Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with Premier Choice Wealth Advisors since 2021. Outside of advisory work, he is involved in several ventures including real estate brokerage and property management through multiple LLCs. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, consulting, and educational seminars. The firm constructs client portfolios and plans based on documented goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, and also assists clients in selecting and monitoring third‑party managers.

Aaron Drossart is a financial advisor with Premier Choice Wealth Advisors, LLC in Lehi, UT. He holds a Series 65 designation and has recently entered the industry. Prior to advising, he worked in education, including positions at Brigham Young University and Alpine School District. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm emphasizes customized portfolios and financial plans based on client goals, using fundamental and technical analysis, and also provides oversight for third-party managers.

Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Zellim, Inc., Diamond Wealth Management, LLC, and Joshua Management Group, LLC. Outside of advising, he manages medical device companies and consults on business and estate planning through his own firms. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates trade execution to a sub-advisor, with ongoing monitoring and periodic strategy reviews.

Gary Preisser Jr. is a financial advisor at Stonebriar Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Kinetic Investment Management and Polley Wealth Management. Outside of advising, Preisser manages a bookkeeping business, Gary Preisser, Inc. Stonebriar Wealth serves individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a documented three-step process to create customized plans and uses a combination of fundamental, quantitative, and behavioral analysis in its investment approach, with family office-style coordination for complex client needs.

Katherine Opfar is a financial advisor at Retirement Solutions Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Retirement Solutions Investments in 2025, she worked at Builders FirstSource, Utah Parent Center, and Elite Auto Specialists. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million across about 264 clients, focusing on diversified portfolios designed to reduce risk and volatility through fundamental, market-trend, and economic-cycle analysis.

David Melling is a financial advisor at Jasmijn Capital Management, LLC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Jasmijn Capital Management since 2003 and was previously with Royal Alliance Associates from 1991 to 2018. In addition to his advisory role, he is a licensed insurance agent. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm emphasizes risk-based optimization and employs model sub-portfolios, managing approximately $71 million across 249 client accounts.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Udall CPA Group and West Ridge Advisors. In addition to his advisory role, Nelson is involved in multiple business activities, including serving as president of the Nelson Family Foundation and partner at Saber CPA, where he oversees accounting and tax preparation. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm follows a fee-only model with an investment approach that emphasizes asset allocation and passive investments, incorporating third-party models and outside managers, while also focusing on employer retirement-plan services.

Brayden Sandberg is a financial advisor at Summit Wealth LLC with three years of industry experience and a Series 66 designation. His prior experience includes roles at Fidelity Investments and Granite Table LLC. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and entity cash management services. The firm uses a documented client profile and investment policy statement to guide portfolio construction, primarily employing mutual funds and ETFs with multiple analytical approaches.

Nathan White is a CFA® charterholder with 19 years of industry experience, currently serving at Paragon Wealth Management in Provo, UT. He has worked with Paragon Capital Management since 2006. Outside of his advisory role, he manages administrative duties as Manager and EVP of Paragon I GP, LLC, a general partnership. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary services.

Taylor Vowles is a financial advisor at Oxford Wealth Management with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at several firms, including Drive Wealth Management and Crewe Capital. Vowles is also an independent Certified Public Accountant and is involved as a majority owner of MBLV LLC and a minority owner of Silicone Capital LLC, both private investment holding companies. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, primarily targeting clients with multi-million dollar net worths. The firm provides investment management, financial planning, and advisory services, employing a research-driven investment approach that combines macroeconomic themes with multiple analytical methods and offers both discretionary and non-discretionary account management.

Skyler Packard is a financial advisor at Cove Fort Capital, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Cove Fort Capital since 2019, following a year at Key Bank. In addition to his advisory role, he has been involved with Utah Valley University since 2017. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm employs a long-term investment approach that integrates fundamental, technical, and quantitative research, actively monitoring and rebalancing portfolios while generally avoiding short-term speculative strategies.

Lance Spencer is a CFP® with 35 years of industry experience, currently serving as an advisor at Prosper Private Wealth in Provo, UT. His prior experience includes roles at Summit Global Investments and Fidelity Investments. Prosper Private Wealth serves individuals, high-net-worth clients, families, estates, trusts, and retirement plans, managing approximately $150.8 million. The firm employs a combination of strategic and tactical asset allocation with value and active investing strategies, including option strategies and separately managed accounts, typically managing client portfolios on a discretionary basis.

Mark Lyman is a financial advisor at LymanWealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios using leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that applies systematic trading rules to leveraged ETFs.

Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Entrata, Aumni, and Podium Corp Inc. before joining LymanWealth. LymanWealth LLC provides discretionary portfolio management to individual investors seeking high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm uses a quantitative algorithm to drive investment decisions and primarily serves retail clients.

Ronald Olson is a financial advisor at R.O.I. with 32 years of industry experience. He has been with Ronald Olson, Inc. since 1992. He holds a Series 63 designation. R.O.I. is a family-managed advisory firm serving individual clients and couples, including both high-net-worth and non-HNW households. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and providing individualized quarterly reporting and regular client communications.

Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.

Robert Reid is a financial advisor with Retirement Solutions Investments, Inc. in Provo, UT, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Moon Wake Wealth Management LLC, Fidelity Investments, and Utah Valley University. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million on a discretionary basis and employs a diversified investment approach that incorporates fundamental analysis, market-trend and economic-cycle review, and technical analysis when appropriate.

Mary Carbine is a financial advisor at Brighter Retirement Advisors LLC in Lehi, UT, with four years of industry experience. She holds the Series 65 designation and previously worked at Brighter Wealth and CakeFu LLC. She is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement plans. Brighter Retirement Advisors LLC provides financial planning and discretionary portfolio management primarily to individual clients and retirement-plan participants, offering supplemental services such as tax consulting, estate-planning guidance, and Medicare consulting. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, charting, and cyclical analysis with a long-term investment orientation.

Curtis Shaffer is a financial advisor with Momentum Capital Management in Lehi, Utah, holding a Series 65 designation and having approximately three years of industry experience. His prior roles include positions at Institute For Wealth Management LLC, CLS Capital Inc., and Strategic Financial Solutions. Momentum Capital Management is a fee-only registered investment adviser providing wealth management and project-based financial planning for individuals, trusts, and business clients. The firm employs a combination of modern portfolio theory and fundamental, technical, and cyclical analysis, offering both passive and active investment options, including private and non-traded investments for qualified clients.