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.

Joshua Baird is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 designation and no prior industry experience before joining the firm. His work history includes positions at The Cynosure Group, LLC, Stifel Bank, Project Solar, and CoreBridge, along with nine years as a full-time student. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm provides discretionary portfolio advisory, integrated financial planning, and investment consulting using customized strategic asset allocations implemented through mutual funds, ETFs, and separately managed accounts, complemented by ongoing monitoring and consolidated reporting.

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. Before his career in finance, he held roles in physical and sports therapy and was employed at Brigham Young University. Teton Wealth Group serves individual clients and retirement plans by providing 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.

Mathew Park is a financial advisor at Strategic Planning Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at Seven Multi-Site Solutions, CoolSys - Refrigeration & HVAC Systems, LuxBuilt LLC, and Comfort Systems USA (Intermountain), Inc. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios aligned with client objectives and risk tolerance, utilizing in-house models, third-party managers, and various investment strategies including technical and cyclical analysis.

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 with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresight Wealth Management and Utah Retirement Systems. Draper joined Strategic Planning Group in 2021. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm constructs tailored portfolios using in-house models, third-party managers, and alternative strategies, and it incorporates technical and cyclical analysis along with technology tools to support client services.

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.

Parker Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His work history includes roles at OSAIC and Securities America, Inc., among others. Outside of financial advising, he has experience in software and education sectors. Smedley Financial Services provides advisory services to individuals, trusts, estates, and business entities, managing approximately $397 million in client assets. The firm emphasizes lifetime-income planning through a time-horizon based investment process and offers a blend of fee-based advisory services alongside limited commission and insurance sales.