Timothy Bryan Menez

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.

Matthew Tunney is a financial advisor at TB Sunridge Advisors LLC in Park City, Utah, holding a Series 65 designation with seven years of industry experience. His prior work includes roles at Glencore and Noble Americas Corp. Outside of advising, he serves as CEO of NGON Solutions, a green oil services firm that reduces emissions and mines Bitcoin, dedicating significant time to this venture. He has also held leadership roles in the Blockchain and Cryptomining Association and partners with Healthattend, supporting a local school in tracking COVID cases. TB Sunridge Advisors LLC provides discretionary investment advisory services across securities, commodity interests, and digital assets to individual and entity investors, as well as a privately offered pooled vehicle. The firm employs an investment approach combining fundamental, technical, volatility, and cyclical analysis, focusing on medium-to-long-term capital appreciation with selective short-term trading opportunities.

Frank Grinnell is the principal of Grinnell Capital, LLC, an independent advisory firm based in Park City, Utah. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to his current role, he worked at MML Investor Services, LLC and RBC Capital Markets. Outside of advisory services, he is co-founder of D & F Real Estate Partners LLC, a rental real estate business. Grinnell Capital provides discretionary asset management, financial planning, and subadvisory/outsourced CIO services primarily to individuals, trusts, estates, and charitable organizations. The firm employs multiple investment models—Traditional, Impact, and Momentum strategies—that combine fundamental, technical, and quantitative analysis, and utilizes a range of securities including derivatives within defined portfolio structures.

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

Elke Touchette is a financial advisor at Financial Prosperity, Inc. in Park City, UT, holding Series 63 and Series 65 designations with 31 years of industry experience. She previously worked for Cetera Wealth Services, LLC for 14 years before joining Financial Prosperity in 2009. Touchette maintains a life and health insurance license in Utah but does not sell insurance products. Financial Prosperity serves busy professionals and business owners, focusing on clients nearing retirement. The firm offers comprehensive financial planning and discretionary portfolio management with an emphasis on strategic asset allocation, diversified model portfolios, and ongoing client access through an interactive portal.

Suzanne Herman is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Roberts Wealth Advisors, LLC since 2020, following roles at Restaurant365 and DealerSocket. Roberts Wealth Advisors provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm employs a fundamental-analysis investment approach with individualized portfolios that include stocks, bonds, ETFs, options, and private securities, and offers institutional investment management services that allow independent advisers to use its strategies.