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.

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.

Aaron Pugh is a financial advisor at Driven Investments LLC with 13 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Brooklight Place Securities, SJI Financial, GWN Securities, and Interactive Financial Advisors. Outside of advising, he is an insurance producer with Shelton Insurance. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach incorporating mutual funds, ETFs, equities, fixed income, and structured notes, and manages a high client load with a focus on standardized advisory services.