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.

Branden Vernon is a financial advisor at Steward Financial Services, LLC in Salt Lake City, UT, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Steward Financial Services since 2010. In addition to his advisory role, Vernon is a licensed insurance agent involved in insurance product sales. Steward Financial Services serves individuals, trusts, charities, business entities, and pension plans with fee-based portfolio management, financial planning, and pension consulting. The firm employs a mix of tactical allocation and passive strategies across a broad range of instruments and offers an active pension consulting practice that includes benchmarking, monitoring third-party providers, and participant education under the Pension Protection Act.

Jaron Poulson is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of JHP Planning, LLC, an independent advisory firm based in Salt Lake City, UT. His prior experience includes roles at Commonwealth Financial Network and MML Investor Services. Poulson is also a licensed insurance agent conducting fixed insurance sales under his firm’s name. JHP Planning, LLC provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering portfolio management, comprehensive financial planning, and pension consulting. The firm customizes investment policy statements and employs a combination of modern portfolio theory, fundamental, technical, and quantitative analysis through the AssetMark platform.

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.

Jessica Lanning is a CFP® professional with 16 years of industry experience, serving as the principal and sole advisor at Lanning Financial Inc. since 2006. In addition to her advisory role, she is president of a mortgage brokerage business and holds a life insurance license, through which she brokers life insurance and annuities when appropriate for clients. Lanning Financial Inc. primarily serves individual and high-net-worth clients, focusing on comprehensive financial planning and advisory services rather than direct portfolio management. The firm selects and monitors third-party money managers, emphasizing client education and recorded meeting content, and uses flat fees for financial planning engagements.

Christopher Cheney is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Twin Peaks Wealth Management LLC since 2013 and also has work experience with Alterra Mountain Company. Twin Peaks Wealth Management serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and implementation services. The firm employs a strategic asset-allocation framework with a tactical overlay and uses a variety of investment vehicles and outsourced trading and model services to meet client objectives.

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.

Ronald Mills is the principal of Planned Security Advisors LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at LifePro Asset Management, Ameriprise Financial Services, and LPL Financial. In addition to his advisory work, he maintains an active insurance practice as a licensed agent. Planned Security Advisors LLC offers discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and employer-sponsored plans. The firm provides ERISA 3(38) investment management and employs a combination of analytical methods to tailor investment advice to client objectives and risk tolerances.

Todd Niemann is a CFA® charterholder and principal advisor at Niemann Investments LLC with four years of industry experience. He has worked at Varo Bank, SMBC Manubank, and Green Dot Bank, and provides consulting services in financial forecasting and strategic business recommendations on a project basis. Since December 2024, he has also served as Treasurer at Varo Bank, focusing on financial forecasting and risk analysis. Niemann Investments LLC is a single-advisor independent firm managing approximately $5.6 million primarily for individual clients, including high-net-worth individuals, trusts, and estates. The firm employs fundamental analysis with a long-term investment approach and utilizes strategies such as margin borrowing and derivatives, offering performance-based fee arrangements to eligible clients.

Joshua Crawley is a financial advisor at Affinity Wealth Resources, LLC in Salt Lake City, UT, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Terragon LLC and Lithium Auto Elixirs, where he is involved in marketing, product development, and sales. He is also the owner of Affinity Capital Resources, a collection and recovery services business. Affinity Wealth Resources advises individual investors, corporations, trusts, and estates, providing non-discretionary portfolio advisory services and customized investment plans. The firm uses a modern portfolio theory approach focused on fundamental analysis and offers clients guidance on asset allocation, rebalancing, and tax-aware management without discretionary trading authority.

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.

Steven Casull is the principal of Casull Financial Advisory, LLC, an independent registered investment adviser based in South Jordan, Utah. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior experience includes work with Private Client Services LLC. Casull is also licensed as an independent insurance agent in Utah and may recommend insurance products as part of his financial planning services. Casull Financial Advisory, LLC serves primarily individual clients along with a limited number of pension and profit-sharing plans, trusts, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of Modern and Post-Modern Portfolio Theory alongside fundamental and technical analysis to manage diversified portfolios tailored to client objectives and risk tolerance.

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.

Ryan Cooper is a PFS™ credentialed financial advisor with five years of industry experience. He has worked at Verticus Advisors Inc. since 2024 and previously held roles at Archer Investment Corp and Nagel CPAs, LLC. Ryan combines financial advising with accounting expertise. Verticus Advisors Inc. serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and integrated accounting and tax preparation services. The firm’s investment process incorporates fundamental analysis and modern portfolio theory to build long-term portfolios, and it uniquely integrates tax preparation and accounting within its advisory practice.

Mark Lund is a financial advisor with Stonecreek Wealth Advisors in South Jordan, Utah, holding Series 63 and Series 65 designations and over 23 years of industry experience. He has been with Stonecreek Wealth Advisors since 2010. Lund also serves as president of Financial Educators of Utah, which provides financial education to employees of businesses and members of various groups. Stonecreek Wealth Advisors offers investment advisory and retirement-planning services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm employs a fiduciary approach based on the Uniform Prudent Investor Act and Modern Portfolio Theory, utilizing third-party investment managers and delivering portfolio analyses and retirement-planning engagements.