William Edgar Allen

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.

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.

Bradley Porter is a financial advisor at Compound Planning, Inc. with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Empower Advisory Group and Personal Capital Advisors Corporation. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing both in-house and third-party resources.

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.