Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as 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 uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Curtis Lamb is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Narus Financial Partners since 2014 and previously worked at Black Sheep Investment Advisor, LLC from 2020 to 2022. Lamb serves as a board member of UMA Financial Services, a nonprofit providing financial services to medical professionals. Narus Financial Partners is an SEC-registered advisory firm serving individuals, trusts, estates, and small businesses with asset management, investment consulting, and financial planning. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, and it is notable for its formal affiliation with a law firm and its use of option strategies and margin borrowing in managed accounts.

Christopher Wilkinson is a financial advisor at Aegis Wealth Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Resources Investment Advisors, Triad Advisors, and Wells Fargo. Outside of his advisory role, Wilkinson is involved in retirement plan services and sells life and annuity products as well as Medicare insurance plans. Aegis Wealth Management serves individual investors, institutions, and retirement plans, offering comprehensive financial planning and discretionary portfolio management through a multi-team advisor structure. The firm primarily supervises third-party sub-advisers for investment implementation and uses AI-based tools alongside direct indexing strategies.

Joanne Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. She holds a Series 65 credential and has two years of industry experience. Prior to joining Wealth Foundations Partners, she worked at CastleView Partners and spent over a decade at Associated Foods. Outside of her advisory role, she has part ownership interests in her family’s business investments, including a pizza restaurant and real estate holdings. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management and financial planning, utilizing a variety of investment approaches and third-party platforms to support client portfolios.

Richard Wagner is a financial advisor at Interwise with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Chauner Securities Inc and Valued Wealth Advisors, LLC, where he is a principal. Wagner also provides tax and accounting services through Interwise Tax, LLC and serves as president of Balanced Advisors, Inc., an SEC-registered investment adviser. Interwise offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm manages diversified portfolios using equities, fixed income, ETFs, mutual funds, and alternative investments, often incorporating third-party managers and maintaining ongoing suitability reviews.

Danielle Gregory is a CFP® and Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT. She has 10 years of industry experience and has been with Albion Financial Group since 2011. Albion Financial Group provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Christopher Casale is a financial advisor at Root Financial Partners in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. His prior work includes roles at RightWise Wealth, Inc. and in hotel management positions with Crescent Hotels & Resort, Kimpton Hotels & Resorts, and Interstate Hotels & Resorts. Casale earned a Master’s in Financial Planning from the University of Georgia. Root Financial Partners provides investment management and comprehensive financial planning services to individual clients, trusts, estates, small businesses, and select retirement-plan relationships. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programs and online financial academies separate from its advisory services.

Valeriane Wilson is a financial advisor at Plancorp, LLC with 11 years of industry experience. She holds CFP® and Series 65 credentials. Prior to joining Plancorp, she worked at McCarthy Tax and founded Athena Tax Service, Inc., where she remains Principal and Accountant. Wilson is also the founder of WilsonSix Studio, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, and tax preparation services. The firm follows a Modern Portfolio Theory investment process and incorporates tax-aware strategies, with both discretionary and non-discretionary management options.

King Chun Hung is a financial advisor at Sepio Capital, LP in Salt Lake City, UT, holding Series 65 and Series 66 credentials with six years of industry experience. His prior roles include positions at the University of Utah and STI Asset Management Limited. Sepio Capital is an SEC-registered investment adviser that manages approximately $4.46 billion in client assets and serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors. The firm employs a fundamentals-driven investment approach, utilizing proprietary strategies and independent managers across various asset types, including equities, fixed income, private funds, and digital assets.

Brock Bowden is a financial advisor at Dynamic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Yellowstone Partners and Crown Capital Securities. In addition to his advisory role, he is an Independent Insurance Agent selling insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and pension plans. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services such as discretionary portfolio management and practice-support for other advisers.

John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.

Ryan Halliday is a financial advisor with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Crewe Advisors since 2014. Outside of his advisory role, Halliday serves as managing director of Crewe Insurance Advisors, LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a combination of fundamental, technical, and quantitative analysis and manages client accounts primarily on a discretionary basis.

Jarrod Perry is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Crewe Advisors since 2022. Prior to joining Crewe Advisors, he worked at KeyBank National Association for eight years. Perry holds a Series 66 license and is based in Salt Lake City, UT. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a multifaceted investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Russell Butler is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role, Butler is a senior partner and tax advisor at Butler Tax and Accounting, where he provides tax return preparation, consultation, and planning services for individuals and small businesses. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms to manage portfolios and deliver comprehensive financial services.

Brian Bevan is a CFP® with 18 years of industry experience, currently serving at CliftonLarsonAllen Wealth Advisors, LLC since 2024. He previously worked for Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2024, and for Citigroup Global Markets from 2008 to 2009. Outside of his advisory work, he serves on the finance committee of Scouts BSA. CliftonLarsonAllen Wealth Advisors provides wealth advisory and asset management services to individuals, corporate and institutional clients, and qualified retirement plans. The firm combines fiduciary RIA services with broker-dealer and insurance activities, offering strategic asset allocation through model portfolios and integrated multidisciplinary planning via its parent company, CliftonLarsonAllen LLP.

Megan Slatter is a Series 65 licensed financial advisor with 10 years of industry experience. She has worked at Crewe Advisors, LLC since 2018 and previously spent two years with Regent Street Advisors. Based in Salt Lake City, UT, she is part of a team of 26 advisors at Crewe Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a diverse investment approach that integrates fundamental, technical, and quantitative analysis, offering discretionary management and balancing allocation across clients.

Nicolas Pesci is a financial advisor at Triad Wealth Partners, LLC with six years of industry experience. He holds the Series 65 designation and has worked with firms including Coppell Advisory Solutions LLC and Visionary Wealth Management, Llc. Outside of his advisory role, Pesci is the owner of Sempre Avanti, LLC dba Momentum Wealth, an insurance sales and services business. Triad Wealth Partners serves individual and institutional clients through a network of independent advisers and a turnkey asset management platform, offering discretionary portfolio management, access to third-party managers, and customized financial planning. The firm uses a strategic asset allocation approach supported by an investment committee and manages diversified portfolios across various asset classes.

Travis Peugnet is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Crewe Advisors and previously spent several years at Olympus Wealth Management and Bank of America. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis in its investment approach and is notable for advising private pooled vehicles and serving insurance company clients.