Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.

Luke Dance is the principal of Dance Investment Partners, LLC in St. George, UT, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Andina Capital Management, LLC and Core Capital Wealth Management, among other roles. Outside of advisory work, he co-owns and manages the finances of a short-term rental business with his wife. Dance Investment Partners serves individuals and families, including both non-high-net-worth and high-net-worth clients, as well as trusts and organizations. The firm offers financial planning via subscription software and flat-fee consultations, alongside discretionary portfolio management that incorporates both fundamental and technical analysis across various investment instruments.

Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.

Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior experience includes roles at Soltis Investment Advisors and several positions in education and community organizations. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and providing quarterly account reviews and written investment policy statements.

David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.

Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.

Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.

Larry Mulcock is the principal of Nimble Investment Advisors LLC and holds Series 63 and Series 65 licenses. He has 40 years of experience in financial planning and investment advisory services. In addition to his advisory role, he is a licensed real estate broker and insurance agent in Utah and co-owns a legal document preparation company. Nimble Investment Advisors provides discretionary portfolio management through its proprietary Sector Dynamics program, which employs an actively managed sector-rotation strategy using mutual funds and variable annuity subaccounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, and offers educational seminars on investment and planning topics.

David Mc Coy is a financial advisor with Ridgeview Financial LLC based in St. George, Utah. He holds a Series 65 credential and has experience as an independent life insurance producer since 2024. His prior work includes roles at Rocky Vista University, Front Range Community College, Johnson & Wales University Denver, and Regis University. Ridgeview Financial is a state-registered advisory firm that provides discretionary investment management and financial planning services mainly to individuals and families. The firm uses internally developed model portfolios tailored to client objectives and offers educational seminars on personal finance and investment topics.

Kaylan Andersen is a CFP® and ChFC® with 11 years of industry experience, currently serving as the sole advisor at NuWealth Advisors, LLC. Prior to joining NuWealth in 2023, Kaylan held roles at Parker Advisory Group, SelectHealth, and Hornor Townsend & Kent, among others. Outside of financial advising, Kaylan works as an individual health insurance broker. NuWealth Advisors provides financial planning and discretionary asset management primarily for individual and some corporate clients, utilizing SEI’s model portfolios for portfolio management. The firm manages a large client base relative to its size and does not offer proprietary investment strategies, instead relying on SEI’s asset management programs.

Hunter Gubler is a financial advisor at Periope, LC with four years of industry experience. He holds a Series 65 designation and has worked at Periope since 2021. His prior work includes roles outside the financial industry, such as positions with Idaho Drug and Pointe Pest Control, as well as service with the LDS Church. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, supported by third-party sub-advisors and operational AI tools.

Rick Jaster is a CFA® charterholder with 11 years of industry experience. He has worked at Evestia Financial since 2021 and previously held roles at Carson Group Investing, QBI Financial, and Summit Global Investments. Evestia Financial is an SEC-registered, software-based investment adviser that provides automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a rules-based, factor-focused investment approach and delivers its services exclusively via websites, also licensing proprietary model portfolios to third-party advisors.

John Crosier is a financial advisor with Aspen Capital Management LLC in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has been associated with World Choice Securities, Inc. since 2012 and My Investment Advisor since 2011. Outside of his advisory roles, he owns and operates Crosier Financial, where he provides health, life, and disability insurance services. Aspen Capital Management primarily serves individual clients, including both high-net-worth and non-high-net-worth households, as well as some pension and trust accounts. The firm functions mainly as a soliciting firm for third-party registered investment advisors and offers access to private placements and other non-traditional financial products.

Richard Baird is a CFA® charterholder with 18 years of industry experience. He is currently a principal at Harborview Asset Management LLC, where he has worked since 2024. Prior to Harborview, he held roles at Drive Wealth Management, LLC, Holly Street Wealth Advisors, and Yellowstone Partners, LLC. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis.

Mitchell Mortensen is a financial advisor at Heaton Financial, PC with 10 years of industry experience. He holds a Series 65 designation and is also the owner and president of Spectra Group, Inc., where he works as a civil engineer outside of market hours. Heaton Financial, PC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities, managing over $100 million in assets across a two-advisor team. The firm employs a range of investment strategies including discretionary portfolio management with active trading techniques and conducts regular portfolio reviews.

Bradley Wilson is a financial advisor at Evestia Financial with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Certainteed Corporation and Simtek Fence. He has been self-employed since 2018. Evestia Financial is an SEC-registered, software-based investment adviser providing automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a long-term, buy-and-hold approach combined with a rules-based, factor-focused methodology, delivering services exclusively through online platforms.

Jake Rehkop is a financial advisor at SBC Investment Management, LLC with three years of industry experience. He holds the Series 66 credential and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, Mountain America Credit Union, Chrysalis, and Southern Utah University. SBC Investment Management provides investment supervisory services and financial planning to individuals, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental and quantitative analysis alongside asset-allocation strategies, managing accounts based on client-specific factors such as risk tolerance and liquidity needs.

Clayton Horton is a financial advisor at Periope, LC in St. George, Utah, holding a Series 65 credential. He has been with Periope since 2025 and has prior experience at firms including Securitize Fund Services and MG Stover. Outside of finance, he is the owner and partner of Garage Space, an epoxy installation company. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily offers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, leveraging third-party sub-advisors and operational AI tools.

Claude Gubler is a financial advisor with Periope, LC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at 2 JC, LLC, Deloy Gubler Enterprises, LC, Heg Insurance, and CJ & G Holdings, LLC. Outside of advising, he is involved in residential home development and insurance sales, as well as building management through St. George Professional Development. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed largely of mutual funds and ETFs, leveraging third-party sub-advisors and SEI’s asset management platforms to support a high client-to-advisor ratio.

Chad Loveland is a financial advisor with Aspen Capital Management LLC in Saint George, UT, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has been affiliated with My Investment Advisor and Girard Securities, Inc. since 2011. Aspen Capital Management primarily serves individual clients, including both high-net-worth and non-HNW households, as well as some pension and trust accounts. The firm focuses on financial planning, education, and soliciting access to third-party registered investment advisors, offering a broad range of private placement opportunities and other non-traditional financial products.