Matthew Tunney

Valeriane Wilson is a CFP® and holds a Series 65 license with 10 years of industry experience. She is the founder and principal of Athena's Wealth, Inc. and also operates Athena Tax Service, Inc., where she dedicates approximately 25% of her time. Wilson has prior experience at Atrato Asset Management and is involved in lifelong learning instruction at Western Governors University. Athena’s Wealth, Inc. is a Utah-registered investment advisory firm serving individuals and high-net-worth clients with tailored investment management and comprehensive financial planning. The firm employs a primarily passive investment approach informed by Modern Portfolio Theory, using low-cost index mutual funds and ETFs to build diversified portfolios.

Stephen Lay is a CFP® professional with 23 years of experience in the financial services industry. He is the sole advisor at Curtain Wealth Planning L.L.C. and previously worked at LPL Financial for 19 years before retiring for two years. Curtain Wealth Planning is an independent, state-registered advisory firm serving individuals and high-net-worth clients. The firm focuses on passive investing and Modern Portfolio Theory, using low-cost index funds and ETFs with a long-term, buy-and-hold strategy, and offers wealth management and financial planning services through flat and hourly fee structures.

Christopher Cheney is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Twin Peaks Wealth Management LLC since 2013 and also has work experience with Alterra Mountain Company. Twin Peaks Wealth Management serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and implementation services. The firm employs a strategic asset-allocation framework with a tactical overlay and uses a variety of investment vehicles and outsourced trading and model services to meet client objectives.

Ronald Mills is the principal of Planned Security Advisors LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at LifePro Asset Management, Ameriprise Financial Services, and LPL Financial. In addition to his advisory work, he maintains an active insurance practice as a licensed agent. Planned Security Advisors LLC offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm provides ERISA 3(38) investment management and employs a combination of analytical methods to tailor investment advice to client objectives and risk tolerances.

Jonathan Brogaard is a CFA® charterholder and principal of Gaard Capital LLC with one year of industry experience. He has worked at the University of Utah since 2018 and previously at the University of Washington from 2011 to 2018. Outside of his advisory role, he is the founder of JB Analytics LLC, providing expert witness consulting on financial market matters. Gaard Capital LLC offers outsourced chief investment officer and portfolio management services to ultra-high-net-worth individuals, family offices, and foundations. The firm employs proprietary model portfolios alongside fundamental, technical, quantitative, and qualitative analysis to customize asset allocation, liquidity management, and risk controls, utilizing liquid instruments including derivatives for hedging and exposure within separately managed accounts.

Frank Grinnell is the sole advisor at Grinnell Capital, LLC in Park City, UT, holding Series 63, 65, and 66 designations with 23 years of industry experience. His prior work includes roles at MML Investor Services, LLC and RBC Capital Markets, LLC. Outside of advisory work, he co-founded D & F Real Estate Partners LLC, a rental real estate business. Grinnell Capital provides discretionary asset management, financial planning, consulting, and subadvisory/outsourced CIO services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $7.1 million using model-driven portfolios that incorporate Traditional, Impact, Momentum, and Momentum-ETF strategies with a mix of fundamental, technical, and quantitative analysis.