Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.

Luke Dance is the principal of Dance Investment Partners, LLC in St. George, UT, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Andina Capital Management, Core Capital Wealth Management, and Fidelity Investments. Outside of his advisory work, he co-manages a short-term rental business with his wife. Dance Investment Partners, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and families. The firm employs a combination of fundamental and technical analysis across a variety of investment instruments and manages both discretionary and non-discretionary accounts.

Franz Schneider is the sole advisor at Schneider, Franz, an independent firm based in Hurricane, UT. He holds 31 years of industry experience, having worked at his own firm since 1991. Schneider, Franz provides continuous investment supervisory services primarily to individual investors, personal trusts, and occasionally estates. The firm emphasizes fundamental analysis and a long-term buy-and-hold approach across publicly traded equities, fixed income, and mutual funds, tailoring services to each client’s specific needs while often serving as trustee and offering ancillary services such as annual income tax return preparation.

Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.

Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Soltis Investment Advisors and the Washington County School District. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and employee benefit plans. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and regular account monitoring.

David Polatis is the sole advisor at Managed Wealth Advantage, LLC, an independent firm based in Saint George, Utah. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Managed Wealth Advantage in 2012, he has been involved in insurance sales since 1994 and owns Quadson Investments, LLC, which operates as Senior Advantage, providing insurance products and services. Managed Wealth Advantage primarily serves individual clients with personalized financial planning focused on retirement, tax, estate, and insurance planning. The firm refers clients to a third-party money manager for portfolio management and provides administrative and liaison support, combining fundamental and technical analysis in its planning approach.

Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.

Kody Rogers is a financial advisor with WMX Advisors, LLC doing business as Wealth Management Experience, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Wells Fargo Bank, Wells Fargo Advisors, Wells Fargo Clearing, CUNA Brokerage Services, and Goldenwest FCU. Rogers is also a registered Utah State Insurance Agent, licensed to recommend and sell variable life and variable annuity insurance products. WMX Advisors provides portfolio management, financial planning, and retirement plan administration services primarily for institutional and pooled accounts. The firm integrates fundamental and technical analysis to manage diversified portfolios, combining active equity strategies with passive fixed-income investments, and offers a range of fee structures including hourly planning consultations alongside asset-based management fees.

David Mc Coy is a financial advisor at Ridgeview Financial LLC in St. George, UT, holding a Series 65 credential. He has experience as an independent life insurance producer and has worked in educational roles at Rocky Vista University, Front Range Community College, and Johnson & Wales University Denver. Ridgeview Financial provides discretionary investment management and financial planning services primarily to individuals and families, using internally developed model portfolios tailored to clients' objectives and risk tolerance. The firm also conducts educational seminars on personal finance and investment topics.

Kaylan Andersen is a CFP® and ChFC® with 11 years of industry experience, currently serving as the sole advisor at NuWealth Advisors, LLC. Prior to joining NuWealth in 2023, Kaylan held roles at Parker Advisory Group, SelectHealth, and Hornor Townsend & Kent, among others. Outside of financial advising, Kaylan works as an individual health insurance broker. NuWealth Advisors provides financial planning and discretionary asset management primarily for individual and some corporate clients, utilizing SEI’s model portfolios for portfolio management. The firm manages a large client base relative to its size and does not offer proprietary investment strategies, instead relying on SEI’s asset management programs.

Hunter Gubler is a Series 65 licensed financial advisor with five years of industry experience, currently working at Periope, LLC since 2021. His prior work includes roles at Idaho Drug and various positions before entering the advisory field. Periope, LLC provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm emphasizes non-discretionary model portfolios utilizing mutual funds and ETFs, often implemented through SEI’s manager-of-managers programs, and supports a large client base with three advisors managing approximately $177 million in client assets.

Rick Jaster is a CFA® charterholder with 11 years of industry experience. He has worked at Evestia Financial since 2021 and previously held roles at Carson Group Investing, QBI Financial, and Summit Global Investments. Evestia Financial is an SEC-registered, software-based investment adviser that provides automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a rules-based, factor-focused investment approach and delivers its services exclusively via websites, also licensing proprietary model portfolios to third-party advisors.

John Crosier is a financial advisor with Aspen Capital Management LLC based in Saint George, UT, holding Series 63, Series 66, and Series 65 licenses and having 29 years of industry experience. He has worked with World Choice Securities, Inc. since 2012 and My Investment Advisor since 2011. Outside of his advisory roles, he owns Crosier Financial, where he provides health, life, and disability insurance. Aspen Capital Management primarily serves individual clients, including high-net-worth and non-HNW households, as well as some pension and trust accounts. The firm functions mainly as a soliciting entity, connecting clients with third-party registered investment advisors who manage portfolios, and offers access to private placements and other non-traditional financial products.

Richard Baird is a CFA® charterholder with 18 years of industry experience. He is currently a principal at Harborview Asset Management LLC, where he has worked since 2024. Prior to Harborview, he held roles at Drive Wealth Management, LLC, Holly Street Wealth Advisors, and Yellowstone Partners, LLC. Harborview Asset Management LLC provides discretionary investment management primarily focused on fixed-income strategies for individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm manages concentrated, customized portfolios with an emphasis on investment-grade securities, structure, duration, and credit analysis.

Devin Jaster is a financial advisor with Evestia Financial in Saint George, UT. He holds a Series 66 designation and has one year of industry experience, including prior work at Fidelity Investments. Before entering the financial industry, he was employed in roles outside finance including pest control and landscaping. Evestia Financial is a software-based investment adviser serving retail investors, retirement accounts, and trusts. The firm offers discretionary portfolio management using rules-based, factor-focused portfolios driven by behavioral economics, delivered entirely online with no account minimums.

Bradley Wilson is a financial advisor at Evestia Financial with two years of industry experience. He holds a Series 65 credential and has prior work history including roles at Certainteed Corporation and Simtek Fence. He has been self-employed since 2018. Evestia Financial is an SEC-registered, software-based investment adviser providing automated portfolio management and software-driven financial planning to retail clients, retirement accounts, and trusts. The firm uses a long-term, buy-and-hold approach combined with a rules-based, factor-focused methodology, delivering services exclusively through online platforms.

Jake Rehkop is a financial advisor at SBC Investment Management, LLC with a Series 66 designation and four years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, nA, Mountain America Credit Union, and Chrysalis. SBC Investment Management is a state-registered investment adviser serving individuals, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, employing a multi-faceted investment process that incorporates fundamental, technical, cyclical, and quantitative analysis tailored to client-specific factors.

Clayton Horton is a financial advisor at Periope, LC in St. George, Utah, holding a Series 65 credential. He has been with Periope since 2025 and has prior experience at firms including Securitize Fund Services and MG Stover. Outside of finance, he is the owner and partner of Garage Space, an epoxy installation company. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily offers non-discretionary portfolio management using model portfolios composed mainly of mutual funds and ETFs, leveraging third-party sub-advisors and operational AI tools.

Claude Gubler is a financial advisor with Periope, LC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at 2 JC, LLC, Deloy Gubler Enterprises, LC, Heg Insurance, and CJ & G Holdings, LLC. Outside of advising, he is involved in residential home development and insurance sales, as well as building management through St. George Professional Development. Periope, LC provides investment advisory services to individuals, including high net worth clients, as well as pension and profit-sharing plans. The firm primarily delivers non-discretionary portfolio management using model portfolios composed largely of mutual funds and ETFs, leveraging third-party sub-advisors and SEI’s asset management platforms to support a high client-to-advisor ratio.

Chad Loveland is a financial advisor with Aspen Capital Management LLC in Saint George, UT. He holds Series 63, 65, and 66 licenses and has 29 years of industry experience. He has worked at My Investment Advisor and Girard Securities, Inc. since 2011. Aspen Capital Management LLC primarily serves individual clients, including both high-net-worth and non-HNW households, as well as some pension and trust accounts. The firm focuses on financial planning, education, and offering access to third-party registered investment advisors and a range of private placement and non-traditional financial products.