New Millennium Group

Myles Overstreet is a financial advisor with New Millennium Group in Sandy, UT, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Capital Wealth Advisors and Due Diligence. Outside of advising, he is also licensed to offer life insurance products. New Millennium Group serves individuals, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. Their investment process involves broad asset allocation combined with security-level analysis and customized risk management, employing tools such as Riskalyze and utilizing third-party managers and structured products where appropriate.

Huayi Wang is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. Prior to joining New Millennium Group, Wang had roles at Morgan Stanley and Orion, as well as academic engagements at Utah Valley University and the University of Leeds. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm uses a multi-level investment process to tailor portfolios, incorporating equities, ETFs, debt securities, and third-party managers, and offers services including portfolio management, financial planning, retirement-plan advisory, and estate document coordination.

Thatcher Schwendiman is a financial advisor with New Millennium Group in Sandy, Utah. He holds a Series 65 credential and has recently entered the industry, joining New Millennium Group in 2026 after a brief tenure at Strategic Retirement Partners. His background includes roles in academia at Utah Valley University and the University of Utah, as well as experience outside finance with the Church of Jesus Christ of Latter-Day Saints and in retail. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and trusts. The firm manages approximately $257 million across 881 client relationships, employing a three-level investment process that combines asset allocation, security selection, and risk management, utilizing tools such as Riskalyze to tailor portfolios.

Bryon Powell is a financial advisor with New Millennium Group in Sandy, UT. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining New Millennium Group in 2021, he worked at Fidelity Brokerage Services and Brick Canvas. Powell also works as an insurance agent offering life and health products for various carriers. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing equities, ETFs, debt securities, and third-party managers where appropriate.

Collyn Kirry is a financial advisor with New Millennium Group, holding a Series 65 designation and four years of industry experience. He has been with New Millennium Group since 2017 and previously worked at HomeMaker from 2014 to 2018. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process and customizes strategies using tools such as Riskalyze, offering portfolio management, financial planning, retirement-plan advisory, and estate-document coordination services.

Remington Adams is a financial advisor at New Millennium Group with a Series 65 designation and no prior industry experience. Before joining New Millennium Group, he held roles at ClickUp, Weave HQ, Canopy, Utah Valley University, Clearlink, and Brainstorm. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focusing on broad asset allocations, security-level opportunities, and client risk constraints, using tools like Riskalyze to tailor strategies.

Liam Elliott is a financial advisor with New Millennium Group in Sandy, Utah, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Bright Planet Solar, Fidelity Investments, and Solcius LLC. New Millennium Group is a team of 13 advisors managing approximately $257 million across various client types, including high-net-worth individuals and charitable organizations. The firm employs a three-level investment process and offers discretionary and non-discretionary portfolio management, retirement-plan advisory, and estate document coordination services.

Derek Overstreet is a financial advisor with New Millennium Group, holding a Series 65 license and bringing 11 years of industry experience. He has worked with New Millennium Group since 2019 and concurrently with AE Wealth Management since 2018, following prior roles at Global Financial Private Capital and earlier positions within affiliated New Millennium entities. Overstreet is the author of the book *Stop Working and Start Living*. New Millennium Group serves a diverse client base including high-net-worth individuals, employer-sponsored retirement plans, and charitable organizations, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a structured investment process that blends broad asset allocation with security-level analysis and customizes strategies using risk-assessment tools, offering portfolio management, financial planning, and retirement-plan advisory services.

Koby Glazier is a financial advisor with New Millennium Group, holding a Series 65 designation and one year of industry experience. Prior to joining the firm in 2023, he worked for Questar Gas (Dominion Energy) for 27 years. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process that emphasizes broad asset allocation, security selection, and risk management, utilizing tools like Riskalyze and incorporating equities, ETFs, debt securities, and third-party managers as appropriate.

Armand Overstreet is a financial advisor with New Millennium Group and holds Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at Commonwealth Financial Network, Sterling Financial Group, and MassMutual Life Insurance Company. He served eight years in the Utah Army National Guard and has engaged in fixed insurance sales as a secondary business activity. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focusing on broad allocation, security selection, and client risk constraints, utilizing tools like Riskalyze and offering both discretionary and non-discretionary portfolio management along with coordinated estate documentation services.

Brennon Lund is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. His prior work includes positions with the Angels Baseball Organization and Tecolotes Los Dos Laredos. New Millennium Group, LLC serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts. The firm manages approximately $257 million across 881 client relationships using a three-level investment process and offers portfolio management, financial planning, retirement-plan advisory, and estate-document coordination.

Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.

Matthew Guzman is a financial advisor at New Millennium Group in Spokane, WA, holding Series 63 and Series 65 licenses. He has experience across financial services and corporate roles, including positions at NYLIFE Securities LLC, New York Life Insurance Company, and eHealth Insurance. His background also includes work in telecommunications and education. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million with a team of 13 advisors. The firm employs a three-level investment process focused on asset allocation, security selection, and client risk constraints, utilizing tools like Riskalyze and offering coordinated estate-document services.