Mark Alvin Richey

Brynna Wilson is a financial advisor at Citrine & Gold LLC in Denver, CO, with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at New York Life Insurance Company and NYLIFE Securities, LLC. Outside of her advisory work, she owns The Sauna Room, a business offering infrared sauna rentals, and serves as a board member for The Jamin Fund, a nonprofit that provides scholarships and builds schools in developing countries. Citrine & Gold provides portfolio management and comprehensive financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm employs model portfolios and a three-stage framework focused on asset allocation and distribution planning, serving a small client base with both discretionary and standalone planning engagements.

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.

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.

Jeremy is a Wealth Advisor with Cerity Partners in Denver, CO. He specializes in financial planning, investment management, and tax strategies for individuals and families. Jeremy leverages his CPA, CFP®, and CDFA® credentials to navigate clients through complex investment and tax landscapes. He’s committed to empowering clients with informed, strategic decisions that align with their long-term objectives. Jeremy’s approach integrates diverse perspectives, ensuring that every financial plan he contributes to is as unique as the clients he serves.