Draper, UT Office

Sean Lee is a financial advisor at Elevated Capital Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elevated Capital Advisors since 2015. Lee is also a partner in Emerging Advisor, LLC, a firm that provides training for financial advisors on planning and proactive structuring. Elevated Capital Advisors serves a diverse client base including individual and institutional clients, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to define client risk profiles and applies both strategic and tactical asset allocation.

Colby Gillies is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co and Lakanto prior to joining Elevated Capital Advisors. Elevated Capital Advisors serves individuals, trusts, estates, retirement and profit-sharing plans, and small businesses, managing approximately $499 million for around 1,000 clients through a team of 21 advisors. The firm offers wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, implementing portfolios using model strategies, direct indexing, and third-party platforms.

Cooper Parry is a financial advisor at Elevated Capital Advisors, LLC with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevated Capital Advisors, he worked at Wi-Fiber Inc and held roles in education at Utah State University, Oxbow Academy, and the South Sanpete School District. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Ralph Horne is a financial advisor with Elevated Capital Advisors, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with Eagle Ridge Advisors LLC since 2021. Additionally, he operates the Ralph C. Horne Agency, a life and disability insurance business, which he has owned since 2003. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, supported by third-party tools and a network of independent advisors.

Christopher Cordova is a financial advisor with Elevated Capital Advisors, LLC in Draper, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with SPL Financial since 2015, focusing on fixed insurance products including health, life, disability, and long-term care insurance. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to tailor both strategic and tactical asset allocations.

Dallin Bunnell is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including life insurance and annuity contract writing and servicing. Outside of advisory work, he manages a family property, overseeing repairs and maintenance. Elevated Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, retirement plans, and corporations. The firm provides investment management and financial planning through a network of independent advisors, employing a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation.

Elton Wilcox is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he works as a rideshare driver for Uber. Elevated Capital Advisors, LLC serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis and provides various portfolio management and consulting services through a network of independent advisors.