Arax Advisory Partners

Peter Donovan is a CFP®, ChFC®, and Series 66 licensed advisor with 21 years of industry experience. He currently works at Arax Advisory Partners and previously spent nine years at Summit X, LLC. Outside of advising, he serves on the Board of Trustees and Finance Committee for Incarnate Word Academy and acts as an insurance agent with several agencies, including Ash Brokerage. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, structured notes, and private-fund platforms, with a noted focus on disclosure and oversight of potential conflicts.

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 several firms, including SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory role, he serves as a trustee of the Charles A. Clas Trust and works as an independent insurance agent focusing on life and variable insurance products. Arax Advisory Partners primarily serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, structured notes, and private funds, and provides specialized services such as consolidated reporting and securities-based lending.

Brian Mackey is a CFA® charterholder at Arax Advisory Partners with two years of industry experience. Before joining Arax, he held roles at Schechter Investment Advisors and Adviser Investments. Outside of his advisory work, he serves as Chief Operating Officer at Schechter Wealth Services, managing accounting and marketing operations. Arax Advisory Partners primarily serves affluent and high-net-worth individuals as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm constructs portfolios through allocations among independent managers, mutual funds, ETFs, and private-fund platforms.

Jeffrey Loehr is a CFA® charterholder with 15 years of industry experience, currently serving at Arax Advisory Partners in Denver, CO. He previously worked at Denver Investments for 16 years and has been with SRS Capital Advisors since 2016. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm constructs portfolios through allocations among independent managers, mutual funds, ETFs, and private funds, while providing a range of specialized services including consolidated reporting and securities-based lending facilitation.

Daniel Beringer is a CFP® with seven years of industry experience, currently serving as a financial advisor at Arax Advisory Partners. His prior roles include positions at Gries Financial LLC and Charles Schwab. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement consulting, and access to alternative investments. The firm constructs portfolios using a mix of independent managers, mutual funds, ETFs, structured notes, and alternative vehicles.

William Allen is a financial advisor at Arax Advisory Partners with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including SRS Capital Advisors, Cedrus LLC, Equitable Advisors, and TIAA-CREF. Allen is also an insurance agent licensed to sell variable products, life, accident, and health insurance. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement consulting, and access to alternative investments. The firm constructs portfolios using a diversified allocation among independent managers, mutual funds, ETFs, and private investment platforms.

Allison Fuehne is a CFP® with 18 years of industry experience and currently serves as a financial advisor at Arax Advisory Partners. She previously worked at Purshe Kaplan Sterling Investments and Summit X LLC for nine years each. Outside of her advisory role, she is involved in business consulting and group healthcare as a stockholder in Stovall-Woody Associates, LLC. Arax Advisory Partners serves affluent and high-net-worth individuals as well as a variety of institutional clients, providing comprehensive portfolio management, financial planning, retirement plan consulting, and access to alternative investment vehicles. The firm employs an investment approach that includes allocating among independent managers, mutual funds, ETFs, structured notes, and private funds, with a range of specialized services and multiple affiliated relationships.

Nathan Croyle is a financial advisor at Arax Advisory Partners with one year of industry experience. He holds a Series 65 designation and has previous roles at SRS Capital Advisors, LLC dba Norte Advisors, LLC, Norte Advisors, LLC, and N8 Enterprises LLC. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative and private investment vehicles. The firm constructs portfolios with a mix of independent managers, mutual funds, ETFs, structured notes, and alternatives, and provides services including consolidated reporting and securities-based lending.

Bernard Kent is a financial advisor at Arax Advisory Partners with 15 years of industry experience. He holds the PFS™ designation along with Series 65 and Series 66 licenses. Prior to joining Arax Advisory Partners in 2025, he worked over a decade at Schechter Investment Advisors, LLC. His community involvement includes serving as a trustee and chairman of the investment committee for the Detroit Historical Society and as a trustee and investment committee member for the Zekelman Holocaust Center. Arax Advisory Partners serves affluent and high-net-worth individuals and institutional clients, providing portfolio management, financial planning, retirement plan consulting, and access to alternative investments. The firm constructs portfolios using independent managers, mutual funds, ETFs, structured notes, and private fund platforms, offering both discretionary and non-discretionary services.

Benton Ellis III is a financial advisor at Arax Advisory Partners in Denver, CO, with four years of industry experience. He holds a Series 65 credential and has previously worked at SRS Capital Advisors, LLC and Cedrus LLC. In addition to his advisory role, he is licensed as an insurance agent specializing in life and accident & health insurance. Arax Advisory Partners primarily serves affluent and high-net-worth individuals and a variety of institutional clients. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and access to alternative investment vehicles, utilizing a multi-manager approach and third-party private-fund platforms.

Paul Wehner is a financial advisor at Arax Advisory Partners with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Kingswood Capital Partners, Schechter Investment Advisors, and Coe Capital Management. Outside of his advisory role, he is involved in private equity investing through Schechter Private Capital. Arax Advisory Partners primarily serves affluent and high-net-worth individuals as well as various institutional clients, providing portfolio management, financial planning, retirement consulting, and access to alternative investments. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, and private-fund platforms while addressing potential conflicts through disclosure and oversight.

Gregory Bayer is a CFP® professional with 39 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and continues with Cetera since 2024. Outside of his advisory role, he is an author of a published book titled "Mile & Honey" and serves as owner and president of Take Five Management, LLC, a pass-through holding company. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, supported by a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Byron Dyck is a financial advisor with Arax Advisory Partners in Denver, CO, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at SRS Capital Advisors, Cedrus LLC, and Equitable Advisors. Outside of his advisory work, he has engaged in selling outside Equitable network insurance products and serves as a general agency for various insurance lines. Arax Advisory Partners serves primarily affluent and high-net-worth individuals as well as institutional clients, offering discretionary and non-discretionary portfolio management, comprehensive financial planning, retirement plan consulting, and access to alternative and private investments. The firm constructs diversified portfolios using independent managers, mutual funds, ETFs, structured notes, and private fund platforms, with notable features including recent acquisitions, affiliated relationships, and specialized services such as flat-fee consolidated reporting and securities-based lending facilitation.

Adam Bippen is a financial advisor at Arax Advisory Partners with a Series 65 credential and four years of industry experience. He has worked previously at Summit Wealth Strategies and held multiple roles at the University of Missouri and MoveHQ. Arax Advisory Partners serves primarily affluent and high-net-worth individuals as well as institutional clients, offering a range of portfolio management, financial planning, and retirement consulting services. The firm constructs portfolios through allocations to independent managers, mutual funds, ETFs, and alternative investments, and provides some unique services such as flat-fee consolidated reporting and securities-based lending facilitation.

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. Outside of advisory work, Wolfe has a business entity for tax and investment purposes and is licensed as an insurance agent. Arax Advisory Partners serves affluent and high-net-worth individuals as well as institutional clients, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investment vehicles. The firm allocates assets among independent managers, mutual funds, ETFs, and private funds, and provides specialized services such as flat-fee consolidated reporting and securities-based lending.