Flat-fee, equity Recipients (RS/RSU, SOP, ESPP) 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, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Prior to joining Cambridge Investment Research Advisors in 2022, he worked at Commonwealth Financial Network and Merrill Financial Associates from 2014 to 2022. He is also a licensed notary. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies that can be tailored to client objectives.

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 services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses model portfolios and external managers to construct diversified allocations and primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

David Snapp is a financial advisor at Edward Jones in Thomasville, NC, with 10 years of industry experience. He holds the ChFC® designation and the Series 66 license and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies alongside affiliated mutual funds and specialized investment services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

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 with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.