Jonathan Dawson Ahalt

Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.

Founded in 1994, Strategic Capital Advisers, Inc. (SCA) is a registered investment adviser located in Denver, Colorado. The firm provides investment advisory services on a discretionary and non-discretionary basis to individuals, trusts, tax exempt funds (such as pension and profit sharing plans), charitable organizations (such as foundations and endowments), government entities and corporations (such as for profit, non-profit and not for profit). SCA’s business is divided into investment management (discretionary) and consulting (non-discretionary).