Curtis Lingren is a financial advisor at ALTA Capital Management LLC in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, Lingren owns Teton Research Group, LLC, a company that locates owners of unclaimed property and helps recover funds held by government agencies. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment process supported by proprietary quantitative screening, earnings analysis, and committee review, and offers a range of strategies including equity and fixed-income mandates.

Samuel Schofield is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. Prior to his advisory roles, he worked for nine years in construction at Scott Schofield Construction. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, held-away account management, and advisory services for private funds, utilizing strategies that include individual securities, derivatives, and tax-efficient rebalancing.

Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory work, Warnock coaches boys youth lacrosse and serves on the Utah Retirement Systems Board. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental analysis with technical market signals to adjust allocations across various asset types, employing strategies such as short positions and options to manage risk and pursue returns.

Justin Mcintyre is a financial advisor at Financial Network Wealth Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and NPB Financial Group, LLC. Outside of advisory work, he owns and operates an e-commerce business selling wood engraved products. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm manages over $515 million in assets using a combination of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction, frequently engaging sub-advisors while maintaining primary client oversight.

Ryan Tucker is a Series 66-licensed financial advisor with Everspire who has 13 years of industry experience. He has worked at M. H. Leblang, Inc. since 2018 and has been with Everspire since 2017, in addition to prior roles at DFPG Investments and TD Ameritrade. Outside of his advisory work, he is involved in music performance and owns a medical industry marketing brokerage that connects medical supply providers with healthcare facilities. 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, employing a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and quantitative and fundamental portfolio analysis.

James Derrick Jr. is a CFA® charterholder and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Smedley Financial Services, Inc. since 2003 and serves as the firm’s Chief Investment Strategist. Derrick also volunteers with the Church of Jesus Christ of Latter-day Saints, assisting in meeting planning and other community activities. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented, proactive investment approach focused on lifetime income planning, managing nearly $397 million in discretionary assets through a six-advisor team.

Chase Redd is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT. He holds a Series 65 credential and has been with Narus Financial Partners since 2025. Prior to joining the firm, his work experience includes roles at Enterprise, Watkins Printing, and International Paper. Narus Financial Partners is a team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis in its investment approach and offers discretionary and non-discretionary management, employing strategies such as option-writing and margin transactions uncommon among peer firms.

Davis Bean is a financial advisor at Private Advisory with a Series 65 designation and two years of industry experience. He has held roles at Private Advisory Group LLC since 2023 and has experience working with academic institutions including Utah Valley University and Brigham Young University Idaho. Private Advisory provides personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and a variety of instruments such as structured notes, options, and private placements. The firm manages most assets on a discretionary basis and offers performance-based fee arrangements for qualified clients.

Michael Child is a financial advisor at LPG Capital Management with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including H. Beck, Inc. and IFS Securities Inc. Outside of advisory work, he is an independent insurance agent and a mortgage loan originator. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for over 300 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations, using a model-driven approach that blends fundamental and technical analysis to identify intermediate market trends.

Jose Biton is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation with 23 years of industry experience. He has been with Albion Financial Group since 2002. 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 private pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.

Trent Searle is a CFP® with 20 years of industry experience, currently serving as an advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2017 and previously worked at TrueNorth Wealth from 2014 to 2017. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related plans. The firm emphasizes strategic asset allocation and broad diversification, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments.

Zach Royter is a financial advisor at Lone Peak Advisers with five years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory roles, he is an independent agent providing health and pure term life insurance policies. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

Skyler Fleming is a financial advisor at Abundo Wealth with a Series 65 designation and one year of industry experience. Prior to joining Abundo Wealth, he held various roles including podcast host and self-employed work focused on financial literacy for young adults. Fleming hosts a podcast dedicated to financial planning education for young adults. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and manages client relationships through a subscription-based model, operating a network of 11 offices.

Jeremiah Stokka is a financial advisor at Alta Capital Management LLC with eight years of industry experience. He has previously worked at Merrill Lynch, Bank of America, and Ameriprise Financial Services. He serves as a board member for Rooted Academy, a daycare in South Jordan, Utah. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment approach and managing a range of equity, fixed income, and balanced strategies.

Michael Owen is a financial advisor at LPG Capital Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Group and IFS Securities Inc. since 2008. He also serves as the compliance officer at LPG Capital Management. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, 401(k) plans, pensions, charitable organizations, and corporate entities, using a model-driven approach that blends fundamental and technical analysis.

Thatcher Schwendiman is a financial advisor with New Millennium Group in Sandy, Utah. He holds a Series 65 credential and has recently entered the industry, joining New Millennium Group in 2026 after a brief tenure at Strategic Retirement Partners. His background includes roles in academia at Utah Valley University and the University of Utah, as well as experience outside finance with the Church of Jesus Christ of Latter-Day Saints and in retail. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and trusts. The firm manages approximately $257 million across 881 client relationships, employing a three-level investment process that combines asset allocation, security selection, and risk management, utilizing tools such as Riskalyze to tailor portfolios.

Bryon Powell is a financial advisor with New Millennium Group in Sandy, UT. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining New Millennium Group in 2021, he worked at Fidelity Brokerage Services and Brick Canvas. Powell also works as an insurance agent offering life and health products for various carriers. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing equities, ETFs, debt securities, and third-party managers where appropriate.

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.

Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.

Michele Olsen is a financial advisor at M2 Financial LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning for individuals, including high-net-worth clients, and charitable organizations. The firm uses documented investment policies and a range of strategies including fundamental and quantitative analysis, options, and derivatives, and maintains regular portfolio reviews.