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 based in Salt Lake City, UT, with 23 years of industry experience. He is affiliated with North Capital, where he has held various roles since 2003, including managing director and CIO at North Capital, Inc., and managing director at North Capital Investment Technology Inc. Outside of advisory work, he 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 mutual funds, ETFs, and separately managed accounts, and operates both a registered mutual fund and an affiliated broker-dealer.

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.

Michael Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has six years of industry experience, including five years at Global View Capital Advisors and twelve years at Health Equity. He is also licensed to sell insurance products. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and nonprofits. The firm employs a combination of modern portfolio theory, quantitative, fundamental, and technical analysis across diverse investment types and offers financial planning services at no additional cost for clients with assets under management.

Rabih Dimachki is a CFA® charterholder with seven years of experience at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2019 following his time as a student from 2014 to 2019. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach using discretionary model portfolios primarily composed of ETFs and mutual funds, and it offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education.

Darren Woodward is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Transamerica Financial Advisors and academic positions at Arizona State University and the University of Kentucky. Teton Wealth Group serves individual clients and retirement plans with discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach combining multiple analysis methods to construct diversified portfolios and integrates financial planning with investment management.

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.

Arrin Wray is a Series 65-licensed financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, where he has worked for a total of nine years since 2014. Prior to joining Decker Retirement Planning, he was employed at TEKSystems for three years. Outside of his advisory role, he co-owns and assists with operations at an F45 Training gym in Sandy, UT. Decker Retirement Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven investment models and a variety of securities across multiple portfolio strategies, offering personalized retirement and financial planning alongside discretionary investment management.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, where he has worked for the past 10 years. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at The Retirement Solution LLC and Pacific West Financial Consultants Inc. Mr. Decker devotes a significant portion of his time to insurance sales and services conducted through his firm. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, to a diverse client base including individuals, pension plans, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and a range of strategies, including alternative investments, supported by a multi-office structure and periodic client communications.

Manuel Negron is a financial advisor with M2 Financial LLC, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at Teton Wealth Group, New Millennium Group, AE Wealth Management, and he has operated an insurance agency since 2007. He is currently associated with M1 Wealth Management LLC and GenWealth Advisory Group, where he serves as owner and agent for insurance and annuity sales. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations, managing approximately $84.1 million in discretionary assets. The firm uses a variety of investment approaches including fundamental and quantitative analysis, modern portfolio theory, and options and derivatives strategies, and incorporates sub-advisory and model portfolio programs in client accounts.

Matthew Burbank is a financial advisor at Arista Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other wealth management firms. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, utilizing passive index funds, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

Cesily Tippetts is a financial advisor at Interwise with a Series 65 credential and four years of industry experience. Prior to joining Interwise, she worked in the education sector with Canyons School District at Quail Hollow Elementary. Interwise serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a combination of direct investments, separately managed accounts, and third-party managers, along with affiliated tax and accounting services.

Alan Fletcher is a Series 65 credentialed advisor with one year of experience, currently serving at Elysium Wealth Management, LLC. He has prior experience with Elysium Financial Solutions, Common Sense Financial, Farmers Financial Solutions, and Farmers Insurance. Outside of his advisory role, he is also an agent with Elysium Financial Solutions, an insurance-related business. Elysium Wealth Management, LLC manages approximately $159 million in discretionary assets for individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers through an eight-advisor team. The firm offers financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting, utilizing model-based portfolios that combine in-house strategies with third-party sub-advisers.

Sean Lee is a financial advisor at Elevated Capital Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elevated Capital Advisors since 2015. Lee is also a partner in Emerging Advisor, LLC, a firm that provides training for financial advisors on planning and proactive structuring. Elevated Capital Advisors serves a diverse client base including individual and institutional clients, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to define client risk profiles and applies both strategic and tactical asset allocation.