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.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fidelity from 2014 to 2026 in various advisory roles. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets, offering customized portfolio management, access to third-party managers, and tax-aware strategies.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual 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 and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

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 Fisher is a financial advisor at Altura Private Wealth LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms, including Legacy Peak Insurance, where he is also an insurance agent. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and businesses, offering tailored portfolio management, financial consulting, and planning services. The firm utilizes a combination of direct management, model portfolios, and third-party managers across its client base.

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 with Strategic Planning Group in Bountiful, Utah. He holds a Series 65 designation and has five years of industry experience, including previous employment at JP Morgan Chase Bank. Outside of his advisory role, he operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

Ethan Call is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Strategic Planning Group, he held roles at Wells Fargo Advisors, Northwestern Mutual, and other firms. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

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.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

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 Series 65 licensed financial advisor with Alliance Wealth Advisors, LLC in Centerville, Utah, and has one year of industry experience. Her prior roles include positions at Adams Wealth Advisors, Charles Schwab, and Nibley City. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary ETF models with third-party platforms and applies a SMART Retirement framework to manage portfolio risks.

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.