Hylan Harper is a financial advisor with Loyal Wealth Management LLC in American Fork, Utah, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, LPL Financial, Cutter And Company, and Chase Investment Services Corp. He has led Loyal Wealth Management since 2017. Loyal Wealth Management LLC serves individual clients with discretionary asset management, managing approximately $38 million in assets. The firm offers financial planning and consulting as add-ons to asset management relationships and tailors portfolios to client objectives using strategies such as asset allocation and dollar-cost averaging. It operates as a solo-advisor firm and uses third-party providers integrating artificial intelligence and machine learning in its processes.

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in Lehi, Utah, but we serve clients nationwide. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

Gary Gygi is the principal of Gygi Capital Management, an independent advisory firm, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Union Capital Company since 2018, alongside managing his own firm since 2009. Gygi is also a licensed insurance agent in Utah and Florida. Gygi Capital Management offers comprehensive financial planning and discretionary investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a blend of fundamental and technical analysis, favors long-term growth and value strategies with international diversification, and provides institutional consulting and retirement plan services.

Since 2013 I’ve worked for wealth management firms providing financial planning for retirees and those who are close to retirement. Frustrated with the restrictions that come from working within a corporation, I decided to launch Retirement Advice. At Retirement Advice, I am able to provide clients with more flexibility and personability while still being their one-stop shop for all their retirement planning needs. Using modern technology and a network of partners, I am able to give my clients cost savings and expert advice backed by research. My clients can depend on me to be their investment fiduciary, 100% committed to putting their interests first. I seek to empower all of my clients with the confidence to retire early, and to retire well.

Daniel Allgaier is a CFP® professional with eight years of experience in the financial industry, currently affiliated with Artstone Private Wealth in Lehi, Utah. His prior roles include positions at Elevated Capital Advisors, Elevated Retirement Group, Royal Alliance, and Fidelity Brokerage Services. Outside of finance, he operates DA Epoxy Flooring, a business specializing in epoxy flooring installation. Artstone Private Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

John Beckstead is a financial advisor with Lifetime Financial in Highland, UT, holding a Series 65 designation and 27 years of industry experience. He has led Beckstead Investment Management since 2006. Lifetime Financial provides investment advisory and wealth management services to individuals and various institutional clients, managing discretionary portfolios that include exchange-traded funds, no-load mutual funds, and individual securities. The firm employs multiple analysis methods and offers a range of strategies from long-term buy-and-hold to short-term trading.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Benjamin Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I. since 2005, where he serves as one of two advisors at the firm. R.O.I. is a family-managed advisory firm based in Lindon, UT, serving individual clients and couples across a range of wealth levels. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and a hands-on approach that includes individualized quarterly reporting and regular client communications.

Scott Wharton is a Series 65-licensed advisor with Retirement Solutions Investments, Inc. in Provo, Utah, bringing 12 years of industry experience. He has been with Retirement Solutions Investments since 2014 and also serves as CEO and owner of Retirement Solutions, Inc., an insurance agency providing annuities and life and health insurance. Retirement Solutions Investments, Inc. offers personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million on a discretionary basis across about 264 clients and employs a diversified portfolio approach that incorporates fundamental, market-trend, and economic-cycle analysis.

Morgan Burke is a financial advisor at Prestige Wealthwide, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prestige Wealthwide, he held positions at Lone Peak Advisers, Fatfish, The Capital Grille, Orlando's, and Pace's Dairy Ann. Prestige Wealthwide, LLC is a registered investment adviser managing approximately $207 million across more than 220 client accounts, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management services focused on asset allocation and security selection, utilizing a broad range of investment instruments and combining fundamental analysis with modern portfolio theory.

Bryan Burris is a CFP® professional with 23 years of industry experience. He currently leads Sandlot Private Wealth LLC and previously worked at Elysium Wealth Management, Salt Wealth Partners, and Sage Income Advisors. Outside of his advisory role, he manages a family mountain rental cabin in Silver Plume, Colorado. Sandlot Private Wealth is a boutique, values-driven investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management with a focus on tailored portfolios across traditional and alternative assets, including private equity and venture capital.

Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.

Joe Strom is a financial advisor at Stonebriar Wealth, LLC in Lehi, UT, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Stonebriar Wealth, he worked in various roles across multiple companies, including Compass Financial Management LLC and Safeguard Card. Outside of his advisory work, he owns and manages several rental properties through multiple LLCs. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm focuses on a discovery, evaluation, and planning process to deliver individualized financial plans and portfolios, utilizing strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Kelly Allman is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She previously worked at Kestra Advisory Services LLC and has been with Garrett Capital for seven years. Outside of her advisory role, she teaches financial education classes and provides individual instruction to clients remotely. Garrett Capital Investment Management primarily serves individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm employs a combination of fundamental and technical analysis for asset allocation and security selection and incorporates options strategies and hedging techniques as part of its investment approach.

Ethan Gividen is a financial advisor at The Professional Financial Company LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Engagex and The Church of Jesus Christ of Latter-day Saints. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm’s investment approach combines fundamental analysis, quantitative methods, and modern portfolio theory, focusing on long-term investing, global diversification, and tax efficiency.

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

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.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with Premier Choice Wealth Advisors since 2021. Outside of advisory work, he is involved in several ventures including real estate brokerage and property management through multiple LLCs. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, consulting, and educational seminars. The firm constructs client portfolios and plans based on documented goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, and also assists clients in selecting and monitoring third‑party managers.

Aaron Drossart is a financial advisor with Premier Choice Wealth Advisors, LLC in Lehi, UT. He holds a Series 65 designation and has recently entered the industry. Prior to advising, he worked in education, including positions at Brigham Young University and Alpine School District. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm emphasizes customized portfolios and financial plans based on client goals, using fundamental and technical analysis, and also provides oversight for third-party managers.

Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at firms including Zellim, Inc. and Diamond Wealth Management. Outside of advisory work, he manages companies involved in the development and marketing of medical devices and serves on the board of a productivity software firm for small to medium businesses. Insight Investment Advisers LLC provides discretionary investment management and project-based financial planning to individuals, families, businesses, foundations, and retirement plans. The firm employs an evidence-based, momentum-focused investment approach using ETFs, mutual funds, and alternative vehicles, with monthly portfolio reviews and quarterly rebalancing.