James Dowd is a CFA® charterholder with 23 years of industry experience, currently serving at North Capital in Salt Lake City, UT. His prior roles include positions at Bear Stearns Asset Management and several North Capital affiliates. Dowd holds managing director and CIO roles at related companies and serves as chairman or director on multiple boards, including Crystal Springs Ranch, Inc. and Triangle R Management Co. North Capital provides financial planning, discretionary and non-discretionary investment management, and consulting to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach supported by proprietary quantitative models and offers services such as an online advisory platform and multi-family office solutions.

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.

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.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

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.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding the Series 66 designation with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Alpha Wealth Management and Planning LLC, LPL Financial, U.S. Bancorp Advisors, U.S. Bancorp Investments, Cetera, and UBS Financial Services. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm utilizes quantitative, computer-driven models and a variety of investment vehicles, including ETFs, mutual funds, and individual securities, often employing third-party managers and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

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 in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Leaders Group, Horter Investment Management, Alpine Capital Management, and Harding Financial Partners. Outside of advisory work, he serves as a board member of Mortgage Free Life and is involved in several business ventures including CRM technology sales and construction equipment rentals. RPg Family Wealth Advisory provides customized wealth management, financial planning, investment management, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, charities, and businesses. The firm employs a long-term, outcome-focused investment approach combining fundamental and technical analysis and uses a variety of investment vehicles and third-party managers to implement and monitor client strategies.

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.

Alex Graham is a CFP® professional with five years of industry experience. He currently works at Tanara Wealth Management LLC and has held prior roles at Andina Capital Management, Allos Investment Advisors, and several other firms. Previously, he was employed at Sundance Mountain Resort and Holland America Princess, indicating experience outside the financial sector. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, managing client accounts on a discretionary basis and incorporating a range of investment types including alternative exposures through third-party managers.

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.