CFP®-certified, values-based 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 in Heber, Utah, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory services.

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.

Tucker Horsley is a CFP® and Series 65-registered advisor with three years of industry experience. He currently works at Mariner in Sarasota, FL, where he has been since 2021. Horsley previously served as an advisor at Allegiant Private Advisors and was involved with Lucky-U Cycles for five years. He is a board member of the nonprofit Take Stock in Children of Sarasota County. Mariner serves a diverse client base with services including investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized, discretionary portfolios supported by an internal team and third-party managers, along with specialized tax, accounting, and family office services.

Eldin Foco is a financial advisor at Sterling Advisory Group LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including CIG Capital Advisors and Cco Investment Services Corp. since 2012. Sterling Advisory Group provides portfolio management, financial planning, and retirement-plan consulting to individuals, families, trusts, foundations, businesses, and employer-sponsored plans. The firm manages client accounts on a tailored basis and also serves institutional clients, offering a range of strategic investment models that emphasize asset allocation, diversification, and Shariah-compliant selection.

Nicholas Stecklein is a CFP®-designated financial advisor with six years of industry experience. He is currently affiliated with Telos Partners LLC and has previously worked at firms including DFPG Investments, Diversify Wealth Management, and North Capital Investment Technology. Outside of investment advising, he provides tax preparation services through Advantage Tax and Planning. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets for about 65 clients. The firm employs multiple proprietary, long-term, growth-oriented strategies that integrate equities, fixed income, and selective funds, with options for ESG and impact screening, and offers family-office consulting as well as educational seminars.

Andrew Halbrook is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for the City of Ruston for nine years. Outside of his advisory role, he co-manages a family-owned LLC involved in rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of over 23,700 financial advisors.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

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 with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

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 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.