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.

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.

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.

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.