Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at West Ridge Advisors, Udall CPA Group, FAL Advisors, Rubin Brown LLP, K2 Energy Solutions, and SubAmerica LLC. Outside of advising, he is involved in several business ventures including accounting and tax preparation services and serves as president of the Nelson Family Foundation. Sunset Retirement Advisors LLC is a fee-only investment advisory firm that serves employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional or pooled accounts. The firm focuses on retirement plan consulting and management, offering discretionary trading authority and acting as an ERISA fiduciary, with a distinctive emphasis on pension consulting and plan-level investment management.

Ewan Morkel is a financial advisor at Fiduciary Organization, LLC with one year of industry experience. He holds a Series 65 designation and previously worked in secondary education and at Utah Valley University. In addition to his advisory role, Morkel is the founder and chief tax advisor of Morkel Financial, a tax preparation and planning business. Fiduciary Organization, LLC is a fee-only registered investment adviser serving individuals, retirement plans, charitable organizations, and businesses. The firm provides tailored investment management and financial planning, utilizing a combination of passive and active strategies and offering socially responsible investment options.

Nathan White is a CFA® charterholder with 19 years of industry experience, currently serving at Paragon Wealth Management in Provo, UT. He has worked with Paragon Capital Management since 2006. Outside of his advisory role, he manages administrative duties as Manager and EVP of Paragon I GP, LLC, a general partnership. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary services.

Taylor Vowles is a financial advisor at Oxford Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Drive Wealth Management and Crewe Capital. In addition to his advisory roles, he operates as an independent certified public accountant and is involved in managing private investment holding companies. Oxford Wealth Management serves primarily high-net-worth individuals, trusts, and business entities, managing over $100 million in assets. The firm offers customized investment management and financial planning, combining macroeconomic and quantitative analyses to guide portfolio construction and utilizes a formal Investment Plan with ongoing monitoring.

Lance Spencer is a CFP® with 35 years of industry experience, currently serving as an advisor at Prosper Private Wealth in Provo, UT. His prior experience includes roles at Summit Global Investments and Fidelity Investments. Prosper Private Wealth serves individuals, high-net-worth clients, families, estates, trusts, and retirement plans, managing approximately $150.8 million. The firm employs a combination of strategic and tactical asset allocation with value and active investing strategies, including option strategies and separately managed accounts, typically managing client portfolios on a discretionary basis.

Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.

Robert Reid is a financial advisor with Retirement Solutions Investments, Inc. in Provo, Utah, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at Moon Wake Wealth Management LLC and Fidelity Investments. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts. The firm emphasizes diversified portfolios using fundamental, market trend, economic cycle, and technical analysis, and offers both discretionary and non-discretionary portfolio management with ongoing account monitoring.

Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.

Kaneil Menlove is a financial advisor at Paragon Wealth Management in Provo, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Paragon Wealth Management since 2012. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm employs proprietary quantitative models alongside fundamental and technical analysis to guide portfolio construction and manages both individual accounts and privately offered pooled investment vehicles.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

Quincey Hansen is a financial advisor at Livet Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Livet Wealth, Hansen worked at Blue Barn Wealth, LLC and has a background that includes a lengthy tenure at Smash Dance Academy. Livet Wealth serves individuals, trusts, estates, and retirement plans, combining financial planning and portfolio management through tiered service levels. The firm uses Modern Portfolio Theory and offers discretionary account management, sub-advisory arrangements, and access to alternative investments within its Flagship program.

Richard Anderton is a financial advisor at Oxford Wealth Management with four years of industry experience. He holds Series 66 and Series 65 licenses and previously worked in the mortgage industry for over a decade. In addition to his advisory role, he owns and manages a mortgage brokerage, RIDGE Home Loans, where he serves as lending manager and loan officer. Oxford Wealth Management serves high-net-worth individuals, trusts, IRAs, business entities, and retirement plans, focusing on clients with multi-million dollar net worths. The firm provides tailored investment management, financial planning, and consulting services, combining macroeconomic and fundamental analysis to customize asset allocation and portfolio construction.

Jennifer Nielsen is a CFP® professional at Timpanogos Financial Advisors, Inc. with four years of industry experience. Her prior roles include positions at SPC and Payne Financial Management Inc., as well as two years with Alpine School District. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation and portfolio management strategies, offers socially conscious investment options, and provides investor education through public seminars and workshops.

John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation. He has experience leading Teton Strategy Group LLC, where he serves as president and advises start-ups, corporations, investment funds, family offices, and boards. Archibald also works as Assistant Vice President at Utah Valley University, focusing on diversifying revenue sources and overseeing commercial and auxiliary services. Oxford Wealth Management serves high-net-worth individuals, trusts, business entities, and retirement plans, generally targeting clients with multi-million dollar net worths. The firm offers customized investment management and financial planning services, combining macroeconomic analysis with fundamental and quantitative research to guide asset allocation and portfolio construction.

Jason Payne is a CFP® professional with 29 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has previously worked at Spc, Parkland Securities, LLC, and has operated Payne Financial Management Inc. since 2003. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, where he organizes spiritual development activities and service projects. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation strategies and offers services including socially conscious investment options and investor education seminars.

David Young is a financial advisor at Paragon Wealth Management with 32 years of industry experience. He has been with Paragon Capital Management since 1992. Outside of his advisory work, Young serves as the Mayor and Chairman of the City Council for Orem City, UT, a role he has held since 2023, and he is also a board member of OC Jones & Sons. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models alongside fundamental and technical analysis to manage portfolios that include ETFs, equities, mutual funds, bonds, and other instruments.

William Miller is a CFP® with 16 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held roles at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC (dba PROFi) offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment process combining fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on long-term investing, global diversification, and tax-efficient strategies.

Dallas Messenger is a financial advisor at Sandlot Private Wealth LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Orion Portfolio Solutions and JPMorgan Chase & Co, as well as work outside financial services at The Station Bar and Venue. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management, including comprehensive financial planning, discretionary portfolio management, and access to private investments across traditional and alternative asset classes.