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.

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®-certified financial advisor with 19 years of industry experience. He has been with BetterWealth LLC since 2015, working as part of a five-advisor team based in Park City, UT. BetterWealth LLC provides investment advisory and integrated financial planning services to individual clients, trusts and estates, retirement plans, and business entities. The firm focuses on long-term asset allocation using mutual funds and ETFs, offers discretionary portfolio management, and employs specialized strategies such as margin transactions and Section 351 exchanges.

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.

Marc Bathgate is a financial advisor at 7Two with Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at Silver Leaf Partners, Distilled Alternatives, Far Hills Group, and Hamilton Miller Investments. Outside of his advisory work, he is involved in non-investment activities such as serving on the board of an independent whiskey bottler and managing a barn rental business for events. 7Two provides investment advisory, financial planning, and consulting services to individuals, families, trusts, businesses, family offices, and pooled vehicles. The firm uses a combination of fundamental and technical analysis to construct diversified portfolios, including private investments and special purpose vehicles, managing assets through discretionary portfolio management and advisory roles.

Jeffrey Silver is a Series 65-licensed financial advisor with Corrado Advisors, LLC, where he has worked for 13 years. Prior to joining Corrado Advisors, he was with Berson and Corrado. Outside of financial advising, he is a part owner and funder of Citadel Partners, LLC, a locksmith services business. Corrado Advisors is a team-based registered investment adviser managing approximately $253 million for about 337 clients, including individuals, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, employing a diversified investment approach with ongoing monitoring and customized client solutions.

Roger Cox is a financial advisor with Rademacher Financial, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc., and has experience as a football referee and as an economist. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, offering discretionary portfolio management and financial planning. The firm emphasizes individualized investment strategies, retirement-plan consulting, and participant education, managing approximately $261 million in discretionary assets.

Radford Brogden is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Compass Wealth Management LLC since 2021 and previously worked at RBC Capital Markets from 2012 to 2020. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm employs a research-driven investment approach guided by fundamental data and tailors portfolios across a spectrum from conservative to aggressive based on client investment policy statements.

Valeriane Wilson is a financial advisor at Plancorp, LLC with 11 years of industry experience. She holds CFP® and Series 65 credentials. Prior to joining Plancorp, she worked at McCarthy Tax and founded Athena Tax Service, Inc., where she remains Principal and Accountant. Wilson is also the founder of WilsonSix Studio, LLC. Plancorp serves individuals, trustees, business owners, charitable organizations, and retirement plans, offering wealth management, financial planning, and tax preparation services. The firm follows a Modern Portfolio Theory investment process and incorporates tax-aware strategies, with both discretionary and non-discretionary management options.

John Kaufman is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Kaufman serves as a director and advisory board member for the Rush Neurobehavioral Center. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-strategy investment approach that includes fundamental, technical, quantitative, and ESG analysis.

Charles Gunn is a CFP® with 45 years of experience in the financial industry. He is currently with Wealthcare Advisory Partners LLC, where he has worked since 2024, following a long tenure at Gunn Financial Associates and Royal Alliance Associates. Outside of his advisory work, he is a co-owner of residential rental properties. Wealthcare Advisory Partners LLC manages approximately $6 billion in client assets through a team of more than 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning approach supported by proprietary software and applies an evidence-based investment framework that incorporates behavioral economics and quantitative measures to construct long-term portfolios.