Lee Miles is a financial advisor at Lee Miles LLC in Ogden, UT, with 24 years of industry experience. He holds CFP® and ChFC® designations and has worked at Practice Management Inc. and Midland National Life for more than two decades. Outside of advising, he is president of Practice Management, Inc., which provides management services for his firm. Lee Miles LLC offers investment advice and financial planning primarily to individuals, as well as to trusts, estates, and small business entities. The firm uses an asset-allocation approach combining individual securities and ETFs with active monitoring, and it engages in insurance agency activities alongside its investment management services.

Mason Miles is a financial advisor at Lee Miles LLC in Ogden, UT, holding a Series 65 designation with three years of industry experience. Prior to joining Lee Miles LLC in 2020, he worked at Uber and Vivint and was affiliated with Brigham Young University. Lee Miles LLC provides investment advice and planning primarily to individuals, as well as trusts, estates, and small business entities, managing approximately $13.95 million in discretionary assets. The firm employs an asset-allocation approach combining individual securities and exchange-traded funds, and supports client outreach through educational seminars and public events.

R Matthew Tullis is a financial advisor with Regents Partners, LLC in Farmington, UT, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has held multiple roles within Regents Partners and affiliated entities since 2015 and previously worked at Foresight Wealth Management, LLC. Outside of advisory work, he is the managing member of New Stage Ventures, LLC, a family investment and holding company. Regents Partners provides discretionary portfolio management to individuals, charitable organizations, and corporations, with an investment approach that combines broad U.S. equity exposure with tactical derivatives and fixed-income components. The firm manages multiple private funds and advises pooled investment vehicles, incorporating options trading, short sales, and margin transactions to manage risk and seek upside participation.

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.

Christopher Kesler is a financial advisor at Ascend Investment Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network from 2012 to 2020. Outside of his advisory role, Kesler is a part owner of a Cold Stone Creamery franchise and provides guidance in its management. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process and combines fundamental, technical, quantitative, and sector analysis with various asset-allocation strategies, managing accounts primarily on a discretionary basis.

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 at Alliance Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including TownSquare Capital, ARS Investment Advisors, and Allegis Investment Advisors. He also works as an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF strategies and a SMART Retirement framework, managing accounts through a platform relationship with TownSquare Capital.

Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 15 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. Peterson serves as a Certified Divorce Financial Analyst with Utah Divorce Planning and is on the board of the Livastride Youth Foundation. Peterson Wealth Services, Inc. provides fee-only investment management and 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 specialized services such as divorce consulting and retirement plan advisory.

Brett Karras is a CFP® with 33 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and has also been affiliated with Raymond James Financial Services since 2000. He serves as an advisor at The Karras Company, a five-advisor team based in Roy, Utah. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, as well as institutions and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on about $3.45 billion in assets, focusing on strategic asset allocation, diversified portfolios, and a buy-and-hold investment approach.

John Park is a financial advisor at Strategic Planning Group with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory roles, he operates a sole proprietorship reselling goods online. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management for individuals, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing in-house models, third-party managers, and strategies such as direct indexing and alternative assets.

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.

Billy Peterson is a Certified Financial Planner® with 30 years of industry experience, currently serving at Peterson Wealth Services Inc. He has worked at firms including Citigroup Global Markets and Raymond James Financial Services Advisors. Outside of his advisory role, he founded and leads the LivaStride Youth Foundation and is a certified divorce financial analyst involved in divorce settlement planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, serving a broad range of clients including retirees, high-net-worth individuals, and divorcees.

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.

William Merrell is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with The Karras Company, Inc. and affiliated with Raymond James Financial Services since 2015. Prior to that, he worked at Allegheny Financial Group and Allegheny Investments. Outside of his advisory role, Merrell owns CCC Management, a family management company. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, including high-net-worth households, institutions, and employer-sponsored retirement plans. The firm manages approximately $373 million in regulatory assets and advises on around $3.45 billion, employing a strategic asset allocation and buy-and-hold investment approach across diversified portfolios.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fidelity in various roles from 2014 to 2026. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, employing a range of investment strategies including third-party managers, model portfolios, direct indexing, and alternative asset classes, supported by software and AI tools.