Christian Cardoso is a CFP® credentialed advisor at Ascend Investment Management, LLC with four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ascend Investment Management provides fee-based financial planning and investment advisory services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm uses fundamental and technical analysis for discretionary portfolio management and offers public educational seminars and workshops at no charge.

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.

Adam Carlini is a financial advisor at Dynamic Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Leigh Baldwin & CO., LLC for eight years. Carlini is a part owner of Dynamic Tax Advisors LLC, a tax planning and preparation business that he manages outside of market hours. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused, model-based investment approach incorporating derivatives and shorting strategies uncommon among peer firms.

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.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.

Braxton Leicht is a financial advisor at Beta Wealth Group, Inc with two years of industry experience. Prior to joining Beta Wealth Group, he served 11 years in the U.S. Air Force. He is also a Special Agent with the U.S. Air Force Reserves Office of Special Investigations, conducting criminal investigations. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individualized portfolio construction using ETFs, mutual funds, stocks, and bonds, with additional strategies such as options and margin use, managing approximately $429 million for about 424 clients.

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Amy Yost is a financial advisor at Global Assets Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as secretary for the Kamas Valley Business Association and is a member of the Summit County Recreation Arts and Parks Advisory Committee, contributing to the review of grant applications. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized portfolios with a long-term investment approach supported by internal management and third-party asset managers.

Mary Belnap is a financial advisor at Ocean Path Advisors, LLC in Pleasant Grove, Utah, holding a Series 65 designation with one year of industry experience. Prior to joining Ocean Path Advisors, she worked at Mariner Independent and spent eight years at Utah State University. Ocean Path Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing ongoing portfolio management grounded in modern portfolio theory, emphasizing diversified, low-cost indexed investments alongside long-term trading and selective use of margin and options strategies. The firm manages a multi-hundred-million-dollar asset base with a distinct approach that includes discretionary trading authority and quarterly account reviews.

Joseph Perfilio is a financial advisor with Integrated Capital Management, Inc. in Kamas, Utah, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Integrated Capital Management since 2009 and previously at Clayton Perfilio, Ltd. from 2004 to 2020. Outside of advising, he is a partner in two non-investment-related businesses, Pinnacle Capital, Inc. and Pinarello Partners, LLC. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, and government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta portfolios.

Jason Perkins is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Baker Tilly Wealth Management and DFPG Investments. In addition to his advisory role, he has been active as an insurance and benefits agent since 1995, selling health, dental, vision, life, disability, and long-term care insurance. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and employs model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies.

Kathleen Stepp is a CFP® and Series 65 licensed financial advisor with 30 years of industry experience. She has been with Stepp & Rothwell Inc. since 1992. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations, providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies including mutual funds, ETFs, fixed income, and uses both long- and short-term approaches, with options and margin transactions utilized where appropriate.

Jeff Batterson is a financial advisor with Landolt Securities, Inc. in Park City, Utah, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 17 years with Landolt Securities. Outside of his advisory role, he is licensed to sell insurance and works as a real estate agent with Windermere Real Estate. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm focuses on fundamental analysis, with a majority of client assets invested in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management.

Howard Rothwell is a financial advisor at Stepp & Rothwell Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stepp & Rothwell since 1998. The firm serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. Stepp & Rothwell’s portfolios primarily include mutual funds, exchange-traded funds, and fixed income securities, utilizing both long- and short-term strategies and offering customizable client arrangements.

Winfield Stauffer is a CFP® with 20 years of industry experience and has been with BetterWealth LLC since 2015. He holds Series 63 and Series 65 licenses and is based in Park City, Utah. BetterWealth LLC provides investment advisory and integrated financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm focuses on long-term asset allocation primarily using mutual funds and ETFs, offers discretionary account management, and provides specialty services including Section 351 exchanges and limited options strategies.

Marianne Witte is a financial advisor at Hudson Value Partners, LLC with 35 years of industry experience. She holds Series 63, 65, and 66 designations and previously worked at Oppenheimer & Co. Inc. for 10 years before joining Hudson Value Partners in 2020. Hudson Value Partners is a registered investment adviser managing approximately $530.7 million in client assets, serving individuals, business entities, trusts, estates, and charitable organizations, including high-net-worth clients. The firm offers investment management, retirement plan consulting, financial planning, and operates a wrap fee program, employing a diverse range of strategies and investment vehicles tailored to client needs.

Scott Weissman is a CFP® with 29 years of experience in the financial industry. He has worked at Matrix Private Capital Group since 2019, following ten years at Morgan Stanley Smith Barney and four years with Morgan Stanley Private Bank. Matrix Private Capital Group provides customized wealth management and advisory services to high net worth individuals, families, and related trusts and estates. The firm’s investment approach emphasizes strategic diversification and risk management across traditional and alternative asset classes, often implementing client portfolios through highly-vetted third-party managers and sponsoring private special purpose co-investment vehicles.

John Kochersperger is a financial advisor at Sovereign Financial Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Emerson Reid. Outside of his advisory work, he is employed as a transportation driver at a ski resort in Park City, Utah. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, focusing on low-cost diversified investments and long-term strategies with tactical adjustments as needed.

John Guilds is a financial advisor at Colorado Financial Service Corporation with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Emerson Equity LLC, Finalis Securities LLC, and MUFG Securities Americas Inc., as well as operating his own law office focusing on real estate and estate planning. He is also active as a real estate agent with Guild Real Estate Group. Colorado Financial Service Corporation provides financial planning, consulting, and portfolio management primarily for high-net-worth individuals, pension and profit-sharing plans, and other legal entities. The firm offers customized portfolios using mutual funds, ETFs, stocks, and bonds, with both discretionary and non-discretionary account management options.

Alan Hansen is a financial advisor at Global Assets Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Advisory, LLC and Global View Capital Management, Ltd. Hansen also serves as a trustee for private trusts related to financial and real estate businesses. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach and offers tailored portfolio management through a network of independent advisors using a variety of investment vehicles and third-party managers.