Clayton Hoffman is the sole advisor at Meridian Investing, an independent investment advisory firm based in Highland, UT. He holds Series 63, 65, and 66 licenses and has 17 years of industry experience, having been with Meridian Investing since its founding in 2009. Meridian Investing manages approximately $2.35 million for ten clients, providing fee-based portfolio management and related advisory services. The firm offers individualized portfolio management with a focus on wealthier or specialized clients and includes institutional portfolio management services uncommon among similarly sized independent firms.

Greg Chamberlain is a financial advisor at Chamberlain Long Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Jackson National Life Distributors for 10 years. In addition to his advisory role, he works as an insurance wholesaler representing various insurance companies to agents. Chamberlain Long Wealth Management provides portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm utilizes a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis to manage diversified portfolios under discretionary authority.

Nicholas Long is a financial advisor at Chamberlain Long Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with Long Financial Group, LLC since 2005. In addition to his advisory role, he works as an independent insurance agent selling life, health, annuities, and long-term care products. Chamberlain Long Wealth Management offers portfolio management, investment analysis, and financial planning services to individual and high-net-worth clients. The firm uses a tactical asset allocation approach based on fundamental, technical, cyclical, and macroeconomic analysis, managing diversified portfolios of equities, ETFs, fixed income, and cash equivalents under discretionary authority.