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.

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.

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.

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.

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!

Clark Drishinski is a financial advisor at Cashew Financial, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Indus Valley Partners, Keeler Thomas Management, LLC, and Sagepoint Financial, Inc. In addition to his advisory work, he is licensed as an insurance agent. Cashew Financial is a state-registered, single-advisor firm serving individual and high-net-worth clients with financial planning and consulting. The firm primarily provides non-discretionary advice, offers public educational seminars, and refers clients to a third-party manager for discretionary asset management.

Bruce Chugg is the principal advisor at Chugg Wealth Strategies, LLC, an independent firm based in Provo, Utah. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Tessera Capital Partners, LLC and Dw Advisors LLC. Chugg Wealth Strategies provides investment supervisory services and financial planning to individuals, high-net-worth individuals, and trusts. The firm manages portfolios on a client-directed basis using fundamental, technical, and cyclical analysis, with nearly all assets held in non-discretionary accounts, allowing clients to retain transaction authority.

Marcus Tsukuda is the sole advisor at Strategia Investments, LLC, holding a Series 65 license with one year of industry experience. He co-founded and serves as CEO of Expandable Navigation Technology, a company focused on a patented data navigation technology and its genealogy platform, RootsView. He is also the owner of UrBrakes, LLC, a vehicle maintenance company currently slated for dissolution. Strategia Investments provides a single, stock-only portfolio management service to individual and institutional clients using a fundamental, valuation-driven investment process with a long-term buy-and-hold approach. The firm operates on a non-discretionary basis with a standardized model portfolio and a client authorization workflow for trade execution.

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

Scott Wharton is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving clients at Retirement Solutions Investments, Inc. in Provo, Utah. He has been with the firm since 2014 and is also the CEO of Retirement Solutions, Inc., an insurance agency providing annuities, life, and health insurance. Additionally, he is involved in non-investment business ventures including property management and a car rental business. Retirement Solutions Investments, Inc. offers personalized investment management and financial planning services to individuals, high net worth clients, estate plans, and trusts. The firm combines fundamental security analysis with market and economic cycle insights, constructing diversified portfolios to manage volatility and providing both in-house and third-party management options.

Stephanie Bailey is a CFP® with four years of industry experience, currently serving as a financial advisor at NorthAvenue LLC since 2020. Her prior work includes roles in education and nonprofit settings, such as at Sharyland Independent School District and Kids in the Kitchen. NorthAvenue LLC provides financial planning and investment management services to individual clients and trusts, focusing on integrated ongoing planning and portfolio management. The firm employs an investment approach grounded in fundamental and behavioral finance, utilizing asset allocation strategies based on Modern Portfolio Theory and a range of low-cost investment options.

Ethan Gividen is a Series 65-licensed advisor with The Professional Financial Company LLC, bringing approximately six years of experience across financial services and other industries. His background includes roles at Engagex, The Church of Jesus Christ of Latter-day Saints, Utah Valley Dental Lab, Longson Management, LLC, and Lone Peak High School. The Professional Financial Company LLC (dba PROFi) provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a long-term, diversified investment approach that incorporates fundamental and quantitative analysis, modern portfolio theory, and tax-efficient strategies while allowing discretionary authority for portfolio management.

Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

Joseph Adams is the sole advisor at Acentus Group L.L.C. in Woodland Hills, Utah, holding a Series 65 designation with eight years of industry experience. He has been self-employed since 2002. Outside of his advisory work, Adams owns and manages VikingBlue LLC, a company that provides accounting services to clients. Acentus Group offers discretionary portfolio management primarily to high-net-worth individuals, trusts, businesses, other investment advisers, and pension or profit-sharing plans. The firm employs a proprietary investment model focused on emerging equity micro-themes, utilizing both long and short positions along with margin, options, and ETFs, and manages accounts on a discretionary basis including institutional clients.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at West Ridge Advisors, Udall CPA Group, FAL Advisors, Rubin Brown LLP, K2 Energy Solutions, and SubAmerica LLC. Outside of advising, he is involved in several business ventures including accounting and tax preparation services and serves as president of the Nelson Family Foundation. Sunset Retirement Advisors LLC is a fee-only investment advisory firm that serves employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional or pooled accounts. The firm focuses on retirement plan consulting and management, offering discretionary trading authority and acting as an ERISA fiduciary, with a distinctive emphasis on pension consulting and plan-level investment management.

Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.

Nathan White is a CFA® charterholder with 19 years of industry experience, currently serving at Paragon Wealth Management in Provo, UT. He has worked with Paragon Capital Management since 2006. Outside of his advisory role, he manages administrative duties as Manager and EVP of Paragon I GP, LLC, a general partnership. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary services.