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Questions? Call 303-450-0515

Diamond Partners


John Mackowiak

Advyzon is an intuitive, cloud-based platform that combines portfolio management, flexible performance reporting and client portals, client relationship management (CRM), planning, and business intelligence. Designed with a focus on ease of use and user experience, Advyzon partners with investment advisors to help grow their businesses efficiently and profitably. We are a team of entrepreneurs with decades of experience serving financial advisors. Continuous innovation and providing superior value and support to our clients are the principles Advyzon was founded on. Visit to learn more.


CollegeInvest is committed exclusively to helping families save for college by offering Colorado’s only tax advantaged 529 College Savings Program as well as scholarships, expert information, simple online planning tools and Continuing Education classes for financial professionals.

Vincent Sullivan


Peter Rueth, 303-214-6393  
Reverse Mortgage Planner

Backed by in house processing, underwriting, and funding at Fairway Independent Mortgage, allows the Rueth Team to offer an expansive portfolio of loan products. The Rueth Team is able to focus on a level of client care that sets the standard for a superior mortgage experience.


Platinum Partners





LeAnne Merciez 303-868-3794
Chad Roberts 303-407-0100


Alex E. Wayne
Direct Phone:  (773)305-7686


Alex E. Wayne
Direct Phone:  (773)305-7686



Forum Partners