Darren Woodward is a financial advisor at Teton Wealth Group LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Teton Wealth Group since 2022. Prior to that, he held roles at the University of Kentucky and Arizona State University. Teton Wealth Group is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach using a range of investment vehicles and analytical methods, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Kathleen Willham is a financial advisor at Financial Network Wealth Advisors LLC with one year of industry experience. She holds the Series 66 designation and has worked with K & J Wealth LLC, Cetera Wealth Services, LLC, and Plan 4 Wealth. Financial Network Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and business entities, also offering retirement plan advisory services. The firm employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client accounts.

Arrin Wray is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously at TEKSystems from 2014 to 2017. Outside of his advisory role, Wray is involved in the fitness industry as an owner of an F45 Training gym in Sandy, UT. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to individuals, high-net-worth clients, and various institutional entities. The firm uses a model-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party strategies across its six-advisor team serving roughly 900 clients.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since its founding in 2016. Approximately 40% of his time is devoted to insurance sales and services conducted through the firm. Decker Retirement Planning serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing retirement planning, comprehensive financial planning, and discretionary investment management. The firm employs quantitative, computer-driven models alongside third-party strategist signals and uses a range of investment vehicles including ETFs, cryptocurrency ETFs, structured notes, direct indexing, and covered-call strategies.

Manuel Negron is a financial advisor at M2 Financial LLC with seven years of industry experience and holds a Series 65 license. He has worked at firms including Teton Wealth Group, New Millennium Group, AE Wealth Management, and has owned an insurance agency through GenWealth Advisory Group since 2007. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals and charitable organizations, managing approximately $84.1 million in client assets. The firm uses documented investment policies and a range of strategies, including options and derivatives, implemented through both in-house and sub-advisory programs.

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.

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 a Series 65 credential and one year of industry experience. His prior work includes roles at Harvest Lane Honey, Crossover Clothing LLC, and the Utah Grizzlies. 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 while maintaining flexibility for short-term trades.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

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 six years of industry experience. She is affiliated with Albion Financial Group, where she has been since 2005. The firm provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. Albion Financial Group manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach, typically focusing on long-term trading strategies.

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.

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 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch/Bank of America and several wealth management firms. Arista Wealth Management serves individuals, including high-net-worth clients, as well as non-profits, retirement plans, corporations, and accredited investors. The firm employs a primarily passive, index-based investment approach supplemented by active third-party managers and alternative strategies when 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, holding a Series 65 license and bringing 11 years of industry experience. He has worked with New Millennium Group since 2019 and concurrently with AE Wealth Management since 2018, following prior roles at Global Financial Private Capital and earlier positions within affiliated New Millennium entities. Overstreet is the author of the book *Stop Working and Start Living*. New Millennium Group serves a diverse client base including high-net-worth individuals, employer-sponsored retirement plans, and charitable organizations, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a structured investment process that blends broad asset allocation with security-level analysis and customizes strategies using risk-assessment tools, offering portfolio management, financial planning, and retirement-plan advisory services.

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 experience in the financial services industry. He is the principal of Smedley Financial Services, Inc. in Salt Lake City, UT, where he has worked since 1982, and previously spent 33 years with Securities America, Inc. He is also licensed as an insurance agent, offering insurance products as part of his financial planning solutions. Smedley Financial Services, Inc. provides fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm uses a time-segmented approach to lifetime income planning and emphasizes proactive investing through diversified portfolios implemented with mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.