Lee Miles is a CFP® and ChFC® with 23 years of industry experience. He is the principal of Lee Miles LLC in Ogden, UT, and has been involved with Practice Management Inc. and Midland National Life since the early 1990s. Outside of his advisory work, he serves as president of Practice Management Inc., a management services corporation supporting his firm. Lee Miles LLC provides investment advice and planning primarily to individuals, as well as to trusts, estates, and small business entities. The firm employs an asset-allocation approach combining individual securities and ETFs, with active monitoring and discretionary or non-discretionary authority, and also offers insurance and annuity products through its affiliated insurance activities.

Mason Miles is a financial advisor at Lee Miles LLC with a Series 65 designation and two years of industry experience. Prior to founding Lee Miles LLC, he worked at Uber and Vivint and was affiliated with Brigham Young University. Lee Miles LLC provides investment advice and planning primarily to individuals, as well as trusts, estates, and small business entities, managing approximately $13.95 million in discretionary assets. The firm employs an asset-allocation approach combining individual securities and exchange-traded funds, with active monitoring and options for discretionary or non-discretionary authority, and conducts client outreach through educational seminars and public events.

R Matthew Tullis is a financial advisor with Regents Partners, LLC in Farmington, UT, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has held multiple roles within Regents Partners and affiliated entities since 2015 and previously worked at Foresight Wealth Management, LLC. Outside of advisory work, he is the managing member of New Stage Ventures, LLC, a family investment and holding company. Regents Partners provides discretionary portfolio management to individuals, charitable organizations, and corporations, with an investment approach that combines broad U.S. equity exposure with tactical derivatives and fixed-income components. The firm manages multiple private funds and advises pooled investment vehicles, incorporating options trading, short sales, and margin transactions to manage risk and seek upside participation.

Michael Minnoch is a financial advisor with Vantage Point Management, Inc. in North Ogden, Utah, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Vantage Point Management since 2017 and was previously with Vantage Point Investments and Managed Account Research, Inc., where he has been involved since 2003. In addition to his advisory role, Minnoch is an independent insurance agent selling fixed life contracts and is associated with Managed Account Research, focusing on managed futures, commodities, and options. Vantage Point Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of modified passive, strategic, and tactical investment strategies emphasizing relative-strength analysis across ETFs, equities, and fixed income, and manages proprietary models on a third-party platform while providing financial planning and back-office services to other investment professionals.

David Garrett is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been involved with Garrett Capital Management since 1986 and serves as president of Ensign Capital Management, Inc. since 1991. Garrett also owns Timertrac.com, a web-based newsletter tracking market timers, and co-owns a frozen yogurt business with his wife. Garrett Capital Investment Management primarily advises individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm’s investment approach includes asset allocation, security selection, and strategies such as covered call writing, with a focus on fundamental and technical analysis and active portfolio management.

James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios and specialist institutional managers, and integrates non-public pooled real estate investments through affiliated entities.

Christopher Kesler is a financial advisor at Ascend Investment Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network from 2012 to 2020. Outside of his advisory role, Kesler is a part owner of a Cold Stone Creamery franchise and provides guidance in its management. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process and combines fundamental, technical, quantitative, and sector analysis with various asset-allocation strategies, managing accounts primarily on a discretionary basis.

Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services, where he has been since 2011. Outside of his advisory role, he serves on the board of the Livastride Youth Foundation and is a Certified Divorce Financial Analyst involved with Utah Divorce Planning. Peterson Wealth Services, Inc. offers fee-only investment management and comprehensive financial planning to individuals and institutions, including small-business owners, retirees, and high-net-worth individuals. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, complemented by active funds and equities, and provides retirement plan advisory services as well as estate and tax-aware planning.

Brett Karras is a CFP® professional with over 32 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and is currently one of four advisors at the firm. His work history also includes a longstanding affiliation with Raymond James Financial Services since 2000. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, utilizing research and platform resources from Raymond James to support client strategies and account monitoring.

William Sandberg is a financial advisor at Promontory Financial Planning, LLC, holding a Series 65 license with five years of industry experience. He has worked at Promontory since 2020 and also maintains roles at Flint Meadow Financial LLC and Fortified Benefits dba Utah Senior Planning. Outside of financial advising, Sandberg is the managing principal of Sand Sure Agency, an insurance agency offering funeral insurance policies. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor approach with integrated insurance and accounting services, emphasizing a range of investment options including no-load mutual funds, index funds, ETFs, and private placements.

Billy Peterson is a CFP® professional with 29 years of experience in financial advising. He is principal at Peterson Wealth Services Inc. and has served as a certified divorce financial analyst through his role with Utah Divorce Planning since 2015. Outside of finance, he is the founder and director of the LiveaStride Youth Foundation and owns Buck Way Ranch LLC, where he manages racehorses. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers both discretionary and non-discretionary account management along with specialized services such as divorce consulting.

Catherine Miller is a financial advisor at JGP Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, Rock House Financial, and The Buckner Company. She also has experience working at Utah State University and in educational roles prior to entering the financial industry. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and various business entities. The firm employs a fiduciary-oriented, tailored approach that combines fundamental and technical analysis across multiple investment strategies and asset allocation categories, with a focus on ongoing portfolio monitoring and rebalancing.

William Merrell is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He has been with The Karras Company, Inc. and Raymond James Financial Services since 2015. Outside of his advisory role, he owns and operates a family management company called CCC Management. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, leveraging research and resources through its partnership with Raymond James.

Boyd Hansen is a CFP® professional with 41 years of industry experience, currently serving at The Karras Company, Inc. since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for 11 years and has been affiliated with Raymond James Financial Services, Inc. since 1990. Outside of advisory work, Hansen is the CEO of Boyd R. Hansen & Co. Inc., a medical business services firm. The Karras Company provides wealth planning, investment consulting, and portfolio management to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, leveraging research and resources from its longstanding relationship with Raymond James.

Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. She is a committee member of the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofits. The firm manages approximately $319 million in client assets, using portfolios composed of no-load mutual funds, index funds, and ETFs, and employs both fundamental and technical analysis to guide discretionary trading and asset allocation decisions.

Tyra Williamson is a financial advisor with Promontory Financial Planning, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at her current firm since 2006. In addition to her advisory role, she is a licensed insurance agent in Utah, Colorado, and Idaho, occasionally placing insurance products through an independent broker. Promontory Financial Planning is a multi-advisor firm serving individuals, trusts, small businesses, and nonprofits, managing approximately $319 million in client assets. The firm utilizes no-load mutual funds, index funds, and ETFs, combining fundamental and technical analysis for discretionary trading and personalized asset allocation, while also offering financial planning, annual reviews, and ad hoc consultations.

Joseph Davis is a financial advisor at Beam Wealth Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Securities America Inc. Outside of his advisory role, he owns and operates a social media business focused on hunting, family, and fitness topics. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning and investment management, utilizing asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and supported by licensed software and independent manager selection.

Brent Keller is a financial advisor at Ascend Investment Partners in Ogden, UT, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked at Ascend Investment Partners since 2018 and previously spent one year with Wells Fargo Advisors Financial Network and five years with Amara Development Company, where he remains a 40% owner and vice president involved in commercial real estate development. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan and annuity consulting. The firm employs a structured planning process and integrates fundamental, technical, quantitative, and sector analysis with tactical and core-satellite asset allocation strategies.

Paul Norman is a CFP® professional with 38 years of experience in the financial services industry. He is currently with Ascend Investment Partners, where he has worked since 2020, and previously spent 11 years at Wachovia Securities Financial Network. Outside of advisory work, he is president and a 41% owner of Western States Rebar Fabrication Inc., a rebar construction and fabrication company. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process called the CLIMB method and uses a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.

Darcy Wride is a financial advisor at Ascend Investment Partners in Ogden, UT, with 32 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 11 years. Outside of advising, he is a 25% member of an LLC that manages ownership administration of an airplane and hanger at Ogden Hinkley Airport. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm employs a structured planning process called the CLIMB method and uses a combination of fundamental, technical, and quantitative analysis alongside tactical and core-satellite asset allocation strategies.