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 Series 66-licensed financial advisor with Financial Security Management, Inc. in Lakewood, CO, where she has worked for 13 years. Prior to that, she was affiliated with National Planning Corporation for four years. She also spends part of her time preparing tax returns. Financial Security Management, Inc. serves individuals, high-net-worth clients, estates, trusts, and retirement plans, offering investment management, financial planning, and retirement plan advisory services. The firm uses asset-allocation strategies based on modern portfolio theory, providing both discretionary and non-discretionary portfolio management along with retirement plan consulting and participant education.

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 with Arax Advisory Partners in Littleton, CO, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of advising, he serves as a trustee of the Charles A. Clas Trust and also operates as an independent insurance agent focusing on life, variable, and accident & health insurance products. Arax Advisory Partners offers wealth management and advisory services to individual, high-net-worth, family office, institutional, and business clients. The firm uses a mix of in-house and external portfolio management resources, invests in traditional and alternative assets, and integrates AI tools to support its fiduciary, asset-based management approach.

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 has previously worked at SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and TIAA/TIAA-CREF. He is also licensed as an insurance agent, selling variable, life, accident, and health insurance products. Arax Advisory Partners offers 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 using in-house teams and independent managers, blending traditional and alternative investments, and supports portfolio management with AI tools and third-party analytics.

Benton Ellis III is a financial advisor at Arax Advisory Partners with a Series 65 designation and five years of industry experience. He previously worked at SRS Capital Advisors, LLC and Cedrus LLC. Ellis also maintains a part-time role as a licensed insurance agent specializing in life and accident & health products. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a combination of in-house teams, external managers, and alternative investments, supporting portfolio management with AI tools and third-party analytics.

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.

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.

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.

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.

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.

Sean Kommerstad is a financial advisor at Grimes & Company with 10 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation as well as Series 63 and Series 65 licenses. Prior to joining Grimes & Company in 2025, he worked at Two Rivers Capital Consulting for nine years and Invesco Advisers, Inc. for one year. Grimes & Company provides discretionary portfolio management and financial planning services to individual and institutional clients, including estates, charitable organizations, pension and profit-sharing plans, and government entities. The firm employs customized investment strategies based on proprietary research and offers trustee services, sub-advisory arrangements, and allocates across a range of investment vehicles, including mutual funds, ETFs, individual securities, and private funds.

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 Certified Financial Planner® with 13 years of industry experience, currently serving as an advisor at Apollon Wealth Management, LLC. He previously worked at Motley Fool Wealth Management, First Citizens Bank and Investor Services, and Fidelity Investments. Outside of his advisory role, he serves as Soccer Director for the Glendale Kenly Recreation League, overseeing scheduling and refereeing activities. Apollon Wealth Management, LLC is a multi-team SEC-registered advisory firm that serves individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting across various asset classes and investment vehicles.

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.

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.

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.

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 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.

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.