Zachary Keith Cowdell

Brandon Henrie is a CFP®-certified financial advisor with 16 years of industry experience. He is the principal and sole advisor at CopperLion Investments in St. George, Utah. Prior to founding CopperLion Investments, Henrie worked at Edward Jones from 2007 to 2010. He also serves as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and hourly financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach focuses on tailored asset-allocation models using a combination of fundamental, technical, cyclical, macroeconomic, and charting analyses and may incorporate options, margin, short sales, derivatives, and occasionally private placements.

Luke Dance is the principal of Dance Investment Partners, LLC in St. George, UT, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Andina Capital Management, Core Capital Wealth Management, and Fidelity Investments. Outside of his advisory work, he co-manages a short-term rental business with his wife. Dance Investment Partners, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and families. The firm employs a combination of fundamental and technical analysis across a variety of investment instruments and manages both discretionary and non-discretionary accounts.

Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.

Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Soltis Investment Advisors and work in education with the Washington County School District and local schools. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of cyclical and fundamental analysis with modern portfolio theory and emphasizes long-term investment strategies.

David Polatis is the sole advisor at Managed Wealth Advantage, LLC in Saint George, Utah. He holds Series 63 and Series 65 credentials and has 16 years of experience in financial advising. Polatis has operated Managed Wealth Advantage since 2012 and concurrently owns Quadson Investments, LLC dba Senior Advantage, where he serves as an insurance agent. Managed Wealth Advantage is an independent firm that provides personalized financial planning and consulting, primarily serving individual clients. The firm refers clients to a third-party money manager for investment management and focuses on retirement, tax, estate, and insurance planning through a combination of fundamental and technical analysis.

Michaeljohn Kudlik is a CFP® with 39 years of industry experience. He is the sole advisor at ROI Capital Management, an independent firm he joined in 2025. Prior to this, he has held roles at several firms including Financial Service Group, LLC and Emerson Equity LLC. Kudlik is also involved as a partner and national sales manager at Southern Star Storage, where he manages investor relations and due diligence activities. ROI Capital Management provides non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm follows a long-term investment approach using fundamental analysis and typically invests in real estate funds, equities, ETFs, TIPS, commodities, venture capital funds, and private placements.