Scott Boyce is a financial advisor with Decker Retirement Planning Inc. in Lehi, Utah. He holds the Series 65 designation and has eight years of industry experience, all with Decker Retirement Planning. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm employs quantitative, computer-driven investment models and a variety of investment vehicles across multiple portfolio strategies, and operates a multi-office team structure.

Carson Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, Utah, holding a Series 65 designation with three years of industry experience. He has prior experience with Gateway Insurance Services, Inc. and Federal Benefits Advisory Group, LLC, where he is involved in insurance product sales and benefits counseling. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small business entities. The firm typically works with co-advisors and third-party managers for portfolio management while maintaining model selection authority and delivering non-discretionary financial plans.

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.

Daniel Maxwell is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Amicus Financial Advisors, LLC in Lehi, Utah. He is also a law firm partner at Maxwell Law Group LLP and Tombs Maxwell LLP. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive vehicles, supported by quantitative tools to set asset allocations and guide portfolio rebalancing.

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.

Michael Weaver Jr. is a financial advisor at North Capital with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has been with North Capital Private Securities since 2015. In addition to his advisory role, he serves as Secretary and Co-portfolio Manager of the North Capital Funds Trust and is Managing Director of North Capital Investment Technology Inc. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture approach to portfolio construction using diversified asset classes and proprietary quantitative models, and it offers multi-family office services as well as an online advisory platform.

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.

Michael Walsh is a financial advisor with Drive Wealth Advisers in Lehi, UT, holding a Series 66 license and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley Private Bank, Blue Diamond Capital, and Tula Health, Inc., where he currently provides administrative services. Outside of advisory work, he manages family office services at Blue Diamond Capital. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and a broad range of investment strategies, including portfolio management, family office services, and innovative tools such as options, direct indexing, and structured products.

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.

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.

John Figge is a financial advisor with North Capital, holding a Series 66 designation and four years of industry experience. His background includes roles at North Capital Private Securities Corporation and Georgetown University. He is also involved with North Capital Investment Technology Inc., a company holding intellectual property assets related to North Capital Group. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach using diversified portfolios supported by proprietary quantitative models and third-party analytics.

Nicholas Bodily is a financial advisor at Amicus Financial Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Driven Investments LLC, Utah Valley University, and Mountain America Credit Union. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.