Samuel Brasher is a financial advisor with Galleon Wealth Advisors LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Galleon Wealth Advisors in 2025, he worked with several firms including Equitable Advisors, LLC and Helu Capital, and has experience in both financial and non-financial roles. Outside of advising, he is a partner in The Vector Account LLC, a private real estate development company. Galleon Wealth Advisors is an independent firm offering fee-only investment management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored participant-directed retirement plans. The firm’s investment approach combines modern portfolio theory with passive and active strategies, including pension consulting and ERISA fiduciary services.

Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.

Summit Ridge Advisors is an independent, fee-only Registered Investment Advisor (RIA) based in Mapleton, Utah. As a fee-only, fiduciary firm, no commissions or product-based compensation are ever earned — eliminating conflicts of interest to stay focused entirely on your financial goals. Taking a personalized, goals-first approach to financial planning, Summit Ridge Advisors puts you at the center of every decision. Whether you're planning for retirement, managing investments, or building a lasting legacy, your CFP® professional serves as your dedicated financial guide every step of the way — built on trust, clarity, and long-term relationships.

Trevor Kuresa is a Series 65-licensed financial advisor with two years of industry experience, currently with Diversify Wealth Management, LLC. Prior to joining Diversify Advisory Services, he worked at FirstPurpose Wealth and York Howell & Guymon. Outside of finance, he serves as an attorney for entrepreneurs and business owners through Hibiscus Legal. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Tylan Fletcher is the principal and sole advisor at Fletcher Capital Management in Lehi, Utah, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with his current firm since 2010. In addition to his advisory role, Fletcher is an independent insurance agent licensed to sell health, life, disability, and property and casualty insurance, and he is also a licensed real estate agent. Fletcher Capital Management is an independent firm managing approximately $50.9 million for about 197 clients. The firm provides asset management, pension consulting, and financial planning services to individuals, trusts, small businesses, and retirement plans, employing a diversified, buy-and-hold investment approach that incorporates mutual funds, ETFs, and occasionally digital assets.

Seth Swindle is a CFP® professional with 10 years of experience in the financial industry. He is the founder of Strive Investment Management, LLC, where he has worked since 2016. His prior experience includes roles at Certiport, Inc. and Morgan Stanley & Co. LLC. In addition to his advisory work, he occasionally sells life insurance to clients as an independent insurance agent. Strive Investment Management provides financial planning and ongoing portfolio management services to individuals, high-net-worth clients, small businesses, foundations, and charitable organizations. The firm uses a combination of fundamental and technical analysis, employing both active and passive strategies to build diversified, tax-aware portfolios tailored to client objectives.

Tanner Withers is a financial advisor with Albility Planning in Mapleton, UT, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, MassMutual Life Insurance Company, and other financial services firms. Outside of advisory work, he serves on the Utah Rare Disease Advisory Council and is involved with the Utah Parent Center. He is also CFO and LLC member of Florence Beauty Company, a permanent makeup cosmetics business. Albility Planning provides financial planning and portfolio management primarily for individuals and families, with specialized programs for households including members with special needs. The firm employs passive, asset-class-based investment strategies and offers services ranging from comprehensive planning and investment management to special-needs group coaching and public seminars.

John Thomas is a financial advisor at Fortis Wealth Management, LLC with 12 years of industry experience. He holds a Series 65 credential and has worked with firms including Foxstone Financial and CG Advisory Services. Outside of financial advising, he owns and manages an outdoor equipment rental business and has ownership interests in companies involved in wind turbine manufacturing and renewable energy. Fortis Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, as well as corporate and charitable organizations. The firm focuses on ETF-based portfolio management with an emphasis on asset allocation, fundamental analysis, and multi-year holding periods, offering specialized ERISA advisory and discretionary management services uncommon for a firm of its size.

Brian Clegg is a CFA charterholder and Series 63 licensee with two years of experience as a financial advisor at Optimal Investment Performance, LLC. He also serves as a Biopharma Relationship Manager at Avantor, a role unrelated to investment advising. Optimal Investment Performance provides project-based investment consulting primarily to individuals, including high-net-worth clients, as well as groups, institutions, non-profits, and trusts. The firm focuses on written investment plans, implementation support, portfolio reviews, and ad-hoc consultations, emphasizing low-cost, tax-efficient, passive strategies tailored to each client's situation without discretionary management or custody of assets.

Marcus Blanchard is a financial advisor at Focal Point Financial Planning, LLC in Pleasant Grove, UT, holding the CFP® and ChFC® designations with eight years of industry experience. His prior roles include positions at DFPG Investments, Fidelity Brokerage Services, and Veritude. In addition to his advisory work, he is involved in prospecting for estate and tax planning clients through an Estate Planning Team focused on marketing Deferred Sales Trusts. Focal Point Financial Planning, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, retirement and pension plans, and high-net-worth clients. The firm uses a combination of active and passive strategies and employs various analytical approaches to align investments with client risk tolerance and objectives, offering ongoing monitoring, annual reviews, and discretionary trading authority.

Joseph Larsen is a CFP® professional with 16 years of industry experience. He operates his own firm, Joseph M. Larsen, C.P.A., P.C., where he has provided accounting and tax services since 1993. The firm primarily serves individual clients, including high-net-worth individuals, offering portfolio management and comprehensive financial planning. Joseph M. Larsen, C.P.A., P.C. focuses on investment, retirement, tax, college, and debt/credit planning, using a documented Investment Policy Statement to align client goals with tax considerations and risk tolerance. The firm employs a long-term, modern portfolio theory approach with periodic reviews and provides portfolio services mainly centered on mutual funds, operating largely on a non-discretionary basis.

Pomegranate Financial helps Working Families conquer their debt without cashing out their 401(k)/IRA. Through custom financial strategies we help lower interest on your debt, pay less in taxes, automate your investments, and get excited about your financial future. Our services can fit any budget whether it is our Membership option as low as $100/month to our Premier Planning at $250/month (for 12 Months). Our planning is focused on helping save you money. Schedule a free meeting today. Whether in-person or virtually we will talk to see if it makes sense to work together. Following the meeting we send a summary email detailing how we can be of value to you and your financial life. Want to better understand what types of strategies and questions we help with? Take a glance at our Pomegranate Planning at our website: www.pomegranatefinancial.com Thinking about cashing out your 401(k)/IRA? Get your free e-book at www.pomegranatefinancial.com

Michael Roan is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Bonneville Multi-Family Office in Provo, UT. He has been with Bonneville since 2011 and also teaches personal financial management as an adjunct faculty member at Utah Valley University. Outside of his advisory work, he is involved in charitable service with his church, assists with elder care and estate matters for his mother, and serves as treasurer on a local condominium owners association board. Bonneville Multi-Family Office serves affluent individuals, multi-generational families, entrepreneurs, and professionals, typically with household incomes above $250,000 and net worths exceeding $1 million. The firm offers family-office style services focused on diversified, asset-allocation strategies using low-cost investment vehicles and emphasizes coordination among custodians, CPAs, attorneys, and other specialists.

Clark Drishinski is a financial advisor at Fenway Financial, LLC, an independent, state-registered firm based in Payson, UT. He holds Series 63 and 65 licenses and has 14 years of industry experience with prior roles at Cashew Financial, Indus Valley Partners, Keeler Thomas Management, and Sagepoint Financial. In addition to his advisory work, he is also licensed as an insurance agent. Fenway Financial provides hourly financial planning and consulting services to individuals and high-net-worth clients without directly managing assets. The firm refers clients to a third-party manager for investment management and focuses on comprehensive financial planning topics, including retirement strategies, risk management, and tax reduction.

Jacob Becker is a Series 65-licensed financial advisor based in Provo, Utah, with experience at firms including Goldman Sachs and several private entities. He currently operates Becker Capital Group, LLC, doing business as Growth Financial, and has a background involving roles in academia and community service. Growth Financial is an independent advisory firm offering fee-only, discretionary portfolio management to individuals, high-net-worth clients, and various account types. The firm employs proprietary Value and AI Adoption investment strategies, focusing on fundamental analysis of publicly traded stocks and limited use of S&P 500 ETFs, with custodial services provided by Charles Schwab.

Bruce Chugg is the principal advisor at Chugg Wealth Strategies, LLC, based in Provo, Utah. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his current firm, he operated as a sole proprietor and worked at Tessera Capital Partners, LLC. Chugg Wealth Strategies provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a client-directed basis using fundamental, technical, and cyclical analysis, maintaining mostly non-discretionary accounts to keep transaction authority with clients.

Marcus Tsukuda is a financial advisor at Strategia Investments, LLC, holding a Series 65 credential with two years of industry experience. He is co-founder and CEO of Expandable Navigation Technology, a company developing patented data navigation technology, which includes a genealogy platform called RootsView. Tsukuda is also the owner of UrBrakes, LLC, a vehicle maintenance company currently planned for dissolution. Strategia Investments provides a single, stock-only portfolio management service to individual and institutional clients, employing a fundamental, valuation-driven investment process with a long-term buy-and-hold approach. The firm operates on a non-discretionary basis, relying on client approval for trades, and manages all assets through a single designated custodian.

Hylan Harper is a financial advisor with Loyal Wealth Management LLC in American Fork, Utah, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, LPL Financial, Cutter And Company, and Chase Investment Services Corp. He has led Loyal Wealth Management since 2017. Loyal Wealth Management LLC serves individual clients with discretionary asset management, managing approximately $38 million in assets. The firm offers financial planning and consulting as add-ons to asset management relationships and tailors portfolios to client objectives using strategies such as asset allocation and dollar-cost averaging. It operates as a solo-advisor firm and uses third-party providers integrating artificial intelligence and machine learning in its processes.

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

Daniel Allgaier is a CFP® professional with eight years of experience in the financial industry, currently affiliated with Artstone Private Wealth in Lehi, Utah. His prior roles include positions at Elevated Capital Advisors, Elevated Retirement Group, Royal Alliance, and Fidelity Brokerage Services. Outside of finance, he operates DA Epoxy Flooring, a business specializing in epoxy flooring installation. Artstone Private Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.