Provo, UT Office

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.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Udall CPA Group and West Ridge Advisors. In addition to his advisory role, Nelson is involved in multiple business activities, including serving as president of the Nelson Family Foundation and partner at Saber CPA, where he oversees accounting and tax preparation. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm follows a fee-only model with an investment approach that emphasizes asset allocation and passive investments, incorporating third-party models and outside managers, while also focusing on employer retirement-plan services.

Joshua Mclain is a financial advisor at Sunset Retirement Advisors LLC with Series 65 credentials. He has been involved in the financial industry through roles at Mclain FMG LLC since 2021 and Corporate Capital Inc since 2017, as well as Piercy Bowler Taylor & Kern from 2015 to 2017. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation and Modern Portfolio Theory, primarily using passive index funds, ETFs, and mutual funds, and integrates third-party model portfolios and outside managers in its service offerings.