Stephen Spencer is a CFA® charterholder with 16 years of industry experience. He is currently with Tingey Financial Group Inc. and has held roles at Sammamish Advisors LLC and ACT Capital Advisors since 2010, where he is an independent contractor managing investment banking transactions. Spencer is also the sole proprietor of Sammamish Advisors LLC, a mergers and acquisitions service firm. Tingey Financial Group provides fee-based portfolio management and financial planning services to individuals and institutional clients. The firm employs a fundamental, value-oriented, low-turnover investment approach with an emphasis on long-term horizons and liquidity.

Alan Tingey is a CFA charterholder with 28 years of industry experience, currently operating through Tingey Financial Group Inc. He has been affiliated with Cannon Tingey Investment Advisors, Inc. since 1998. Tingey is a long-standing member of the CFA Society of Salt Lake, a local nonprofit organization for investment professionals. Tingey Financial Group, founded in 2024, offers fee-based portfolio management to individuals and institutional clients, focusing on a fundamental, value-oriented investment approach with a low-turnover, long-term perspective. The firm emphasizes regular client communications and provides consulting services on an hourly basis alongside its discretionary management of publicly traded securities.

Gregory Tingey is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is the sole advisor at Tingey Financial Group Inc. in Salt Lake City, UT, and has worked at Fidelity Brokerage Services LLC since 2015. Tingey Financial Group, founded in 2024, provides fee-based portfolio management to individuals and institutions, including trustees and 401(k) plans, using a fundamental, value-oriented investment approach with a focus on long-term growth, balanced, and income objectives. The firm emphasizes liquidity and investment-grade fixed income, offers regular client communications, and provides consulting on an hourly basis in addition to asset management.