Michael Follett is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Iron Gate Global Advisors serves individual investors, trusts, estates, and retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive financial planning. The firm emphasizes fundamental analysis and a business-owner investment approach, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Alexander Craner is a Series 65-licensed financial advisor with Strategic Planning Group in Bountiful, Utah, with five years of industry experience. Prior to joining Strategic Planning Group, he worked at JP Morgan Chase Bank for two years. He also operates as a sole proprietor offering insurance product sales and services. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans, with a focus on customized asset management and the use of technical and cyclical analysis in security selection. The firm serves a large client base per advisor and regularly offers educational seminars and workshops.

Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.

Bradley Curtis is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Albion Financial Group, where he has worked since 2023, following prior roles at Olympus Wealth Management, LLC and HFG Trust. Curtis also spent several years at Utah Valley University in various capacities. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds as a general partner, alongside offering fiduciary retirement plan services and standalone financial consulting.

James Dowd is a CFA® charterholder with 22 years of industry experience, currently serving at North Capital in Salt Lake City, UT. He has held roles at multiple North Capital entities since 2008 and has additional experience with Mobility Securities LLC and Public Brokers, LLC. Outside of his advisory work, Dowd serves as chairman of the board for Crystal Springs Ranch, Inc. and holds board positions with Triangle R Management Co. and Guardd, Inc. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach incorporating quantitative risk models and proprietary analytics, and it offers both traditional and alternative investment vehicles alongside technology-driven advisory platforms.

Ethan Call is a financial advisor at Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Northwestern Mutual. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm customizes portfolios using in-house and third-party models, incorporates technical and cyclical analysis, and employs software and AI tools to support client services.

Jacob Watkins is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to joining TrueNorth Wealth, he worked in welding and the bicycle retail industry and has experience in education roles at Brigham Young University and Bingham High School. 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 offers comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction while maintaining primarily non-discretionary management for individual accounts.

Michael Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has six years of industry experience, including five years at Global View Capital Advisors and twelve years at Health Equity. He is also licensed to sell insurance products. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and nonprofits. The firm employs a combination of modern portfolio theory, quantitative, fundamental, and technical analysis across diverse investment types and offers financial planning services at no additional cost for clients with assets under management.

Rabih Dimachki is a CFA® charterholder with seven years of experience at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2019 following his time as a student from 2014 to 2019. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach using discretionary model portfolios primarily composed of ETFs and mutual funds, and it offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education.

Darren Woodward is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Transamerica Financial Advisors and academic positions at Arizona State University and the University of Kentucky. Teton Wealth Group serves individual clients and retirement plans with discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach combining multiple analysis methods to construct diversified portfolios and integrates financial planning with investment management.

Kathleen Willham is a financial advisor at Financial Network Wealth Advisors LLC with one year of industry experience. She holds the Series 66 designation and has worked with K & J Wealth LLC, Cetera Wealth Services, LLC, and Plan 4 Wealth. Financial Network Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and business entities, also offering retirement plan advisory services. The firm employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client accounts.

Arrin Wray is a Series 65-licensed financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, where he has worked for a total of nine years since 2014. Prior to joining Decker Retirement Planning, he was employed at TEKSystems for three years. Outside of his advisory role, he co-owns and assists with operations at an F45 Training gym in Sandy, UT. Decker Retirement Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven investment models and a variety of securities across multiple portfolio strategies, offering personalized retirement and financial planning alongside discretionary investment management.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, where he has worked for the past 10 years. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at The Retirement Solution LLC and Pacific West Financial Consultants Inc. Mr. Decker devotes a significant portion of his time to insurance sales and services conducted through his firm. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, to a diverse client base including individuals, pension plans, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and a range of strategies, including alternative investments, supported by a multi-office structure and periodic client communications.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Manuel Negron is a financial advisor with M2 Financial LLC, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at Teton Wealth Group, New Millennium Group, AE Wealth Management, and he has operated an insurance agency since 2007. He is currently associated with M1 Wealth Management LLC and GenWealth Advisory Group, where he serves as owner and agent for insurance and annuity sales. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations, managing approximately $84.1 million in discretionary assets. The firm uses a variety of investment approaches including fundamental and quantitative analysis, modern portfolio theory, and options and derivatives strategies, and incorporates sub-advisory and model portfolio programs in client accounts.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Cesily Tippetts is a financial advisor at Interwise with a Series 65 credential and four years of industry experience. Prior to joining Interwise, she worked in the education sector with Canyons School District at Quail Hollow Elementary. Interwise serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a combination of direct investments, separately managed accounts, and third-party managers, along with affiliated tax and accounting services.

Bo Wilkinson is a financial advisor at Albion Financial Group with one year of industry experience and holds a Series 65 designation. Before joining Albion, he was involved in entrepreneurial ventures including Crossover Clothing LLC and Harvest Lane Honey. Albion Financial Group provides discretionary investment management and financial planning services to individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment approach and manages multiple private funds alongside fiduciary retirement plan services and standalone financial consulting.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.