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Chad F

CFP®, Series 63, Series 66

Greenwood Village, CO

Wealthbuilders Investments

Chad Frantzen is a CFP® with 25 years of industry experience, currently serving at Wealthbuilders Investments in Greenwood Village, CO. His prior roles include positions at Cabin Securities, Center Street Securities, Great Point Capital, and Mutual Securities. He holds life and health insurance licenses and is involved with Solomon Fund I GP, LLC, an affiliated private fund partner of Wealthbuilders Investments. Wealthbuilders Investments serves individual and high-net-worth clients, family offices, trusts, and charitable organizations, offering customized investment management, financial planning, and proprietary private funds. The firm uses a combination of fundamental, technical, and cyclical analysis alongside values-based screening aligned with Biblically Responsible Investing principles.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Religious/faith focused Christian Faith Based
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Gary R

ChFC®, Series 63, Series 65

Lakeland, FL

Wealthbuilders Investments

Gary Reese is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked at Wealthbuilders Investments since 2024 and previously spent over two decades at Faith Investment Services of Ohio, LLC and Creative Financial Designs Inc. Reese holds insurance licenses in life and health. WealthBuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, charitable organizations, and investors in pooled vehicles. The firm offers customized, long-term portfolio management grounded in fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Religious/faith focused Christian Faith Based
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Matthew A

Series 65

Greenwood Village, CO

Wealthbuilders Investments

Matthew Arber is a Series 65-licensed advisor with 13 years of industry experience. He currently works at Wealthbuilders Investments and has previous experience at Keller Williams Real Estate International, Gateway Clinical, and Churchill Management Group. WealthBuilders Investments is an SEC-registered advisory firm managing approximately $172.6 million for a diverse client base, including individuals, high-net-worth clients, trusts, family offices, endowments, businesses, and charitable organizations. The firm offers customized portfolio solutions with a long-term focus, integrating fundamental, technical, and cyclical analysis alongside Biblically Responsible Investing principles.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Religious/faith focused Christian Faith Based
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Jose S

Series 63, Series 65

Goleta, CA

Wealthbuilders Investments

Jose Salcedo is a financial advisor with Wealthbuilders Investments in Goleta, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Cathedral Capital Wealth Management, Biltmore Wealth Management, JS Strategic Advisors, and Cambridge Investment Research. Wealthbuilders Investments serves individual and high-net-worth clients, trusts, family offices, businesses, and charitable organizations, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm offers customized, long-term portfolios using fundamental, technical, and cyclical analysis, and incorporates Biblically Responsible Investing principles alongside proprietary private fund management.

ESG / Sustainable investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Religious/faith focused Christian Faith Based
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