Jason Morgan Perkins

Corey Noyes is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Balanced Capital, an independent advisory firm, and has prior experience at Edward Jones. Outside of advisory services, he owns and operates a tax preparation firm in Heber City, Utah. Balanced Capital manages approximately $39.5 million for around 150 clients, primarily individuals and families, offering discretionary investment management and integrated financial planning. The firm uses fundamental analysis and passive ETFs to construct model portfolios, including an ESG-focused series, and provides quarterly in-person retirement seminars.

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.

John McAndrew is the sole advisor at John McAndrew Financial Advisors LLC in Heber City, UT. He holds a Series 66 designation and has 10 years of industry experience. Prior to founding his firm in 2015, he worked as an independent insurance agent for two years. John McAndrew Financial Advisors LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management and financial planning, using both fundamental and technical analysis to tailor portfolios according to clients’ goals and risk tolerance.

Christopher Nibley is the principal of Nibley Financial LLC in Heber, Utah, holding a Series 65 designation with one year of industry experience. He is also the owner and accountant of Nibley Tax and Accounting LLC, a separate business through which he occasionally offers clients additional advice or products. His prior work includes roles at Bowen Law Professional Group, Powdr Corporation, and Rhodes & Associates. Nibley Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a methodology based on fundamental analysis, modern portfolio theory, and technical analysis, offering tax-aware investment options such as direct indexing and implementing advice on both a discretionary and non-discretionary basis.

Michael Lee is the sole advisor at Redgrove Capital LLC in Heber City, Utah, holding a Series 65 designation and with 13 years of industry experience. He has led Redgrove Capital since 2012. Redgrove Capital provides discretionary investment management for individuals, trusts, estates, and retirement plans through separately managed accounts. The firm employs a bottom-up, fundamental value investing approach, focusing on concentrated, non-diversified portfolios with a strict discount threshold for security purchases and customized, non-model portfolios.