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.

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 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.

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 12 years of experience, currently serving at Retirement Solutions Investments, Inc. in Provo, UT. He has been involved in the financial services industry since 2003 through his ownership of Retirement Solutions, Inc., an investment-related insurance agency. Outside of financial services, he is also a managing member of a property management business and co-owner of a car rental enterprise in Payson, UT. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts. The firm emphasizes diversified portfolios aimed at reducing risk and volatility, using fundamental, market trend, economic cycle, and technical analysis, while offering both discretionary and non-discretionary portfolio management options.

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.

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.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at West Ridge Advisors, Udall CPA Group, FAL Advisors, Rubin Brown LLP, K2 Energy Solutions, and SubAmerica LLC. Outside of advising, he is involved in several business ventures including accounting and tax preparation services and serves as president of the Nelson Family Foundation. Sunset Retirement Advisors LLC is a fee-only investment advisory firm that serves employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional or pooled accounts. The firm focuses on retirement plan consulting and management, offering discretionary trading authority and acting as an ERISA fiduciary, with a distinctive emphasis on pension consulting and plan-level investment management.

Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.

Nathan White is a CFA® charterholder with 19 years of industry experience, currently serving at Paragon Wealth Management in Provo, UT. He has worked with Paragon Capital Management since 2006. Outside of his advisory role, he manages administrative duties as Manager and EVP of Paragon I GP, LLC, a general partnership. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary services.

Lance Spencer is a CFP® with 35 years of industry experience, currently serving as an advisor at Prosper Private Wealth in Provo, UT. His prior experience includes roles at Summit Global Investments and Fidelity Investments. Prosper Private Wealth serves individuals, high-net-worth clients, families, estates, trusts, and retirement plans, managing approximately $150.8 million. The firm employs a combination of strategic and tactical asset allocation with value and active investing strategies, including option strategies and separately managed accounts, typically managing client portfolios on a discretionary basis.

Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.

Robert Reid is a financial advisor with Retirement Solutions Investments, Inc. in Provo, Utah, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Moon Wake Wealth Management LLC and Fidelity Investments. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts. The firm emphasizes diversified portfolios using fundamental, market trend, economic cycle, and technical analysis, and offers both discretionary and non-discretionary portfolio management with ongoing account monitoring.

Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.