Timothy Menez

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.

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.

Matthew Tunney is a financial advisor at TB Sunridge Advisors LLC with seven years of industry experience. He holds a Series 65 credential and has worked previously at Glencore and Noble Americas Corp. Outside of his advisory role, Tunney serves as CEO of NGON Solutions, a green oil services firm focused on emissions reduction and Bitcoin mining, dedicating significant time to this activity. TB Sunridge Advisors LLC manages private pooled investment vehicles specializing in digital assets, employing a combination of fundamental, technical, volatility, and cyclical analysis. The firm pursues medium- to long-term capital appreciation with discretionary trading strategies that may include derivatives and hedging, and is notable for its involvement in bitcoin-related strategies and mining operations.

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.

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.