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 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.

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.

Joshua Flade is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at OneSeven since 2024 and previously spent six years at TownSquare Capital and three years at Ensign Peak Advisors. He hosts the educational podcast "Building Better" and serves as the committee chair for the CFA Society Salt Lake. 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 and uses diversified portfolios with access to alternatives and private placements, alongside discretionary and non-discretionary arrangements.

Peter Woodring is a financial advisor with Mission Wealth Management, LP in Park City, UT, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Cypress Partners, LLC for 10 years before joining Mission Wealth Management in 2019. Outside of his advisory role, Woodring works part-time for SkyWest Airlines in a back-office position. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, often long-term investment strategies utilizing ETFs, institutional mutual funds, individual securities, and alternative investments, while also offering tax-aware trading, periodic rebalancing, and ERISA retirement plan fiduciary services.

Scott Greenberg is a financial advisor with M Holdings Securities, Inc. in Park City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with M Holdings since 2002 and is also the founder and principal of Greenberg, Wexler & Eig. Outside of his advisory work, Greenberg writes a weekly wine column and co-hosts a public affairs radio show focused on science. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers a range of investment management, retirement consulting, financial planning, and insurance advisory services, utilizing multiple sponsored platforms and third-party managers.

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 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and founded Steinberg Global Asset Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, 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 fundamental and quantitative analysis with outsourced portfolio management and integrates a variety of asset classes and strategies.

Bruce Weininger is a CFP® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.