Tad Harris

Riley Hale is a Series 65-licensed financial advisor with five years of industry experience, currently serving as the sole advisor at Tech Wealth, LLC in Lehi, Utah. Prior to founding Tech Wealth in 2021, he held positions at Amicus Financial Advisors, Zions Wealth Management, and Canopy Tax, among others. Outside of advising, he has been involved in community activities including work with Volunteer Income Tax Assistance and coaching at BYU Soccer Camp. Tech Wealth advises individuals and families—particularly employees of technology companies, some high-net-worth individuals, and small businesses—offering investment and equity management with a focus on tax-aware strategies and employer equity compensation. The firm employs a Modern Portfolio Theory approach using diversified, low-cost index funds and integrates financial planning considerations into its investment process, along with public educational outreach through videos, podcasts, seminars, and client courses.

Samuel Brasher is a financial advisor at Galleon Wealth Advisors LLC with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, LLC and Helu Capital. He is also a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors LLC provides 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, incorporating fundamental, technical, and cyclical analysis, and emphasizes pension consulting and ERISA fiduciary services.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked in various roles including insurance sales and real estate brokerage. Outside of his advisory work, he is involved in multiple real estate and venture-related businesses. Premier Choice Wealth Advisors, LLC provides discretionary asset management and comprehensive financial planning to individuals and entities, offering educational seminars and facilitating relationships with third-party money managers. The firm uses a combined fundamental and technical analysis approach to create customized investment strategies with quarterly reviews.

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.

Carson Simpson is a financial advisor at C.S Wealth LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Dusty's Electric, Inc. and Simpson Brothers LLC, as well as six years at Carey Public Schools. C.S Wealth provides discretionary investment management, financial planning, business consulting, and retirement plan advisory services to individuals and high-net-worth clients. The firm manages approximately $1.17 million across 35 client relationships, using a long-term investment approach focused on low-cost mutual funds and ETFs, supplemented by individual securities as needed, and offers specialized retirement plan advisory services including ERISA-related support.

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.