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.

Samuel Brasher is a financial advisor at Galleon Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, LLC and Helu Capital. He is also a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors LLC provides fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, incorporating fundamental, technical, and cyclical analysis, and emphasizes pension consulting and ERISA fiduciary services.

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.

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.

Calvin Hunter is the sole advisor at Hunter Capital Management Inc. in Alpine, Utah, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Hunter Capital Management since its founding in 1999. Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and entities. The firm employs a value-oriented, buy-and-hold investment philosophy using fundamental and technical analysis, focusing on low-cost, no-load funds and tailored client portfolios managed primarily on a discretionary basis.

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.

Karina Corbett is a financial advisor at Emotionally Invested with one year of industry experience and holds a Series 65 designation. Her background includes roles in education and nonprofit settings, such as at Noorda College of Osteopathic Medicine and the Museum of Peoples and Cultures. Emotionally Invested provides financial planning and advisory services primarily to individuals and couples, focusing on financial psychology and improving money communication in relationships. The firm offers one-on-one counseling, group sessions, and workshops, with clients responsible for executing trades.

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.

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, MassMutual Life Insurance Company, and Park Avenue Securities. He serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. Outside of financial advising, he is CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business, and owns WithInsurance LLC, which assists clients in obtaining life insurance. Albility Planning serves individuals and families regardless of asset size, offering portfolio management alongside comprehensive financial planning, hourly engagements, personal coaching, and special-needs group coaching. The firm manages approximately $12.3 million in assets with an investment approach focused on passive, low-turnover portfolios based on Modern Portfolio Theory, using index funds or ETFs and periodic rebalancing tailored to client risk tolerance and tax considerations.

John Thomas is a financial advisor at Fortis Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Fortis Wealth Management since 2017, with prior experience at CG Advisory Services and Foxstone Financial. Outside of his advisory role, he owns a company that rents outdoor equipment and has indirect ownership interests in renewable energy businesses. Fortis Wealth Management provides discretionary portfolio management and retirement-plan consulting primarily to individuals, including high-net-worth clients, and pension and profit-sharing plan sponsors. The firm focuses on ETF-based model portfolios with an emphasis on asset allocation and fundamental analysis, offering ERISA services such as participant education and serving as a 3(38) discretionary investment manager for qualified plans.

Michelle Snow is a financial advisor with Pyxis Capital Inc. in Lehi, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. She has held positions at NorthStar Wealth Management, Advisory Alpha, LLC, Fort Advisors, Inc., Sowell Management Services, AlphaStar Capital Management, LLC, and Arbor Mutual. Outside of advisory work, she is the owner and president of NorthStar Wealth Management Inc., which provides wealth management and insurance services. Pyxis Capital, Inc. offers investment advisory services and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm typically recommends third-party discretionary managers to handle portfolio management while monitoring accounts and tailoring advice to client goals, risk tolerance, and tax considerations.

Brian Clegg is a CFA® charterholder and Series 63 licensee with one year of experience as a financial advisor at Optimal Investment Performance, LLC. He has worked at Avantor since 2016 as a Biopharma Relationship Manager. Optimal Investment Performance, LLC provides investment consulting primarily to individual and high-net-worth investors, offering one-time fixed-fee engagements and ad-hoc consultations without managing client assets. The firm focuses on long-term, passive investment strategies using low-cost index funds and ETFs, emphasizing tax efficiency and client education.

Marcus Blanchard is a financial advisor at Focal Point Financial Planning, LLC in Pleasant Grove, UT, holding the CFP® and ChFC® designations with eight years of industry experience. His prior roles include positions at DFPG Investments, Fidelity Brokerage Services, and Veritude. In addition to his advisory work, he is involved in prospecting for estate and tax planning clients through an Estate Planning Team focused on marketing Deferred Sales Trusts. Focal Point Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement and pension plans, and high-net-worth clients. The firm uses a combination of active and passive strategies and employs various analytical approaches to align investments with client risk tolerance and objectives, offering ongoing monitoring, annual reviews, and discretionary trading authority.

Joseph Larsen is a CFP® professional with 16 years of industry experience. He operates his own firm, Joseph M. Larsen, C.P.A., P.C., where he has provided accounting and tax services since 1993. The firm primarily serves individual clients, including high-net-worth individuals, offering portfolio management and comprehensive financial planning. Joseph M. Larsen, C.P.A., P.C. focuses on investment, retirement, tax, college, and debt/credit planning, using a documented Investment Policy Statement to align client goals with tax considerations and risk tolerance. The firm employs a long-term, modern portfolio theory approach with periodic reviews and provides portfolio services mainly centered on mutual funds, operating largely on a non-discretionary basis.

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Michael Roan is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Bonneville Multi-Family Office in Provo, UT. He has been with Bonneville since 2011 and also teaches personal financial management as an adjunct faculty member at Utah Valley University. Outside of his advisory work, he is involved in charitable service with his church, assists with elder care and estate matters for his mother, and serves as treasurer on a local condominium owners association board. Bonneville Multi-Family Office serves affluent individuals, multi-generational families, entrepreneurs, and professionals, typically with household incomes above $250,000 and net worths exceeding $1 million. The firm offers family-office style services focused on diversified, asset-allocation strategies using low-cost investment vehicles and emphasizes coordination among custodians, CPAs, attorneys, and other specialists.

I love all the cool and creative things that people are doing on the internet. One of my favorite things to do is spend time with my kids seeing what interesting and unique things people are doing online as influencers and content creators. As a Financial Advisor by training I knew that the career path of an online influencer or content creator was not like the traditional career path. After 9 years working and studying all things Financial Planning I decided to break out of the world of large investment houses and become a fully independent Personal Financial Advisor. I knew I could help online influencers and content creators with their unique challenges and situations. I knew I could help them live their life how they want and aligning their money with their dreams. Utilizing an academic and evidence based approach to investing and money management I am able to help ensure a prosperous and fulfilling life for all those that I work with. I’d love to get to know you and where you want to go in life. Don’t hesitate to schedule a free consultation where we can get acquainted and discover what we can do together!

Bryce Sutton is a financial advisor at Colab Capital with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Summit Global Investments for 13 years. Colab Capital, LLC is an SEC-registered investment adviser providing discretionary portfolio management and comprehensive planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach includes a combination of fundamental, technical, cyclical, quantitative, and qualitative methods, with portfolios tailored to clients’ objectives and risk profiles.