Blake Jones

Samuel Brasher is a financial advisor at Galleon Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, LLC and Helu Capital. He is also a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors LLC provides fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, incorporating fundamental, technical, and cyclical analysis, and emphasizes pension consulting and ERISA fiduciary services.

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.

Matthew Stewart is a CFP® with 24 years of industry experience and is the sole advisor at Summit Ridge Advisors. His prior roles include positions at Parkland Securities and Sigma Financial Corporation. He is a co-owner of Matt Stewart & Associates, LLC, which provides financial education seminars. Summit Ridge Advisors is a fee-only registered investment adviser serving pension and profit-sharing plans, corporations, institutional plan sponsors, and individual clients. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies, and emphasizes retirement plan consulting with fiduciary and investment-manager services.

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, MassMutual Life Insurance Company, and Park Avenue Securities. He serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. Outside of financial advising, he is CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business, and owns WithInsurance LLC, which assists clients in obtaining life insurance. Albility Planning serves individuals and families regardless of asset size, offering portfolio management alongside comprehensive financial planning, hourly engagements, personal coaching, and special-needs group coaching. The firm manages approximately $12.3 million in assets with an investment approach focused on passive, low-turnover portfolios based on Modern Portfolio Theory, using index funds or ETFs and periodic rebalancing tailored to client risk tolerance and tax considerations.

Joseph Larsen is a CFP® professional with 16 years of industry experience. He operates his own firm, Joseph M. Larsen, C.P.A., P.C., where he has provided accounting and tax services since 1993. The firm primarily serves individual clients, including high-net-worth individuals, offering portfolio management and comprehensive financial planning. Joseph M. Larsen, C.P.A., P.C. focuses on investment, retirement, tax, college, and debt/credit planning, using a documented Investment Policy Statement to align client goals with tax considerations and risk tolerance. The firm employs a long-term, modern portfolio theory approach with periodic reviews and provides portfolio services mainly centered on mutual funds, operating largely on a non-discretionary basis.

Michael Roan is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Bonneville Multi-Family Office in Provo, UT. He has been with Bonneville since 2011 and also teaches personal financial management as an adjunct faculty member at Utah Valley University. Outside of his advisory work, he is involved in charitable service with his church, assists with elder care and estate matters for his mother, and serves as treasurer on a local condominium owners association board. Bonneville Multi-Family Office serves affluent individuals, multi-generational families, entrepreneurs, and professionals, typically with household incomes above $250,000 and net worths exceeding $1 million. The firm offers family-office style services focused on diversified, asset-allocation strategies using low-cost investment vehicles and emphasizes coordination among custodians, CPAs, attorneys, and other specialists.