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Byron D

Series 63, Series 65

Littleton, CO

Arax Advisory Partners

Byron Dyck is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and a lengthy tenure at Equitable Advisors and Axa Advisors. Outside his advisory work, he is involved with insurance brokerage activities through Simon Davis Brokerage Services and UNUM. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets across more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a variety of investment and advisory services that combine internal management, external managers, and tailored asset allocation.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Shane W

Series 66

Littleton, CO

Arax Advisory Partners

Shane Wolfe is a financial advisor at Arax Advisory Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. In addition to his advisory role, he is involved with Wolfekoop Investments, LLC, a business entity for tax and investment purposes, and has worked as an insurance agent for SimonDavis, Inc. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services including financial planning, portfolio management, retirement plan consulting, and advisory services to pooled private funds. Arax employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Andrew C

Series 65

Littleton, CO

Arax Advisory Partners

Andrew Cormack is a financial advisor at Arax Advisory Partners with five years of industry experience. He holds a Series 65 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Morrow Energy. He is also an independent insurance agent licensed in life and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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John S

Series 63, Series 65

Littleton, CO

Arax Advisory Partners

John Scott III is a financial advisor with Arax Advisory Partners, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes at Colorado School of Mines and is chairman of the finance committee for The Chateau Beaver Creek HOA. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and retirement plan consulting, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Daniel G

Series 65

Littleton, CO

Arax Advisory Partners

Daniel Graeve is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has prior experience at SRS Capital Advisors, Cedrus LLC, FourPass Energy, and Felix Energy. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset-allocation approaches, with notable use of performance-based fee arrangements and carried-interest structures for certain qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Jeffrey S

Series 65

Littleton, CO

Arax Advisory Partners

Jeffrey Sullivan is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 credential with one year of industry experience. Before joining Cedrus Financial in 2024, he spent six years working with GracePoint Church and nine years at Mountain Heritage High School. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving a diverse client base that includes individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies to meet client objectives, and it is notable for its use of performance-based fees and carried-interest structures for qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Ryan S

CFA®

Evergreen, CO

Arax Advisory Partners

Ryan Stuart is a CFA® charterholder based in Evergreen, CO, with 10 years of industry experience. He has worked at Arax Advisory Partners since 2025, following roles at WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners is a multi-team SEC-registered wealth manager overseeing approximately $26.5 billion in assets through over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation approaches.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Ian Y

Series 63, Series 66

Littleton, CO

LexAurum Advisors

Ian Yarberry is a financial advisor at LexAurum Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Osaic Wealth, Securities America Advisors, and Bank of the West. Outside of his advisory role, he is an owner and agent at IRY Associates LLC, where he sells life, disability, and long-term care insurance. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies and offers both discretionary and non-discretionary engagements, including sub-advisory services for other advisory firms.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Mark N

CFP®, ChFC®, Series 63, Series 65

Littleton, CO

Arax Advisory Partners

Mark Neely is a CFP® and ChFC® with 38 years of experience in the financial services industry. He is currently with Arax Advisory Partners and has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Neely serves as a trustee for the Ed Feiman estate, acting as a resource for children in that capacity without compensation. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets and serving a diverse client base including individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm utilizes a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, with notable use of performance-based fee arrangements and carried interest structures for qualified investors and private funds.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Tyler G

Series 66

Littleton, CO

Arax Advisory Partners

Tyler Graeve is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and nine years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, Axa Advisors, and SharkNinja. Outside of advisory work, he is an independent insurance agent offering variable products, life, and accident & health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal and third-party portfolio management, tailored asset allocation, and various advisory services, including performance-based fee arrangements and private fund management.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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George F

ChFC®, Series 63, Series 65

Littleton, CO

LexAurum Advisors

George Fields is a ChFC® credentialed financial advisor with 46 years of industry experience. He is currently with LexAurum Advisors and has held prior roles at firms including Securities America Advisors and Summit Financial Group. Fields is also involved as Vice President and Board Member of the Ken Caryl Medical & Professional Owners Association. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing model allocations primarily implemented with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Matthew D

CFP®, Series 66

Littleton, CO

Sowell Management

Matthew Deller is a CFP® with 29 years of industry experience, currently serving as an advisor at Sowell Management. He previously worked at 10X Wealth Advisors, Inc., Dynamic Employee Solutions, LLC, and various Sound Financial firms. Deller is also president of 10xEmpowerment, LLC, providing executive coaching and organizational development services. Sowell Management is a fee-based registered investment adviser supporting over 100 advisors through a multi-branch independent-contractor model. The firm serves individuals, retirement plans, corporations, RIAs, and institutions, offering investment management, financial planning, and consulting services using a variety of investment styles and third-party sub-advisors.

Retirement income strategy Income planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Brandon L

Series 63, Series 66

Littleton, CO

Arax Advisory Partners

Brandon Lorenz is a financial advisor with Arax Advisory Partners in Littleton, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Cedrus LLC and Equitable Advisors, LLC, as well as experience in the energy sector with SRC Energy Inc. Lorenz is also an independent insurance agent focused on variable products, accident and health, and life insurance. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax offers a range of services including financial planning, portfolio management, retirement consulting, and advisory services to private funds, with distinctive use of performance-based fee arrangements and a broad institutional footprint.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Joshua P

Series 65

Littleton, CO

Arax Advisory Partners

Joshua Probasco is a financial advisor with Arax Advisory Partners in Littleton, CO. He holds a Series 65 designation and has been with Arax Advisory Partners since 2026. His prior work experience includes roles at Cherry Creek Insurance Agency and Bright & Associates, as well as positions in education at Colorado Christian University and Colorado Early Colleges. Outside of finance, he operated Probasco's Landscaping for six years. Arax Advisory Partners is an SEC-registered, multi-team wealth management firm overseeing approximately $26.5 billion in regulatory assets through more than 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans using a combination of internal portfolio management, third-party models, and tailored asset allocation. Arax is notable for its use of performance-based fee arrangements, carried-interest structures, and its active insurance brokerage operations.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Matthew S

Series 66

Littleton, CO

Arax Advisory Partners

Matthew Sharkey is a financial advisor with Arax Advisory Partners in Littleton, CO, holding a Series 66 license and six years of industry experience. He has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and Axa Advisors. Sharkey is also licensed as an insurance agent selling variable, life, accident, and health insurance products. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Douglas P

Series 66

Littleton, CO

Arax Advisory Partners

Douglas Pardieck is a financial advisor at Arax Advisory Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Prime Capital Investment Advisors, LLC. Outside of advisory services, he is an independent insurance agent. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in assets and serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm combines internal portfolio management, third-party models, and tailored asset allocation, with performance-based fee arrangements and insurance brokerage activities distinguishing its service offerings.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Jeremy F

Series 66

Littleton, CO

Arax Advisory Partners

Jeremy Fawcett is a financial advisor with Arax Advisory Partners based in Littleton, CO. He holds a Series 66 designation and has 14 years of industry experience, including roles at Cedrus LLC, Equitable Advisors, and AXA Advisors. Outside of his advisory work, Fawcett serves as a trustee for family trusts. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, offering a range of services from financial planning to portfolio management and retirement plan consulting.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Austin M

Series 65

Littleton, CO

Arax Advisory Partners

Austin Myers is a financial advisor with Arax Advisory Partners holding a Series 65 credential and two years of industry experience. His prior professional roles include positions at SRS Capital Advisors, Cedrus LLC, Penn Mutual, Syed Financial Group, and Northwestern Mutual. He is also licensed as a life insurance agent through Penn Mutual, where he places life insurance policies as part of his client services. Arax Advisory Partners is an SEC-registered multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Dylan W

Series 65

Littleton, CO

Arax Advisory Partners

Dylan Wheeler is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Arax Advisory Partners. His work history includes roles at SRS Capital Advisors, Cedrus LLC, and various positions outside finance such as with the Arizona Coyotes and Lululemon. He is also registered as an Independent Insurance Agent. Arax Advisory Partners is an SEC-registered multi-team wealth management firm overseeing approximately $26.5 billion in assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General retirement planning Founder/Business Owner Executive Financial Professional
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Kimberly J

Series 66

Littleton, CO

Commonwealth Financial Network

Kimberly Jestrab Rindt is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds the Series 66 designation and has worked previously at D.A. Davidson & Co. and Independent Wealth Strategies. She is also involved in fixed insurance sales conducted at her branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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