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.

Joshua Weir is a financial advisor at Driven Investments LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Interactive Financial Advisors and Transamerica Financial Advisors. He is based in Lehi, Utah. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory. The firm serves a large client base with a model-driven approach and offers access to complex investment products and third-party advisory services.

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.

Brock Payne is a financial advisor at Driven Investments LLC with Series 63 and Series 66 licenses and two years of industry experience. He previously held roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant varsity lacrosse coach at Westlake High School in Saratoga Springs, Utah. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, using a mix of mutual funds, ETFs, equities, fixed income, and structured notes. The firm generally manages accounts on a discretionary basis and employs a combination of modern portfolio theory, fundamental analysis, and technical analysis in portfolio construction.

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.

David James is a financial advisor with Lone Peak Advisers who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at firms including H. Beck, Inc., Legacy Planning Group, and Investment Management Corporation. Outside of his advisory role, he also acts as a mortgage loan originator. Lone Peak Advisers provides portfolio management and financial planning to individuals, trusts, estates, retirement plans, and small businesses. The firm manages approximately $125 million across 900 client relationships, employing a combination of fundamental, technical, and statistical analysis to guide intermediate market trend strategies across diversified investment vehicles.

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 a Series 66 designation and four years of industry experience. Her career includes roles at North Capital Private Securities Corporation and multiple positions at Brigham Young University Idaho. She is also involved with North Capital Investment Technology, a separate entity holding intellectual property assets for 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 approach to portfolio construction, utilizing proprietary quantitative models alongside mutual funds, ETFs, and separately managed accounts.

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.