Huayi Wang is a financial advisor with New Millennium Group in Sandy, UT, holding a Series 65 designation and one year of industry experience. Wang previously worked at Morgan Stanley and has held various roles in financial and community organizations, including Utah Community Credit Union and the Utah Central Association of REALTORS. 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 focused on broad asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to customize portfolios.

Matthew Walker is a financial advisor at Interwise with 12 years of industry experience. He holds a Series 65 designation and has worked at Valued Wealth Advisors and Independent Financial Group. Outside of financial advising, he is involved in developing and managing assisted living facilities through multiple business ventures and serves as a mortgage loan officer. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm builds tailored, diversified portfolios using a mix of individual securities, managed accounts, and alternative investments, supplementing in-house management with third-party relationships and maintaining a comprehensive review process.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Acquire Consult LLC, Raymond James Financial Services Advisors, and Holman Investments and Planning. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and a broad range of investment strategies, with formal account reviews conducted at least annually.

William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. 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 uses a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

Robert Woods is a financial advisor with Ashworth Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ashworth Wealth since 2018 and previously at Ashworth & Empay Financial, LLC. Outside of his advisory work, Woods serves as an adjunct professor at LDS Business College, teaching courses in sales and personal finance. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans with comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically uses third-party money managers, including the Osaic Wealth, Inc. platform, employing a structured asset allocation strategy focused on passive index funds and ETFs with selective active fund inclusion.

Devin Frampton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Everspire. His prior experience includes roles at Keller Williams Westfield and Guerrilla Advisors, LLC. Outside of his advisory work, he is involved with Penny Lane HOA and has entrepreneurial experience through ownership of a holding company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services with a goals-based, liability-driven approach.

Amoree Farnsworth is a CFP® professional with six years of industry experience, currently serving as an advisor at Net Worth Advisory Group, LLC. Prior to joining Net Worth Advisory Group in 2020, she worked at Blue Barn Wealth & Financial Planning Office for three years. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations as part of its review process, managing accounts on both discretionary and non-discretionary bases.

Clayton Bradshaw is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Decker Retirement Planning Inc. since 2017 and previously spent seven years at Craig Swapp & Associates. Decker Retirement Planning provides personalized retirement and comprehensive financial planning along with discretionary investment management to a broad client base, including individuals, retirement plans, trusts, and business entities. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, with a prerequisite financial planning process and a $300,000 account minimum.

Dennis Overstreet is a financial advisor with Openair Financial, LLC, holding a Series 65 designation and 12 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Advisory Group, AE Wealth Management, and Secure Retirement Planning. He also dedicates part of his time to insurance sales through OpenAir Advisory, LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves fundamental analysis and a combination of long-term holdings and active trading, with client portfolios reviewed at least quarterly for suitability and tax-loss harvesting.

Curtis Lingren is a financial advisor at ALTA Capital Management LLC in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, Lingren owns Teton Research Group, LLC, a company that locates owners of unclaimed property and helps recover funds held by government agencies. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment process supported by proprietary quantitative screening, earnings analysis, and committee review, and offers a range of strategies including equity and fixed-income mandates.

Samuel Schofield is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. Prior to his advisory roles, he worked for nine years in construction at Scott Schofield Construction. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, held-away account management, and advisory services for private funds, utilizing strategies that include individual securities, derivatives, and tax-efficient rebalancing.

Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory work, Warnock coaches boys youth lacrosse and serves on the Utah Retirement Systems Board. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental analysis with technical market signals to adjust allocations across various asset types, employing strategies such as short positions and options to manage risk and pursue returns.

Justin Mcintyre is a financial advisor at Financial Network Wealth Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and NPB Financial Group, LLC. Outside of advisory work, he owns and operates an e-commerce business selling wood engraved products. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm manages over $515 million in assets using a combination of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction, frequently engaging sub-advisors while maintaining primary client oversight.

Ryan Tucker is a Series 66-licensed financial advisor with Everspire who has 13 years of industry experience. He has worked at M. H. Leblang, Inc. since 2018 and has been with Everspire since 2017, in addition to prior roles at DFPG Investments and TD Ameritrade. Outside of his advisory work, he is involved in music performance and owns a medical industry marketing brokerage that connects medical supply providers with healthcare facilities. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, employing a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and quantitative and fundamental portfolio analysis.

Lynn Gilbert is a financial advisor with Drive Wealth Advisers, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is a partner and CEO of E. Excel USA, LLC, a dietary supplement company, and also operates Gilbert & Stewart, a CPA firm. His prior experience includes roles at Magellan Capital LLC and Knox Capital Advisors, LLC. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies, including equity, derivatives, and structured products.

James Derrick Jr. is a CFA® charterholder and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Smedley Financial Services, Inc. since 2003 and serves as the firm’s Chief Investment Strategist. Derrick also volunteers with the Church of Jesus Christ of Latter-day Saints, assisting in meeting planning and other community activities. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented, proactive investment approach focused on lifetime income planning, managing nearly $397 million in discretionary assets through a six-advisor team.

Chase Redd is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT. He holds a Series 65 credential and has been with Narus Financial Partners since 2025. Prior to joining the firm, his work experience includes roles at Enterprise, Watkins Printing, and International Paper. Narus Financial Partners is a team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis in its investment approach and offers discretionary and non-discretionary management, employing strategies such as option-writing and margin transactions uncommon among peer firms.

Lowell Crabb is a CFP® with 15 years of industry experience, currently serving at Drive Wealth Advisers. His prior experience includes roles at Cambridge Financial Center and operating his own firm, Crabb Financial, LLC. He also manages several non-investment related businesses, including an insurance agency and an accounting services firm. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, with a focus on customized, goals-based asset allocation and ongoing monitoring. The firm offers a broad range of investment strategies and maintains multiple affiliated businesses under a common holding company, including insurance, accounting, and private real estate interests.

Davis Bean is a financial advisor at Private Advisory with a Series 65 designation and two years of industry experience. He has held roles at Private Advisory Group LLC since 2023 and has experience working with academic institutions including Utah Valley University and Brigham Young University Idaho. Private Advisory provides personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and a variety of instruments such as structured notes, options, and private placements. The firm manages most assets on a discretionary basis and offers performance-based fee arrangements for qualified clients.

Joshua Ripley is a financial advisor at Drive Wealth Advisers with a Series 65 designation and one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at Red Rock Management Co. and Foresight Wealth Management. He is also the owner of JMR Management, LLC, a client service consulting business. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and portfolio management that includes a broad range of investment strategies and family office services.