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.

Jason Caperton is a financial advisor at Oak Lane Advisors with 25 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at ADP, Inc., ADP Broker-Dealer, Inc., and TIAA-CREF. Oak Lane Advisors is a team-based firm managing approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities. The firm provides discretionary asset management, comprehensive financial planning, and access to alternative investments, implementing diversified portfolios primarily through mutual funds, ETFs, and individual securities.

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.

Alexander Craner is a financial advisor at Strategic Planning Group with a Series 65 credential and four years of industry experience. He previously worked at JP Morgan Chase Bank from 2017 to 2019 and operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individual and high-net-worth clients, managing portfolios primarily on a discretionary basis and utilizing technical and cyclical analysis. The firm serves a high volume of clients and offers educational seminars and workshops at no charge.

Ethan Call is a financial advisor at Strategic Planning Group with Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Wells Fargo Advisors and Northwestern Mutual in various roles. Outside of finance, he has experience in small business operations, including working with Best of the West Movers and Johnny's Car Wash. Strategic Planning Group serves individuals, including high-net-worth clients, and retirement plan sponsors by providing fee-based financial planning, discretionary portfolio management, and qualified plan consulting. The firm uses technical and cyclical analysis and incorporates strategies such as direct indexing and artificial intelligence in its investment process.

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.

Theresa Bond is a financial advisor with Promontory Financial Planning, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Goar Financial Services, Aegis Wealth Management, and Simple Financial, LLC. She is also involved with Bond Financial Inc., a business she has maintained since 2014. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets, employing a mix of no-load mutual funds, index funds, and ETFs, alongside fundamental and technical analysis to guide portfolio decisions.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Jessica Ellis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, Utah, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Adams Wealth Advisors and Charles Schwab. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by offering discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm employs a proprietary SMART Retirement framework and utilizes a mix of proprietary ETF models and third-party portfolios to align with client objectives.

Paul Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2009, including a recent tenure starting in 2021, and previously held positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of advisory services, he is an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a range of analytical methods, managing approximately $439 million across nearly 700 client relationships.

Jackson Springmeyer is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at the Salt Lake Country Club and Alight Tempe. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework as part of its investment approach and operates through a third-party platform relationship with TownSquare Capital.

Michael Jones is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arete Wealth Management LLC from 2015 to 2019 and has been with Wealth Navigation Advisors since 2012. Jones is also a managing member of Four 24 LLC, a holding company. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities through an eight-advisor team. The firm offers diversified asset-allocation portfolios, comprehensive financial planning, and access to alternative investments, including non-public alternatives and private equity for qualified clients.

Brock Williamson is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, holding the CFP® designation and Series 65 license with 21 years of industry experience. He has been associated with SEI Investments Management Corp since 2004. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning and discretionary asset management. The firm utilizes a multi-advisor team approach and integrates investment management with insurance and accounting services, offering tailored strategies that include both fundamental and technical analysis.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Valentine owns an insurance sales business and serves as principal of a CPA firm specializing in tax preparation. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and event-driven consultation. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Rachelle Dillingham is a Series 65-licensed financial advisor with seven years of industry experience. She is a CPA and provides tax and accounting services through Layton & Associates, her primary non-investment business. She has worked with The Norden Group LLC since 2024. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, implementing client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at Pursche Kaplan Sterlings Investments and Capital Concepts. He is also an independent insurance agent involved in insurance product sales and client services. Strategic Planning Group provides discretionary investment management, financial planning, retirement-plan advisory, and qualified plan consulting for individual and high-net-worth clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party Sub-Advisors.

Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with Series 65 and Series 63 credentials and four years of industry experience. He has been with Peterson Wealth Services and its affiliated firm since 2020. In addition to his advisory role, he contributes monthly articles to Speedhorse Magazine and works as an associate with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented as appropriate with actively managed funds and individual equities, and offers retirement plan advisory services along with estate, tax-aware, and goal-based planning.