Jacob Lingard is a CFP® and ChFC® with five years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously held roles at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Chris Machesney is a CFP®, CFA®, and Series 66-licensed financial advisor at ALTA Capital Management LLC with three years of industry experience. His prior roles include positions at Key Private Bank and Russell Investments. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, utilizing a quality-growth, bottom-up investment process combined with proprietary quantitative tools and an Investment Committee review. The firm also integrates responsible-investing practices and offers access to strategies involving sub-advisers, derivatives, and AI-assisted models.

Elizabeth Bernhard is a CFP® professional with nine years of experience at Albion Financial Group in Salt Lake City, UT, where she has worked since 2009. She is part of an 11-advisor team at Albion Financial Group. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and operates several pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Bird is a CFP® and CFA® with 23 years of industry experience. He is based in Salt Lake City, UT, and has been with Albion Financial Group since 1982. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

David Bunnell is a financial advisor with Navigate Private Wealth, LLC in Draper, Utah, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Navigate Private Wealth since 2014 and previously worked at Allegis Investment Services from 2016 to 2018. Outside of his advisory role, Bunnell serves as a volunteer board member for the Giverny Master Association neighborhood HOA. 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 comprehensive portfolio management, financial planning, and pension consulting, employing quantitative optimization and a variety of investment products to construct diversified portfolios.

Aldo Arnone is a CFA® charterholder with over 16 years of industry experience, currently serving as a financial advisor at Financial Network Wealth Advisors LLC. Prior to joining FNWA, he spent 15 years at U.S. Bank NA. Financial Network Wealth Advisors LLC provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business and charitable entities. The firm manages over $515 million in assets and employs a blend of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction to align portfolios with client goals and risk tolerance.

Lauren Kearl is a financial advisor at Dentist Advisors in Salt Lake City, UT, holding a Series 65 designation with 7 years at Dentist Advisors and an additional 3 years at Utah Community Credit Union. She has a total of 10 years of industry experience. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for about 752 clients. The firm offers discretionary investment management, wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing a Modern Portfolio Theory-based approach with diversified model portfolios and third-party managers.

Randy Swartwood is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with GenWealth Advisory Group, New Millennium Group, and Teton Wealth Group. Outside of his advisory role, he is a licensed life and health insurance producer, engaged in the sale of life, health, and Medicare policies. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including the use of options and derivatives, supported by model portfolios and sub-advisory programs.

Joshua Jones is a financial advisor with Everspire and holds the CFP® and Series 66 designations. He has 19 years of industry experience and has worked with firms including MHL Investments, e6 Portfolios, and DFPG Investments, Inc. Outside of advisory roles, he is Operating President and Co-Owner of TomiPlan and provides speaking and moderator services for Utah Valley University through an entity he owns. Everspire delivers investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios with allocations across equities, fixed income, cash, and alternative strategies, utilizing both third-party and affiliated managers alongside AI-enabled tools supported by human review.

Gregory Black is a CFP® and ChFC® with 17 years of industry experience. He is affiliated with Tencap Wealth Coaching and has served as president of the Grant Taggart Symposium Committee, which organizes an annual event for financial advisors. He is also the owner of Tencap Legacy, LLC, a licensed life insurance agency. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans. The firm manages discretionary portfolios tailored to clients’ objectives and risk tolerances, offering financial planning and consulting through a co-advisory model with Matson Money and other platforms.

Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

Parker Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His work history includes roles at OSAIC and Securities America, Inc., among others. Outside of financial advising, he has experience in software and education sectors. Smedley Financial Services provides advisory services to individuals, trusts, estates, and business entities, managing approximately $397 million in client assets. The firm emphasizes lifetime-income planning through a time-horizon based investment process and offers a blend of fee-based advisory services alongside limited commission and insurance sales.

Rock Allen Sr. is a financial advisor at Tencap Wealth Coaching with 10 years of industry experience. He holds a Series 65 license and has worked at firms including Evident Wealth Management and his own sole proprietorship. In addition to his advisory work, he practices law through his own firm, Rock Winchester Allen - Counsellor at Law, PLLC. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through discretionary asset management tailored to client goals, while also offering co-advisory services and ongoing retirement plan consulting.

James Atchley is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Global View Capital Management, Global View Capital Advisors, Global View Capital Insurance Services, Go To Technologies, General Atomics Aeronauticals, and Brigham Young University. 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 uses various investment approaches across a broad range of assets and relies on third-party platforms to implement trading and administrative functions.

Parker Wagner is a financial advisor at Interwise with a Series 66 designation and three years of industry experience. His prior roles include positions at Chauner Securities, Valued Wealth Advisors, and Independent Financial Group. Outside of his advisory work, he creates technology-related video content and affiliate marketing through his own social media channel, Tech by Parker. Interwise serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm focuses on tailored, diversified portfolios and integrates in-house management with third-party managers, offering services that include the use of individual securities, managed accounts, and alternative investments.

Margaret Saez is a Series 65-licensed financial advisor with Physician Wealth Advisors, Inc. in Salt Lake City, UT, where she has worked since 2002. She has 11 years of industry experience and is involved in an administrative role in a construction business she owns with her husband. Physician Wealth Advisors primarily serves members of the Utah Medical Association and related clients, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. The firm emphasizes strategic asset allocation, broad diversification, and tax-aware portfolio management, operating with a membership-focused model that includes no-cost basic planning services for UMA members.

James Ferrin is a CFP® professional with 42 years of experience in the financial services industry. He currently serves at Asset One Wealth Management, LLC and has previously worked at LPL Financial and Triad Advisors. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with more than $2 million in assets through combined wealth management and family office coordination.

Reese Harper is a CFP® and ChFC® with 17 years of experience, currently serving as an advisor at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2007. Outside of his advisory role, Harper mentors undergraduate and graduate students in business programs through the BYU Associate Entrepreneurs Founders Organization and is CEO of Elements Technology, Inc., a software firm. Dentist Advisors serves dentists, other professionals, and high-net-worth clients, providing investment management, wealth management, retirement-plan consulting, and financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supported by an Investment Committee and third-party sub-advisers.