Heath Heavy is a CFP® with three years of industry experience, currently serving as a financial advisor at Albion Financial Group in Salt Lake City, UT. He previously worked at LPL Financial LLC, Geneos Wealth Management, and has experience supporting independent advisory firms. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds using a combination of fundamental, technical, and cyclical analysis and offers ERISA 3(38) fiduciary retirement-plan services.

Jason Haymore is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and no prior industry experience. He has worked as an attorney at Pearson Butler since 2018, a law firm he owns alongside Elysium Wealth Management under Elysium Holdings, LLC, where he practices law and estate planning. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement advice, and wealth consulting.

Justin Hansen is an investment advisory representative with Financial Network Wealth Advisors LLC and holds Series 65 and Series 63 credentials. He has eight years of industry experience, including positions at Cetera Wealth Services, LLC and Key Bank. Outside of his advisory role, Hansen serves as a football coach at Bingham High School. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a process combining fundamental analysis, Monte Carlo planning, and efficient-frontier portfolio construction, managing over $515 million in assets across a six-advisor team.

William Johnson is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and two years of experience. He previously worked at The Cynosure Group and has a background that includes positions at the University of Utah and Northcrest Country Club. Cynosure Portfolio Advisors serves individual advisory clients, focusing mainly on retail, non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and providing consolidated reporting across liquid and illiquid holdings.

Samuel Walker is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in operations management for a company providing restroom trailer rentals. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a variety of investment approaches and utilizes third-party platforms to support portfolio implementation and account reviews.

Nicholas Carrigan is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Tencap Wealth Coaching, a team-based firm, and previously operated as a sole proprietor. Outside of his advisory role, he owns Wealtharbor, LLC, which provides business consulting to advisors and offers fixed insurance products. Tencap Wealth Coaching delivers discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management based on client goals and risk tolerances and maintains co-advisory relationships with other investment advisers.

Connor Humphrey is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wealth Foundations Partners, he worked at HedgeCo Securities LLC, DriveWealth LLC, and Fidelity Investments. Outside of his advisory role, he is involved in selling various life insurance products through Ash Brokerage. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, pension consulting, and financial planning, employing a range of investment approaches including modern portfolio theory, quantitative, fundamental, and technical analysis.

Cade Pack is a Series 65-licensed advisor with Net Worth Advisory Group, LLC, where he has worked for two years. He previously held roles at Lincoln Financial Advisors and Ameriprise, and has experience in construction and education. Cade also served with the Church of Jesus Christ of Latter Day Saints from 2019 to 2021. 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 and uses asset allocation strategies implemented across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kristina Donahoo is a financial advisor at Net Worth Advisory Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Net Worth Advisory Group since 2015. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm provides both discretionary and non-discretionary portfolio management across a range of investment vehicles and emphasizes a financial planning process that includes in-depth profiling, written plans, and semi-annual account reviews with detailed performance reporting.

Nirvon Mahdavi is a CFA® charterholder with six years of industry experience, currently serving at ALTA Capital Management LLC in Salt Lake City, UT. He has been with ALTA Capital Management since 2016 and previously worked at the University of Utah from 2012 to 2017. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process with proprietary quantitative screening and an Earnings Analysis model, offering a range of strategies including equity, fixed income, and balanced mandates.

Collyn Kirry is a financial advisor with New Millennium Group, holding a Series 65 designation and four years of industry experience. He has been with New Millennium Group since 2017 and previously worked at HomeMaker from 2014 to 2018. 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 and customizes strategies using tools such as Riskalyze, offering portfolio management, financial planning, retirement-plan advisory, and estate-document coordination services.

Nathan Salisbury is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Beacon Financial Planning, LLC since 2016. Prior to his advisory role, he worked briefly in the automotive industry and was involved with Aloha Ski & Snowboard Rental for two years. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to a range of clients including individuals, pension plans, trusts, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering and global diversification, typically utilizing no-load mutual funds and ETFs.

David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.

Austin Mcchesney is a financial advisor at Ashworth Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Royal Alliance & Associates Inc and Fidelity Investments. Outside of his advisory role, he participates as a community advisor member for a startup focused on building local awareness and providing feedback on its application. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm primarily coordinates with third-party money managers, focusing on structured asset allocation using passive index and ETF positions combined with selective active managers.

Hunter Horrocks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Canyon Home Care and Hospice and Utah Tech University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include oversight of sub-advisers and advisory roles to multiple registered investment companies.

Sean Snow is a financial advisor at Teton Wealth Group LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at NFP Retirement, Fidelity Investments, and Utah Valley University. Outside of his advisory role, he holds an insurance producer license and engages in the sale of insurance products on a limited basis. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach tailored to each client’s financial situation and utilizes fundamental, cyclical, and technical analysis in its investment process.

Jeffrey Wood is a financial advisor at Elysium Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Elysium Wealth Management since 2021 and previously held roles at Common Sense Financial and AMP Security, where he oversaw finance and accounting activities for a home security business. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, providing financial planning, portfolio management, retirement plan advice, and wealth consulting.

Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at First Citizens Investor Services, SVB Wealth LLC, and KeyBank. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers specialized corporate and tax-related planning services.

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. 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 combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience that includes roles in education and community organizations such as Wasatch High School Baseball and the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes comprehensive financial plans, structured periodic reporting, and the use of back-tested model allocations in managing client portfolios.