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.

Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Dalin Jewett is a financial advisor at Tanara Wealth Management LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Andina Advisors, Vivint Inc., Volcanic Retail, and Brigham Young University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and other institutional clients. The firm utilizes diversified model portfolios and customized allocations across various asset classes, managing most accounts on a discretionary basis.

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 at Financial Network Wealth Advisors LLC with 22 years of industry experience. He holds Series 65 and 66 licenses and has worked at several firms, including Cetera Wealth Services and Jim Barlow Advisors. Arnell is also involved in entrepreneurial and business management activities through multiple entities. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business and charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a blended investment process using fundamental analysis, Monte Carlo planning, and efficient‑frontier portfolio construction, managing over $515 million in assets across a six-advisor team.

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.

Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Wells Fargo Bank NA, Wells Fargo Clearing, Kera Capital, and M. S. HOWELLS & Co. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages advisory relationships typically on a discretionary basis with individualized investment plans and offers customized bill-pay services integrated into client workflows.

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 possessing one year of industry experience. He has worked at Caitlin John, LLC since 2025 and has been President and CEO of OSBIG, Inc., a business incubator and venture fund management firm, since 2019. Blair also spent seven years at the University of Utah. SimplyRIA Advisor Network serves individuals, trusts and estates, and qualified retirement plans by providing investment management, financial planning, and fiduciary support. The firm combines long-term strategic asset allocation with a mix of active and passive management, offering both discretionary and non-discretionary arrangements through a corporate RIA structure that hosts multiple independent adviser practices.

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.

Scott Broadbent is a financial advisor with Drive Wealth Advisers in Lehi, UT, holding Series 65 and Series 63 designations and 25 years of industry experience. His career includes roles at Acquire Consult LLC, Raymond James Financial Services Advisors Inc., and several other firms. He has been associated with Drive Wealth Advisers since 2025. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation with ongoing monitoring and employs a broad range of investment strategies, including options, derivatives, and direct indexing.

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® certificant with eight years of experience in the financial services industry. He is currently affiliated with Everspire and TomiPlan, where he focuses on financial planning. Prior to this, he has held roles at firms including Guerrilla Advisors, Keller Williams Westfield, and Wilkinson Financial LLC. Outside of his advisory work, he is involved with Utah Surf and serves on the Penny Lane HOA board. Everspire provides investment advisory and wealth management services to a wide range of clients, including individuals, families, trusts, and charitable organizations. The firm utilizes diversified portfolios and integrates technology such as AI-enabled tools alongside human review to support client-specific advice.

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.