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.

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.

Bo Wilkinson is a financial advisor at Albion Financial Group with one year of industry experience and holds a Series 65 designation. Before joining Albion, he was involved in entrepreneurial ventures including Crossover Clothing LLC and Harvest Lane Honey. Albion Financial Group provides discretionary investment management and financial planning services to individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment approach and manages multiple private funds alongside fiduciary retirement plan services and standalone financial consulting.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

Robert Beck is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Wealth Management CPAs, LLC in Salt Lake City, where he has worked since 2010 and holds roles in affiliated insurance and health solutions entities. Beck is also a managing partner of BKBC, LLC, a non-investment-related business. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering insurance products via affiliated businesses. The firm employs a variety of investment strategies and utilizes selected sub-advisors while maintaining comprehensive client documentation and regular account reviews.

Michelle Buxton is a CFP® professional with seven years of industry experience, currently serving at Albion Financial Group, where she has been since 2005. She is based in Salt Lake City, UT. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment process and manages multiple private funds unavailable through its regular client accounts.

Catherine Barron is a financial advisor with Albion Financial Group in Salt Lake City, holding a Series 65 designation and 23 years of industry experience. She has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages both traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies.

Preston Lee is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities, including E*TRADE Capital Management. Outside of advisory work, he is involved in property management. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a variety of investment strategies and utilizes sub-advisors for portions of portfolio management.

Derek Overstreet is a financial advisor with New Millennium Group in Sandy, Utah, holding a Series 65 registration and bringing 11 years of industry experience. His career includes roles at AE Wealth Management and Global Financial Private Capital, along with long-term involvement at New Millennium Group and its affiliated insurance entity. He is also the author of the book *Stop Working and Start Living*. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm uses a three-level investment process to customize portfolios based on client risk tolerance and incorporates various investment vehicles, including equities, ETFs, and structured products.

Ryan Larsen is a CFP® with 25 years of industry experience, currently serving as an advisor at Refined Wealth Management since 2015. He is also the owner of RWI Agency LLC, an insurance agency focused on term life, fixed indexed annuities, and property and casualty insurance, where he oversees business responsibilities and reviews insurance needs for clients. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, tax, and insurance services. The firm employs in-house model portfolios and maintains formal governance through an Investment Committee, providing a comprehensive and integrated approach to wealth management.

Roger Smedley is a CFP® professional with 44 years of industry experience, currently serving at Smedley Financial Services Inc in Salt Lake City, UT. He has been with the firm since 1982 and previously worked at Securities America, Inc. from 1991 to 2024 and at OSAIC from 2024 to present. Smedley Financial Services provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning through diversified, model-based portfolios tailored to client objectives, combining fee-based advisory services with limited commission and insurance sales.