Alondra Azurmendi

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.

Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Vantage Point Investments since 2013 and previously at Sprout Financial LLC and Prosper Wealth Solutions. Outside of his advisory role, Hansen is an associated person with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent selling fixed life contracts. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers ongoing portfolio management and financial planning services, emphasizing individualized portfolio construction and diversified investment strategies that include ETFs, mutual funds, individual securities, and limited options strategies.

Bodi Nageli is a financial advisor at Vantage Point Investments, Inc. He holds a Series 65 credential and has been with the firm since 2026. Prior to his current role, Nageli worked at Utah Valley University and Holmes Homes, and has experience at Waialae Country Club and Hawaii Pacific University. Vantage Point Investments is a small, fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction using diversified strategies including ETFs, mutual funds, individual securities, and limited options, alongside ongoing portfolio management and financial planning services.

Trent Stirling is a financial advisor at F2 F Retirement, LLC, holding a Series 65 credential with 11 years of industry experience. He has served as a seminary teacher for the LDS Church since 2012, teaching high school students about religion. He is also an independent real estate agent. F2 F Retirement primarily serves individual investors, offering both discretionary and non-discretionary portfolio management along with comprehensive financial planning. The firm combines fundamental and technical analysis in its investment approach and provides various implementation options, including mutual funds, ETFs, bonds, options, and annuities.

Matthew Hess is a financial advisor at Vantage Point Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Vantage Point Investments since 2014, following a two-year tenure at Sprout Financial LLC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services related to structure, valuation, and pricing. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides ongoing portfolio management and project- or hourly-based financial planning, emphasizing individualized portfolio construction and diversified strategies including ETFs, mutual funds, individual securities, and limited options strategies.

Philip Eldredge is a financial advisor at F2 F Retirement, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Deseret First Credit Union. In addition to his advisory role, he sells life insurance as an independent agent, a business he began while at Fidelity Investments. F2 F Retirement primarily serves individual investors, offering discretionary and non-discretionary portfolio management along with comprehensive financial planning and annual reviews. The firm combines fundamental and technical analysis in its investment process and provides clients with a range of implementation options including mutual funds, ETFs, bonds, options, annuities, and insurance products.