Chad Loveland

Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.

Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.

Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Soltis Investment Advisors and several positions in education and community organizations. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and providing quarterly account reviews and written investment policy statements.

David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.

Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.

Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.