Akram Hassan is a financial advisor at Regista Financial Strategies, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Synergy BIS, and DeWolff Boberg & Associates. Regista Financial Strategies serves individual clients, including high-net-worth households, and provides advisory services to employer-sponsored retirement plans. The firm applies both traditional asset-allocation and Modern Portfolio Theory principles using a combination of passive and active strategies, incorporating automated and custom-built portfolio models.

Sandra Bozanic is a financial advisor at Regista Financial Strategies, LLC, holding a Series 65 credential with one year of industry experience. She previously worked at RG Financial LLC for 11 years and has been involved with PKS Enterprises LLC since 2015. Regista Financial Strategies serves individual clients, including high-net-worth households, and offers advisory services to employer-sponsored retirement plans. The firm combines traditional asset-allocation and Modern Portfolio Theory with both passive and active investment selections, utilizing outside managers and institutional platforms such as Betterment for Advisors and Schwab, and is notable for its expertise in divorce-related financial planning and its integration of algorithmic and customized portfolio strategies.

Nichole Graham is a CFP® professional with two years of industry experience, currently serving at Regista Financial Strategies, LLC in Denver, CO. She has prior experience with firms including Fonte Financial Advisors and Ameriprise Financial. In addition to her advisory role, she provides financial analysis services focused on divorce financial planning as an independent contractor with Wellspring Divorce Advisors. Regista Financial Strategies serves individual clients, including high-net-worth households, and employer-sponsored retirement plans, offering discretionary investment management and financial planning on a fee-only basis. The firm combines traditional and modern portfolio approaches, incorporating both passive and active strategies, and is recognized for its specialist expertise in divorce-related financial planning within a small team environment.