Who We Are

Elevated Capital Advisors, LLC is an SEC Registered Investment Advisor (RIA) whose goal is to restore investor trust and confidence in the financial system by treating clients the way we want to be treated, as a true fiduciary.

As a fully independent organization, Elevated Capital Advisors has the freedom to offer unbiased advice without the conflicts of interest that have become too prevalent in the financial services industry.

By taking the time to fully understand our clients’ financial and lifestyle aspirations, we aim to align our advice with their needs and desires.

Meet Our Executive Team

Housing a variety of industry experts & 50+ combined years of experience.

Scott Dougan

Co Founder

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.
Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.
Scott is a member of the Better Business Bureau and the International Association of Registered Financial Consultants. Scott and his wife, Jennifer, reside in Prairie Village with their three dogs, Kozmo, Tuesday and Mazie.

Sean Lee

Co Founder

Since 2002, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

Elton Wilcox

Chief Compliance Officer

Elton joined Elevated Retirement Group in October 2017 as the Chief Compliance Officer. He brought with him 12 years of industry experience; six of those years in regulatory, audit and compliance functions. Elton creates, updates and manages the firm’s Compliance Program and ensures the firm is up to date on all new and pending laws and regulations impacting our business. Elton lives in Salt Lake City and enjoys spending as much of his spare time as he can with his wife and two young daughters. Outside of work he enjoys traveling, running and snowboarding.

Brian Hermann

Chief Operations Officer

Brian joined Elevated Capital in April 2015 as an Investment Advisor Representative. He plays a key role in compliance for Elevated Retirement Group where he is responsible for managing the execution and coordination of the compliance function. He also reviews new and pending laws and regulations, which potentially affect the business practices for the group. He holds an MBA focused in entrepreneurial and corporate finance with a bachelor’s degree in economics from Westminster College. He has over 15 years of experience in auditing, compliance, analytics and operations management.

Mike Sorrentino

Chief Investment Officer

Mike oversees the development and implementation of strategies for a wide array of investment goals. Additionally, he provides regular thought leadership and market insight to advisors and investors. He is the former Chief Investment Officer who oversaw $7 billion in assets and serviced over 450 advisors across the country. Mike is a frequent guest on major financial news networks such as CNBC, Fox Business News, and Bloomberg. He is also a contributing columnist on MarketWatch and has been quoted extensively in major newspapers and publications. He also spent several years on the institutional side as a Vice President for Barclays Capital and Sanford C. Bernstein, where he worked closely with some of the largest institutional asset managers in the world to derive and execute a wide range of investment strategies. Mike earned his Master’s in Business Administration from the University of Chicago Booth School of Business and his B.E. in Electrical Engineering and Mathematics from Vanderbilt University. He holds the Chartered Financial Analyst® designation and carries his Series 65 license.

Melissa Ceballos

Director of Talent and Business Acquisition

Melissa recently joined the Elevated Capital Advisors team and serves as a primary point of contact to align and onboard advisors with the services and resources to help them succeed in their practice. She has nearly 20 years’ experience in roles involving Talent Acquisition, Sales, Marketing, and Business Development and has a true passion to help people. Melissa was born and raised in Southern California and moved to Utah to complete her Bachelor’s Degree in Communication from the University of Utah. She has spent the majority of her career working for a Global Corporation in HR and Management and transitioned to the financial services industry in 2016. In everything she does her focus is to always develop strong, meaningful, and long-lasting relationships.