Michael Owen is a financial advisor at LPG Capital Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Group and IFS Securities Inc. since 2008. He also serves as the compliance officer at LPG Capital Management. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, 401(k) plans, pensions, charitable organizations, and corporate entities, using a model-driven approach that blends fundamental and technical analysis.

Thatcher Schwendiman is a financial advisor with New Millennium Group in Sandy, Utah. He holds a Series 65 credential and has recently entered the industry, joining New Millennium Group in 2026 after a brief tenure at Strategic Retirement Partners. His background includes roles in academia at Utah Valley University and the University of Utah, as well as experience outside finance with the Church of Jesus Christ of Latter-Day Saints and in retail. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and trusts. The firm manages approximately $257 million across 881 client relationships, employing a three-level investment process that combines asset allocation, security selection, and risk management, utilizing tools such as Riskalyze to tailor portfolios.

Bryon Powell is a financial advisor with New Millennium Group in Sandy, UT. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining New Millennium Group in 2021, he worked at Fidelity Brokerage Services and Brick Canvas. Powell also works as an insurance agent offering life and health products for various carriers. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing equities, ETFs, debt securities, and third-party managers where appropriate.

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. 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 blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.

Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.

Michele Olsen is a financial advisor at M2 Financial LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning for individuals, including high-net-worth clients, and charitable organizations. The firm uses documented investment policies and a range of strategies including fundamental and quantitative analysis, options, and derivatives, and maintains regular portfolio reviews.

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 at Financial Network Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Key Bank. Hansen also serves as a football coach at Bingham High School. Financial Network Wealth Advisors LLC provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets and employs a process that combines fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction.

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 seven years of industry experience, currently serving at Alta Capital Management LLC since 2016. Prior to joining Alta Capital, he worked at the University of Utah from 2012 to 2017. Alta Capital Management provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, investment companies, and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment approach, integrating proprietary quantitative screening, an Earnings Analysis model, and an Alta Intrinsic Value framework to construct concentrated portfolios.

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 Series 63 and Series 65 credentials and three years of industry experience. He has worked at several firms, including Transitional Brokers, OneAmerica Securities, and Ausdal Financial Partners. Outside of his advisory role, he operates an interior design advisement company, Shackelford Interiors LLC. Lone Peak Advisers provides portfolio management and financial planning services to individuals, trusts, estates, retirement plans, and small businesses. The firm manages approximately $125 million across 900 client relationships using a combination of fundamental, technical, and statistical analysis to guide investment decisions.

Austin McChesney is a financial advisor at Ashworth Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Royal Alliance & Associates Inc, and Tyro Golf. Outside of his advisory role, McChesney contributes as a community advisor member for a technology startup focused on building local engagement. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing wealth management, financial planning, and retirement plan consulting. The firm uses a structured asset allocation approach that combines passive index and ETF core positions with selectively added active managers, coordinating investment implementation through third-party money managers rather than exercising discretionary trading authority directly.