Evan Barnes is a financial advisor at Traction Financial Partners with 19 years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Axa Advisors, LLC. Outside of his advisory role, he is a member of L.E.T.S LLC, a property ownership group in Highlands Ranch, CO. Traction Financial Partners serves individuals, employer-sponsored retirement plans, trusts, foundations, and other institutional clients. The firm employs a core-satellite investment approach and offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory, and estate-planning coordination using third-party platforms.

Sara Keith is a financial advisor at Financial Security Management, Inc. with 12 years of industry experience. She has been with Financial Security Management since 2013 and previously worked at National Planning Corporation for four years. In addition to her advisory role, she prepares tax returns, dedicating approximately 25% of her time to tax preparation services. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, managing about $611.5 million in assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing asset-allocation strategies based on modern portfolio theory and providing both discretionary and non-discretionary investment services.

Robert Eberhardt III is a financial advisor at Geneos Wealth Management, Inc. with 21 years of industry experience. He holds a Series 66 designation and has worked at Geneos since 2013, alongside roles at Eberhardt Wealth Management LLC and A&I Financial Services, LLC. Outside of his advisory work, he operates Eberhardt Wealth LLC and acts as an independent representative for fixed insurance products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, utilizing a variety of analytic approaches and investment strategies, including discretionary trading and model portfolios.

Gerald Clas is a financial advisor at Arax Advisory Partners with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, Clas serves as a trustee of the Charles A. Clas Trust. Arax Advisory Partners is a multi-team 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, utilizing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

William Allen is a financial advisor at Arax Advisory Partners with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and TIAA-CREF. He is also licensed as an insurance agent, selling variable products, life, accident, and health insurance. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm uses a combination of internal management, third-party models, and tailored asset allocation to meet client objectives and employs performance-based fee arrangements alongside traditional asset-based fees.

Benton Ellis III is a Series 65 licensed advisor with five years of industry experience, currently affiliated with Arax Advisory Partners. Prior to joining Arax, he worked at SRS Capital Advisors, Cedrus LLC, RD Systems, Schneider Electric, and United Renovations. He is also active as a licensed insurance agent in Littleton, CO, selling life and accident & health insurance products on a part-time basis. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets with over 200 advisors. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans and offers a range of services including financial planning, portfolio management, and retirement plan consulting. Arax employs a combination of internal portfolio management, third-party models, and tailored asset allocation, and is notable for its use of performance-based fees and active insurance brokerage activities.

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.

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.

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.

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.

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.

Sean Kommerstad is a ChFC® with 10 years of industry experience. He has worked at Grimes & Company since 2025 and previously spent nine years at Two Rivers Capital Consulting. Grimes & Company Wealth Management serves individuals and families, including high-net-worth clients, as well as trusts, estates, pension and profit-sharing plans, and government entities. The firm offers discretionary investment management and financial planning, building customized strategies using proprietary research and a variety of investment vehicles.

Cynthia Alvarez is a financial advisor at Savvy with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Centric Investment Group, Metis Wealth Management, and Wambolt & Associates. Cynthia serves on the board of the Evergreen Area Chamber of Commerce. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

Isaac White is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. His prior experience includes roles at Motley Fool Wealth Management, First Citizens Bank, and Fidelity Investments. Outside of his advisory work, he serves as Soccer Director for the Glendale Kenly Recreation League, where he schedules games, arranges referees, and participates on the board of directors. Apollon Wealth Management is an SEC-registered advisory firm that provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and charitable organizations. The firm employs a mix of centrally managed and locally managed investment strategies, utilizing fundamental analysis, tactical allocations, ESG models, and tax management tools.

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.

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.

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.

Tiffany Riedel is a financial advisor with Advisory Solutions Group, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She previously worked at Avior Wealth Management, LLC and SC Financial Services, Inc. before joining her current firm. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and offers turnkey business and back-office services to other RIAs. The firm constructs diversified portfolios using quantitative, momentum, and fundamental analysis, providing both discretionary and non-discretionary strategies alongside model portfolios and research for advisor firms.

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.

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.