Sam Rey Tenney

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.

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.

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.

Roger Buswell is the principal advisor at Buswell Associates, Inc. in Castle Rock, CO, holding the CFP®, ChFC®, and Series 63 designations with 27 years of industry experience. He has operated his firm since 1995 and has been associated with Guardian Life Insurance Company since 1983. Buswell is also an insurance agency owner and licensed insurance agent. Buswell Associates, Inc. provides comprehensive financial planning, investment management, and retirement-plan consulting for individuals and employer-sponsored plans. The firm constructs diversified portfolios primarily using mutual funds and occasionally annuity contracts, guided by client volatility tolerance and long-term horizons, and offers insurance-related services alongside its advisory work.

Mark Shively is the sole advisor at Mark P. Shively, an independent firm based in Castle Rock, CO. He holds a Series 63 designation and has 27 years of industry experience, having worked at his own firm since 1992. Outside of his advisory role, he has served as president of the board of directors for the Castle Pines North Homeowner's Association, a volunteer civic position. His firm provides financial planning and portfolio management to individuals, couples, and families, typically using true no-load mutual funds. The investment approach is conservative and long-term, focusing on diversified, low-cost funds, tax and inflation considerations, and regular client consultation.