Franz Schneider

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.

Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.

Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Nephi Eschler is a financial advisor with Forthright Capital, holding Series 65 and Series 63 licenses and bringing six years of industry experience. His previous roles include positions at Northwestern Mutual Wealth Management Company and Todd Johnson. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages over $100 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations, focusing primarily on passive investment management using model portfolios and external managers when appropriate. The firm operates through a large team across multiple offices and emphasizes due diligence and ongoing oversight of outside managers.

Deborah Ellis is a CFP® with 15 years of experience in financial advising. She is currently with Investor Fan, part of a 14-advisor team, and previously worked at Cogent Independent Advisors, Inc. and Blend Financial, Inc. Ellis is also an author and speaker, having published financial services books. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a tailored portfolio approach based on Modern Portfolio Theory and multiple analytical methods, managing accounts on a discretionary basis while coordinating with other professionals.

Gregory Nelson is a financial advisor at Soulence Wealth Management with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at SCF Investment Advisors, Brookstone Capital Management, and NYLIFE Securities LLC. Nelson also operates the G. Nelson Insurance Agency d/b/a Strategic Benefit Coach, which he has managed for over two decades. Soulence Wealth Management provides investment management and integrated financial planning for individual clients. The firm offers discretionary portfolio management using custom-traded accounts and third-party models, with strategies tailored to client objectives and risk tolerances.