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.

Scott Weissman is a CFP® with 29 years of experience in the financial industry. He has worked at Matrix Private Capital Group since 2019, following ten years at Morgan Stanley Smith Barney and four years with Morgan Stanley Private Bank. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach emphasizes strategic diversification and risk management across traditional and alternative asset classes, often implementing client portfolios through highly-vetted third-party managers and sponsoring private special purpose co-investment vehicles.

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 a financial advisor with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC, among others. Outside of his advisory work, he is a member of the Layton Hills Chapter of ENRG, where he conducts weekly meetings and supports chapter growth. Financial Network Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets and combines fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction to align investments with client goals and risk tolerance.

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, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to his current role, he has worked with firms including MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in the music industry through The Nogusman, LLC, where he books and performs live music and records songs. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm uses diversified portfolios with equities, fixed income, cash, and alternative strategies, incorporating technology and human review to support client-specific advice.

Taylor Wagner is a financial advisor at Interwise with six years of industry experience. He holds a Series 66 designation and has worked at firms including KPMG and Valued Wealth Advisors, LLC. Outside of his advisory role, he participates in a band performing music. Interwise provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management using diversified portfolios and third-party managers, with services that include retirement plan consulting and financial planning.

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 ten years with Real Madrid Baloncesto. Outside of his advisory role, he co-owns a cattle ranch, River Meadow Ranch Wagyu, in Wellsville, UT. 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 strategies that combine active and passive investments along with quantitative and qualitative analysis, incorporating options and derivative instruments where appropriate.

Jordan Hadfield is a CFP®-certified financial advisor with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also a photographer. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and diversified, model-based portfolios tailored to client objectives.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 24 years of industry experience. He has been with Albion since 1982. Outside of his advisory work, Levitt serves as the chief financial officer of a family-owned hotel and ski lodge business in Alta, Utah. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds alongside its individual client accounts.

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 Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Three Seasons Wealth, joining the firm in 2024 after working at Morgan Stanley and E*TRADE Securities. Outside of advising, he is involved as a member and manager in private investing entities. 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, tax-aware portfolios using a combination of active and passive strategies, and incorporates third-party managers and separately managed accounts where appropriate.

James Franklin is a CFP® with five years of industry experience currently serving as a financial advisor at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC among other roles. Outside of financial advisory, he has held positions at Utah Valley University and was involved with The Color Run event. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers a customized, long-term investment approach and family-office style coordination for clients with at least $2 million in assets under management.

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.