William Mortimer II

Riley Hale is a Series 65-licensed financial advisor with five years of industry experience, currently serving as the sole advisor at Tech Wealth, LLC in Lehi, Utah. Prior to founding Tech Wealth in 2021, he held positions at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax, among others. Outside of advising, he has been involved in community activities including work with Volunteer Income Tax Assistance and coaching at BYU Soccer Camp. Tech Wealth advises individuals and families—particularly employees of technology companies, some high-net-worth individuals, and small businesses—offering investment and equity management with a focus on tax-aware strategies and employer equity compensation. The firm employs a Modern Portfolio Theory approach using diversified, low-cost index funds and integrates financial planning considerations into its investment process, along with public educational outreach through videos, podcasts, seminars, and client courses.

Joseph Toronto is a financial advisor at Affiliated Investment Advisors, Inc. in Draper, Utah, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Affiliated Investment Advisors since 1993. Outside of his advisory role, he serves as the general manager of the American Towers Owners Association, a nonprofit condominium management organization in Salt Lake City. Affiliated Investment Advisors, Inc. is an independent, fee-only firm providing discretionary portfolio management primarily to trusts, estates, and retirement plans. The firm employs a top-down investment approach focused on macroeconomic and interest-rate analysis to guide asset allocation across various liquid, investment-grade securities, maintaining a boutique scale with institutional-style account management.

Chad Butler is a financial advisor at Harvest Lane Investment Partners, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Global Retirement Partners, Transamerica Capital, Voya Investment Management, John Hancock, and Fidelity Investments. In addition to his advisory role, he is a commissioned Notary Public. Harvest Lane Investment Partners provides investment management and financial planning services to a diverse client base, ranging from individuals and families to institutions and charitable organizations. The firm employs a contrarian, valuation-focused investment philosophy emphasizing risk management and capital preservation, utilizing a broad range of public and private instruments supported by AI-driven analytics subject to human review.

Trevor Phibbs is the sole advisor at Phibbs Financial, an independent firm based in Draper, Utah. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to founding Phibbs Financial Services LLC in 2022, he worked at several firms including Arrowhead Retirement, AE Wealth Management, and Hornor Townsend & Kent. In addition to his advisory role, he operates Phibbs Insurance Services LLC, focusing on life insurance and annuity sales. Phibbs Financial provides discretionary asset management, financial planning, and estate-planning support to individuals and high-net-worth clients. The firm offers educational seminars and uses model portfolios from the Altruist Model Marketplace to tailor investment programs implemented on a discretionary basis with ongoing due diligence and account monitoring.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked in various roles including insurance sales and real estate brokerage. Outside of his advisory work, he is involved in multiple real estate and venture-related businesses. Premier Choice Wealth Advisors, LLC provides discretionary asset management and comprehensive financial planning to individuals and entities, offering educational seminars and facilitating relationships with third-party money managers. The firm uses a combined fundamental and technical analysis approach to create customized investment strategies with quarterly reviews.