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, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Geneos Wealth Management and National Planning Corporation. Myers is involved in nonprofit committee work with the Million Dollar Round Table and owns Pepperwood Financial, a wealth management practice operating under his registered RIA and broker-dealer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets across more than 700 client relationships. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

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.

Patrick Lundergan is a CFP® with 12 years of industry experience, currently serving as an advisor at Albion Financial Group since 2019. His prior roles include positions at Axa Advisors, LLC and Fidelity Investments. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages private funds with a performance-based compensation structure.

Stephen Smith is a financial advisor at Navigate Private Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Navigate Private Wealth since 2018, following prior roles at Charles Schwab & Co., Inc., Brigham Young University, and Alliance Health. Outside of his advisory work, he serves as a General Partner at Ollin Ventures, contributing to marketing content, event planning, and investor relations. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individuals, high-net-worth households, trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, pension consulting, and estate planning through its Estate Guru platform, employing quantitative optimization and diversified investment strategies.

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

John Figge is a financial advisor at North Capital with a Series 66 designation and four years of industry experience. He has held positions at North Capital Private Securities Corporation since 2022 and has prior work experience in various roles including at Georgetown University, Vail Resorts, and Dolly's Bookstore. North Capital offers 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 mutual funds, ETFs, and separately managed accounts, supported by quantitative risk models and proprietary analytics.

Mikal Aune is a CFP® professional with 20 years of industry experience, currently serving at Smedley Financial Services Inc. He has been with Smedley Financial Services since 2006 and was affiliated with Securities America, Inc. from 2006 to 2024. Based in Salt Lake City, UT, Aune holds a Series 66 license. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning and uses a time-horizon based process to create diversified portfolios tailored to client objectives, managing approximately $396.7 million in assets.

Celia Boyle is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to entering the financial advisory field, she worked for 12 years at Spy Hop Productions. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages investments primarily through in-house model portfolios and maintains a formal Investment Committee to oversee portfolio construction and monitoring.

Daniel De Mille is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm employs customized, risk-adjusted, tax-aware asset allocations that blend active and passive strategies and may use options and derivative instruments where appropriate.

David James is a financial advisor at Lone Peak Advisers with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Legacy Planning Group. Outside of his advisory role, he is a mortgage loan originator with Laser Lending, Inc. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach, managing approximately $119 million in assets across more than 700 client relationships.

Anders Skagerberg is a CFP® professional with three years of industry experience, currently serving at Origin Investment Advisory LLC and Grove Retirement & Tax Planning LLC. His prior experience includes roles at Albion Financial Group, Dew Wealth Management, and Intuit, among others. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm employs a Modern Portfolio Theory-based investment approach enhanced with behavioral finance adjustments and integrates AI-driven tools for personalized portfolio management.

Bailee Tate is a financial advisor at North Capital with four years of industry experience. She holds a Series 66 designation and has previously worked at Brigham Young University Idaho and the Research and Business Development Center. Tate is also involved with North Capital Investment Technology, which holds certain intellectual property assets for North Capital Group companies. 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 mutual funds, ETFs, and quantitative risk models to construct diversified portfolios.