Daniel De Mille is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm employs customized, risk-adjusted, tax-aware asset allocations that blend active and passive strategies and may use options and derivative instruments where appropriate.

Anders Skagerberg is a CFP® professional with three years of industry experience, currently serving at Origin Investment Advisory LLC and Grove Retirement & Tax Planning LLC. His prior experience includes roles at Albion Financial Group, Dew Wealth Management, and Intuit, among others. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and integrates AI-driven tools for personalized portfolio management.

Martin Watkins is a CFP® with 24 years of industry experience currently affiliated with TrueNorth Wealth in Murray, UT. He has worked at Association Financial Services Inc., now operating as TrueNorth Wealth, for 20 years. 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, investment supervisory services, ERISA plan services, and institutional consulting, managing approximately $1.266 billion in assets under management.

Rachelle Dillingham is a Series 65-licensed financial advisor with seven years of industry experience. She is a CPA and provides tax and accounting services through Layton & Associates, her primary non-investment business. She has worked with The Norden Group LLC since 2024. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, implementing client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Matthew Mulcock is a CFP® professional with 12 years of industry experience. He has been with Dentist Advisors since 2018 and previously worked at Fidelity Investments for five years. Matthew holds Series 63 and Series 66 licenses. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supplemented by sub-advisers and third-party programs.

Thomas Craner is a financial advisor at Strategic Planning Group with 10 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Pursche Kaplan Sterling Investments and Cambridge Investment Research. In addition to his advisory role, he is also a licensed independent insurance agent. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, model portfolios, and access to third-party managers.

Michael Brown is a CFP® with nine years of industry experience, currently serving as a principal at Jacobsen Capital Management since 2016. He previously worked at Wise Company for one year. Outside of his advisory role, he holds a controlling interest in MTN Capital Investments, a holding company. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm combines strategic and tactical asset allocation with long-term and value investing techniques and employs quantitative tools and third-party SMA managers to align portfolios with client objectives.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research, among others. He also serves as an officer and director at Action Recovery Group, where he manages operations and provides lectures and counseling. Strategic Planning Group is a fee-based financial planning and investment management firm that oversees approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management and access to third-party managers using technical and cyclical analysis, along with tax-aware strategies.

Scott Weissman is a CFP® with 29 years of experience in the financial industry. He has worked at Matrix Private Capital Group since 2019, following ten years at Morgan Stanley Smith Barney and four years with Morgan Stanley Private Bank. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach emphasizes strategic diversification and risk management across traditional and alternative asset classes, often implementing client portfolios through highly-vetted third-party managers and sponsoring private special purpose co-investment vehicles.

Alexander Lewis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at the Financial Wellness Center at the University of Utah and involvement with the LDS Church. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, managing accounts primarily on a discretionary basis through a platform relationship with TownSquare Capital.

C Richard Hopkins is a financial advisor at TrueNorth Wealth with nine years of industry experience and a Series 65 credential. He concurrently serves as President of C. Richard Hopkins, MD PC, where he works as a physician. TrueNorth Wealth serves individual and high-net-worth clients, including physicians and business owners, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation and portfolio construction strategies tailored to client needs.

Scott Cheshire is an investment advisory representative with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with several firms including Cetera Wealth Services and Cetera Advisor Networks. Outside of advisory work, he is a member of the ENRG Layton Hills networking group, where he conducts weekly meetings and supports chapter growth. 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. The firm combines fundamental analysis with advanced planning tools and often utilizes sub-advisors to manage client portfolios.

Carrie Kerr is a financial advisor with Albion Financial Group in Salt Lake City, UT. She holds a Series 65 designation and has 19 years of industry experience. Kerr has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm uses a fundamentals-driven, long-term investment process and manages multiple private funds while offering fiduciary retirement plan services and standalone financial consulting.

Taylor Wagner is a financial advisor at Interwise with a Series 66 designation and five years of industry experience. His prior work includes roles at Chauner Securities, Valued Wealth Advisors, Vonderharr Wagner Associates, Independent Financial Group, and KPMG. Outside of his advisory work, Wagner performs as a member of a band. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and combines in-house management with third-party managers and alternative investments.

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing from 2021 to 2023 and spent a decade with Real Madrid Baloncesto. Outside of his advisory role, Carroll is involved in agricultural business through Carroll Ranches LLC, a cattle ranch, which he co-owns with his spouse. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm offers customized, risk-adjusted asset allocations that integrate both active and passive strategies alongside quantitative and qualitative selection methods.

Jordan Hadfield is a CFP® professional with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He has worked at Securities America, Inc. and OSAIC, and maintains a long-standing interest in photography as a professional photographer. Jordan is also a notary, providing document notarization services to clients. Smedley Financial Services, Inc. is a six-advisor team managing $396 million in discretionary assets, offering fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented investment approach emphasizing lifetime income planning and proactive portfolio management using diversified assets implemented through model portfolios and third-party managers.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 23 years of industry experience. He has been with Albion Financial Group since 1982. Outside of his advisory role, he serves as the part-time Chief Financial Officer for Alta Lodge Corporation, a family-owned hotel and ski lodge business. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Kyle Glover is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Three Seasons Wealth. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he is involved as a member and manager in private investing entities. 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 employs a risk-adjusted, tax-aware approach that combines active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.

Jake Elm is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Dentist Advisors since 2018 and previously spent two years at La Jolla Groves. Elm also has experience teaching at Utah Valley University. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for around 752 clients. The firm combines discretionary investment management with wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing model portfolios based on Modern Portfolio Theory.