Daniel Zundel is a financial advisor at Coign Capital Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Coign Capital Advisors since 2014. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses by providing discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses four proprietary model portfolios tailored to client risk tolerance, combining fundamental and technical analysis and offering access to alternative investments and independent money managers.

James Ferrin is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Asset One Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Shilanski & Associates, Inc., Ferrin Capital, and Triad Advisors Inc. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, pension plans, and charitable organizations. The firm offers customized portfolios based on clients’ risk profiles and objectives, using a mix of individual securities, ETFs, mutual funds, and selected Independent Managers.

Armand Overstreet is a financial advisor with New Millennium Group, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network and Sterling Financial Group. Outside of advising, he has been involved in fixed insurance sales. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on asset allocation, security selection, and client risk constraints, utilizing tools like Riskalyze and combining internal management with third-party providers.

Gerilyn Merrill is a financial advisor with Everspire, holding a Series 65 designation and nine years of industry experience. She has worked at Everspire since 2014, with additional experience at Delta Air Lines. Merrill receives referral fees for directing business to TomiPlan, a financial planning company. 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 oversight in investment decision-making.

Sarah Bird is a CFP® professional with nine years of industry experience, currently with Albion Financial Group in Salt Lake City, UT. She has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds and employs a combination of fundamental, technical, and cyclical analysis to pursue long-term trading strategies while maintaining flexibility for short-term trades.

Tyler Thomas is a financial advisor with Elysium Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at multiple firms, including Executech and Ivanti, and is the owner and operator of Investing Paradigms, a platform that creates online educational content for the financial industry. Additionally, he is an independent licensed insurance agent specializing in life, accident and health, and variable annuity insurance. 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 using its own oversight combined with model portfolios and research from sub-advisers, and it offers both one-time and ongoing planning engagements.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles across several companies prior to his current position. Outside of advising, he owns and operates a Turo rental car business. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of investment approaches and utilizes third-party platforms for portfolio implementation and account management.

Evan Green is a financial advisor at Everspire with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ADP Broker-Dealer Inc. for nine years. He refers business to TomiPlan, a financial planning company, and receives referral fees for this. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers, and incorporates AI-enabled tools alongside human review in its advisory process.

Jesse Burt is a financial advisor at Everspire with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Titan Securities and Synchrony Wealth Management. Burt served in the United States Air National Guard from 2014 to 2020. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and a process that incorporates both quantitative and fundamental analysis.

Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.

Spencer Cazier is a CFP® with seven years of industry experience, currently serving as an advisor at Navigate Private Wealth, LLC since 2017. Prior to joining Navigate Private Wealth, he worked at BeesPath, Inc. from 2014 to 2017. Outside of advisory work, he is also an insurance agent with Allegis Advisor Group, LLC. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews and offers services including portfolio management, financial planning, and estate-planning workflows.

Landon Malo is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with two years of industry experience. His prior roles include work at Vision Graphics and serving as a service missionary. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for about 200 clients, primarily individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines multiple analytic approaches in its investment process and employs both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Brennon Lund is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. His prior work includes positions with the Angels Baseball Organization and Tecolotes Los Dos Laredos. New Millennium Group, LLC serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts. The firm manages approximately $257 million across 881 client relationships using a three-level investment process and offers portfolio management, financial planning, retirement-plan advisory, and estate-document coordination.

Carter Allen is a CFA® charterholder with six years of industry experience, currently serving at Alta Capital Management LLC in Salt Lake City. He has held various roles since 2016, including positions at the University of Wisconsin Madison, Geneva Capital Management, and Isthmus Partners LLC. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process with proprietary quantitative tools. The firm also serves as adviser or sub-adviser to registered funds and integrates responsible investing and AI-assisted models in certain strategies.

Taylor Waldron is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining Elysium Wealth Management in 2026, he worked at Maxwell & Morgan and has been involved with Smoke'N Ink Tattoos since 2023. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations, providing tailored investment strategies supported by both in-house oversight and sub-adviser research.

Kyle Moriyama is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Nav Technologies, Inc., Gbank Financial Holdings, Inc., and Merrick Bank. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, offering tailored investment programs and services that integrate fundamental, technical, and cyclical analysis with a range of investment strategies. The firm also delivers tax and insurance-related services through affiliated entities while maintaining oversight of sub-advisors and conflict-of-interest protocols.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

Christopher Cordova is a financial advisor with Elevated Capital Advisors, LLC in Draper, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with SPL Financial since 2015, focusing on fixed insurance products including health, life, disability, and long-term care insurance. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to tailor both strategic and tactical asset allocations.

Daniel Gomez is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Dfpg Investments, Inc., Penn Mutual, and Hornor, Townsend & Kent, Inc. Outside of advising, he serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the Select Health Insurance governing board. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment platforms and strategies to manage portfolios and provide comprehensive financial solutions.

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart and several firms in the physical therapy and smart home sectors. Webb is also a licensed insurance agent involved in the sale of life insurance products. Teton Wealth Group LLC is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach, utilizing a range of investment vehicles and regular portfolio monitoring.