Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Legacy Wealth Management, Paradigm Life, and Filament Insurance. In addition to his advisory work, he serves as an adjunct professor at Brigham Young University–Idaho and operates an accounting consultancy and a life insurance business. Altura Private Wealth LLC serves individual clients, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing model portfolios and third-party managers.

Todd Kearney is a financial advisor at ALTA Capital Management LLC with three years of industry experience. He holds Series 63 and Series 65 registrations and has been with Alta Capital Management since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients, including high-net-worth investors and investment companies. The firm follows a quality-growth, bottom-up investment process that incorporates proprietary quantitative screening, earnings analysis, and an intrinsic value framework to build concentrated portfolios.

William Gochnour is a financial advisor at Dentist Advisors in Salt Lake City, UT, with eight years of industry experience. He holds a Series 65 designation and has worked at Dentist Advisors since 2018. Prior to that, he was employed at Orca Health for three years. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach to discretionary model portfolios and offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education programs.

Zachary Riley is a Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT, bringing one year of industry experience. His prior experience includes roles at Rockefeller Capital Management, Dexian, Mirador, Brown Brothers Harriman, and Crews and Associates. Albion Financial Group offers discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, employing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds and provides fiduciary retirement plan services and standalone financial consulting.

Therese Milad is a CFP® with 40 years of industry experience, currently serving as an investment advisory representative at Financial Network Wealth Advisors LLC. She has a long tenure in the financial services industry, including over two decades with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Milad is active in community and professional organizations, including membership in the Rotary Club of Sugarhouse, UT, and participation on the Financial Planning Association’s pro bono committee, where she teaches financial planning to community groups. 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 employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client assets and offering ERISA plan advisory services in a limited-scope 3(21) capacity.

Sarah Bird is a CFP® professional with nine years of industry experience, currently with Albion Financial Group in Salt Lake City, UT. She 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 private funds and employs a combination of fundamental, technical, and cyclical analysis to pursue long-term trading strategies while maintaining flexibility for short-term trades.

John Guilds is a financial advisor at Colorado Financial Service Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Emerson Equity LLC, Finalis Securities LLC, and MUFG Securities Americas Inc., as well as operating his own law office focusing on real estate and estate planning. He is also active as a real estate agent with Guild Real Estate Group. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, with both discretionary and non-discretionary account management options.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles across several companies prior to his current position. Outside of advising, he owns and operates a Turo rental car business. 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 employs a range of investment approaches and utilizes third-party platforms for portfolio implementation and account management.

Nicholas Roberts is a financial advisor at Iron Gate Global Advisors with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for 21 years. Roberts joined Iron Gate Global Advisors in 2026 as part of an eight-advisor team based in North Salt Lake, Utah. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning. The firm’s investment process emphasizes fundamental analysis and a business-owner orientation, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Spencer Nelson is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Iron Gate Global Advisors in 2018, he worked at Utah State University from 2016 to 2018. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, with an investment approach focused on fundamental analysis, intrinsic-value investing, and the use of model portfolios combined with options strategies and margin within defined guidelines.

Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as 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, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.

Landon Malo is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with two years of industry experience. His prior roles include work at Vision Graphics and serving as a service missionary. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for about 200 clients, primarily individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines multiple analytic approaches in its investment process and employs both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Carter Allen is a CFA® charterholder with six years of industry experience, currently serving at Alta Capital Management LLC in Salt Lake City. He has held various roles since 2016, including positions at the University of Wisconsin Madison, Geneva Capital Management, and Isthmus Partners LLC. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process with proprietary quantitative tools. The firm also serves as adviser or sub-adviser to registered funds and integrates responsible investing and AI-assisted models in certain strategies.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

Raygn Robertson is a financial advisor at Altura Private Wealth LLC with a Series 65 credential and one year of industry experience. Prior to joining Altura Private Wealth, he was affiliated with Legacy Wealth Management, LLC. Outside of financial advising, he has involvement with R-AG Farms. Altura Private Wealth LLC serves a range of clients including individuals, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and access to third-party money managers, with a focus on tailored advice through model portfolios and direct management.

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart and several firms in the physical therapy and smart home sectors. Webb is also a licensed insurance agent involved in the sale of life insurance products. Teton Wealth Group LLC is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach, utilizing a range of investment vehicles and regular portfolio monitoring.

Mathew Park is a financial advisor at Strategic Planning Group in Bountiful, UT, holding a Series 65 designation with one year of industry experience. His background includes roles at Seven Multi-Site Solutions and CoolSys in the refrigeration and HVAC sectors, as well as entrepreneurial experience with LuxBuilt LLC. 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, offering customized portfolio management and access to third-party managers, employing technical and cyclical analysis along with tax-aware strategies.

Jacob Lingard is a CFP® and ChFC® with five years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously held roles at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Chris Machesney is a CFP®, CFA®, and Series 66-licensed financial advisor at ALTA Capital Management LLC with three years of industry experience. His prior roles include positions at Key Private Bank and Russell Investments. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, utilizing a quality-growth, bottom-up investment process combined with proprietary quantitative tools and an Investment Committee review. The firm also integrates responsible-investing practices and offers access to strategies involving sub-advisers, derivatives, and AI-assisted models.