John Hawkins is a Series 65-licensed advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, where he has worked since 2023. He has over 20 years of experience in related fields, including ownership and marketing consulting at John Hawkins Inc. since 2016 and roles at Richland Title Insurance Agency since 2006. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a range of investment strategies and manages a multi-hundred-million dollar asset base across a mid-sized advisory team.

Colby Mallett is a Series 65 licensed advisor at Elysium Wealth Management, LLC with one year of industry experience. Prior to joining Elysium, he held roles at Utah Valley University, Salt Lake Community College, and the Church of Jesus Christ of Latter-Day Saints. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm creates tailored investment strategies by combining internal oversight with research from sub-advisers and provides ongoing client service through reviews, publications, and educational seminars.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

Christopher Cook is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and federal employee service. Teton Wealth Group serves individual clients and retirement plans, providing discretionary and non-discretionary investment management, model portfolios, and financial planning. The firm employs an allocation-driven approach combining various analysis methods and offers a broad range of investment options, including structured and market-linked products.

Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2021. In addition to his advisory role, De Muth is the owner of 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in sales for Maverick Trading, an educational program focused on Forex and Options trading. Lone Peak Advisers serves individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm employs a discretionary investment approach that integrates fundamental, technical, and statistical analysis to target intermediate market trends.

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. His background includes roles at Utah Valley University and Atlas Investment Management, alongside service with BoardCo. Ignite Planners serves a diverse client base including individual investors, high-net-worth clients, trusts, retirement plans, and sovereign wealth funds, providing discretionary asset management, financial planning, consulting, and advisory services for private pooled funds. The firm employs tailored portfolios utilizing stocks, bonds, ETFs, options, and other investments, incorporating a volatility-responsive VEGA strategy and tax-efficient asset management.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

John Rice is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to his advisory roles at Lift Wealth Management and Pearson Butler LLC, he practiced law for 29 years as an attorney at John K. Rice, Attorney at Law PC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering services including financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting through an eight-advisor team across six offices.

Darin Arnell is a financial advisor with Financial Network Wealth Advisors LLC and holds Series 65 and Series 66 credentials. He has 22 years of industry experience, including prior roles at Ameriprise and Cetera Wealth Services. Arnell is also involved as a wealth manager at Plan 4 Wealth LLC and holds ownership positions in several business entities related to financial services and pass-through entities. Financial Network Wealth Advisors LLC provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business and charitable entities. The firm employs a strategy combining fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction, and utilizes sub-advisors while maintaining primary client relationships.

Brian Stoker is a financial advisor with West Ridge Advisors in Midvale, UT, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He also provides life, accident, and health insurance products to clients as part of his business activities. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management. The firm emphasizes Modern Portfolio Theory with global diversification, tax efficiency, and low-cost vehicles, and utilizes personalized indexing through Vanguard along with third-party manager referrals when appropriate.

Kyler Brooksby is a financial advisor at Coign Capital Advisors LLC with a Series 65 designation and three years of industry experience. He has been with Coign Capital Advisors since 2021 and has a total of ten years of work experience across various roles. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and uses a range of investment strategies, including ETFs, individual securities, structured notes, and options.

Jared Empey is a financial advisor at TrueNorth Wealth with 10 years of industry experience and holds a Series 65 designation. He has been with TrueNorth Wealth since 2015. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation, portfolio construction, and regular client communication.

Abby Morton is a CFP® professional with four years of industry experience. She is currently with Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., and Aquire Wealth Advisors, LLC dba Dentist Advisors. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.

Michael Espinosa is a CFP® professional at TrueNorth Wealth with 10 years of industry experience. He previously worked at Soltis Investment Advisors and The Vanguard Group, Inc. Outside of financial advising, he has experience in home renovation. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, business owners, and retirees, offering comprehensive financial planning, asset management, and institutional consulting with an emphasis on asset allocation and portfolio construction.

Charles Radtke is a CFA® charterholder and portfolio manager at ALTA Capital Management LLC with three years of industry experience. He has worked at firms including Sterling Capital Management LLC, CXR Asset Management, Barrow, Hanley, Mewhinney & Strauss, and Mercator Asset Management. Radtke also provides investment advisory and portfolio management services to Sterling Capital clients as a shared employee. ALTA Capital Management offers discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process that integrates proprietary quantitative models and committee review. The firm serves various mandates and utilizes sub-advisers, derivatives strategies, and responsible-investing practices within a broader affiliated asset-management network.

Raymond Levitre is a CFP® professional with 23 years of experience, currently serving at Net Worth Advisory Group, LLC since 2003. He is the author of the book "20 Retirement Decisions You Need to Make Right Now," available through various online bookstores. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process centered on detailed financial profiling and written plans to guide asset allocation strategies, with semi-annual account reviews and comprehensive performance reporting.

Ryan Porter is a CFP® professional at Net Worth Advisory Group, LLC with one year of industry experience. He previously worked at Morgan Stanley for five years and has held roles at IndustryPro and Northwestern Mutual. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting, back-tested model allocations, and offers client seminars as part of its comprehensive service approach.

Bradden Blair is an advisor with SimplyRIA Advisor Network holding Series 63 and Series 65 licenses and one year of industry experience. He has professional experience at Caitlin John, LLC and serves as President and CEO of OSBIG, Inc., a business incubator and venture fund management firm. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model, allowing independent practices to operate under its supervision. The firm employs a mix of active and passive investment strategies and offers access to alternative private investments and estate-planning tools.

Huayi Wang is a financial advisor with New Millennium Group in Sandy, UT, holding a Series 65 designation and one year of industry experience. Wang previously worked at Morgan Stanley and has held various roles in financial and community organizations, including Utah Community Credit Union and the Utah Central Association of REALTORS. 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 focused on broad asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to customize portfolios.

Matthew Walker is a financial advisor at Interwise with 12 years of industry experience. He holds a Series 65 designation and has worked at Valued Wealth Advisors and Independent Financial Group. Outside of financial advising, he is involved in developing and managing assisted living facilities through multiple business ventures and serves as a mortgage loan officer. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm builds tailored, diversified portfolios using a mix of individual securities, managed accounts, and alternative investments, supplementing in-house management with third-party relationships and maintaining a comprehensive review process.