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.

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.

Todd Quinn is a financial advisor at Arista Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Merrill Lynch/Bank of America and several 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 relies on academic research and modern portfolio theory, emphasizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

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.

Michael Weaver Jr. is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with North Capital Private Securities since 2015 and serves as Secretary and Co-portfolio Manager for the North Capital Funds Trust. Weaver also holds managing director roles in affiliated entities within the North Capital group, including North Capital Investment Technology 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, utilizing various investment vehicles and proprietary analytics to build diversified model portfolios while managing risk and tax efficiency.

Colby Gillies is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co and Lakanto prior to joining Elevated Capital Advisors. Elevated Capital Advisors serves individuals, trusts, estates, retirement and profit-sharing plans, and small businesses, managing approximately $499 million for around 1,000 clients through a team of 21 advisors. The firm offers wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, implementing portfolios using model strategies, direct indexing, and third-party platforms.

Jackson Watson is a CFP® and CFA® with three years of industry experience. He has worked at Albion Financial Group since 2025 and previously spent six years at Heritage Financial Services. Watson attended Middlebury College prior to beginning his financial career. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages several private pooled investment vehicles alongside traditional separately managed accounts.

Brad Myers is a financial advisor with Lone Peak Advisers in Draper, Utah, holding the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. His career includes roles at firms such as National Planning Corporation and Geneos Wealth Management. He is involved in the Million Dollar Round Table as a committee member and volunteers with related industry study groups. Lone Peak Advisers manages approximately $125 million for about 900 clients, including individuals, trusts, estates, and small businesses. The firm combines fundamental, technical, and statistical analysis in its investment process, constructing portfolios that utilize ETFs, mutual funds, equities, and variable annuities, with discretionary management and tactical allocation adjustments.

Taylor Sutterfield is a CFP® professional based in Salt Lake City, UT, with five years of experience in the financial industry. He has worked at Dentist Advisors since 2020 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Dentist Advisors serves dentists, other professionals, and high-net-worth clients, providing investment management, wealth management, retirement-plan consulting, and financial planning. The firm uses discretionary model portfolios primarily composed of ETFs and mutual funds, guided by Modern Portfolio Theory, and offers additional services such as outsourced accounting and client education programs.

Mark Woodruff is a CFP® with over 32 years of experience in the financial industry. He has been with Physician Wealth Advisors, Inc. since 2022 and previously worked at Alta Capital Management from 2016 to 2022. The firm serves members of the Utah Medical Association and related entities, providing discretionary investment management, financial planning, and retirement-plan consulting. Their investment approach emphasizes asset allocation and broadly diversified portfolios, with attention to tax-aware strategies and suitable exposure to alternative and digital assets.

Samuel Watkins is a financial advisor at TrueNorth Wealth with nine years of industry experience. He holds a Series 65 credential and has worked at Association Financial Services since 2016. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, ERISA plan services, and institutional consulting, managing over $1.2 billion in assets as of early 2026.

James Zundel is a financial advisor at Coign Capital Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coign Capital Advisors since 2014. Outside of his advisory role, he serves on the board of directors for Turning Point Justice, a cloud technology company focused on reforming first-time petty shoplifters, and for RedSky Solutions, a network hardware and service provider. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses, offering discretionary asset management, financial planning, and consulting. The firm uses four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis with access to alternative investments and independent money managers.

Cooper Parry is a financial advisor at Elevated Capital Advisors, LLC with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevated Capital Advisors, he worked at Wi-Fiber Inc and held roles in education at Utah State University, Oxbow Academy, and the South Sanpete School District. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Kyle Woodlief is a financial advisor at Refined Wealth Management in Salt Lake City, UT, with five years of industry experience. He holds a Series 65 designation and has worked at Refined Wealth Management since 2021. In addition to his advisory role, he is licensed as a property and casualty insurance agent. Refined Wealth Management provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small business owners. The firm employs a model-based approach to portfolio construction and rebalancing, emphasizes asset allocation and risk management, and offers ancillary services such as 401(k) plan administration, insurance and annuity sales, and in-house tax services.