Matt Kay Stewart

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.

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.

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

Joseph Larsen is a Certified Financial Planner (CFP®) with 17 years of experience in the financial services industry. He has previously operated Joseph M. Larsen CPA PC, a certified public accounting practice, for 13 years, providing accounting and tax services alongside advisory work. His firm offers portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term trading and modern portfolio theory through mutual funds. The practice is notable for its integrated tax and accounting services, primarily non-discretionary asset management, and a small, closely managed client base.

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Michael Roan is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Bonneville Multi-Family Office in Provo, UT, where he has worked since 2011. Roan has prior experience at Stonehurst Securities and Strategis Financial Group. In addition to his advisory work, he serves as adjunct faculty at Utah Valley University, teaching personal financial management, and is involved in charitable service with his church as well as managing estate and elder care matters for family members. Bonneville Multi-Family Office provides family-office style services to affluent individuals, multi-generational families, entrepreneurs, and other professionals, typically with household incomes above $250,000 and net worths over $1 million. The firm emphasizes diversified, asset-allocation strategies using low-cost investment vehicles and acts as a coordinator among custodians, CPAs, attorneys, and other specialists, often operating in a non-discretionary or limited-discretion capacity.