Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Trent C

CFP®, Series 65

Provo, UT

Sunset Retirement Advisors LLC

Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Retired
user avatar
firm logo

Robert N

Series 65

Provo, UT

Sunset Retirement Advisors LLC

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Udall CPA Group and West Ridge Advisors. In addition to his advisory role, Nelson is involved in multiple business activities, including serving as president of the Nelson Family Foundation and partner at Saber CPA, where he oversees accounting and tax preparation. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm follows a fee-only model with an investment approach that emphasizes asset allocation and passive investments, incorporating third-party models and outside managers, while also focusing on employer retirement-plan services.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Retired
user avatar
firm logo

Joshua M

Series 65

Provo, UT

Sunset Retirement Advisors LLC

Joshua Mclain is a financial advisor at Sunset Retirement Advisors LLC with Series 65 credentials. He has been involved in the financial industry through roles at Mclain FMG LLC since 2021 and Corporate Capital Inc since 2017, as well as Piercy Bowler Taylor & Kern from 2015 to 2017. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation and Modern Portfolio Theory, primarily using passive index funds, ETFs, and mutual funds, and integrates third-party model portfolios and outside managers in its service offerings.

General retirement planning Retirement income strategy Cash flow / budgeting Charitable giving & philanthropy Tax-loss harvesting Founder/Business Owner Retired Approaching retirement Retired
Warmer team member

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.

Find your advisor

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”)