Alyse Athans is the Director of Client Experience for Capital Investment Advisors (CIA) in their Denver location. In this role, she works to advance CIA’s ongoing efforts to put purpose and happiness at the center of every client interaction. With over a decade of financial services experience at Charles Schwab and Goldman Sachs, Alyse brings deep expertise in client experience design, needs-based segmentation, and transformation initiatives.

Alyse holds an MBA with Honors and a Master’s in Social Service Administration (MA) from the University of Chicago, where she gained hands-on experience with strategy and behavioral frameworks, participated in the National Science Foundation’s Innovation Corps Site Program, and received the Booth School of Business’ Breslauer Social Impact Award. She also holds a BBA with High Distinction from the University of Michigan Ross School of Business. Originally from the suburbs of Chicago, Alyse now lives in Denver, CO, with her partner, Steve, and their 12-year-old dog Moxie. When Alyse is not working, you can find her listening to audiobooks while strolling along the Cherry Creek Trail or spending quality time with family and friends. She also loves traveling and playing games, especially Parcheesi and Euchre.

Ami Doshi is committed to helping women navigate their wealth management needs and secure their financial futures. She brings over two decades of experience helping women advance their highest aspirations for self, family and society. A trusted advisor to many female clients, she works closely with executive leaders coming into wealth for the first time, as well as couples in transition; loss of spouse, inheriting wealth, or going through divorce. Ami helps women align their values and their definition of a fulfilling and successful life with how they manage their wealth. She takes the time to understand her client’s personal and financial goals and the impact they want their money to make in their lives and in their communities.

Ami helps her clients save and invest for their futures, instill financial independence in their families, build generational wealth and have the peace of mind and confidence to retire knowing they have planned well.

Ami is a Chartered Advisor in Philanthropy, CAP® from The American College. She is currently studying for the Certified Financial Planning designation. She is an advocate for the rights of women and is passionate about providing them access to opportunity through financial literacy. She founded and served as an Executive Director for Opportunity Plus whose mission was to promote financial literacy and access to affordable microloans to low-income women entrepreneurs in Dallas and India. EDUCATION Ami graduated from Columbia University where she earned a graduate degree in Economic and Political Development, with a focus on microfinance. She also graduated from Wesleyan University with an undergraduate degree in Social Anthropology and International Politics.

Beau Henderson is founder and visionary of RichLife Advisors, a locally owned and operated firm of retirement planning experts that focus on helping those approaching retirement create a comprehensive strategy to “live their definition of a RichLife.” Beau uses a holistic approach to financial planning, with the goal of improving his clients’ relationship with money while they live their unique definition of a fulfilled, meaningful retirement with purpose. He creates strategies his clients can understand, which provide financial comfort and confidence. Ongoing education and training is a top priority, and Beau strives to educate clients and make an impact as their trusted partner. Beau has a psychology degree from the University of Georgia as well as the designations of Retirement Income Certified Professional (RICP®), Certification for Long-Term Care (CLTC®), National Social Security Advisor Certificate Holder, Certified Financial Fiduciary (CF2®) , Certified Professional Retirement Coach (CPRC), Certified Bucket Plan Advisor, Master Certified Success Coach, and Certified Master Behavioral Analyst. He is also an active member of Ed Slott’s Elite IRA Advisor Group℠ and a best-selling author. In his free time, Beau enjoys podcasting, traveling, boating, fishing, and spending time with his daughter.

Brady walks alongside families and founders at life's crossroads including transitions, leadership shifts, and new chapters waiting to be written. At Sequoia's Sentinel Family Office, he supports the strategic side of wealth. Through Scopious and the emerging Life Alignment Studio, he holds space for the deeper work, helping people align their energy, purpose, and decisions with what matters most. Brady comes to Anya to stay rooted in expansion and to build what is next from a place of connection.

With over 20 years of experience in providing world-class service and personal care, Claudia Arnold leverages her background in global hospitality to help her clients achieve their financial goals. As a Partner and Senior Wealth Advisor at Mission Wealth, Claudia serves private wealth clients and private foundations, delivering customized financial planning, investment strategies, and risk and tax management solutions. Prior to joining Mission Wealth in 2019, Claudia owned and operated her own fiduciary planning practice. Claudia graduated from the Vienna Business School and has completed leadership coursework at Cornell University in Paris. Her certifications include the Accredited Investment Fiduciary® designation and the Accredited Behavioral Finance Professional™ certification.

David Peacock is the CEO and Managing Partner of Messick Peacock and Associates. David has a distinct creative perspective that he inherited from his mother—a professional artist. He looks at situations differently and strives to see things from a client’s point of view. He is a visionary who is continually planning for the future. He believes a person should never stop growing—and takes intentional steps each day to improve himself and the lives of others. David is on the Board of Directors for Texas Business Hall of Fame and is on the Board of Trustees for Forefront Living. He enjoys being active—playing golf, skiing, yoga, general exercise, and reading. In addition, he is a proud graduate of Southern Methodist University. He embraces life with his wife, Laurie, and their three children.

With her BA in Studio Art & Fashion Merchandising from California State University-Long Beach, Emily moved to Colorado in the early 2000s, to manage a boutique investment management and financial planning firm, where she became a partner. In 2020, Mercer Advisors acquired the firm and Emily continued to enhance her career in Wealth Management and leadership, becoming a Senior Director. Emily holds a MBA from the University of Colorado, Denver and the CERTIFIED FINANCIAL PLANNER® certification. Through Mercers’ InvestHERs initiative, she promotes women’s financial empowerment. As a former Morocco Peace Corps volunteer, Emily has served on the board of the Junior League of Denver, the Summit County Rotary Club, and The Summit Foundation. She currently sits on the Advisory Board of the Guatemalan Literacy Project through Cooperative for Education and continues to be passionate about helping young women access education. An outdoor enthusiast, Emily was a top female finisher in the Leadville Trail 100 Run and completed the Boston Marathon several times. She believes that wealth is not defined by numbers but by true lived experience.

As head of client communities, Kahne oversees more than 80+ groups and forums ranging from traditional advisor study groups to executive forums and specialized groups focused on common interests – such as Women & Wealth and Sustainable Investing. Dimensional communities provide a place for clients to have trusted conversations, build on their expertise, share ideas and learn from each other. Kahne has been at Dimensional for over 15 years. In that time, she has also worked closely with RIAs to address their most significant issues - from developing investment solutions to addressing practice management needs to working through strategic business initiatives. Prior to joining Dimensional in 2007, Kahne was a principal audio/video engineer at Walt Disney Imagineering, where she worked on the design and installation of theme park attractions at Disney parks worldwide. Kahne holds an MBA from the Anderson School of Management at UCLA and a bachelor's degree in aeronautical and astronautical engineering from Purdue University. She is a CFA Charterholder.

Nick George is the founder of ClearMind Capital, a boutique financial planning firm in Columbus, OH built around one simple belief: clarity in life leads to clarity in wealth. As a Certified Financial Planner™, Nick’s career has spanned big institutions, broker-dealers, and finally, by necessity, a path of his own making. He believes money is not the destination, but a tool to live a more intentional, fulfilling life. Beyond the planning, Nick’s just trying to figure it all out like the rest of us… one messy, beautiful day at a time. He spends his time adventuring with his golden doodle Ollie (the fluffiest doodle), writing whatever’s on his heart, designing everything from business ideas to his own home spaces, and attempting (key word: attempting) to learn piano. Growth, curiosity, and a sense of humor are basically non-negotiables in his world.

Sarah is celebrating twenty-five years in finance in 2025! An advocate of making financial decision making relatable, Sarah has spent her career storytelling to help clients align their money with their values and intentions. She owns a three generation financial planning firm with her sister; her father is still working as a planner and her two sons recently graduated from college and joined the practice. An avid gardener, she starts vegetables and edible flowers from seed, growing thousands of pounds of food each year. Digging in the dirt is a welcome retreat from sitting all day and soil microbials are a fantastic serotonin boost! A staunch believer in giving back to the community, she puts her time and her money to work for non-profit organizations ranging from women's issues, animals, mentorship for the incarcerated/homeless, education and more. Sarah has traveled the world and believes there is not enough time to see all the things. A native of West Virginia, Sarah is a Mountaineer to the depths of her soul and especially loves wandering the mountains. She is just as comfortable in a pair of heels as she is in Muck boots and appreciates every relationship and experience has left an indelible mark on her soul. She looks forward to the Anya experience being a transformation point in her life!

From the time I was six, I knew I wanted to teach. While most kids were playing with toys, I was setting up a classroom and teaching my younger brother how to read. Though my life took a different path, that teacher’s heart never left me. Over the past 25+ years, I’ve built a career in financial services — a far cry from the classroom, yet rooted in the same desire to guide, empower, and help others grow. After 18 years in financial planning and leadership, I made the intentional choice to step away from my profession for nearly a decade to focus on raising and launching my two daughters into adulthood. That chapter shaped me more than any title ever could. It taught me resilience, patience, and how to hold space for transformation — in myself and in others. During that season of life, I fulfilled my childhood dream by teaching financial literacy to young adults. I also started a design and clothing business, became a licensed real estate agent, and leaned into creative expression through photography, digital design, and entrepreneurship. These experiences reminded me that both life and work are art forms — and that success is less about titles and more about creating lasting impact. Today, as President of Five Oceans Advisors, a Scottsdale-based wealth management firm, I lead with that same heart. I don’t work directly with clients; instead, I guide the firm’s culture and strategy — ensuring that every decision reflects our belief that true wealth is about more than money. It’s about building a meaningful life, with intention and heart at the center. Inspired daily by my daughters and the next generation’s energy, I lead with authenticity, boldness, and curiosity. I believe success isn’t a straight line — it’s a journey of reinvention. And every season of mine has been about building, creating, and leading with soul.