Joseph Larsen is a Certified Financial Planner (CFP®) with 17 years of experience in the financial services industry. He has previously operated Joseph M. Larsen CPA PC, a certified public accounting practice, for 13 years, providing accounting and tax services alongside advisory work. His firm offers portfolio management and financial planning primarily to individual and high-net-worth clients, emphasizing long-term trading and modern portfolio theory through mutual funds. The practice is notable for its integrated tax and accounting services, primarily non-discretionary asset management, and a small, closely managed client base.

John Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has been with Lone Peak Capital Management, LLC since 2016 and previously worked at Legacy Planning Group from 2014 to 2018. Lone Peak Capital Management, LLC provides investment management primarily to individual retail clients as well as other advisers through sub-advisory and third-party asset management arrangements. The firm uses a combination of technical and fundamental analysis to guide allocation and trading decisions, serving a variety of clients including small businesses, trusts, and retirement plans.

Michael Roan is a CFP®-certified financial advisor with 21 years of industry experience. He is the principal of Bonneville Multi-Family Office in Provo, UT, where he has worked since 2011. Roan has prior experience at Stonehurst Securities and Strategis Financial Group. In addition to his advisory work, he serves as adjunct faculty at Utah Valley University, teaching personal financial management, and is involved in charitable service with his church as well as managing estate and elder care matters for family members. Bonneville Multi-Family Office provides family-office style services to affluent individuals, multi-generational families, entrepreneurs, and other professionals, typically with household incomes above $250,000 and net worths over $1 million. The firm emphasizes diversified, asset-allocation strategies using low-cost investment vehicles and acts as a coordinator among custodians, CPAs, attorneys, and other specialists, often operating in a non-discretionary or limited-discretion capacity.

Bryce Sutton is a financial advisor at Colab Capital with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Summit Global Investments for 13 years before joining Colab Capital and Your IA, LLC. Colab Capital is an independent SEC-registered investment adviser providing discretionary portfolio management and advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm employs a diverse investment approach across multiple asset classes and offers financial planning and consulting tailored to each client’s risk tolerance and time horizon.

Treston Donovan is a financial advisor at Donovan Legacy Advisors, LLC in Draper, Utah. He holds a Series 65 designation and has five years of industry experience, including three years at Fisher Investments. Donovan’s firm provides discretionary portfolio management primarily to high-income and high-net-worth individual investors with long time horizons and an aggressive risk tolerance. Donovan Legacy Advisors uses a blend of modern portfolio theory, technical, charting, and cyclical analysis, including active timing strategies tied to the Bitcoin halving cycle, to allocate across equities, bonds, REITs, cash equivalents, and digital assets. The firm maintains a small, concentrated client base and a single-advisor model managing approximately $6.52 million in discretionary assets.

Jacob Becker is the sole advisor at Growth Financial in Provo, Utah. He holds a Series 65 designation and has industry experience beginning in 2022, with prior roles at firms including Goldman Sachs and Becker Capital Group, LLC. Becker's background also includes academic and community involvement through positions at Utah Valley University and Brigham Young University. Growth Financial is an independent, fee-only advisory firm serving individuals, entrepreneurs, business owners, and high-net-worth clients. The firm offers discretionary portfolio management using both passive and proprietary active strategies, including value and AI adoption approaches, with a focus on longer-term fundamental analysis and client-specific investment profiles.

Bruce Chugg is the principal advisor at Chugg Wealth Strategies, LLC, based in Provo, Utah. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his current firm, he operated as a sole proprietor and worked at Tessera Capital Partners, LLC. Chugg Wealth Strategies provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a client-directed basis using fundamental, technical, and cyclical analysis, maintaining mostly non-discretionary accounts to keep transaction authority with clients.

Marcus Tsukuda is a financial advisor at Strategia Investments, LLC, holding a Series 65 credential with two years of industry experience. He is co-founder and CEO of Expandable Navigation Technology, a company developing patented data navigation technology, which includes a genealogy platform called RootsView. Tsukuda is also the owner of UrBrakes, LLC, a vehicle maintenance company currently planned for dissolution. Strategia Investments provides a single, stock-only portfolio management service to individual and institutional clients, employing a fundamental, valuation-driven investment process with a long-term buy-and-hold approach. The firm operates on a non-discretionary basis, relying on client approval for trades, and manages all assets through a single designated custodian.

Braxton Bean is a financial advisor at Slope Advisors LLC in Lehi, UT. He holds a Series 65 credential and has one year of industry experience, with prior roles including positions at ARS Investment Advisors, Inc. and CWM, LLC. Before entering financial advising, he worked in education for several years. Slope Advisors LLC serves individual and high-net-worth clients, focusing on professionals in technology and sales who receive equity compensation. The firm offers discretionary portfolio management combined with financial planning, emphasizing tax-aware investment strategies and primarily using low-cost, diversified ETFs and index funds.

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 affiliated with Artstone Private Wealth in Lehi, Utah, with eight years of industry experience. His prior roles include positions at Elevated Capital Advisors, Elevated Retirement Group, Royal Alliance, and Fidelity Brokerage Services. Outside of finance, he is the owner and operator of DA Epoxy Flooring, a business specializing in epoxy floor installations. Artstone Private Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a combined approach of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies tailored to client goals and risk tolerance.

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.