Gregory Nelson

David Polatis is the managing member of Managed Wealth Advantage, LLC in Saint George, UT, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has operated an insurance business, Quadson Investments, LLC dba Senior Advantage, since 1999. Polatis has also been self-employed in life and health insurance sales since 1994. Managed Wealth Advantage provides comprehensive financial planning and consulting to individual clients, referring investment management to a third-party money manager rather than managing portfolios directly. The firm focuses on fixed-fee financial planning covering cash flow, retirement, tax, insurance, and estate topics while outsourcing investment management exclusively to Gradient Investments, LLC.

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.

Larry Mulcock is the principal of Nimble Investment Advisors LLC and holds Series 63 and Series 65 licenses. He has 40 years of experience in financial planning and investment advisory services. In addition to his advisory role, he is a licensed real estate broker and insurance agent in Utah and co-owns a legal document preparation company. Nimble Investment Advisors provides discretionary portfolio management through its proprietary Sector Dynamics program, which employs an actively managed sector-rotation strategy using mutual funds and variable annuity subaccounts. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, and offers educational seminars on investment and planning topics.

Mitchell Mortensen is a financial advisor at Heaton Financial, PC with 10 years of industry experience. He holds a Series 65 designation and is also the owner and president of Spectra Group, Inc., where he works as a civil engineer outside of market hours. Heaton Financial, PC provides portfolio management and financial planning services to individuals, high-net-worth clients, and some business entities, managing over $100 million in assets across a two-advisor team. The firm employs a range of investment strategies including discretionary portfolio management with active trading techniques and conducts regular portfolio reviews.

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 at Forthright Capital Advisory with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Eschler also owns Eschler Financial, LLC, an entity established for tax and employee compensation purposes. Forthright Capital Advisory serves individual clients, employer plan sponsors, corporations, and charitable organizations, offering discretionary portfolio management, financial planning, and employee benefit plan services. The firm primarily employs passive investment management using index mutual funds and ETFs, applying Modern Portfolio Theory alongside fundamental and technical analysis.