CFP®-certified, real estate investing financial advisors in Heber, UT

Sook Snyder is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she is involved as a coach intern at Fit Body Boot Camp, where she works with clients on fitness and accountability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher Nibley is the principal of Nibley Financial LLC in Heber, Utah, holding a Series 65 designation with one year of industry experience. He is also the owner and accountant of Nibley Tax and Accounting LLC, a separate business through which he occasionally offers clients additional advice or products. His prior work includes roles at Bowen Law Professional Group, Powdr Corporation, and Rhodes & Associates. Nibley Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a methodology based on fundamental analysis, modern portfolio theory, and technical analysis, offering tax-aware investment options such as direct indexing and implementing advice on both a discretionary and non-discretionary basis.

Michael Lee is the sole advisor at Redgrove Capital LLC in Heber City, Utah, holding a Series 65 designation and with 13 years of industry experience. He has led Redgrove Capital since 2012. Redgrove Capital provides discretionary investment management for individuals, trusts, estates, and retirement plans through separately managed accounts. The firm employs a bottom-up, fundamental value investing approach, focusing on concentrated, non-diversified portfolios with a strict discount threshold for security purchases and customized, non-model portfolios.

Ryan Forsyth is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank, spanning 20 years combined, as well as a brief tenure at Equitable Advisors. He is also associated with Mountain America Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and a broad platform that combines advisory and non-advisory financial activities.

Bradley Graham is a Series 65 licensed advisor with Trek Financial in Heber City, UT, and has three years of industry experience. He is also the owner and CPA of Graham Accounting and Tax, DBA Utah Small Business Solutions, where he has worked for over a decade. In addition to his financial and accounting work, he owns a private publishing company and is a partner in a wedding event rentals business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools under human oversight and providing a broad range of model and alternative investment options.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Matthew Mc Bride is a CFA® charterholder and Series 65 licensee with three years of industry experience. He has worked at One Day In July LLC since 2023 and previously held positions at the University of Vermont and Saint Michael's College. Outside of financial advising, he is involved in a self storage business focusing on facility valuation and market research. One Day In July LLC provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, and pension plans. The firm employs an asset-allocation approach centered on passive, low-cost ETFs, supplemented by periodic rebalancing and limited short-term trades, and offers an optional environmental investing strategy.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.