Gary Gygi is the principal of Gygi Capital Management, an independent advisory firm, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Union Capital Company since 2018, alongside managing his own firm since 2009. Gygi is also a licensed insurance agent in Utah and Florida. Gygi Capital Management offers comprehensive financial planning and discretionary investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a blend of fundamental and technical analysis, favors long-term growth and value strategies with international diversification, and provides institutional consulting and retirement plan services.

John Beckstead is a financial advisor with Lifetime Financial in Highland, UT, holding a Series 65 designation and 27 years of industry experience. He has led Beckstead Investment Management since 2006. Lifetime Financial provides investment advisory and wealth management services to individuals and various institutional clients, managing discretionary portfolios that include exchange-traded funds, no-load mutual funds, and individual securities. The firm employs multiple analysis methods and offers a range of strategies from long-term buy-and-hold to short-term trading.

Christopher Harris is a CFP® and holds a Series 65 credential with nine years of industry experience. He is the principal and sole advisor at Harris Wealth Management, Inc., having previously worked at Cannon Capital Management. Outside of his advisory role, he maintains a licensed insurance agency. Harris Wealth Management serves individuals, high net worth clients, trusts, estates, and pension plans, providing discretionary portfolio management and pension consulting services. The firm uses fundamental analysis, model allocations, and Modern Portfolio Theory to build portfolios, and acts as a 3(38) fiduciary for certain Vanguard retirement plans, offering services that include pension consulting and participant guidance.

Eric Stats is a CFA® charterholder with 18 years of industry experience. He is the president of Brighton Wealth Management, Inc., where he has worked since 2020. Prior to that, he was with Foresight Wealth Management and Wasatch Financial and Insurance Services dba BLPG Investments. Outside of his advisory work, he is involved as a partner and consultant in small business ventures related to fleet rentals. Brighton Wealth Management serves individuals, retirement plans, trusts, estates, and other entities, providing discretionary portfolio management, allocation to independent managers, and financial planning. The firm employs a combination of fundamental and technical analysis, utilizing a variety of investment strategies and third-party managers, and operates as a single-advisor practice managing a multi-hundred-million dollar asset base.

Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.

Matthew Romney is a financial advisor at Vitality Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Vitality Capital Management since 2016, following roles at Financial Path, L.L.C. and Vitality Life, L.L.C. Romney is also an owner of VCM Tax, LLC, which provides tax, accounting, and payroll services. Vitality Capital Management serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and ERISA plan advisory services. The firm combines modern portfolio theory and fundamental analysis with integrated tax and accounting capabilities, offering tailored strategies and a holistic capital management approach.

M Tom Peterson is a financial advisor at Peterson Rogers Private Wealth, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 33 years and Bank of America for 7 years. He serves on the advisory board of the Cancierge Foundation, a nonprofit that assists cancer patients and their families by coordinating local social services and fundraising. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm offers wealth management, investment advisory, financial planning, and corporate/retirement plan consulting, using a multi-asset-class investment approach focused on customized portfolios and long-term asset allocation.

Morgan Burke is a financial advisor at Prestige Wealthwide, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prestige Wealthwide, he held positions at Lone Peak Advisers, Fatfish, The Capital Grille, Orlando's, and Pace's Dairy Ann. Prestige Wealthwide, LLC is a registered investment adviser managing approximately $207 million across more than 220 client accounts, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management services focused on asset allocation and security selection, utilizing a broad range of investment instruments and combining fundamental analysis with modern portfolio theory.

Zachary Schelin is a financial advisor at Athos Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ethos Investment Management and Aptive Environmental. Outside of advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, where he advises on strategy and supports accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services primarily to high-net-worth individuals, families, and charitable organizations, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory services, combining long-term tax-aware asset allocation with bespoke family office solutions.

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.

Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.

Ryan O'Shea is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has worked at Cottonwood since 2018 and previously held roles at Allegis Investment Advisors and Garda Financial. Outside of his advisory work, O’Shea is principal of O'Shea Advisory Group, which provides life and health insurance services. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its advisory operations and employs investment strategies tailored to client objectives, including fixed-income approaches and the use of options and derivatives.

Andrew Hills is a CFP®-certified financial advisor with two years of industry experience. He is currently with San Francisco Wealth Planning LLC, where he has worked since 2025. Prior to his advisory role, he was employed at Fidelity Investments and has experience in education from the University of Utah and Woods Cross High School. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, uses separately managed accounts and third-party sub-advisers, and offers customized portfolios that can include ESG screens.

Joe Strom is a financial advisor at Stonebriar Wealth, LLC in Lehi, UT, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Stonebriar Wealth, he worked in various roles across multiple companies, including Compass Financial Management LLC and Safeguard Card. Outside of his advisory work, he owns and manages several rental properties through multiple LLCs. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm focuses on a discovery, evaluation, and planning process to deliver individualized financial plans and portfolios, utilizing strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Dennis Romney is a financial advisor at Opportunus Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Global Retirement Partners, LPL Financial, Principal Financial Services, and Morgan Stanley. Romney has been with Opportunus Wealth Management since 2019. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, business owners, trusts, estates, and retirement plans. The firm employs diversified model portfolios with low-cost ETFs, uses third-party managers, and provides a multi-channel service model that includes performance-based fee arrangements for qualified clients.

Robert Jacobs is a financial advisor at White Pine Financial LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at White Pine Financial since 2019. Jacobs is also the managing partner of Juniper Consulting Group, a software consulting business he has operated since 2009. White Pine Financial serves individuals, trusts, estates, and small businesses, offering investment advice, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a diversified, tax-aware investment approach primarily using ETFs, with a focus on long-term strategies tailored to client goals.

Robert Goodman is a financial advisor at Mountain Goat Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked for Goldman Sachs & Co. for 18 years. In addition to his advisory role, he is involved in insurance sales and service through Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, typically not targeting high-net-worth households. The firm serves a small client base and may use third-party sub-advisors, constructing portfolios based on client goals, risk tolerances, and incorporating various strategies including derivatives when appropriate.

Jon Tingey is a CFA® charterholder with 26 years of industry experience. He has worked at Cannon Tingey Investment Advisors, Inc. since 1999. Tingey is a director of the Granite Education Foundation, a private organization supporting education in the Granite School District, and owns a recreational volleyball club for girls. He is also a long-standing member of the CFA Society of Salt Lake. Tingey Advisors, Inc., a DBA of Cannon Tingey Investment Advisors, provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients. The firm manages approximately $362 million in discretionary assets and employs a fundamental, low-turnover equity approach combined with buy-and-hold fixed income strategies, offering services tailored to client objectives through designated lead portfolio managers.

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.