Matthew Vanbeekum

Brett Alexander is a financial advisor with Cash Flow Investment Services LLC in Ogden, UT. He holds a Series 65 designation and has 30 years of industry experience, all of which have been with his independent advisory firm since 1996. Cash Flow Investment Services is a state-registered solo advisory firm managing approximately $93.2 million for about 86 individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and limited financial planning, utilizing a blend of fundamental, technical, charting, and quantitative analysis with both long-term and shorter-term trading strategies.

Elliot Moses is the sole advisor at Sanguine Owl, LC in Ogden, Utah, holding Series 63 and Series 65 designations with 20 years of industry experience. He has managed Sanguine Owl since 2012 and also serves as CEO of Daco Enterprises, Inc., a manufacturing business. Additionally, he acts as trustee for family trusts and is involved in several related business ventures. Sanguine Owl primarily serves individual investors and also manages accounts for trusts, businesses, and retirement plans, overseeing approximately $1.8 million in discretionary assets. The firm combines fundamental and technical analysis with a buy-and-hold strategy, incorporating derivatives and tactical asset allocation adjustments to manage risk and generate income.

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

James Harris is a financial advisor at Parkview Investments LLC in Hooper, Utah, holding a Series 65 designation with eight years of industry experience. Prior to his advisory role, he worked at Westland Ford Hyundai from 2016 to 2017. Parkview Investments provides non-discretionary portfolio management services primarily to individual investors and the Phil Smith and Family Foundation, a named charitable client. The firm emphasizes investment in exchange-listed stocks, mutual funds, ETFs, and bonds, applying passive fixed-income strategies for preservation and active approaches for growth.

Bodi Nageli is a financial advisor with Vantage Point Management, Inc., holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Managed Account Research Incorporated and Vantage Point Investments, Inc., as well as positions in academia and other industries. Vantage Point Management serves a range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm uses a modified passive investment approach with active management strategies focused on ETFs, individual stocks, and option strategies, and participates as a model manager on a third-party platform.

Jackson Lucero is a Series 65 licensed advisor at Miser Asset Management with one year of industry experience. He previously worked in real estate firms including Equity Real Estate, Caldwell Banker, and Berkshire Hathaway from 2013 to 2019. Outside of advisory work, he is the owner and CEO of Cedarway Capital LLC, a private equity firm focused on real estate investments. Miser Asset Management serves individuals, trusts, estates, and business entities through portfolio management and financial consulting. The firm employs a range of analytical methods and investment strategies, offering both discretionary and non-discretionary management along with additional services such as tax preparation and educational seminars.