Jeffrey Nishijima

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.

Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Trevor Kuresa is a Series 65-licensed financial advisor with two years of industry experience, currently with Diversify Wealth Management, LLC. Prior to joining Diversify Advisory Services, he worked at FirstPurpose Wealth and York Howell & Guymon. Outside of finance, he serves as an attorney for entrepreneurs and business owners through Hibiscus Legal. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Seth Swindle is a CFP® professional with 10 years of experience in the financial industry. He is the founder of Strive Investment Management, LLC, where he has worked since 2016. His prior experience includes roles at Certiport, Inc. and Morgan Stanley & Co. LLC. In addition to his advisory work, he occasionally sells life insurance to clients as an independent insurance agent. Strive Investment Management provides financial planning and ongoing portfolio management services to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm uses a combination of fundamental and technical analysis, employing both active and passive strategies to build diversified, tax-aware portfolios tailored to client objectives.

Jesse Dean Sr. is a financial advisor at Vantage Point Wealth Management, LLC in Saratoga Springs, UT, holding the ChFC® designation along with Series 63 and 65 licenses. He has 13 years of industry experience and has been with Vantage Point Wealth Management since 2011. Outside of his advisory role, he is president of Vantage Point Financial Services, LLC, which focuses on life insurance, disability insurance, and annuity sales. Vantage Point Wealth Management provides financial planning and wealth management services to individuals, corporate retirement plans, charitable institutions, and foundations. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with client risk assessments, and it emphasizes retirement-plan consulting and active insurance activities.