Hunter Horrocks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Canyon Home Care and Hospice and Utah Tech University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include oversight of sub-advisers and advisory roles to multiple registered investment companies.

Sean Snow is a CFP® certificant with four years of industry experience, currently advising at Teton Wealth Group LLC. His prior roles include positions at Fidelity Investments, NFP Retirement, and Utah Valley University. Outside of advisory work, he holds a Utah insurance producer license and engages in insurance product sales on a limited basis. Teton Wealth Group serves individual clients and retirement plans by providing discretionary and non-discretionary investment management, model portfolios, and consulting services. The firm employs an active, allocation-driven approach that integrates various analysis methods and includes structured and market-linked products in its offerings.

Jeffrey Wood is a financial advisor at Elysium Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Elysium Wealth Management since 2021 and previously held roles at Common Sense Financial and AMP Security, where he oversaw finance and accounting activities for a home security business. 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, providing financial planning, portfolio management, retirement plan advice, and wealth consulting.

Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at First Citizens Investor Services, SVB Wealth LLC, and KeyBank. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers specialized corporate and tax-related planning services.

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. 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 combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience that includes roles in education and community organizations such as Wasatch High School Baseball and the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes comprehensive financial plans, structured periodic reporting, and the use of back-tested model allocations in managing client portfolios.

Remington Adams is a Series 65 licensed advisor at New Millennium Group with no prior industry experience before joining the firm. He has worked at New Millennium Group since 2023 and has held various non-financial roles at companies including ClickUp, Weave HQ, and Canopy. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm uses a multi-level investment process incorporating equities, ETFs, and debt securities, and employs tools like Riskalyze to tailor strategies to client risk tolerance.

Benjamin Satterfield is a financial advisor at Regatta Capital Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Capital Securities, LLC for five years before joining Regatta Capital Group in 2020. Regatta Capital Group is an SEC-registered advisory firm that serves individual and high-net-worth clients, institutional investors, and a range of entities including pension plans and charitable organizations. The firm employs a long-term, fundamental analysis investment approach and offers services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation through a third party.

Jared Stubbs is a financial advisor at Narus Financial Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Creative Planning, Guardian Wealth Management, Charles Schwab, and Goldman Sachs. He has been with Narus Financial Partners since 2014. Narus Financial Partners is a team-based, SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm provides discretionary asset management, investment consulting, and written financial planning, using a combination of fundamental, qualitative, technical, and quantitative analysis along with both strategic and tactical asset-allocation approaches.

Kristy Larm is a CFP® professional with over 16 years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She previously worked at Wilson Financial Advisors from 2010 to 2026 before joining her current firm. Hendershott Wealth Management provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm offers portfolio management, financial planning, financial coaching, and pension consulting, focusing on non-discretionary strategies that emphasize mutual funds, ETFs, and long-term investment approaches.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wasatch Retirement Planning and FOUNDATIONS INVESTMENT ADVISORS, llc. Outside of advisory roles, he is involved in annuity and life insurance sales. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals and charitable organizations, managing approximately $84.1 million in client assets. The firm employs a range of investment strategies, including options and derivatives trading, supported by fundamental and quantitative analysis.

Richard Smith is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. 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, back-tested model allocations, and offers client seminars as part of its comprehensive approach.

Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.

Douglas Ferrell is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 credential and eight years of industry experience. His career includes roles at Teton Wealth Group, Sowell Management Services, New Millennium Group, AE Wealth Management, and New Millennium Insurance Group. Outside of his advisory work, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products business. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach that integrates multiple analysis methods and coordinates with clients’ other advisers as part of its financial planning process.

Brandon Roper is a financial advisor at Stronghold Capital Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and is the owner of Ledger Expert LLC, where he provides accounting, investment, and financial planning services. Prior to joining Stronghold, he held positions at Nations Creations, Black Rifle Coffee Company, Bancwest Investment Services, and Morgan Stanley. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Riley Hendrickson is a financial advisor with Navigate Private Wealth, LLC in Draper, UT, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Navigate Private Wealth since 2016. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individual and high-net-worth households, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, pension consulting, and estate planning through its Estate Guru platform, employing quantitative optimization and diversified investment strategies.

Daniel Lasky is a financial advisor with Alta Capital Management LLC in Salt Lake City, holding a Series 65 credential and three years of industry experience. His prior work includes roles at DriveTime Automotive Group, Micron Technology, U.S. Bank, and Boise State University. Alta Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and participates in a variety of strategies and platforms, including sub-advisory roles for registered funds and the use of advanced techniques such as derivatives and AI-assisted models.

Michael Berry is a CFP® professional with 13 years of experience in financial advisory services. He has worked at Net Worth Advisory Group, LLC since 2013 and previously held a position at UBS Financial Services from 2007 to 2008. He holds the Series 65 and Series 66 designations. Net Worth Advisory Group provides financial planning and portfolio management to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, offering comprehensive plans and ongoing investment management.

Joseph Pitts is a CFP® with 13 years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC since 2012. He is involved in several volunteer activities including fundraising for Guardsmen Charity Group, volunteering as a financial planner for America’s Mighty Warriors, and instructing at United Krav Maga. He also contributes time to Big Brothers Big Sisters of Utah. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled funds. The firm emphasizes risk management, global diversification, tax-aware techniques, and utilizes private credit, private equity, and real estate strategies within its investment approach.

Thomas Melburn is a financial advisor at Everspire with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cambria Capital, OPTIONiQ, and Kingswood Wealth Advisors. In addition to his advisory role, Melburn receives referral fees from TomiPlan, a financial planning 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 through a dedicated advisor model and an investment process that combines quantitative and fundamental analysis.