John Coles is a financial advisor at Lone Peak Capital Management, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Capital Management since 2016. Coles is also affiliated with Legacy Planning Group as an Investment Advisor Representative. Lone Peak Capital Management primarily serves individual retail clients and other investment advisers through sub-advisory and third-party asset management services. The firm uses a combination of technical and fundamental analysis to guide portfolio allocations and offers both standardized and tactical investment models.

Bryce Sutton is a financial advisor at Colab Capital with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Summit Global Investments for 13 years before joining Colab Capital and Your IA, LLC. Colab Capital is an independent SEC-registered investment adviser providing discretionary portfolio management and advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm employs a diverse investment approach across multiple asset classes and offers financial planning and consulting tailored to each client’s risk tolerance and time horizon.

Treston Donovan is a financial advisor at Donovan Legacy Advisors, LLC in Draper, Utah. He holds a Series 65 designation and has five years of industry experience, including three years at Fisher Investments. Donovan’s firm provides discretionary portfolio management primarily to high-income and high-net-worth individual investors with long time horizons and an aggressive risk tolerance. Donovan Legacy Advisors uses a blend of modern portfolio theory, technical, charting, and cyclical analysis, including active timing strategies tied to the Bitcoin halving cycle, to allocate across equities, bonds, REITs, cash equivalents, and digital assets. The firm maintains a small, concentrated client base and a single-advisor model managing approximately $6.52 million in discretionary assets.

Sterling Jack is a Series 66-credentialed financial advisor with 18 years of industry experience. He has been with Colwyn Investments LLC since 2014. Outside of his advisory work, he is involved in non-investment activities as a tour guide for Historic LDS Tours and teaches business classes. Colwyn Investments is an independent, single-advisor firm that provides discretionary portfolio management and comprehensive financial planning to individuals, businesses, and non-profit clients. The firm manages approximately $61.2 million in assets and emphasizes fundamental analysis with technical tools to tailor asset allocation and diversification according to client objectives and risk tolerances.

Gai Baker is a financial advisor at Black Salt Advisors LLC with a Series 65 credential and one year of industry experience. Prior to this role, Baker has held positions at Black Salt Capital LLC, Northrop Grumman, and General Electric. Black Salt Advisors LLC provides advisory services to individuals, high-net-worth clients, and businesses, offering both discretionary and non-discretionary portfolio management alongside financial planning. The firm employs internally developed model portfolios and a top-down process that combines fundamental and technical analysis to guide asset allocation and security selection, with services tailored to client-specific needs.

Elke Touchette is a financial advisor at Financial Prosperity, Inc. in Park City, UT, with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Financial Prosperity since 2009. Elke maintains a life and health insurance license in Utah but does not sell insurance products. Financial Prosperity serves primarily busy professionals and business owners nearing retirement, as well as adults under 30 through its Young Adult Service. The firm offers personal financial planning and discretionary portfolio management via a virtual, technology-driven model, focusing on strategic asset allocation, written Investment Policy Statements, and diversified investments with ongoing reviews and client portal access.

Hylan Harper is a financial advisor with Loyal Wealth Management LLC in American Fork, Utah, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes roles at J.P. Morgan Securities, LPL Financial, Cutter And Company, and Chase Investment Services Corp. He has led Loyal Wealth Management since 2017. Loyal Wealth Management LLC serves individual clients with discretionary asset management, managing approximately $38 million in assets. The firm offers financial planning and consulting as add-ons to asset management relationships and tailors portfolios to client objectives using strategies such as asset allocation and dollar-cost averaging. It operates as a solo-advisor firm and uses third-party providers integrating artificial intelligence and machine learning in its processes.

Tyler Rainey is the principal of Rainey Wealth Management LLC in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has experience spanning several roles since 2000, including business consulting through his ownership of TR Invest. Prior to founding his firm in 2025, he worked at Cache Capital Corp and other financial and business-related companies. Rainey Wealth Management LLC provides investment management, financial planning, and portfolio review services to individuals, high-net-worth clients, and sophisticated self-directed investors. The firm employs a combination of fundamental, technical, cyclical, and charting analysis within a modern portfolio theory framework, offering both active and passive portfolio construction tailored to client risk tolerance and objectives.

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in Lehi, Utah, but we serve clients nationwide. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

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.

Daniel Allgaier is a CFP® professional with eight years of experience in the financial industry, currently affiliated with Artstone Private Wealth in Lehi, Utah. His prior roles include positions at Elevated Capital Advisors, Elevated Retirement Group, Royal Alliance, and Fidelity Brokerage Services. Outside of finance, he operates DA Epoxy Flooring, a business specializing in epoxy flooring installation. Artstone Private Wealth is a fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a combination of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies tailored to client goals, risk tolerance, and tax considerations.

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 license with nine years of industry experience. He currently leads Harris Wealth Management, Inc. after previously working seven years at Cannon Capital Management. Harris Wealth Management provides discretionary portfolio management services for individuals, trusts, estates, and pension plans, including consulting for plan sponsors and assistance to plan participants. The firm employs written Investment Policy Statements, model allocations, fundamental analysis, and modern portfolio theory to manage accounts on a discretionary basis with regular monitoring and tailored strategies.

Nicholas Stecklein is a CFP® professional with six years of industry experience, currently serving at Telos Partners LLC in Lehi, Utah. His prior roles include positions at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. He is involved with Advantage Tax and Planning, providing tax preparation services to clients, a non-investment activity related to his advisory work. Telos Partners LLC offers discretionary portfolio management and financial planning primarily to individual clients, as well as charitable organizations, corporations, and family offices. The firm employs a long-term, growth-oriented investment approach that incorporates ESG/impact options and tax-aware strategies, while also providing family-office consulting and private investment due diligence.

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. He is currently an advisor at Telos Partners LLC and previously held roles at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, he owns Peter Hughes Consulting, where he assists business owners with company valuation and market preparation, and Peter Hughes Performance Coaching, focusing on life and performance coaching. Telos Partners provides discretionary portfolio management and financial planning primarily to individuals, charitable organizations, corporations, and family offices. The firm employs a long-term, growth-oriented investment approach tailored to client values, offering ESG options and tax-aware implementation alongside private and alternative investment advisory services.

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 with Peterson Rogers Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Axxcess Wealth Management. He serves on the advisory board of the Cancierge Foundation, a nonprofit organization focused on assisting cancer patients and their families. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach emphasizing long-term asset allocation, custom portfolios, and a blend of public and alternative investments.

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.

Suzanne Herman is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Roberts Wealth Advisors, LLC since 2020, following roles at Restaurant365 and DealerSocket. Roberts Wealth Advisors provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm employs a fundamental-analysis investment approach with individualized portfolios that include stocks, bonds, ETFs, options, and private securities, and offers institutional investment management services that allow independent advisers to use its strategies.