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Ethan G
Series 65
Orem, UT
The Professional Financial Company LLC
Ethan Gividen is a financial advisor at The Professional Financial Company LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Engagex and The Church of Jesus Christ of Latter-day Saints. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm’s investment approach combines fundamental analysis, quantitative methods, and modern portfolio theory, focusing on long-term investing, global diversification, and tax efficiency.
William M
CFP®, Series 65
Orem, UT
The Professional Financial Company LLC
William Miller is a CFP® and holds a Series 65 license with 15 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held positions at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment approach that includes written Investment Policy Statements, fundamental and quantitative analysis, and tax-aware, globally diversified strategies, managing accounts mainly on a discretionary basis.
Luke W
Series 65
Orem, UT
The Professional Financial Company LLC
Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.
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