Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.

Gregory Misener is a financial advisor with Able & Strong Advisors, Inc., holding a Series 65 designation and 20 years of industry experience. He has been with Able & Strong Advisors since 2018 and serves as president of Able & Strong Law, Inc., a law firm providing legal services for individuals with disabilities and their families. Prior to this, he worked at Verapath Global Investing, LLC for 15 years. Able & Strong Advisors offers investment advisory and financial planning services to individuals, institutions, pension plans, endowments, and pooled investment vehicles. The firm employs a proprietary Path Management process to adjust asset exposure based on market-verification metrics and uses fundamental analysis for security selection.

David Garrett is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been involved with Garrett Capital Management since 1986 and serves as president of Ensign Capital Management, Inc. since 1991. Garrett also owns Timertrac.com, a web-based newsletter tracking market timers, and co-owns a frozen yogurt business with his wife. Garrett Capital Investment Management primarily advises individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm’s investment approach includes asset allocation, security selection, and strategies such as covered call writing, with a focus on fundamental and technical analysis and active portfolio management.

James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios and specialist institutional managers, and integrates non-public pooled real estate investments through affiliated entities.

Adam Fisher is a financial advisor with Oak Lane Advisors in Centerville, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Arete Wealth Management, LLC for 11 years and has been with Wealth Navigation, LLC since 2006. Outside of his advisory role, Fisher is involved in multiple business ventures including ownership and partnership positions in various holding companies and an equipment rental business. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts, with an investment approach focused on diversified, asset-allocation driven portfolios and alternative investment opportunities for accredited investors.

Benjamin Coles is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT, holding a Series 65 designation with eight years of industry experience. He has worked at Alliance Wealth Advisors in multiple capacities since 2016 and previously at TownSquare Capital, LLC and Capital Management. Outside of his advisory role, he is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it employs a platform approach with TownSquare Capital to customize advice and manage accounts.

Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.

Jaron Munk is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including TownSquare Capital, JRS Wealth Management LLC, and Allegis Investment Advisors. Munk is also an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, managing accounts typically on a discretionary basis through a platform relationship with TownSquare Capital.

Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services, where he has been since 2011. Outside of his advisory role, he serves on the board of the Livastride Youth Foundation and is a Certified Divorce Financial Analyst involved with Utah Divorce Planning. Peterson Wealth Services, Inc. offers fee-only investment management and comprehensive financial planning to individuals and institutions, including small-business owners, retirees, and high-net-worth individuals. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, complemented by active funds and equities, and provides retirement plan advisory services as well as estate and tax-aware planning.

Clifton Johnson is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His career includes roles at BFC Planning, Inc. and Securities Management & Research, Inc., along with longstanding involvement in insurance sales and management with American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position with the LDS Church as a counselor in the bishopric. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, utilizing model-driven investment strategies based on mutual funds and ETFs with regular monitoring and rebalancing.

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group is a fee-based financial planning and investment management firm managing approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management, third-party manager access, and tax-aware investment strategies.

William Sandberg is a financial advisor at Promontory Financial Planning, LLC, holding a Series 65 license with five years of industry experience. He has worked at Promontory since 2020 and also maintains roles at Flint Meadow Financial LLC and Fortified Benefits dba Utah Senior Planning. Outside of financial advising, Sandberg is the managing principal of Sand Sure Agency, an insurance agency offering funeral insurance policies. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor approach with integrated insurance and accounting services, emphasizing a range of investment options including no-load mutual funds, index funds, ETFs, and private placements.

Joseph Cannon is a CFP® with 23 years of industry experience, currently serving as an advisor at Oak Lane Advisors. He has worked at Wealth Navigation LLC since 2013 and previously at Arete Wealth Management LLC. Outside of his advisory role, he is involved with an insurance agency as an agent. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with an investment approach centered on diversified, asset-allocation portfolios.

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

Billy Peterson is a CFP® professional with 29 years of experience in financial advising. He is principal at Peterson Wealth Services Inc. and has served as a certified divorce financial analyst through his role with Utah Divorce Planning since 2015. Outside of finance, he is the founder and director of the LiveaStride Youth Foundation and owns Buck Way Ranch LLC, where he manages racehorses. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers both discretionary and non-discretionary account management along with specialized services such as divorce consulting.

Carson Skaggs is a financial advisor at Altura Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Legacy Peak Insurance and Legacy Wealth Management. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning services tailored to client objectives.

Catherine Miller is a financial advisor at JGP Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, Rock House Financial, and The Buckner Company. She also has experience working at Utah State University and in educational roles prior to entering the financial industry. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and various business entities. The firm employs a fiduciary-oriented, tailored approach that combines fundamental and technical analysis across multiple investment strategies and asset allocation categories, with a focus on ongoing portfolio monitoring and rebalancing.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fidelity from 2014 to 2026 in various advisory roles. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets, offering customized portfolio management, access to third-party managers, and tax-aware strategies.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. She is a committee member of the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofits. The firm manages approximately $319 million in client assets, using portfolios composed of no-load mutual funds, index funds, and ETFs, and employs both fundamental and technical analysis to guide discretionary trading and asset allocation decisions.