Alan Erickson is a Series 65-licensed advisor at West Ridge Advisors with nine years of industry experience. He has been with West Ridge Advisors since 2017 and concurrently maintains a role at Udall CPA Group, PLLC, an accounting firm. Outside of his advisory work, Erickson is involved in several non-investment business activities including managing a payroll services company and participating as a managing member in various real estate and tax-related ventures. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consulting, and portfolio management. The firm employs an 11-advisor team and uses an investment approach based on Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investments.

Brian Stoker is a financial advisor with West Ridge Advisors in Midvale, UT, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He also provides life, accident, and health insurance products to clients as part of his business activities. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management. The firm emphasizes Modern Portfolio Theory with global diversification, tax efficiency, and low-cost vehicles, and utilizes personalized indexing through Vanguard along with third-party manager referrals when appropriate.