Daniel Gomez is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Dfpg Investments, Inc., Penn Mutual, and Hornor, Townsend & Kent, Inc. Outside of advising, he serves as a trustee on the Intermountain Healthcare Governing Board and volunteers on the Select Health Insurance governing board. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment platforms and strategies to manage portfolios and provide comprehensive financial solutions.

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 and several firms in the physical therapy and smart home sectors. Webb is also a licensed insurance agent involved in the sale of life insurance products. Teton Wealth Group LLC is a fee-based investment adviser serving individuals, retirement plans, charitable organizations, and corporations. The firm employs an active, asset-allocation centered approach, utilizing a range of investment vehicles and regular portfolio monitoring.

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 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.

Grant Rowan is a Series 65-licensed financial advisor with nine years of industry experience. He is currently a partner at Drive Wealth Advisers and has prior experience at Crewe Capital Advisors, LLC. In addition to his advisory work, he is a partner and CEO at Porch Financial, an insurance software company. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation and offers a broad range of investment strategies alongside services such as financial planning, pension consulting, and family office capabilities.

Gregory Black is a CFP® and ChFC® with 16 years of experience in financial advising. He is affiliated with Tencap Wealth Coaching, a team-based firm where he has been active since 2012. Outside of his advisory work, he serves as president of the Grant Taggart Symposium Committee, organizing an annual symposium for financial advisors. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management and offers co-advisory services alongside third-party managers.

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 Thompson is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Tanara Wealth Management LLC and previously was with Andina Capital Management, LLC and Andina Family Offices. Before entering finance, he had a ten-year career as a professional baseball player and now also works as a baseball hitting coach. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm uses diversified model portfolios and customized allocations, managing most accounts on a discretionary basis.

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.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He has held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. His credentials include Series 63, Series 65, and Series 66 licenses. Private Advisory offers personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios combined across equities, fixed income, and alternatives, using a discretionary implementation approach that may include derivatives, structured notes, and borrowing to meet specific client objectives.

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.

Rock Allen Sr. is a financial advisor at Tencap Wealth Coaching with 10 years of industry experience. He holds a Series 65 license and has worked at firms including Evident Wealth Management and his own sole proprietorship. In addition to his advisory work, he practices law through his own firm, Rock Winchester Allen - Counsellor at Law, PLLC. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through discretionary asset management tailored to client goals, while also offering co-advisory services and ongoing retirement plan consulting.