Evan Green is a financial advisor at Everspire with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ADP Broker-Dealer Inc. for nine years. He refers business to TomiPlan, a financial planning company, and receives referral fees for this. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers, and incorporates AI-enabled tools alongside human review in its advisory process.

Jesse Burt is a financial advisor at Everspire with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Titan Securities and Synchrony Wealth Management. Burt served in the United States Air National Guard from 2014 to 2020. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and a process that incorporates both quantitative and fundamental analysis.

Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.

Spencer Cazier is a CFP® with seven years of industry experience, currently serving as an advisor at Navigate Private Wealth, LLC since 2017. Prior to joining Navigate Private Wealth, he worked at BeesPath, Inc. from 2014 to 2017. Outside of advisory work, he is also an insurance agent with Allegis Advisor Group, LLC. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews and offers services including portfolio management, financial planning, and estate-planning workflows.

Landon Malo is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT, holding a Series 65 designation with two years of industry experience. His prior roles include work at Vision Graphics and serving as a service missionary. Narus Financial Partners is a team-based SEC-registered adviser managing approximately $559 million for about 200 clients, primarily individuals, high-net-worth households, trusts, estates, and small businesses. The firm combines multiple analytic approaches in its investment process and employs both strategic and tactical asset allocation, offering discretionary and non-discretionary account management.

Brennon Lund is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. His prior work includes positions with the Angels Baseball Organization and Tecolotes Los Dos Laredos. New Millennium Group, LLC serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts. The firm manages approximately $257 million across 881 client relationships using a three-level investment process and offers portfolio management, financial planning, retirement-plan advisory, and estate-document coordination.

Carter Allen is a CFA® charterholder with six years of industry experience, currently serving at Alta Capital Management LLC in Salt Lake City. He has held various roles since 2016, including positions at the University of Wisconsin Madison, Geneva Capital Management, and Isthmus Partners LLC. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process with proprietary quantitative tools. The firm also serves as adviser or sub-adviser to registered funds and integrates responsible investing and AI-assisted models in certain strategies.

Joshua Baird is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 designation and no prior industry experience before joining the firm. His work history includes positions at The Cynosure Group, LLC, Stifel Bank, Project Solar, and CoreBridge, along with nine years as a full-time student. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm provides discretionary portfolio advisory, integrated financial planning, and investment consulting using customized strategic asset allocations implemented through mutual funds, ETFs, and separately managed accounts, complemented by ongoing monitoring and consolidated reporting.

Taylor Waldron is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining Elysium Wealth Management in 2026, he worked at Maxwell & Morgan and has been involved with Smoke'N Ink Tattoos since 2023. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations, providing tailored investment strategies supported by both in-house oversight and sub-adviser research.

Kyle Moriyama is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Nav Technologies, Inc., Gbank Financial Holdings, Inc., and Merrick Bank. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual clients, including high-net-worth households, offering tailored investment programs and services that integrate fundamental, technical, and cyclical analysis with a range of investment strategies. The firm also delivers tax and insurance-related services through affiliated entities while maintaining oversight of sub-advisors and conflict-of-interest protocols.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

Christopher Cordova is a financial advisor with Elevated Capital Advisors, LLC in Draper, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with SPL Financial since 2015, focusing on fixed insurance products including health, life, disability, and long-term care insurance. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to tailor both strategic and tactical asset allocations.

Daniel Gomez is a financial advisor with Lone Peak Advisers, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long tenures at Penn Mutual and Hornor, Townsend & Kent, Inc., along with ownership of Gomez Corp Financial Services & Insurance since 1995. He serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the Select Health Insurance Governing Board. Lone Peak Advisers manages approximately $125 million across around 900 client relationships, providing portfolio management and financial planning to individuals, trusts, estates, retirement plans, and small businesses. The firm employs an investment process that integrates fundamental, technical, and statistical analysis to identify intermediate market trends and constructs portfolios using ETFs, mutual funds, equities, and variable annuity sub-accounts.

Spencer Webb is a financial advisor at Teton Wealth Group LLC with a Series 65 designation and two years of industry experience. He previously worked at AMP Smart and has a background that includes roles in physical therapy and balance centers, as well as service with the Church of Jesus Christ of Latter-day Saints. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm uses an active, allocation-driven approach that incorporates multiple analysis methods and includes a range of investment types, while coordinating with clients’ other advisers as part of the planning process.

Robert Thomas is a financial advisor with OSAIC based in South Jordan, UT, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has held principal roles at Ashworth Wealth LLC since 2018 and at Ashworth Financial Advisors, LLC since 2002. Thomas also serves as president of RST Consulting, Inc., an entity used for accounting purposes and marketing fixed life products. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, retirement plans, corporations, and charitable organizations. The firm offers advisory and brokerage services through an extensive network of financial advisers, employing a structured investment process that incorporates asset allocation, portfolio optimization, and access to various investment products and third-party managers.

Chris Machesney is a CFP®, CFA®, and Series 66-licensed financial advisor at ALTA Capital Management LLC with three years of industry experience. His prior roles include positions at Key Private Bank and Russell Investments. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, utilizing a quality-growth, bottom-up investment process combined with proprietary quantitative tools and an Investment Committee review. The firm also integrates responsible-investing practices and offers access to strategies involving sub-advisers, derivatives, and AI-assisted models.

Elizabeth Bernhard is a CFP® professional with nine years of experience at Albion Financial Group in Salt Lake City, UT, where she has worked since 2009. She is part of an 11-advisor team at Albion Financial Group. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts and operates several pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

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.

John Bird is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding the CFP® and CFA® designations with 24 years of industry experience. He has been with Albion Financial Group since 1982. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, corporate entities, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds, serving as general partner for those funds closed to new investors.

David Bunnell is a financial advisor with Navigate Private Wealth, LLC in Draper, Utah, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Navigate Private Wealth since 2014 and previously worked at Allegis Investment Services from 2016 to 2018. Outside of his advisory role, Bunnell serves as a volunteer board member for the Giverny Master Association neighborhood HOA. Navigate Private Wealth manages approximately $529 million for nearly 1,930 clients, including individuals, high-net-worth households, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and pension consulting, employing quantitative optimization and a variety of investment products to construct diversified portfolios.