Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.

Landon Malo is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with two years of industry experience. His prior roles include work at Vision Graphics and serving as a service missionary. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for about 200 clients, primarily individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines multiple analytic approaches in its investment process and employs both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Carter Allen is a CFA® charterholder with six years of industry experience, currently serving at Alta Capital Management LLC in Salt Lake City. He has held various roles since 2016, including positions at the University of Wisconsin Madison, Geneva Capital Management, and Isthmus Partners LLC. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process with proprietary quantitative tools. The firm also serves as adviser or sub-adviser to registered funds and integrates responsible investing and AI-assisted models in certain strategies.

Kyle Moriyama is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Nav Technologies, Inc., Gbank Financial Holdings, Inc., and Merrick Bank. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, offering tailored investment programs and services that integrate fundamental, technical, and cyclical analysis with a range of investment strategies. The firm also delivers tax and insurance-related services through affiliated entities while maintaining oversight of sub-advisors and conflict-of-interest protocols.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

Raygn Robertson is a financial advisor at Altura Private Wealth LLC with a Series 65 credential and one year of industry experience. Prior to joining Altura Private Wealth, he was affiliated with Legacy Wealth Management, LLC. Outside of financial advising, he has involvement with R-AG Farms. Altura Private Wealth LLC serves a range of clients including individuals, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and access to third-party money managers, with a focus on tailored advice through model portfolios and direct management.

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart and several firms in the physical therapy and smart home sectors. Webb is also a licensed insurance agent involved in the sale of life insurance products. Teton Wealth Group LLC is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach, utilizing a range of investment vehicles and regular portfolio monitoring.

Mathew Park is a financial advisor at Strategic Planning Group in Bountiful, UT, holding a Series 65 designation with one year of industry experience. His background includes roles at Seven Multi-Site Solutions and CoolSys in the refrigeration and HVAC sectors, as well as entrepreneurial experience with LuxBuilt LLC. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets, offering customized portfolio management and access to third-party managers, employing technical and cyclical analysis along with tax-aware strategies.

Jacob Lingard is a CFP® and ChFC® with five years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously held roles at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Chris Machesney is a CFP®, CFA®, and Series 66-licensed financial advisor at ALTA Capital Management LLC with three years of industry experience. His prior roles include positions at Key Private Bank and Russell Investments. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, utilizing a quality-growth, bottom-up investment process combined with proprietary quantitative tools and an Investment Committee review. The firm also integrates responsible-investing practices and offers access to strategies involving sub-advisers, derivatives, and AI-assisted models.

Elizabeth Bernhard is a CFP® professional with nine years of experience at Albion Financial Group in Salt Lake City, UT, where she has worked since 2009. She is part of an 11-advisor team at Albion Financial Group. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and operates several pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Bird is a CFP® and CFA® with 23 years of industry experience. He is based in Salt Lake City, UT, and has been with Albion Financial Group since 1982. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Aldo Arnone is a CFA® charterholder with over 16 years of industry experience, currently serving as a financial advisor at Financial Network Wealth Advisors LLC. Prior to joining FNWA, he spent 15 years at U.S. Bank NA. 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 and charitable entities. The firm manages over $515 million in assets and employs a blend of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction to align portfolios with client goals and risk tolerance.

William Draper is a financial advisor at Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Foresight Wealth Management and Utah Retirement Systems. Strategic Planning Group manages approximately $910 million in discretionary assets for over 1,500 clients, offering wealth management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm employs customized portfolio management strategies, technical and cyclical analysis, and tax-aware techniques, and conducts educational seminars and workshops for clients.

Lauren Kearl is a financial advisor at Dentist Advisors in Salt Lake City, UT, holding a Series 65 designation with 7 years at Dentist Advisors and an additional 3 years at Utah Community Credit Union. She has a total of 10 years of industry experience. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for about 752 clients. The firm offers discretionary investment management, wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing a Modern Portfolio Theory-based approach with diversified model portfolios and third-party managers.

Randy Swartwood is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with GenWealth Advisory Group, New Millennium Group, and Teton Wealth Group. Outside of his advisory role, he is a licensed life and health insurance producer, engaged in the sale of life, health, and Medicare policies. 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 the use of options and derivatives, supported by model portfolios and sub-advisory programs.

Joshua Jones is a financial advisor with Everspire and holds the CFP® and Series 66 designations. He has 19 years of industry experience and has worked with firms including MHL Investments, e6 Portfolios, and DFPG Investments, Inc. Outside of advisory roles, he is Operating President and Co-Owner of TomiPlan and provides speaking and moderator services for Utah Valley University through an entity he owns. Everspire delivers investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios with allocations across equities, fixed income, cash, and alternative strategies, utilizing both third-party and affiliated managers alongside AI-enabled tools supported by human review.

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.