Lauren Kearl is a financial advisor at Dentist Advisors in Salt Lake City, UT, holding a Series 65 designation with 7 years at Dentist Advisors and an additional 3 years at Utah Community Credit Union. She has a total of 10 years of industry experience. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for about 752 clients. The firm offers discretionary investment management, wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing a Modern Portfolio Theory-based approach with diversified model portfolios and third-party managers.

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.

Parker Thompson is a CFP® professional with four years of experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His prior work includes roles at OSAIC, Securities America, Inc., and Equitable Advisors, among others. Outside of financial advising, he has experience managing a rental property. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting to individuals, retirees, high-net-worth clients, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and typically builds diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

James Atchley is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Global View Capital Management, Global View Capital Advisors, Global View Capital Insurance Services, Go To Technologies, General Atomics Aeronauticals, and Brigham Young University. 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 various investment approaches across a broad range of assets and relies on third-party platforms to implement trading and administrative functions.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Scott Hoxer is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs and Townsquare Capital LLC. Additionally, he works as an independent insurance agent offering fixed life insurance and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm integrates proprietary ETF strategies and third-party model portfolios, employing a SMART Retirement framework to address client objectives and risks.

Reese Harper is a CFP® and ChFC® with 17 years of experience, currently serving as an advisor at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2007. Outside of his advisory role, Harper mentors undergraduate and graduate students in business programs through the BYU Associate Entrepreneurs Founders Organization and is CEO of Elements Technology, Inc., a software firm. Dentist Advisors serves dentists, other professionals, and high-net-worth clients, providing investment management, wealth management, retirement-plan consulting, and financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supported by an Investment Committee and third-party sub-advisers.

Luke Woodland is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation. He has one year of industry experience, including prior work at Harm & Harm Consulting Group. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses by providing portfolio management, financial planning, tax, and insurance services. The firm manages portfolios primarily through in-house model strategies and administers pooled vehicles such as donor-advised funds and sponsored 401(k) plans.

Colin Lake is a financial advisor at ALTA Capital Management LLC with a Series 65 designation. He has one year of industry experience, including roles at several financial and country club organizations. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and serves as adviser or sub-adviser to registered funds while integrating responsible-investing practices.

Taylor Dillon is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Shaw & Nielsen PC, Tanner LLC, and Traveller & Company. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, typically managing accounts on a discretionary basis through a platform relationship with TownSquare Capital.

Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as an independent insurance agent, offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Curtis Lamb is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. His prior roles include positions at BlackSheep Investment Advisor, LLC and Charles Schwab. He serves on the board of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combined fundamental, qualitative, technical, and quantitative investment approach with both strategic and tactical asset allocation, offering discretionary and non-discretionary management, as well as employing derivatives and borrowing strategies in separately managed accounts.

Joanne Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. She holds a Series 65 credential and has two years of industry experience. Prior to joining Wealth Foundations Partners, she worked at CastleView Partners and spent over a decade at Associated Foods. Outside of her advisory role, she has part ownership interests in her family’s business investments, including a pizza restaurant and real estate holdings. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management and financial planning, utilizing a variety of investment approaches and third-party platforms to support client portfolios.

Danielle Gregory is a CFP® and Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT. She has 10 years of industry experience and has been with Albion Financial Group since 2011. Albion Financial Group provides discretionary portfolio management and financial planning services 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.

Christopher Casale is a financial advisor at Root Financial Partners in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RightWise Wealth, Inc. and in hotel management positions with Crescent Hotels & Resort, Kimpton Hotels & Resorts, and Interstate Hotels & Resorts. Casale earned a Master’s in Financial Planning from the University of Georgia. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online financial academies separate from its advisory services.

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.