Braxton James Leicht

Reid Kellam is the principal of Kellam Insurance and Financial Services LLC, an independent firm based in Midway, Utah. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since founding his firm in 2013, Kellam has also maintained an active insurance brokerage practice, dedicating approximately 40% of his time to selling fixed life, long-term care, and other insurance products. Kellam Insurance and Financial Services provides nondiscretionary asset management and financial services to self-employed business owners, individuals, and high-net-worth clients. The firm employs a long-term buy-and-hold investment approach informed by fundamental and cyclical analysis and also recommends insurance products as part of its offerings.

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.

Devin Henderson is a Series 65-licensed financial advisor with 16 years of industry experience. He is the sole advisor at Fortunate, LLC, where he has worked since 2018, following four years at Allegis Investment Advisors, LLC. In addition to advisory work, Henderson is an independent insurance agent and works with school teachers utilizing 403(b) fixed annuities through contracts with ING, Great American, and LSW. Fortunate, LLC is an independent advisory firm serving individual investors and retirement plan sponsors with approximately 319 client relationships. The firm refers clients to third-party investment managers and provides retirement plan design, investment selection support, and employee education, without exercising investment discretion or giving advice on specific securities.

Frank Grinnell is the principal of Grinnell Capital, LLC, an independent advisory firm based in Park City, Utah. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to his current role, he worked at MML Investor Services, LLC and RBC Capital Markets. Outside of advisory services, he is co-founder of D & F Real Estate Partners LLC, a rental real estate business. Grinnell Capital provides discretionary asset management, financial planning, and subadvisory/outsourced CIO services primarily to individuals, trusts, estates, and charitable organizations. The firm employs multiple investment models—Traditional, Impact, and Momentum strategies—that combine fundamental, technical, and quantitative analysis, and utilizes a range of securities including derivatives within defined portfolio structures.

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.