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.

Marshall Okerlund is an advisor at Ignite Planners LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Ignite Planners and Atlas Investment Management, as well as a service mission and prior experience at North Sevier High School. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using tailored portfolios that incorporate stocks, bonds, ETFs, options, and private investments, along with a volatility-responsive VEGA strategy and tax-efficient asset management.

Stephen Smith is a financial advisor at Navigate Private Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab & Co., Inc., Brigham Young University, and Alliance Health prior to joining Navigate Private Wealth. In addition to his advisory role, Smith serves as a General Partner for Ollin Ventures, where he is involved in marketing, event planning, and investor relations. Navigate Private Wealth manages approximately $529 million for nearly 1,930 clients, including individuals, high-net-worth households, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and various tax and corporate advisory services, using quantitative models 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® and holds a Series 66 license with 20 years of industry experience. He has been with Smedley Financial Services Inc since 2006 and also worked at Securities America, Inc from 2006 to 2024. He is based in Salt Lake City, UT. 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 employs a time-segmented approach to lifetime income planning and typically constructs diversified portfolios using various investment vehicles, offering continuous asset management and fiduciary services through a six-advisor team.

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® and Series 65 licensed financial advisor with two years of industry experience. He is currently with Origin Investment Advisory LLC and has prior experience at Albion Financial Group, Dew Wealth Management, Addition Wealth, Intuit, Facet Wealth, and TrueNorth Wealth. 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’s investment approach is based on Modern Portfolio Theory with behavioral-finance adjustments, utilizing an AI-driven advisory platform and systematic, rules-based model construction.

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.

Martin Watkins is a CFP® with 24 years of industry experience currently affiliated with TrueNorth Wealth in Murray, UT. He has worked at Association Financial Services Inc., now operating as TrueNorth Wealth, for 20 years. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and 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 approximately $1.266 billion in assets under management.

Jeffrey Zesiger is a CFP® professional with 20 years of experience in financial advising. He has been with Physician Wealth Advisors, Inc. (formerly Uma Financial Services) since 2009. The firm serves members of the Utah Medical Association and their families, focusing on discretionary investment management, financial planning, and retirement-plan consulting. Physician Wealth Advisors specializes in broadly diversified portfolios and tax-aware strategies, often incorporating alternative investments and digital assets when appropriate.

Todd McChesney is a Senior Wealth Advisor at Ashworth Wealth, LLC with 31 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Ashworth Wealth in 2018, he was with Ashworth & Empey Financial, LLC for ten years and has been associated with Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he serves as president of a personal corporation through which he markets fixed insurance products. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically refers clients to third-party money managers and employs a structured, globally diversified asset allocation approach centered on passive index funds and ETFs.

Matthew Mulcock is a CFP® professional with 12 years of industry experience. He has been with Dentist Advisors since 2018 and previously worked at Fidelity Investments for five years. Matthew holds Series 63 and Series 66 licenses. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supplemented by sub-advisers and third-party programs.

Kevin Whisenant is an advisor at Tencap Wealth Coaching with Series 63 and Series 65 credentials and three years of industry experience. He has been involved with Whisenant Financial Services Inc. since 2001 as an owner and insurance agent. Outside of advisory work, he is also the owner of The KC7NMW Trust. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, managing discretionary portfolios tailored to client objectives and risk tolerances. The firm employs third-party models and co-advisory arrangements, offering comprehensive financial planning and retirement plan consulting.

Gregory Hawkins is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding a Series 65 license and two years of industry experience. He has operated his own law practice, Gregory P. Hawkins PC, since 2002, where he serves as owner and attorney. Wealth Management CPAs 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.

Michael Brown is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Jacobsen Capital Management since 2016 and worked at Wise Company prior to that. Outside of his advisory role, he is a principal of MTN Capital Investments, a holding company in which he owns a majority stake. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across about 115 client relationships, using a combination of strategic and tactical asset allocation alongside long-term and value investing techniques.

Michael Riley is a CFP® with 28 years of industry experience and currently serves as an advisor at Coign Capital Advisors LLC. His prior roles include positions at Allegis Investment Securities and Navigate Private Wealth LLC. Outside of financial advising, he is involved with private equity holdings in companies focused on automotive accessories and outdoor retail, and he coordinates umpire activities for a youth baseball league in Utah. Coign Capital Advisors serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, offering discretionary asset management, financial planning, and pension consulting. The firm employs four proprietary portfolio models tailored to client risk tolerance and supplements these with customized positions, using a range of investment techniques and third-party managers as appropriate.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.