James Dawson is a CFP® with 27 years of industry experience. He is currently with Broadview Wealth Partners and has held roles at Raymond James Financial and the University of Colorado, where he also serves as an independent contractor. Dawson is the owner of Integrated Capital Management, an LLC used for expense management and incidental non-securities related revenue. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients. The firm employs a combination of qualitative and quantitative analysis to manage approximately $304.7 million in discretionary assets across 310 client relationships.

David Fellows is a financial advisor at Broadview Wealth Partners with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Fidelity Brokerage Services. He is also associated with Integrated Capital Management, LLC, which supports his activities at Broadview Wealth Partners. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative investment approaches and offers comprehensive portfolio management alongside third-party money manager referrals.

Jamie Sladky is a financial advisor at Broadview Wealth Partners with 29 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial and Waddell & Reed. He is also the owner of Innamorato Strategies, LLC, a holding company associated with Broadview Wealth Partners. Broadview Wealth Partners provides investment advisory and financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporations. The firm manages approximately $304.7 million in discretionary assets and employs a combination of qualitative and quantitative investment methods, offering diversified portfolio management alongside referrals to third-party money managers.

Dawn Jones is a financial advisor at Broadview Wealth Partners with 22 years of industry experience and holds a Series 66 designation. She has worked at Broadview Wealth Partners since 2025 and has a notable history with Integrated Capital Management and Raymond James Financial Services Advisors. Dawn is also associated with Integrated Capital Management in a support role. Broadview Wealth Partners serves individuals, high net worth clients, trusts, pension and profit-sharing plans, and corporate clients, managing approximately $304.7 million in discretionary assets. The firm employs a combination of qualitative and quantitative analysis and offers diversified portfolio management, including referrals to third-party money managers.