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.

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.

Joseph Larsen is a Certified Financial Planner (CFP®) with 17 years of experience in the financial services industry. He has previously operated Joseph M. Larsen CPA PC, a certified public accounting practice, for 13 years, providing accounting and tax services alongside advisory work. His firm offers portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term trading and modern portfolio theory through mutual funds. The practice is notable for its integrated tax and accounting services, primarily non-discretionary asset management, and a small, closely managed client base.

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®-certified financial advisor with 21 years of industry experience. He is the principal of Bonneville Multi-Family Office in Provo, UT, where he has worked since 2011. Roan has prior experience at Stonehurst Securities and Strategis Financial Group. In addition to his advisory work, he serves as adjunct faculty at Utah Valley University, teaching personal financial management, and is involved in charitable service with his church as well as managing estate and elder care matters for family members. Bonneville Multi-Family Office provides family-office style services to affluent individuals, multi-generational families, entrepreneurs, and other professionals, typically with household incomes above $250,000 and net worths over $1 million. The firm emphasizes diversified, asset-allocation strategies using low-cost investment vehicles and acts as a coordinator among custodians, CPAs, attorneys, and other specialists, often operating in a non-discretionary or limited-discretion capacity.

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 the sole advisor at Growth Financial in Provo, Utah. He holds a Series 65 designation and has industry experience beginning in 2022, with prior roles at firms including Goldman Sachs and Becker Capital Group, LLC. Becker's background also includes academic and community involvement through positions at Utah Valley University and Brigham Young University. Growth Financial is an independent, fee-only advisory firm serving individuals, entrepreneurs, business owners, and high-net-worth clients. The firm offers discretionary portfolio management using both passive and proprietary active strategies, including value and AI adoption approaches, with a focus on longer-term fundamental analysis and client-specific investment profiles.

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.

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.

Scott Wharton is a Series 65-licensed advisor with Retirement Solutions Investments, Inc. in Provo, Utah, bringing 12 years of industry experience. He has been with Retirement Solutions Investments since 2014 and also serves as CEO and owner of Retirement Solutions, Inc., an insurance agency providing annuities and life and health insurance. Retirement Solutions Investments, Inc. offers personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million on a discretionary basis across about 264 clients and employs a diversified portfolio approach that incorporates fundamental, market-trend, and economic-cycle analysis.

Stephanie Bailey is a CFP® and holds a Series 65 license, with five years of experience in financial advising. She has worked at Mercer Global Advisors since 2026 and previously spent six years with NorthAvenue, LLC. Her background also includes roles at educational institutions and in nonprofit settings. NorthAvenue LLC serves individual investors and trusts, including high-net-worth clients, offering comprehensive financial planning and investment management through both inclusive and shorter-term engagements. The firm employs a fiduciary approach, utilizing a combination of fundamental and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

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.

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

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.

Katherine Opfar is a financial advisor at Retirement Solutions Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Retirement Solutions Investments in 2025, she worked at Builders FirstSource, Utah Parent Center, and Elite Auto Specialists. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million across about 264 clients, focusing on diversified portfolios designed to reduce risk and volatility through fundamental, market-trend, and economic-cycle analysis.

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.