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 currently with The Norden Group LLC and also serves as a CPA at Layton & Associates, where she provides tax and accounting services. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm utilizes model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

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 with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Pursche Kaplan Sterling Investments and Cambridge Investment Research. Outside of advising, he works as an independent insurance agent. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm offers customized asset management through in-house models or third-party managers, uses technical and cyclical analysis in security selection, and employs software and AI tools to support client services.

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. He has held roles at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research and has managed his own business entities such as Craner Holdings, LLC. Outside of advisory work, he is an officer and director at Action Recovery Group, where he provides management, lectures, and counseling. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios using in-house models and third-party managers, incorporating technical and cyclical analysis, as well as occasional exposure to emerging asset classes.

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 a financial advisor with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC, among others. Outside of his advisory work, he is a member of the Layton Hills Chapter of ENRG, where he conducts weekly meetings and supports chapter growth. Financial Network Wealth Advisors LLC provides discretionary and non-discretionary 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 combines fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction to align investments with client goals and risk tolerance.

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 at Everspire with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including MHL Investments and Lionshare Financial Group. Outside of his advisory role, he is active in music as a performer and artist through his involvement with The Nogusman, LLC. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers diversified portfolio management with allocations across equities, fixed income, cash, and alternative strategies, often utilizing third-party and affiliated managers along with AI-enabled tools for research and operations.

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.

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing and spent ten years with Real Madrid Baloncesto. Outside of financial advising, Carroll co-owns a cattle ranch business in Wellsville, Utah. 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 offers customized, risk-adjusted, tax-aware asset allocations using both active and passive strategies, and incorporates third-party managers and trading models where appropriate.