Arthur T Engelage III

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.

Thomas Henderson is a financial advisor at Abacus Investment Advisors in Salt Lake City, UT, with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has operated S R Henderson and Associates, Inc., an accounting and tax services firm, since 2008, where he assists with tax preparation and accounting. Abacus Investment Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate pension or profit-sharing plans. The firm offers retirement and financial planning, discretionary investment management through model portfolios, and pension consulting, utilizing a mix of third-party research, fundamental and technical analysis, and continuous portfolio monitoring.

Troy Wilson is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at Wilson Wealth Management, Inc. in Salt Lake City, UT. Prior to founding his firm in 2008, he worked at Linsco/Private Ledger Corp for 28 years. In addition to his financial advisory role, Wilson operates a legal practice as a licensed attorney. Wilson Wealth Management, Inc. manages approximately $66 million for around 78 clients, primarily individual and high-net-worth households, along with some pension and profit-sharing plans. The firm provides tailored investment programs emphasizing long-term asset allocation and periodic rebalancing, offering both discretionary and non-discretionary portfolio management as well as financial planning and consulting services.

Jonathan Brogaard is the sole advisor at Gaard Capital LLC in Park City, UT. He holds the CFA® designation and has one year of industry experience. Prior to founding Gaard Capital, Brogaard worked at the University of Utah and the University of Washington for a combined 15 years. He is also the founder of JB Analytics LLC, where he serves as an expert witness in legal matters involving financial markets. Gaard Capital LLC is an independent investment adviser serving nonprofit organizations, foundations, endowments, high-net-worth individuals, and employer-sponsored retirement plans. The firm provides customized investment solutions using proprietary model portfolios and a mix of fundamental, quantitative, technical, and sector-rotation analysis, while also acting in an outsourced CIO capacity for retirement plans.

Matthew Tunney is a financial advisor at TB Sunridge Advisors LLC in Park City, Utah, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Glencore and Noble Americas Corp. Outside of advising, he serves as CEO of NGON Solutions, a green oil services firm that reduces emissions and mines Bitcoin, dedicating significant time to this venture. He has also held leadership roles in the Blockchain and Cryptomining Association and partners with Healthattend, supporting a local school in tracking COVID cases. TB Sunridge Advisors LLC provides discretionary investment advisory services across securities, commodity interests, and digital assets to individual and entity investors, as well as a privately offered pooled vehicle. The firm employs an investment approach combining fundamental, technical, volatility, and cyclical analysis, focusing on medium-to-long-term capital appreciation with selective short-term trading opportunities.

Frank Grinnell is the sole advisor at Grinnell Capital, LLC in Park City, UT, holding Series 63, 65, and 66 designations with 23 years of industry experience. His prior work includes roles at MML Investor Services, LLC and RBC Capital Markets, LLC. Outside of advisory work, he co-founded D & F Real Estate Partners LLC, a rental real estate business. Grinnell Capital provides discretionary asset management, financial planning, consulting, and subadvisory/outsourced CIO services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $7.1 million using model-driven portfolios that incorporate Traditional, Impact, Momentum, and Momentum-ETF strategies with a mix of fundamental, technical, and quantitative analysis.