Herbert Robert Franco III

Riley Hale is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is the sole advisor at Tech Wealth, LLC, where he has worked since 2019. Prior to founding Tech Wealth, he held roles at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax. Outside of advising, he has experience in tax assistance services and has worked with BYU Soccer Camp and Utah Valley University. Tech Wealth, LLC primarily serves individuals and families, including employees of technology companies, high-net-worth individuals, and small businesses. The firm provides financial planning and wealth management with a focus on equity compensation, tax and retirement planning, and estate support, employing a Modern Portfolio Theory approach using low-cost, globally diversified index ETFs and mutual funds.

Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

Joshua Crawley is a financial advisor at Affinity Wealth Resources, LLC in Salt Lake City, UT, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Terragon LLC and Lithium Auto Elixirs, where he is involved in marketing, product development, and sales. He is also the owner of Affinity Capital Resources, a collection and recovery services business. Affinity Wealth Resources advises individual investors, corporations, trusts, and estates, providing non-discretionary portfolio advisory services and customized investment plans. The firm uses a modern portfolio theory approach focused on fundamental analysis and offers clients guidance on asset allocation, rebalancing, and tax-aware management without discretionary trading authority.

Calvin Hunter is the sole advisor at Hunter Capital Management Inc. in Alpine, Utah, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Hunter Capital Management since its founding in 1999. Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and entities. The firm employs a value-oriented, buy-and-hold investment philosophy using fundamental and technical analysis, focusing on low-cost, no-load funds and tailored client portfolios managed primarily on a discretionary basis.

Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.

Karina Corbett is a financial advisor at Emotionally Invested with one year of industry experience and holds a Series 65 designation. Her background includes roles in education and nonprofit settings, such as at Noorda College of Osteopathic Medicine and the Museum of Peoples and Cultures. Emotionally Invested provides financial planning and advisory services primarily to individuals and couples, focusing on financial psychology and improving money communication in relationships. The firm offers one-on-one counseling, group sessions, and workshops, with clients responsible for executing trades.