Flat-fee, equity compensation tax strategy financial advisors in Provo, UT

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.

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Darren Walker is a financial advisor with Cambridge Investment Research Advisors in Provo, UT, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Commonwealth Financial Network and Merrill Financial Associates before joining Cambridge in 2022. Outside of his advisory role, he is also commissioned as a notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a variety of portfolio management and model-based solutions tailored to client needs.

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.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Joseph Niehaus is a financial advisor at Jefferies Investment Advisers LLC with three years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Jefferies in 2023, he worked at Golden 1 Credit Union and SAFE Credit Union. He also serves as a part-time lecturer at California State University, Sacramento, teaching a graduate-level financial markets course. Jefferies Investment Advisers LLC provides fee-based financial planning services to individuals, trusts, estates, foundations, charitable organizations, corporations, and other business entities through a customized planning process that includes balance sheet reviews, tax and estate planning, executive compensation, and philanthropic planning.

Seth Halley is a financial advisor with Goldman Sachs Wealth Services in Dallas, TX, holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Tyson Foods/GDH Consulting. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models, manager selections, and advanced analytics within the broader Goldman Sachs network to tailor solutions for client objectives.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.