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® professional with eight years of industry experience, currently serving at J.F. Williams Co., Inc. in Denver, Colorado since 2019. Prior to joining J.F. Williams, he worked at IWP Wealth Management and the First National Bank of Colorado. J.F. Williams Co., Inc. provides fee-only financial planning and investment management to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and 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 drivers.

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® and holds a Series 65 license, currently serving as a financial advisor at J.F. Williams Co., Inc. in Denver, Colorado with two years of industry experience. Prior to joining J.F. Williams, she held various roles including positions at Northwestern Mutual and Essential Investment Partners. Outside of finance, she is involved with Rock Cheer Company. J.F. Williams Co., Inc. provides fee-only financial planning and investment management services to individuals, profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses tailored investment policy statements and broadly diversified mutual funds and ETFs, managing client assets on a non-discretionary basis with centralized custody through Schwab Institutional.