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.

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.

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.

Randy Farish is a financial advisor at Aegis Wealth Management, Inc. with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at several firms including Simple Financial, LLC and Gradient Advisors, LLC. In addition to his advisory role, he manages and produces insurance sales through multiple agencies he operates. Aegis Wealth Management, Inc. is an SEC-registered firm managing approximately $176 million in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning and portfolio management through sub-advisers while tailoring allocations to client objectives and risk tolerance.

Nephi Eschler is a financial advisor at Forthright Capital with six years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Northwestern Mutual and Todd Johnson prior to joining Forthright Capital in 2023. Eschler is also the owner and CEO of Eschler Financial, LLC, an entity established for tax and employment purposes. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals—including high-net-worth clients—retirement plans, corporations, and charitable organizations. The firm primarily employs a passive investment management approach using model portfolios and external managers as appropriate, with regular quarterly portfolio reviews.

Deborah Ellis is a CFP® with 15 years of experience in financial advising. She is currently with Investor Fan, part of a 14-advisor team, and previously worked at Cogent Independent Advisors, Inc. and Blend Financial, Inc. Ellis is also an author and speaker, having published financial services books. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional clients. The firm employs a tailored portfolio approach based on Modern Portfolio Theory and multiple analytical methods, managing accounts on a discretionary basis while coordinating with other professionals.

Gregory Nelson is a financial advisor at Soulence Wealth Management with 30 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at SCF Investment Advisors, Brookstone Capital Management, and NYLIFE Securities LLC. Nelson also operates the G. Nelson Insurance Agency d/b/a Strategic Benefit Coach, which he has managed for over two decades. Soulence Wealth Management provides investment management and integrated financial planning for individual clients. The firm offers discretionary portfolio management using custom-traded accounts and third-party models, with strategies tailored to client objectives and risk tolerances.

Ryan Wall is a financial advisor with Oasis Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior roles include positions at Terra Wealth Management and Primerica Financial Services. Outside of advising, he is a 50% owner of Wallert Group LLC, a marketing and workflow service provider for a real estate asset company focused on fractional ownership for accredited investors. Oasis Advisors serves individuals, high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and pension consulting. The firm employs a mix of fundamental, quantitative, and modern portfolio theory to create long-term allocations and uses written Investment Policy Statements and regular portfolio reviews as part of its process.

Dylan Wathen is a financial advisor at RFG Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at B.O.S.S. Retirement Solutions and LendingClub. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm’s investment approach includes discretionary portfolio management using model strategies, direct indexing, and third-party platforms, with a focus on serving a broad range of client needs.

Jason Hansen is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Hansen serves as a commissioner on the Washington City Planning Commission. Western Wealth Management LLC serves a diverse client base, including individuals, charitable and corporate entities, and pension plan sponsors. The firm offers comprehensive portfolio management, financial planning, and institutional investment management through a decentralized network of 88 advisors, utilizing a range of investment strategies and third-party manager relationships.

Scott Smith is an advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2026. He has worked with Royal Legal Solutions since 2015. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform used by independent advisers, typically implementing client strategies through third-party sub-advisers and model portfolios.

Brandon Olson is a financial advisor at RFG Advisory, LLC with 11 years of industry experience. He holds the Series 65 designation and has worked with BOSS Retirement Advisors, LLC and BOSS Retirement Solutions, LLC since 2015. Outside of his advisory work, Olson is a broker for MTN MAN Realty, LLC and operates several short-term rentals in Utah and Arizona. RFG Advisory provides investment advisory and planning services to a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments through a variety of model strategies and third-party platforms.

Dean Kiser is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Impact Partnership Wealth, LLC and Sage Wealth Design Inc, and has prior experience at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. In addition to his advisory work, he is engaged in insurance sales as a licensed agent in Utah. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion in assets. The firm offers model portfolio solutions, discretionary asset management, financial planning, and retirement plan services, and operates within a broad affiliated entity network with multiple service providers.

Kenneth Diamond is a financial advisor at First Heartland Consultants, Inc. He holds the ChFC® designation and several securities licenses (Series 63, 65, 66), with 11 years of industry experience. His prior work includes roles at Edward Jones, Essent, and Allstate Financial Advisors. First Heartland Consultants offers investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm provides discretionary portfolio management using various analytical techniques and a range of investment programs, including personalized asset management and model-based self-directed brokerage accounts.

John Carty is a financial advisor at Retirement Planners of America with nine years of industry experience and holds a Series 65 designation. His prior work includes roles at MMWKM Advisors, LLC and Financial Engines Advisors L.L.C. He also has experience outside finance, having been involved with Get Loaded Fries, LLC. Retirement Planners of America offers discretionary portfolio management and financial planning primarily through a wrap-fee investment program serving individuals, high-net-worth clients, and retirement plan participants. The firm employs an “Invest and Protect” strategy focused on capital preservation and tactical rebalancing using model portfolios of ETFs and mutual funds.

Ashley Whipple is a financial advisor at Western Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Western Wealth Management, she held roles at Main Gate Asset Management, Mixhers, Parlayo LLC, Made by Mary, and Rod Works. Western Wealth Management serves individuals, charitable and corporate entities, other advisers, and pension plan sponsors through portfolio management, financial planning, and institutional investment management. The firm operates as a decentralized network of 88 advisors offering a range of investment strategies and access to multiple advisory programs.

Tyler Miller is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at New Millennium Group and Al's Sporting Goods. Tyler is also involved with Pine Valley Advisors, where he assists in insurance sales and annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis and offers services through a wide network of affiliated offices and investment adviser representatives.

Cheree Wright is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and 33 years of industry experience. She has worked at Oppenheimer since 2017 and previously held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. LLC, and Morgan Stanley Dw Inc. Wright is also involved as a sales representative for doTERRA essential oils, focusing on health-related products, though this activity is not actively solicited and does not generate earnings. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, retirement consulting, and financial planning, while maintaining custody of client assets.

Mathew Manzanares is a financial advisor at Empower Advisory Group with one year of industry experience. He holds the Series 66 designation and has worked previously at Utah First Credit Union, Topstep, and Fidelity Investments. Outside of finance, his background includes roles in hospitality and education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s recordkeeping and administrative platforms.

Gregory Hodges is a financial advisor with Empower Advisory Group in Washington, UT, holding Series 63, Series 65, and Series 66 licenses. He has 30 years of industry experience, including roles at Valic Financial Advisors, Alight Financial Solutions, and MassMutual. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.