Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Gregory Maxwell is a CFP® with 15 years of industry experience and is affiliated with Amicus Financial Advisors, LLC. He has held partner roles at multiple law firms, including Maxwell Law Group LLP and Amicus Law Firm LLP, focusing on estate planning, tax planning, settlement planning, special needs lien resolution, probate, and personal injury lawsuits. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment advisory to individuals, trusts, charitable organizations, pension plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive management, supported by tools such as Monte Carlo analysis and mean-variance optimization.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

Daniel Maxwell is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Amicus Financial Advisors, LLC in Lehi, Utah. He is also a law firm partner at Maxwell Law Group LLP and Tombs Maxwell LLP. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive vehicles, supported by quantitative tools to set asset allocations and guide portfolio rebalancing.

Nicholas Bodily is a financial advisor at Amicus Financial Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Driven Investments LLC, Utah Valley University, and Mountain America Credit Union. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.