John Shreck is the principal of JDS Investment Management in Salt Lake City, UT, with 12 years of experience as a financial advisor. He holds a Series 66 designation and also serves as president and tax preparer of JDS Financial Management PC, a tax planning and preparation firm. His background includes multiple limited partnership roles in family farm operations. JDS Investment Management is a single-advisor registered investment adviser serving a small client base primarily composed of high-net-worth individuals, trusts, and estates. The firm provides discretionary asset management and financial planning, utilizing a passive, long-term investment approach based on Modern Portfolio Theory with diversified, low-cost mutual funds and ETFs across multiple asset classes.

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.

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

Malik Samara is a financial advisor at Jaeger Wealth Advisors with Series 66 credentials and one year of industry experience. Prior to joining the advisory field, he held roles in various industries including healthcare, hospitality, and retail. Jaeger Wealth Advisors serves individual and high-net-worth clients, as well as employer-sponsored retirement plans, providing wealth management, financial planning, and retirement plan consulting on a fee-only basis. The firm employs a combination of internally constructed and third-party model portfolios, integrating passive and active strategies guided by modern portfolio theory and fundamental and technical analysis.

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.

John Freed is a CERTIFIED FINANCIAL PLANNER™ professional with 28 years of industry experience. He has been with A & C Investment, Inc. since 1997, serving as the firm's sole advisor. Outside of his advisory role, he is involved in family and other business ventures including ranching, oil and gas, and real estate. A & C Investment provides portfolio management and limited financial planning primarily to individuals, high-net-worth individuals, and family trusts, with occasional consulting on company retirement plans. The firm focuses on diversified mutual fund and ETF portfolios, using a long-term, fundamental analysis approach with non-discretionary management.

Treston Donovan is a financial advisor at Donovan Legacy Advisors, LLC in Draper, Utah, holding a Series 65 designation with five years of industry experience. Prior to founding his firm, he worked at New Way Wealth Management LLC and Fisher Investments. Donovan Legacy Advisors provides discretionary portfolio management and investment advisory services primarily to high income and high net worth individual clients with long time horizons and a tolerance for aggressive risk. The firm employs tailored asset allocation strategies across multiple asset classes, including digital-asset exposure managed with timing strategies linked to the Bitcoin halving cycle.

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.

John Diehl is the principal of The Prudent Planner, LLC, an independent financial advisory firm based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. In addition to his advisory role, he works as a regulatory examiner for the Utah Department of Financial Institutions. The Prudent Planner primarily serves individual clients and small businesses, offering financial planning, investment consultation, and portfolio management services. The firm employs a long-term, tax-aware investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis, with a focus on non-discretionary account management and regular educational workshops.

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.

Michael Metzger is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at LifePoint Financial Design in Salt Lake City, UT. His prior experience includes roles at LPL Financial and Unionbanc Investment Services. Outside of advisory work, he is part owner of a salon and spa business and involved with Catalyst CFO Solutions, a fractional CFO and consulting firm. LifePoint Financial Design provides investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm offers discretionary asset management, written financial plans, and facilitates estate planning through a third-party partnership, while employing a long-term, tailored investment approach that integrates fundamental and technical analysis.

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.

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 and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

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.