Jonathan Potter is a Series 65-licensed advisor at PracticeCFO Investments with one year of industry experience. Prior to joining PracticeCFO, he held roles at JSP Services LLC, GoReact, HG Insights, Boostability, and Omadi. Outside of his advisory work, he consults for Coburn Analytics Inc., providing bookkeeping and strategic CFO services to technology sector companies. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts with investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach centered on low-cost ETFs and combines passive core exposure with tactical asset allocation.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds the Series 65 designation and has worked at multiple firms including FOUNDATIONS INVESTMENT ADVISORS, Stauffer Retirement Planning, and Teton Wealth Group. He is also involved in Annuity and Life Insurance sales through Wasatch Retirement Planning. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies, including options and derivatives trading, using documented investment policies and sub-advisory programs.

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 Series 65 licensed financial advisor with seven years of industry experience. He is currently with Teton Wealth Group LLC, where he has worked since 2020, and also has roles with Sowell Management Services and D & M Financial, LLC, the latter being a business he manages primarily for bookkeeping and tax organization. Additionally, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products company. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a portfolio management team that uses fundamental, cyclical, and technical analysis to build model portfolios tailored to clients’ financial situations and risk tolerances.

Brandon Roper is a financial advisor with Stronghold Capital Partners LLC in South Jordan, UT, holding Series 63 and Series 65 licenses and three years of industry experience. He owns Ledger Expert LLC, where he provides accounting, investments, and financial planning services. Prior to joining Stronghold Capital Partners, he worked at Nations Creations and Black Rifle Coffee Company. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm operates a solicitor-centric model, recommending third-party managers and offering ongoing monitoring and reporting.

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.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has been with Decker Retirement Planning since 2017 and previously worked at Leap Innovations for one year. Decker Retirement Planning provides personalized retirement and comprehensive financial planning as well as discretionary investment management to individuals and various types of organizations. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, requiring all clients to complete a financial planning process before asset management services.

Michael Berry is a CFP® professional with 13 years of experience, currently serving at Net Worth Advisory Group, LLC since 2013. He holds Series 66 and Series 65 licenses. 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 back-tested model allocations, managing accounts on both discretionary and non-discretionary bases.

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.

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

Liam Elliott is a financial advisor with New Millennium Group in Sandy, Utah, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Bright Planet Solar, Fidelity Investments, and Solcius LLC. New Millennium Group is a team of 13 advisors managing approximately $257 million across various client types, including high-net-worth individuals and charitable organizations. The firm employs a three-level investment process and offers discretionary and non-discretionary portfolio management, retirement-plan advisory, and estate document coordination services.

Brooke Wolverton is a financial advisor with Jacobson & Schmitt Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Jacobson & Schmitt Advisors in 2021, she worked at Utah Valley University, DoTerra, Deseret Book, and Leiden Church. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a responsibility and conscious investing philosophy, focusing on fundamental analysis and a long-term, all-cap equity approach combined with bonds for stability.

Jared Prazen is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hedgehog Investments and Stronghold Wealth Partners. Outside of advisory work, he is also an insurance agent transacting insurance-related products through Stronghold Wealth Partners. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends and monitors third-party managers and operates a solicitor-centric business model with a multi-office team structure.

James Dowd is a CFA® charterholder with 22 years of industry experience, currently serving at North Capital in Salt Lake City, UT. He has held roles at multiple North Capital entities since 2008 and has additional experience with Mobility Securities LLC and Public Brokers, LLC. Outside of his advisory work, Dowd serves as chairman of the board for Crystal Springs Ranch, Inc. and holds board positions with Triangle R Management Co. and Guardd, Inc. 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 incorporating quantitative risk models and proprietary analytics, and it offers both traditional and alternative investment vehicles alongside technology-driven advisory platforms.

Neal Hansen is a CFP® professional with nine years of industry experience, currently affiliated with Net Worth Advisory Group, LLC. His prior experience includes a nine-year tenure at The Vanguard Group and two years at Utah Valley University. Neal holds the Series 66 designation. Net Worth Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, conducting semi-annual client reviews with detailed written materials.

Mark Burgon is a CFP® with 26 years of industry experience. He is associated with Navigate Private Wealth, LLC and has worked at Allegis Investment Services since 2014. Burgon's prior experience includes a decade at Allegis Investment Services, and he holds the Series 66 license. 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 provides comprehensive portfolio management and financial planning services, using quantitative optimization and diversified investment strategies that include ETFs, mutual funds, and private equity.

Jacob Watkins is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to joining TrueNorth Wealth, he worked in welding and the bicycle retail industry and has experience in education roles at Brigham Young University and Bingham High School. 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 offers comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction while maintaining primarily non-discretionary management for individual accounts.

Darren Woodward is a financial advisor at Teton Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Teton Wealth Group since 2022. Prior to that, he held roles at the University of Kentucky and Arizona State University. Teton Wealth Group is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach using a range of investment vehicles and analytical methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kathleen Willham is a financial advisor at Financial Network Wealth Advisors LLC with one year of industry experience. She holds the Series 66 designation and has worked with K & J Wealth LLC, Cetera Wealth Services, LLC, and Plan 4 Wealth. 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, also offering retirement plan advisory services. The firm employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client accounts.