Littleton, CO Office

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.

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.

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.

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.

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.

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.