Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, with a focus on customized, fundamentals-based long-term investment strategies.

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

Jeffrey Cline is a financial advisor at Responsible Asset Management with 43 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for NPB Financial Group, LLC for 14 years. He has operated Cline & Co., LLC since 1997 and is involved in a holding company that owns half of Responsible Asset Management. Responsible Asset Management provides investment supervisory services to individuals, trusts, retirement plans, institutions, foundations, and business entities. The firm manages approximately $42 million across retail and institutional clients, employing a client-specific risk profile and a disciplined process that includes fundamental and technical analysis, diversified portfolios, and regular performance reviews.

Sarah Cox is a financial advisor with Able & Strong Advisors, Inc. She holds a Series 65 designation and has five years of industry experience. She is also the president of Imagine Personal Finance LLC, a financial coaching practice unrelated to investment advising. Able & Strong Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, endowments, and foundations. The firm employs a proprietary Path Management process to adjust portfolio exposures based on market metrics and fundamental analysis, offering both discretionary and non-discretionary management across several managed portfolios.

Eric Moessing is an advisor at Seven Canyons Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Alps Distributors, Inc. and The Annadel Group, where he is also the owner of an assisted living business. Seven Canyons Advisors provides discretionary investment management to private funds, pension and profit-sharing plans, separately managed accounts, and high-net-worth clients. The firm employs a bottom-up fundamental research approach for small- and mid-cap global equities, combined with quantitative scoring and macro analysis, offering concentrated and actively managed portfolios that include short positions and options hedges.

Timothy Bangerter is a financial advisor with Landmark Wealth Advisors, LLC in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Landmark Wealth Advisors since 2013. Outside of advisory work, he is involved in several family businesses, including a cleaning company and multiple holding companies. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing customized investment management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary services, tailoring investment programs to client objectives and risk tolerance while utilizing a broad range of investment vehicles.

Jay Greenburg is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Lefavi Wealth Management since 2018 and previously held positions at E*TRADE Capital Management and TD Ameritrade. Outside of his advisory role, Jay participates occasionally as a survey submitter for GLG Consultants, providing industry insights. Lefavi Wealth Management delivers discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm employs a modern portfolio theory approach with diversified asset allocation, utilizing mutual funds, ETFs, individual securities, and alternatives, and it sponsors a wrap fee program.

Nathan Cline is a financial advisor at Responsible Asset Management in Salt Lake City, UT, holding a Series 65 designation with eight years of industry experience. He founded Cline Capital Advisers, which serves as a holding company for Responsible Asset Management and conducts a small portion of his business. Prior to his financial advisory career, he worked for seven years with the Ogden City Police. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm employs a structured risk-based approach using diversified portfolios that include traditional and ESG investments, offering both discretionary and non-discretionary management.

Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.

Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.

Spencer Stewart is an advisor at Seven Canyons Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandeur Peak Global Advisors, LLC since 2011. Outside of his advisory role, he is the sole owner of Ohana Asset Management, LLC, which has made a single real estate investment in Utah. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, private investment funds, and retirement plans. The firm employs a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global investment approaches.

Roberto Buchanan is a financial advisor at Fortius Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortius since 2004 and Axiom Financial since 2013, where he serves as Director of Sales. Buchanan is also managing member of Citius Ventures, LLC and Nuvo Ventures, LLC, holding and managing private equity investments with limited time commitments. Fortius Financial Advisors provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, privately held investment companies, and other business entities. The firm manages approximately $10 million in client assets and employs a team of four advisors, utilizing mutual funds, ETFs, alternative investments, and separate account managers in its investment strategies.

Stuart Enterline is a financial advisor at Lefavi Wealth Management in Salt Lake City, UT, with eight years of industry experience. He holds a Series 66 designation and has been with Lefavi Wealth Management since 2017. Lefavi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm’s investment approach is based on modern portfolio theory, focusing on diversification and strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments.

Andrey Kutuzov is a CFA® charterholder with 10 years of industry experience. He has been with Seven Canyons Advisors, LLC since 2020 and previously worked at Wasatch Advisors from 2014 to 2020. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, a private investment fund, and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its investment approaches.

Haylie Lahtinen is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. She has worked at Athos Private Wealth since 2021 and previously was involved with the University Growth Fund and Brigham Young University. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm offers discretionary portfolio management across public and private investments, combining asset allocation, research, and balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles including venture, private equity, and digital-asset strategies.

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for more than a decade. Mark can also often be found podcasting and writing for the 501c3 he founded in 2018, Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys golf (playing and coaching his kids' school program), skiing, trail running, hunting, climbing or riding bikes with his family.

R Matthew Tullis is a financial advisor with Regents Partners, LLC in Farmington, UT, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has held multiple roles within Regents Partners and affiliated entities since 2015 and previously worked at Foresight Wealth Management, LLC. Outside of advisory work, he is the managing member of New Stage Ventures, LLC, a family investment and holding company. Regents Partners provides discretionary portfolio management to individuals, charitable organizations, and corporations, with an investment approach that combines broad U.S. equity exposure with tactical derivatives and fixed-income components. The firm manages multiple private funds and advises pooled investment vehicles, incorporating options trading, short sales, and margin transactions to manage risk and seek upside participation.

Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.