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.

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 with Stronghold Capital Partners LLC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at several firms including Hedgehog Investments and Transamerica Financial Advisors. Outside of advising, he is also an insurance agent through Stronghold Wealth Partners. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers. The firm’s approach includes documenting client objectives in an Investment Policy Statement and recommending third-party managers based on client goals, risk tolerance, and time horizon.

Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.

Bradley Curtis is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Albion Financial Group, where he has worked since 2023, following prior roles at Olympus Wealth Management, LLC and HFG Trust. Curtis also spent several years at Utah Valley University in various capacities. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds as a general partner, alongside offering fiduciary retirement plan services and standalone financial consulting.

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.