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 Series 65 licensed financial advisor with seven years of industry experience. He is currently with Teton Wealth Group LLC, where he has worked since 2020, and also has roles with Sowell Management Services and D & M Financial, LLC, the latter being a business he manages primarily for bookkeeping and tax organization. Additionally, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products company. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a portfolio management team that uses fundamental, cyclical, and technical analysis to build model portfolios tailored to clients’ financial situations and risk tolerances.

Brandon Roper is a financial advisor with Stronghold Capital Partners LLC in South Jordan, UT, holding Series 63 and Series 65 licenses and three years of industry experience. He owns Ledger Expert LLC, where he provides accounting, investments, and financial planning services. Prior to joining Stronghold Capital Partners, he worked at Nations Creations and Black Rifle Coffee Company. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm operates a solicitor-centric model, recommending third-party managers and offering ongoing monitoring and reporting.

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, currently serving at Net Worth Advisory Group, LLC since 2013. He holds Series 66 and Series 65 licenses. 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 and back-tested model allocations, managing accounts on both discretionary and non-discretionary bases.

Joseph Pitts is a CFP® professional with 13 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2012. He is involved in fundraising activities with Guardsmen Charity Group and volunteers with Big Brothers Big Sisters of Utah, United Krav Maga as an instructor, and America's Mighty Warriors as a financial planner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, and is known for operating a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

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.

John Pennington is a financial advisor at Andina Advisors with a Series 65 credential and two years of industry experience. He is also the owner and principal of Pennington Law, PLLC, a law firm he has operated since 2015, and the owner and principal of Alt Alchemy LLC. Additionally, he is involved in e-commerce through NailDrop LLC, an online beauty products company. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, with a focus on diversified investment strategies and active involvement in pooled investment vehicles and private funds.

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 at Jacobson & Schmitt Advisors, LLC with three years of industry experience. She holds a Series 65 credential and has worked at Jacobson & Schmitt Advisors since 2021. Prior to her current role, she held positions at Utah Valley University, DoTerra, and Deseret Book. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm emphasizes a long-term, all-cap equity investment approach combined with bond allocations for stability and offers tailored financial planning and estate-planning facilitation through a third-party partner.

Jared Prazen is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hedgehog Investments and Stronghold Wealth Partners. Outside of advisory work, he is also an insurance agent transacting insurance-related products through Stronghold Wealth Partners. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends and monitors third-party managers and operates a solicitor-centric business model with a multi-office team structure.

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.

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.