William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. 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 a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

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.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with nine years of industry experience. He worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across various portfolios and incorporates alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Dennis Overstreet is a financial advisor with Openair Financial, LLC in Midvale, Utah, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Mercer Global Advisors, Lake Point Advisory Group, AE Wealth Management, and Secure Retirement Planning. He is also involved in insurance sales through OpenAir Advisory, LLC, dedicating approximately 10% of his time to this activity. Openair Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach is based on fundamental analysis with discretionary strategies tailored to client goals and risk tolerance.

Curtis Lingren is a financial advisor at Alta Capital Management LLC in Salt Lake City, UT, holding a Series 65 credential with seven years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, he is the sole owner of Teton Research Group, LLC, which assists individuals in recovering unclaimed property held by government agencies. Alta Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment approach supported by proprietary quantitative models and integrates responsible-investing practices across its strategies.

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 licenses and has worked at firms including Founders Financial Securities and LPL Financial. Outside of her advisory role, she serves as a boys youth lacrosse coach and is a board member of the Utah Retirement Systems. Lone Peak Advisers manages approximately $125 million for individuals, trusts, estates, retirement plans, and small businesses, utilizing a combination of fundamental, technical, and statistical analysis to guide portfolio construction and tactical adjustments.

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 with 26 years of industry experience. He has been with Smedley Financial Services Inc since 2003 and currently serves as Chief Investment Strategist. He also has experience with Securities America Inc and volunteers with the Church of Jesus Christ of Latter-day Saints, assisting with meeting planning and other activities. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and a time-horizon based process, utilizing diversified portfolios through mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts tailored to client objectives.

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 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including H. Beck, Inc., Legacy Planning Group, and UBS Financial Services. Outside of his advisory role, he is a licensed insurance agent and a mortgage loan originator. LPG Capital Management provides discretionary investment supervision and financial planning services to individuals, high-net-worth clients, trusts, estates, and various institutions. The firm employs a combination of fundamental and technical analysis to manage portfolios across multiple asset classes and emphasizes ongoing account monitoring with adjustments based on market conditions.

Jose Biton is a Series 65-licensed advisor with Albion Financial Group in Salt Lake City, UT. He has 24 years of industry experience and has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary investment management and financial planning for individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment approach and manages multiple private funds while also offering fiduciary retirement plan services and standalone financial consulting.

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 six years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2020. In addition to his advisory role, Royter is an independent agent for Premier Advisors, LLC, where he applies for and services health and pure term life insurance policies. Lone Peak Advisers provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm uses a combination of fundamental analysis and technical signals to guide intermediate-term investment strategies, constructing portfolios with ETFs, mutual funds, individual equities, and variable annuity sub-accounts.

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.