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.

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 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 with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments and Global View Capital Management. Hansen also serves as a trustee for private trusts. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

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.

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.

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.

Heather Hinrichs is a financial advisor at SteelPeak Wealth, LLC with three years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at SEI Wellness Corporation, Zions Bank, SPF Capital, Cal Private Bank, and Financial West Group. SteelPeak Wealth, LLC serves a diverse client base including individuals, pension plans, trusts, charities, family offices, and registered investment companies. The firm provides financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, typically utilizing proprietary and custom model portfolios alongside due diligence on private securities and alternative investments.

Joshua Flade is a CFA charterholder with seven years of industry experience, currently serving as an advisor at OneSeven since 2024. He previously worked at TownSquare Capital for six years and Ensign Peak Advisors for three years. Outside of his advisory role, Flade hosts the educational podcast "Building Better," chairs a committee at the CFA Society Salt Lake, and serves as an assistant ward clerk handling finance for his local church. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach with diversified portfolios, utilizes independent managers and third-party platforms, and maintains an affiliation with MGO Inc. to enhance its retirement-plan consulting services.

Peter Woodring is a financial advisor at Mission Wealth Management, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cypress Partners, LLC for 10 years. Outside of his advisory role, he is also employed as a cross-utilized agent at SkyWest Airlines in a non-investment capacity. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by providing wealth management, personalized financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Scott Greenberg is a financial advisor with M Holdings Securities, Inc. and Greenberg, Wexler & Associates, holding Series 63 and Series 65 licenses with 40 years of industry experience. He is the founder and principal of Greenberg, Wexler & Eig, a firm involved in the sales and service of insurance and investment products. Outside of his advisory roles, Greenberg writes a weekly wine column for a daily newspaper and co-hosts a public affairs radio show focused on science in Park City, Utah. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Darlynn Slosar is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and previously worked at Podesta Capital Advisors and SpineCare Medical Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios across a variety of investment vehicles, including ESG models and direct indexing.

John Jaicks is a financial advisor at OneSeven with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, International Assets Advisory LLC, and Bruce A. Lefavi Securities, Inc. Jaicks is also involved in managing Silver Creek Management, LLC, a private label entity for financial business activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios with options for alternatives and third-party management solutions.

Ronald Gershon is a financial advisor at Hilltop Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Oppenheimer for 19 years before joining Hilltop Securities in 2022. Outside of his advisory role, he is a partner in a non-investment real estate holding company. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, retirement-plan advisory, and a range of municipal bond strategies, combining custody, banking, and market-making capabilities on an open-architecture platform.

Glen Mintz is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 13 years before joining NewEdge Wealth in 2021. He is also involved in asset management through JT Asset Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary solutions across multiple asset classes.

Lawrence Miles Jr. is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Freestone Capital Management LLC and AdvicePeriod, LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed by a centralized team and overseen by an Investment Committee.

Michael Fomuke is a financial advisor at NewEdge Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Park City Family Office. Outside of advising, he is also an insurance agent with Symetra Financial. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes proprietary strategies and third-party managers.

Hudson Horn is a CFP® with three years of industry experience, currently affiliated with Mariner Wealth Advisors. His prior work history includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolios managed by an Investment Committee, with integrated tax and accounting services, family office capabilities, and a financial wellness platform for employers.

Richard Steinberg is a CFA® charterholder with over 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and Steinberg Global Asset Management. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Bruce Weininger is a CFP® with 36 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Foreside Financial Services, Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds.