Stephen Goalen is a CFP® and holds a Series 65 license with 15 years of industry experience. He is the principal of Goalen Capital Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Merit Wealth Management, Goalen Financial Advisors, and Jacobsen Capital. Goalen is also a passive equity shareholder in two companies, Battalion Bags, LLC and Klean Freak, LLC. Goalen Capital Advisors, LLC provides investment management, comprehensive financial planning, and retirement-plan consulting to individuals, trusts, foundations, and employer-sponsored retirement plans. The firm emphasizes ERISA-aware fiduciary services and ongoing support for corporate retirement plans, offering discretionary portfolio management alongside non-discretionary recommendations on private funds.

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.

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.

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 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.

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.

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.

Kent Wilson is a CFP® certificant with 29 years of industry experience and has been with Wilson Financial Advisors, Inc. since 1994. He holds a Series 65 license and is based in Salt Lake City, UT. Wilson Financial Advisors serves individuals, families, and small businesses, providing comprehensive financial planning including retirement, investment, tax, and estate planning. The firm operates on a fee-only basis with hourly or fixed retainer billing, emphasizes asset allocation with no-load mutual funds in a buy-and-hold strategy, and manages accounts on a non-discretionary basis.

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 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.

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 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.

Stephen Spencer is a CFA® charterholder with 15 years of industry experience. He is the principal at Tingey Financial Group, Inc. and also serves as an independent contractor and managing director at ACT Capital Advisors, an investment banking firm. Additionally, he is the sole proprietor of Sammamish Advisors LLC, a mergers and acquisitions service firm. Tingey Financial Group, Inc., founded in 2024, provides fee-based portfolio management to individuals and institutional clients, including trustees and 401(k) plans. The firm employs a fundamental, value-oriented investment approach with a low-turnover, long-horizon focus and emphasizes regular client communications and consulting services outside of asset management.

Elisa Schvaneveldt is a financial advisor at Bridge Generations Wealth Management with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Bridge Generations, she worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. She serves as co-treasurer for Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth and investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes a “Private CFO” process that integrates ongoing planning, intergenerational transfer, and philanthropic considerations with a diversified, evidence-based investment approach.

Jared Clayton is a financial advisor at Fortius Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortius and Blue Mountain Realty (formerly Interstate Realty Brokers) since 2012. Outside of his advisory role, he serves as a member of the Sandy, Utah City Planning Commission and is involved in several consulting and asset-backed lending ventures. Fortius Financial Advisors serves individual and institutional clients, providing discretionary and non-discretionary portfolio management and advising private pooled investment vehicles. The firm employs a multi-method investment analysis and primarily uses mutual funds, ETFs, and alternative investments to tailor portfolios based on detailed risk profiles.

Celina Ochoa is a CFP® professional with 12 years of industry experience, currently serving at Haynie Wealth Management LLC since 2021. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, JP Morgan Securities LLC, and Chase Bank. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified low-cost funds, individual securities, and independent managers, while integrating financial planning as part of comprehensive wealth management.

Matthew Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Pappas serves as a board member for Silicon Slopes, a nonprofit organization. Cottonwood Wealth Strategies is a fee-only registered investment adviser serving individuals, trusts, businesses, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation through a combination of active and passive strategies, providing both discretionary and limited non-discretionary portfolio management alongside customized financial planning.

Triton Lee is a financial advisor at Cannon Capital Management, Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cannon Capital Management and its affiliated tax firm, Lee worked at Netgain Solutions, Inc. and Deloitte. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million for a diverse client base that includes high-net-worth individuals, retirement plan sponsors, trusts, estates, nonprofits, and business entities. The firm employs a disciplined investment approach focused on diversified portfolios across public and private markets and offers coordinated investment and tax services through its affiliation with Cannon Capital Tax, LLC.