna

Daniel Matthews is a financial advisor at High Peaks Wealth Strategies with eleven years of industry experience. He holds a Series 7 and 66 designation and has worked at firms including Eagle Strategies, NYLIFE Securities, and Cetera. Outside of advising, Daniel manages Matthews Pharmacy Inc., a retail community pharmacy, where he serves as Treasurer. High Peaks Wealth Strategies offers discretionary asset management, ERISA 3(21) retirement-plan consulting, and subscription-based financial planning to individuals, high-net-worth households, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical security analysis and invests primarily in stocks, bonds, ETFs, and no-load mutual funds on a discretionary basis.

Leslie Evan Frazier is the founder of Tekwise Financial Planner and holds a Series 66 designation and the AAMS. He has 14 years of industry experience, including roles at Charles Schwab and Personal Capital. In addition to his advisory work, he serves as a mission outreach officer for a pro-life payment processing company. Hill Country Kingdom Advisors operates under Tek-Wise Financial Planners LLC, providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs fundamental analysis and modern portfolio theory in its investment approach and combines discretionary management with a holistic approach.

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Benjamin Batiste is the Founder and Principle Advisor of Crestmark Wealth Group. He holds Series 63 and Series 65 licenses and previously worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life, and the U.S. Department of Homeland Security. Batiste serves as a board member of the Buckley Spouses Group, a nonprofit providing meals and education to military families facing food scarcity. Crestmark Wealth Group serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

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.

Mark Teerlinck is the principal advisor at Elite Wealth Management in Parker, Colorado, with 17 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Avant Garde Advisors LLC and Wealthsource Partners LLC. Elite Wealth Management provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, and retirement plan participants. The firm employs a client risk profile-driven investment approach that emphasizes broad diversification, uses portfolio analytics tools, and offers concentrated, actively managed equity strategies uncommon among independent advisers.