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.

Zachary Whitchurch is a CFP® professional with 17 years of industry experience, currently serving at Solidarity Wealth, LLC. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as involvement with Solidarity Capital Fund I, L.P. and M. S. Howells & Co. He holds the Series 66 designation and is based in Lehi, Utah. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside standalone services like portfolio management and financial administration. The firm operates on a fiduciary basis, coordinating investment, tax, and estate planning through ongoing client engagement.

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 34 years of industry experience. He has worked at DFPG Investments, Penn Mutual, and Hornor, Townsend & Kent, and has owned Gomez Corp Financial Services & Insurance since 1995. Outside of advising, he serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the board of Select Health Insurance. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses a tactical investment approach combining fundamental and technical analysis to adjust allocations across various asset classes and may employ hedging strategies and sub-advisors.

Spencer Webb is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMP Smart. Before his career in finance, he held roles in physical and sports therapy and was employed at Brigham Young University. Teton Wealth Group serves individual clients and retirement plans by providing discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach that integrates multiple analysis methods and coordinates with clients’ other advisers as part of its financial 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.

John Bird is a CFP® and CFA® with 23 years of industry experience. He is based in Salt Lake City, UT, and has been with Albion Financial Group since 1982. 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 pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

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.

Aldo Arnone is a CFA® charterholder with over 16 years of industry experience, currently serving as a financial advisor at Financial Network Wealth Advisors LLC. Prior to joining FNWA, he spent 15 years at U.S. Bank NA. Financial Network Wealth Advisors LLC provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business and charitable entities. The firm manages over $515 million in assets and employs a blend of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction to align portfolios with client goals and risk tolerance.

Lauren Kearl is a financial advisor at Dentist Advisors in Salt Lake City, UT, holding a Series 65 designation with 7 years at Dentist Advisors and an additional 3 years at Utah Community Credit Union. She has a total of 10 years of industry experience. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for about 752 clients. The firm offers discretionary investment management, wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing a Modern Portfolio Theory-based approach with diversified model portfolios and third-party managers.

Randy Swartwood is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with GenWealth Advisory Group, New Millennium Group, and Teton Wealth Group. Outside of his advisory role, he is a licensed life and health insurance producer, engaged in the sale of life, health, and Medicare policies. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including the use of options and derivatives, supported by model portfolios and sub-advisory programs.

Joshua Jones is a financial advisor with Everspire and holds the CFP® and Series 66 designations. He has 19 years of industry experience and has worked with firms including MHL Investments, e6 Portfolios, and DFPG Investments, Inc. Outside of advisory roles, he is Operating President and Co-Owner of TomiPlan and provides speaking and moderator services for Utah Valley University through an entity he owns. Everspire delivers investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios with allocations across equities, fixed income, cash, and alternative strategies, utilizing both third-party and affiliated managers alongside AI-enabled tools supported by human review.

Gregory Black is a CFP® and ChFC® with 17 years of industry experience. He is affiliated with Tencap Wealth Coaching and has served as president of the Grant Taggart Symposium Committee, which organizes an annual event for financial advisors. He is also the owner of Tencap Legacy, LLC, a licensed life insurance agency. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans. The firm manages discretionary portfolios tailored to clients’ objectives and risk tolerances, offering financial planning and consulting through a co-advisory model with Matson Money and other platforms.

Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation and over nine years of industry experience, including prior work at Orriant. He is based in Lehi, UT, and has been with Solidarity Wealth since 2022. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and subscription-style equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing engagement and customized reporting.

Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

Parker Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His work history includes roles at OSAIC and Securities America, Inc., among others. Outside of financial advising, he has experience in software and education sectors. Smedley Financial Services provides advisory services to individuals, trusts, estates, and business entities, managing approximately $397 million in client assets. The firm emphasizes lifetime-income planning through a time-horizon based investment process and offers a blend of fee-based advisory services alongside limited commission and insurance sales.