Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

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 32 years of industry experience. His prior work includes over two decades at Equitable Advisors and Cedrus LLC. Outside of advisory, he has roles related to fixed insurance and serves as a general agency for accident and illness insurance products. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and utilizes a mix of traditional and alternative investments supported by in-house teams and external managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

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 the Series 66 designation and has worked previously at Traction Financial Partners, LPL Financial, Equitable Advisors, and Axa Advisors. Outside of his advisory work, he has involvement as an insurance agent and maintains a business entity for tax and investment purposes that is not investment related. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a sponsored wrap fee program, employing a range of portfolio teams and investment strategies including alternative investments and AI-supported research.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Andrew C

Series 65

Littleton, CO

Arax Advisory Partners

Andrew Cormack is a financial advisor with Arax Advisory Partners in Littleton, CO. He holds a Series 65 designation and has five years of industry experience. Prior to joining Arax, Andrew worked at SRS Capital Advisors and Cedrus LLC. He also maintains a role as an independent insurance agent, selling life and accident & health insurance products. Arax Advisory Partners provides wealth management and advisory services to a diverse range of clients, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing a combination of in-house teams, independent managers, and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

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 credentials and bringing 39 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory work, he serves on the board of the Fellowship of Christian Athletes Colorado School of Mines chapter and manages a men’s fly fishing club. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and private fund advisory using a mix of in-house teams, independent managers, and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Daniel G

Series 65

Littleton, CO

Arax Advisory Partners

Daniel Graeve is a financial advisor at Arax Advisory Partners in Littleton, CO, holding a Series 65 registration with two years of industry experience. His prior roles include positions at SRS Capital Advisors, LLC, Cedrus LLC, FourPass Energy, and Felix Energy, spanning various sectors. Arax Advisory Partners offers wealth management and advisory services to a diverse client base, including individuals, family offices, institutions, and businesses. The firm employs both discretionary and non-discretionary portfolio management strategies, utilizing a combination of in-house teams, external managers, and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Jeffrey S

Series 65

Littleton, CO

Arax Advisory Partners

Jeffrey Sullivan is a financial advisor with Arax Advisory Partners in Littleton, Colorado. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cedrus Financial and Arax Advisory Partners, he worked in roles at GracePoint Church and Mountain Heritage High School. Arax Advisory Partners serves a diverse client base, including individuals, family offices, institutions, and businesses, providing services such as portfolio management, financial planning, and retirement plan consulting. The firm uses both internal and external managers and incorporates alternative investments and AI tools within its multi-team platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Ryan S

CFA®

Evergreen, CO

Arax Advisory Partners

Ryan Stuart is a CFA® charterholder with 10 years of industry experience. He currently works at Arax Advisory Partners and has held prior roles within WT Wealth Management and Four Peaks Wealth Management. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing both internal portfolio teams and external managers with a mix of traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Ian Y

Series 63, Series 66

Littleton, CO

Lexaurum Advisors

Ian Yarberry is a financial advisor with LexAurum Advisors in Littleton, CO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors, Bank of the West, and T. Rowe Price Advisory Services. He is also the owner of IRY Associates LLC, where he engages in life, disability, and long-term care insurance sales. LexAurum Advisors serves individuals, families, businesses, institutional clients, and other advisory firms, managing approximately $1.27 billion across diversified portfolios that incorporate fundamental, market-trend, and economic-cycle analysis. The firm offers both discretionary and non-discretionary services through a multi-advisor team and provides a standardized investment program primarily using low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
user avatar
firm logo

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 currently works at Arax Advisory Partners and previously held positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. He serves as an unpaid trustee for the Ed Feiman estate, acting as a resource for children. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach using in-house portfolio teams and external managers, offering a range of investment options including traditional and alternative assets.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Tyler G

Series 66

Littleton, CO

Arax Advisory Partners

Tyler Graeve is a financial advisor at Arax Advisory Partners with nine years of industry experience. He holds a Series 66 designation and 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 focusing on variable products, life, and accident and health insurance. Arax Advisory Partners provides wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, comprehensive financial planning, retirement plan consulting, and private fund advisory, utilizing both traditional and alternative investments through a team-based and fiduciary approach.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

George F

ChFC®, Series 63, Series 65

Littleton, CO

Lexaurum Advisors

George Fields is a Chartered Financial Consultant (ChFC®) with 47 years of industry experience. He is currently with Lexaurum Advisors and has held previous roles at firms including Capital Resource Group, Inc., where he served for 21 years, and Securities America Advisors. Outside of his advisory work, he serves as Vice President and Board Member of the Ken Caryl Medical & Professional Owners Association. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients through a multi-advisor team. The firm employs diversified portfolios guided by modern portfolio theory and offers both traditional custodial management and discretionary rebalancing services across various account types.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
user avatar
firm logo

Matthew D

CFP®, Series 66

Littleton, CO

Sowell Management

Matthew Deller is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Sowell Management and has held roles at firms including 10X Wealth Advisors, Dynamic Employee Solutions, and Sound Financial Solutions. Outside of his advisory work, he serves as president of 10xEmpowerment, LLC, which provides executive coaching, organizational development, and leadership training. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm offers a range of investment strategies and model portfolios, working through an independent-contractor model with over 100 investment adviser representatives.

Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning
user avatar
firm logo

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 having six years of industry experience. His prior roles include positions at Cedrus LLC and Equitable Advisors, LLC. He also works as an independent insurance agent focusing on variable products, accident and health, and life insurance. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by AI tools and third-party analytics.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Joshua P

Series 65

Littleton, CO

Arax Advisory Partners

Joshua Probasco is a financial advisor at Arax Advisory Partners with a Series 65 designation and one year of experience at the firm. His prior work includes roles at Cherry Creek Insurance Agency, Bright & Associates, and Colorado Christian University. Outside of financial advising, he operated a landscaping business for six years. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, family offices, institutions, and businesses, utilizing a combination of in-house and external portfolio management with both traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

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 designation and six years of industry experience. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors among others. Sharkey also maintains a registered insurance agent role, selling variable, life, accident, and health insurance products. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers services such as portfolio management, financial planning, and retirement plan consulting, utilizing a combination of in-house teams, external managers, traditional and alternative investments, and technology-driven research and analytics.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Douglas P

Series 66

Littleton, CO

Arax Advisory Partners

Douglas Pardieck is a financial advisor with Arax Advisory Partners, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cambridge Investment Research, Prime Capital Investment Advisors, and Edward Jones. Outside of advisory work, he operates as an independent insurance agent and serves as president of Talon Wealth Strategies LLC, a bookkeeping entity related to his advisory services. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with in-house portfolio teams and independent managers, offering comprehensive financial planning, portfolio management, and access to alternative investments through various platforms.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Jeremy F

Series 66

Littleton, CO

Arax Advisory Partners

Jeremy Fawcett is a financial advisor at Arax Advisory Partners with 15 years of industry experience. He holds a Series 66 designation and has previously worked at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Fawcett also serves as a trustee for family trusts. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement plan consulting, and private fund advisory, utilizing a combination of in-house teams, external managers, and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Austin M

Series 65

Littleton, CO

Arax Advisory Partners

Austin Myers is a financial advisor at Arax Advisory Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including SRS Capital Advisors, Cedrus LLC, Penn Mutual, and Northwestern Mutual. Outside of advisory roles, Myers is also licensed to place life insurance policies through Penn Mutual. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both internal and external managers across traditional and alternative investments.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

Dylan W

Series 65

Littleton, CO

Arax Advisory Partners

Dylan Wheeler is a financial advisor at Arax Advisory Partners with a Series 65 designation and two years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and the Arizona Coyotes. He is also registered as an independent insurance agent in Golden, Colorado. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses, offering a range of portfolio management and financial planning services supported by in-house teams and external managers.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
user avatar
firm logo

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)