Mikal Aune is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Smedley Financial Services Inc since 2006 and also worked at Securities America, Inc from 2006 to 2024. He is based in Salt Lake City, UT. Smedley Financial Services, Inc. provides 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 approach to lifetime income planning and typically constructs diversified portfolios using various investment vehicles, offering continuous asset management and fiduciary services through a six-advisor team.

Celia Boyle is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to entering the financial advisory field, she worked for 12 years at Spy Hop Productions. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages investments primarily through in-house model portfolios and maintains a formal Investment Committee to oversee portfolio construction and monitoring.

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.

Bailee Tate is a financial advisor at North Capital with four years of industry experience. She holds a Series 66 designation and has previously worked at Brigham Young University Idaho and the Research and Business Development Center. Tate is also involved with North Capital Investment Technology, which holds certain intellectual property assets for North Capital Group companies. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach, utilizing mutual funds, ETFs, and quantitative risk models to construct diversified portfolios.

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.

Jeffrey Zesiger is a CFP® professional with 20 years of experience in financial advising. He has been with Physician Wealth Advisors, Inc. (formerly Uma Financial Services) since 2009. The firm serves members of the Utah Medical Association and their families, focusing on discretionary investment management, financial planning, and retirement-plan consulting. Physician Wealth Advisors specializes in broadly diversified portfolios and tax-aware strategies, often incorporating alternative investments and digital assets when appropriate.

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.

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.

Eric Halvorsen is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2013. The firm primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. Their investment approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client service model that includes ongoing portfolio monitoring and educational resources under ERISA/IRC fiduciary standards.

Adam Cook is a financial advisor with Everspire in Midvale, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in the entertainment sector through music performance and recording with The Nogusman, LLC. Everspire provides investment advisory and wealth management services to individuals, families, trusts, and institutions, utilizing diversified portfolios and third-party managers. The firm integrates technology, including AI-enabled tools, while maintaining human oversight, and offers services such as discretionary portfolio management and retirement-plan 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.