Juan Guevara is a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado, with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.F. Williams Co., Inc. since 2016. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement for each client and focuses on strategic asset allocation with primarily no-load mutual funds and ETFs, managing assets on a non-discretionary basis with client approval for all trades.

Adam Van Wert is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with J.F. Williams Co., Inc. since 2019 and previously worked at IWP Wealth Management, First National Bank of Colorado, and Colorado State University. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, trusts, charitable organizations, and small businesses. The firm employs tailored investment policy statements using broadly diversified mutual funds and ETFs, managing all client assets on a non-discretionary basis with an emphasis on understanding clients’ life transitions and behavioral factors.

Matthew Elliott is a CFP® with 20 years of industry experience and has been with J.F. Williams Co., Inc. in Denver, CO since 2008. He holds the Series 65 designation and is part of a four-advisor team. J.F. Williams Co., Inc. is a fee-only advisory firm serving individuals, trusts, estates, profit-sharing plans, charitable organizations, and small businesses. The firm uses a formal investment policy statement process focused on strategic asset allocation, diversification, and low trading activity, managing approximately $251.5 million non-discretionarily for about 142 clients as of year-end 2024.

Holly Pickens is a CFP® professional at J.F. Williams Co., Inc. in Denver, CO, with three years of industry experience. Her background includes roles at several organizations, including Essential Investment Partners and Northwestern Mutual. Outside of finance, she has been involved with multiple athletic programs and cheer companies. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, managing client assets on a non-discretionary basis and emphasizing tailored investment strategies aligned with clients’ risk profiles.