Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Myles O
Series 65
Sandy, UT
New Millennium Group
Myles Overstreet is a financial advisor with New Millennium Group holding a Series 65 designation and five years of industry experience. His work history includes multiple engagements with New Millennium Group as well as roles at Capital Wealth Advisors and Due Diligence. Outside of advisory services, he is licensed as an insurance agent offering life insurance products. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on asset allocation, security selection, and risk constraints, utilizing tools like Riskalyze and offering a range of services including portfolio management, financial planning, and coordinated estate-document preparation.
Huayi W
Series 65
Sandy, UT
New Millennium Group
Huayi Wang is a financial advisor with New Millennium Group in Sandy, UT, holding a Series 65 designation and one year of industry experience. Wang previously worked at Morgan Stanley and has held various roles in financial and community organizations, including Utah Community Credit Union and the Utah Central Association of REALTORS. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to customize portfolios.
Thatcher S
Series 65
Sandy, UT
New Millennium Group
Thatcher Schwendiman is a financial advisor with New Millennium Group in Sandy, Utah. He holds a Series 65 credential and has recently entered the industry, joining New Millennium Group in 2026 after a brief tenure at Strategic Retirement Partners. His background includes roles in academia at Utah Valley University and the University of Utah, as well as experience outside finance with the Church of Jesus Christ of Latter-Day Saints and in retail. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and trusts. The firm manages approximately $257 million across 881 client relationships, employing a three-level investment process that combines asset allocation, security selection, and risk management, utilizing tools such as Riskalyze to tailor portfolios.
Bryon P
Series 63, Series 65
Sandy, UT
New Millennium Group
Bryon Powell is a financial advisor with New Millennium Group in Sandy, UT. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining New Millennium Group in 2021, he worked at Fidelity Brokerage Services and Brick Canvas. Powell also works as an insurance agent offering life and health products for various carriers. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing equities, ETFs, debt securities, and third-party managers where appropriate.
Collyn K
Series 65
Sandy, UT
New Millennium Group
Collyn Kirry is a financial advisor with New Millennium Group, holding a Series 65 designation and four years of industry experience. He has been with New Millennium Group since 2017 and previously worked at HomeMaker from 2014 to 2018. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process and customizes strategies using tools such as Riskalyze, offering portfolio management, financial planning, retirement-plan advisory, and estate-document coordination services.
Remington A
Series 65
Sandy, UT
New Millennium Group
Remington Adams is a Series 65 licensed advisor at New Millennium Group with no prior industry experience before joining the firm. He has worked at New Millennium Group since 2023 and has held various non-financial roles at companies including ClickUp, Weave HQ, and Canopy. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm uses a multi-level investment process incorporating equities, ETFs, and debt securities, and employs tools like Riskalyze to tailor strategies to client risk tolerance.
Liam E
Series 63, Series 65
Sandy, UT
New Millennium Group
Liam Elliott is a financial advisor with New Millennium Group in Sandy, Utah, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Bright Planet Solar, Fidelity Investments, and Solcius LLC. New Millennium Group is a team of 13 advisors managing approximately $257 million across various client types, including high-net-worth individuals and charitable organizations. The firm employs a three-level investment process and offers discretionary and non-discretionary portfolio management, retirement-plan advisory, and estate document coordination services.
Derek O
Series 65
Sandy, UT
New Millennium Group
Derek Overstreet is a financial advisor with New Millennium Group in Sandy, Utah, holding a Series 65 registration and bringing 11 years of industry experience. His career includes roles at AE Wealth Management and Global Financial Private Capital, along with long-term involvement at New Millennium Group and its affiliated insurance entity. He is also the author of the book *Stop Working and Start Living*. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm uses a three-level investment process to customize portfolios based on client risk tolerance and incorporates various investment vehicles, including equities, ETFs, and structured products.
Koby G
Series 65
Sandy, UT
New Millennium Group
Koby Glazier is a financial advisor with New Millennium Group, holding a Series 65 designation and one year of industry experience. Prior to joining the firm in 2023, he worked for Questar Gas (Dominion Energy) for 27 years. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process that emphasizes broad asset allocation, security selection, and risk management, utilizing tools like Riskalyze and incorporating equities, ETFs, debt securities, and third-party managers as appropriate.
Armand O
Series 63, Series 65
Sandy, UT
New Millennium Group
Armand Overstreet is a financial advisor with New Millennium Group in Sandy, Utah, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network, Sterling Financial Group, and MML Investors Services LLC. He has served in the Utah Army National Guard and has experience in fixed insurance sales. New Millennium Group, LLC serves a diverse client base including individuals, employer-sponsored retirement plans, charitable organizations, and estates, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a multi-level investment process focused on asset allocation, security selection, and client risk constraints, utilizing tools like Riskalyze and offering services such as portfolio management, financial planning, and estate document coordination.
Brennon L
Series 65
Sandy, UT
New Millennium Group
Brennon Lund is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. His prior work includes positions with the Angels Baseball Organization and Tecolotes Los Dos Laredos. New Millennium Group, LLC serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts. The firm manages approximately $257 million across 881 client relationships using a three-level investment process and offers portfolio management, financial planning, retirement-plan advisory, and estate-document coordination.
Tyler G
Series 63, Series 65
Sandy, UT
New Millennium Group
Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.
Matthew G
Series 63, Series 65
Spokane, WA
New Millennium Group
Matthew Guzman is a financial advisor with New Millennium Group, holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, and eHealth Insurance. New Millennium Group serves individual clients including high-net-worth individuals, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process focusing on broad asset allocation, security selection, and client risk constraints, utilizing tools like Riskalyze to customize strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters