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.

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 experience at Morgan Stanley and IndustryPro. He has held roles in financial services since 2019 and holds Series 65 and Series 66 licenses. Net Worth Advisory Group provides financial planning and portfolio management to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting, back-tested model allocations, and offers comprehensive plans alongside supervisory investment management.

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.

William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

Robert Woods is a financial advisor with Ashworth Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ashworth Wealth since 2018 and previously at Ashworth & Empay Financial, LLC. Outside of his advisory work, Woods serves as an adjunct professor at LDS Business College, teaching courses in sales and personal finance. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans with comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically uses third-party money managers, including the Osaic Wealth, Inc. platform, employing a structured asset allocation strategy focused on passive index funds and ETFs with selective active fund inclusion.

Devin Frampton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Everspire. His prior experience includes roles at Keller Williams Westfield and Guerrilla Advisors, LLC. Outside of his advisory work, he is involved with Penny Lane HOA and has entrepreneurial experience through ownership of a holding company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services with a goals-based, liability-driven approach.

Amoree Farnsworth is a CFP® professional with six years of industry experience, currently serving as an advisor at Net Worth Advisory Group, LLC. Prior to joining Net Worth Advisory Group in 2020, she worked at Blue Barn Wealth & Financial Planning Office for three years. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations as part of its review process, managing accounts on both discretionary and non-discretionary bases.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with nine years of industry experience. He worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across various portfolios and incorporates alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Dennis Overstreet is a financial advisor with Openair Financial, LLC, holding a Series 65 designation and 12 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Advisory Group, AE Wealth Management, and Secure Retirement Planning. He also dedicates part of his time to insurance sales through OpenAir Advisory, LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves fundamental analysis and a combination of long-term holdings and active trading, with client portfolios reviewed at least quarterly for suitability and tax-loss harvesting.

Curtis Lingren is a financial advisor at Alta Capital Management LLC in Salt Lake City, UT, holding a Series 65 credential with seven years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, he is the sole owner of Teton Research Group, LLC, which assists individuals in recovering unclaimed property held by government agencies. 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 approach supported by proprietary quantitative models and integrates responsible-investing practices across its strategies.