Ashley N Whipple

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 three years of industry experience. His prior experience includes roles at Andina Capital Management, Core Capital Wealth Management, and Fidelity Investments. Outside of his advisory work, he co-manages a short-term rental business with his wife. Dance Investment Partners, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and families. The firm employs a combination of fundamental and technical analysis across a variety of investment instruments and manages both discretionary and non-discretionary accounts.

Franz Schneider is the sole advisor at Schneider, Franz, an independent firm based in Hurricane, UT. He holds 31 years of industry experience, having worked at his own firm since 1991. Schneider, Franz provides continuous investment supervisory services primarily to individual investors, personal trusts, and occasionally estates. The firm emphasizes fundamental analysis and a long-term buy-and-hold approach across publicly traded equities, fixed income, and mutual funds, tailoring services to each client’s specific needs while often serving as trustee and offering ancillary services such as annual income tax return preparation.

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 work includes roles at Soltis Investment Advisors and the Washington County School District. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and employee benefit plans. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and regular account monitoring.

David Polatis is the sole advisor at Managed Wealth Advantage, LLC, an independent firm based in Saint George, Utah. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Managed Wealth Advantage in 2012, he has been involved in insurance sales since 1994 and owns Quadson Investments, LLC, which operates as Senior Advantage, providing insurance products and services. Managed Wealth Advantage primarily serves individual clients with personalized financial planning focused on retirement, tax, estate, and insurance planning. The firm refers clients to a third-party money manager for portfolio management and provides administrative and liaison support, combining fundamental and technical analysis in its planning approach.