Matthew Ross is a CFA® charterholder and financial advisor with 10 years of industry experience. He is the sole advisor at Mill Creek Investment Management, where he has worked since 2014. In addition to his advisory role, Ross is involved in finance and accounting at Salt Lake Mattress & Mfg. Co., a mattress manufacturing business. Mill Creek Investment Management provides discretionary portfolio management and investment review services to individuals, institutional, and corporate clients. The firm uses a strategic asset allocation process documented in written Investment Policy Statements and employs a range of investment vehicles, including alternatives for qualified clients.

Larry Oshita is a financial advisor with Lota Advisors LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Lota Advisors LLC since 2014. Lota Advisors LLC serves high-net-worth and qualified investors, as well as small businesses, offering customized discretionary portfolio management and hourly financial-planning reviews. The firm employs a quantitative and technical investment approach tailored to each client’s risk tolerance and target return, utilizing strategies that may include derivatives, short selling, and option techniques alongside liquid index ETFs.

Steven Altman is a financial advisor at SHA Advisory in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. SHA Advisory provides financial planning and investment advice to individuals, families, trusts, and small business owners through a do-it-yourself consulting model focused on client education and self-directed brokerage accounts rather than portfolio management. The firm operates on an hourly or engagement fee basis and does not take custody of client assets.

Matt Johns is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Black Bridge Advisors, LLC. His prior experience includes roles at Goldman Sachs and Fidelity Investments. Outside of finance, he owns Dance Impression, a private dance organization based in Farmington, UT. Black Bridge Advisors, LLC provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing proprietary risk-based ETF model portfolios and a broad range of investment options tailored to clients’ objectives and risk tolerance. The firm also sponsors a private debt fund through its affiliated entity, Black Bridge Partners, LLC, which focuses on direct real estate lending for accredited investors.

Jon Debry is the sole advisor at JD Investment Management, LLC, an independent firm based in Salt Lake City, UT. He holds a Series 65 designation and has 27 years of industry experience, having led JD Investment Management since its founding in 1998. JD Investment Management provides fee-based portfolio management and limited, topic-specific financial planning to individual and nonprofit clients. The firm employs a value-oriented investment approach focused on fundamental analysis with technical analysis used for timing, investing broadly across equities, bonds, ETFs, and preferred securities while generally avoiding options, margin, and private placements.

John Shreck is the principal of JDS Investment Management in Salt Lake City, UT, with 12 years of experience as a financial advisor. He holds a Series 66 designation and also serves as president and tax preparer of JDS Financial Management PC, a tax planning and preparation firm. His background includes multiple limited partnership roles in family farm operations. JDS Investment Management is a single-advisor registered investment adviser serving a small client base primarily composed of high-net-worth individuals, trusts, and estates. The firm provides discretionary asset management and financial planning, utilizing a passive, long-term investment approach based on Modern Portfolio Theory with diversified, low-cost mutual funds and ETFs across multiple asset classes.

Malik Samara is a financial advisor at Jaeger Wealth Advisors with Series 66 credentials and one year of industry experience. Prior to joining the advisory field, he held roles in various industries including healthcare, hospitality, and retail. Jaeger Wealth Advisors serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, providing wealth management, financial planning, and retirement plan consulting on a fee-only basis. The firm employs a combination of internally constructed and third-party model portfolios, integrating passive and active strategies guided by modern portfolio theory and fundamental and technical analysis.

Matthew Neve is a financial advisor at Maximus Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Maximus Wealth Advisors since 2019, following a year at Strategic Planning Group. Outside of advising, he is the president and owner of Body Fit Wellness LLC, a non-investment-related business he has operated since 1991. Maximus Wealth Advisors is a single-advisor independent firm that provides portfolio management and financial planning to individuals, trusts, IRAs, 401(k) plans, and small businesses. The firm primarily uses passive investment strategies with index funds and ETFs, supplemented by various analytical methods, and offers an ongoing subscription-style planning service with regular reviews and implementation support.

John Freed is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. He has been with A & C Investment, Inc. since 1997, serving as the firm's sole advisor. Outside of his advisory role, he is involved in family and other business ventures including ranching, oil and gas, and real estate. A & C Investment provides portfolio management and limited financial planning primarily to individuals, high-net-worth individuals, and family trusts, with occasional consulting on company retirement plans. The firm focuses on diversified mutual fund and ETF portfolios, using a long-term, fundamental analysis approach with non-discretionary management.

Gai Baker is a financial advisor at Black Salt Advisors LLC with a Series 65 credential and one year of industry experience. Prior to this role, Baker has held positions at Black Salt Capital LLC, Northrop Grumman, and General Electric. Black Salt Advisors LLC provides advisory services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm employs internally developed model portfolios and a top-down process that combines fundamental and technical analysis to guide asset allocation and security selection, with services tailored to client-specific needs.

John Diehl is the principal of The Prudent Planner, LLC, an independent financial advisory firm based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he works as a regulatory examiner for the Utah Department of Financial Institutions. The Prudent Planner primarily serves individual clients and small businesses, offering financial planning, investment consultation, and portfolio management services. The firm employs a long-term, tax-aware investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, with a focus on non-discretionary account management and regular educational workshops.

Stephen Goalen is a CFP® and holds a Series 65 license with 15 years of industry experience. He is the principal of Goalen Capital Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Merit Wealth Management, Goalen Financial Advisors, and Jacobsen Capital. Goalen is also a passive equity shareholder in two companies, Battalion Bags, LLC and Klean Freak, LLC. Goalen Capital Advisors, LLC provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm emphasizes ERISA-aware fiduciary services and ongoing support for corporate retirement plans, offering discretionary portfolio management alongside non-discretionary recommendations on private funds.

Tyler Rainey is the principal of Rainey Wealth Management LLC in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has experience spanning several roles since 2000, including business consulting through his ownership of TR Invest. Prior to founding his firm in 2025, he worked at Cache Capital Corp and other financial and business-related companies. Rainey Wealth Management LLC provides investment management, financial planning, and portfolio review services to individuals, high-net-worth clients, and sophisticated self-directed investors. The firm employs a combination of fundamental, technical, cyclical, and charting analysis within a modern portfolio theory framework, offering both active and passive portfolio construction tailored to client risk tolerance and objectives.

Michael Metzger is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at LifePoint Financial Design in Salt Lake City, UT. His prior experience includes roles at LPL Financial and Unionbanc Investment Services. Outside of advisory work, he is part owner of a salon and spa business and involved with Catalyst CFO Solutions, a fractional CFO and consulting firm. LifePoint Financial Design provides investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm offers discretionary asset management, written financial plans, and facilitates estate planning through a third-party partnership, while employing a long-term, tailored investment approach that integrates fundamental and technical analysis.

Eric Stats is a CFA® charterholder with 18 years of industry experience. He is the president of Brighton Wealth Management, Inc., where he has worked since 2020. Prior to that, he was with Foresight Wealth Management and Wasatch Financial and Insurance Services dba BLPG Investments. Outside of his advisory work, he is involved as a partner and consultant in small business ventures related to fleet rentals. Brighton Wealth Management serves individuals, retirement plans, trusts, estates, and other entities, providing discretionary portfolio management, allocation to independent managers, and financial planning. The firm employs a combination of fundamental and technical analysis, utilizing a variety of investment strategies and third-party managers, and operates as a single-advisor practice managing a multi-hundred-million dollar asset base.

Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

M Tom Peterson is a financial advisor with Peterson Rogers Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Axxcess Wealth Management. He serves on the advisory board of the Cancierge Foundation, a nonprofit organization focused on assisting cancer patients and their families. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach emphasizing long-term asset allocation, custom portfolios, and a blend of public and alternative investments.

Zachary Schelin is a financial advisor with Athos Private Wealth LLC, holding a Series 65 credential and two years of industry experience. He has worked at Athos Private Wealth since 2023 and previously held roles at Ethos Investment Management and Aptive Environmental. Outside of financial advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, a residential cleaning business where he advises on strategy and assists with accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services to high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory, combining tax-aware, long-term asset allocation with tactical adjustments across public and private markets.

Kent Wilson is a CFP® certificant with 29 years of industry experience and has been with Wilson Financial Advisors, Inc. since 1994. He holds a Series 65 license and is based in Salt Lake City, UT. Wilson Financial Advisors serves individuals, families, and small businesses, providing comprehensive financial planning including retirement, investment, tax, and estate planning. The firm operates on a fee-only basis with hourly or fixed retainer billing, emphasizes asset allocation with no-load mutual funds in a buy-and-hold strategy, and manages accounts on a non-discretionary basis.

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.