Lance Spencer

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.

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.

Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.

Seth Swindle is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Strive Investment Management, LLC since 2016. Prior to founding Strive, he worked at Certiport, Inc. for seven years. In addition to his advisory role, he occasionally sells life insurance to clients as an independent insurance agent. Strive Investment Management provides comprehensive financial planning and ongoing portfolio management to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm employs a blend of fundamental and technical analysis, using both active and passive strategies to build diversified, tax-aware portfolios tailored to client objectives.