David Bunnell is a financial advisor at Navigate Private Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. Outside of his advisory role, he works as a craps dealer at company parties on a part-time basis. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm provides portfolio management, financial planning, and consulting services, using a blend of quantitative optimization, technical analysis, and model-driven risk-tolerance bands in its investment approach.

C Richard Hopkins is a financial advisor at TrueNorth Wealth with nine years of industry experience and a Series 65 credential. He concurrently serves as President of C. Richard Hopkins, MD PC, where he works as a physician. TrueNorth Wealth serves individual and high-net-worth clients, including physicians and business owners, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation and portfolio construction strategies tailored to client needs.

Scott Cheshire is an investment advisory representative with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with several firms including Cetera Wealth Services and Cetera Advisor Networks. Outside of advisory work, he is a member of the ENRG Layton Hills networking group, where he conducts weekly meetings and supports chapter growth. 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. The firm combines fundamental analysis with advanced planning tools and often utilizes sub-advisors to manage client portfolios.

Courtland Adams is a financial advisor at Coign Capital Advisors LLC in Draper, UT, holding a Series 65 designation with seven years of industry experience. He previously worked at Mountain America Credit Union from 2015 to 2018 before joining Coign Capital Advisors, where he has been since 2018. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses by offering discretionary asset management, financial planning, and consulting services. The firm utilizes four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis, with access to alternative investments and customized satellite positions.

Carrie Kerr is a financial advisor with Albion Financial Group in Salt Lake City, UT. She holds a Series 65 designation and has 19 years of industry experience. Kerr has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm uses a fundamentals-driven, long-term investment process and manages multiple private funds while offering fiduciary retirement plan services and standalone financial consulting.

Eric Halvorsen is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2013. The firm primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. Their investment approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client service model that includes ongoing portfolio monitoring and educational resources under ERISA/IRC fiduciary standards.

Koby Glazier is a financial advisor with New Millennium Group, holding a Series 65 designation and one year of industry experience. Prior to joining the firm in 2023, he worked for Questar Gas (Dominion Energy) for 27 years. 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 employs a three-level investment process that emphasizes broad asset allocation, security selection, and risk management, utilizing tools like Riskalyze and incorporating equities, ETFs, debt securities, and third-party managers as appropriate.

Adam Cook is a financial advisor with Everspire in Midvale, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in the entertainment sector through music performance and recording with The Nogusman, LLC. Everspire provides investment advisory and wealth management services to individuals, families, trusts, and institutions, utilizing diversified portfolios and third-party managers. The firm integrates technology, including AI-enabled tools, while maintaining human oversight, and offers services such as discretionary portfolio management and retirement-plan consulting.

Taylor Wagner is a financial advisor at Interwise with a Series 66 designation and five years of industry experience. His prior work includes roles at Chauner Securities, Valued Wealth Advisors, Vonderharr Wagner Associates, Independent Financial Group, and KPMG. Outside of his advisory work, Wagner performs as a member of a band. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and combines in-house management with third-party managers and alternative investments.

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing from 2021 to 2023 and spent a decade with Real Madrid Baloncesto. Outside of his advisory role, Carroll is involved in agricultural business through Carroll Ranches LLC, a cattle ranch, which he co-owns with his spouse. 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 offers customized, risk-adjusted asset allocations that integrate both active and passive strategies alongside quantitative and qualitative selection methods.

Jordan Hadfield is a CFP® professional with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He has worked at Securities America, Inc. and OSAIC, and maintains a long-standing interest in photography as a professional photographer. Jordan is also a notary, providing document notarization services to clients. Smedley Financial Services, Inc. is a six-advisor team managing $396 million in discretionary assets, offering 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 investment approach emphasizing lifetime income planning and proactive portfolio management using diversified assets implemented through model portfolios and third-party managers.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 23 years of industry experience. He has been with Albion Financial Group since 1982. Outside of his advisory role, he serves as the part-time Chief Financial Officer for Alta Lodge Corporation, a family-owned hotel and ski lodge business. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach.

Jason Sterzer is a financial advisor with Elysium Wealth Management, LLC, based in South Jordan, Utah, and holds one year of industry experience. Prior to joining Elysium, he spent nine years with the Utah Division of Securities. Outside of his advisory role, he provides legal counsel and representation to clients as an attorney at Pearson Butler. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using both in-house oversight and research from sub-advisers, and supplements client service with educational seminars and publications.

Kyle Glover is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Three Seasons Wealth. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he is involved as a member and manager in private investing entities. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that combines active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.

James Franklin is a CFP® professional with four years of industry experience currently serving at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC, among other firms. Outside his advisory role, his background includes various positions across different industries, including involvement with Utah Valley University and event coordination for The Color Run. Asset One Wealth Management is an SEC-registered advisory firm that offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base. The firm emphasizes customized strategic asset allocation with a long-term buy-and-hold approach and provides family-office style coordination for clients with significant assets.

Jake Elm is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Dentist Advisors since 2018 and previously spent two years at La Jolla Groves. Elm also has experience teaching at Utah Valley University. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for around 752 clients. The firm combines discretionary investment management with wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing model portfolios based on Modern Portfolio Theory.

Ralph Horne is a financial advisor with Elevated Capital Advisors, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with Eagle Ridge Advisors LLC since 2021. Additionally, he operates the Ralph C. Horne Agency, a life and disability insurance business, which he has owned since 2003. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by 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, supported by third-party tools and a network of independent advisors.

Jill Floden is a financial advisor at Elysium Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at United Planners' Financial Services and Eide Bailly Advisors. Outside of her advisory work, she serves as the treasurer for the GUMC Foundation, a charitable organization. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies supported by both internal oversight and research from multiple sub-advisers, and supplements client service with educational seminars and publications.

John Carrington is a financial advisor at Elysium Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Sandlot Private Wealth LLC, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. He serves as a board member of Elysium Holdings, LLC, a parent company to several affiliated professional entities. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies combining internal oversight and research from sub-advisers, supporting clients with ongoing reviews, educational seminars, and a range of affiliated professional services.

Kevin Golding is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elysium, he worked at Layton Construction and Flowserve Corporation and was employed by Tahitian Noni International for over two decades. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies that incorporate both in-house oversight and research from multiple sub-advisers.