Benjamin Olson

Riley Hale is a Series 65-licensed financial advisor with five years of industry experience, currently serving as the sole advisor at Tech Wealth, LLC in Lehi, Utah. Prior to founding Tech Wealth in 2021, he held positions at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax, among others. Outside of advising, he has been involved in community activities including work with Volunteer Income Tax Assistance and coaching at BYU Soccer Camp. Tech Wealth advises individuals and families—particularly employees of technology companies, some high-net-worth individuals, and small businesses—offering investment and equity management with a focus on tax-aware strategies and employer equity compensation. The firm employs a Modern Portfolio Theory approach using diversified, low-cost index funds and integrates financial planning considerations into its investment process, along with public educational outreach through videos, podcasts, seminars, and client courses.

Reid Kellam is the principal of Kellam Insurance and Financial Services LLC, an independent firm based in Midway, Utah. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since founding his firm in 2013, Kellam has also maintained an active insurance brokerage practice, dedicating approximately 40% of his time to selling fixed life, long-term care, and other insurance products. Kellam Insurance and Financial Services provides nondiscretionary asset management and financial services to self-employed business owners, individuals, and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach informed by fundamental and cyclical analysis and also recommends insurance products as part of its offerings.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked in various roles including insurance sales and real estate brokerage. Outside of his advisory work, he is involved in multiple real estate and venture-related businesses. Premier Choice Wealth Advisors, LLC provides discretionary asset management and comprehensive financial planning to individuals and entities, offering educational seminars and facilitating relationships with third-party money managers. The firm uses a combined fundamental and technical analysis approach to create customized investment strategies with quarterly reviews.

Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.

Carson Simpson is a financial advisor at C.S Wealth LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dusty's Electric, Inc. and Simpson Brothers LLC, as well as six years at Carey Public Schools. C.S Wealth provides discretionary investment management, financial planning, business consulting, and retirement plan advisory services to individuals and high-net-worth clients. The firm manages approximately $1.17 million across 35 client relationships, using a long-term investment approach focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers specialized retirement plan advisory services including ERISA-related support.