Pavel Naruta is a financial advisor at NarStar in Sandy, Utah. He holds a Series 65 designation and has less than one year of industry experience. Prior to his current role, he worked at Handshake AI and spent several years at Mid America River & Rail, where he also serves as an independent contractor developing technical analysis tools for futures markets. Pavel has been a full-time student at various schools since 2014. NarStar serves individual retail investors, including high-net-worth individuals, trusts, and certain business entities, as well as employer-sponsored SIMPLE IRA participant accounts. The firm uses discretionary management of three internally developed Model Portfolios and combines fundamental analysis with artificial-intelligence research tools to guide its investment decisions.

Steven Altman is a financial advisor at SHA Advisory in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. SHA Advisory provides financial planning and investment advice to individuals, families, trusts, and small business owners through a do-it-yourself consulting model focused on client education and self-directed brokerage accounts rather than portfolio management. The firm operates on an hourly or engagement fee basis and does not take custody of client assets.

Spencer Kenley is a Series 65-licensed financial advisor with two years of industry experience. He is the principal of 114th Financial LC, an independent firm he founded in 2024. Prior to this, he worked at Practice Financial Group, LLC from 2019 to 2023 and was employed at Brigham Young University from 2015 to 2019. Outside of his advisory role, he provides compliance consulting for investment advisors. 114th Financial offers financial planning, investment management, bookkeeping, and tax preparation services to individuals, high-net-worth clients, and families, with specialized planning for mental-health therapists and business owners. The firm employs a passive, allocation-driven investment approach using index mutual funds and ETFs, operates on a non-discretionary basis, and integrates behavioral education into its planning. It is notable for combining tax preparation and bookkeeping with advisory services under a CPA principal.

Jon Debry is the sole advisor at JD Investment Management, LLC, an independent firm based in Salt Lake City, UT. He holds a Series 65 designation and has 27 years of industry experience, having led JD Investment Management since its founding in 1998. JD Investment Management provides fee-based portfolio management and limited, topic-specific financial planning to individual and nonprofit clients. The firm employs a value-oriented investment approach focused on fundamental analysis with technical analysis used for timing, investing broadly across equities, bonds, ETFs, and preferred securities while generally avoiding options, margin, and private placements.

Frank Grinnell is the sole advisor at Grinnell Capital, LLC in Park City, UT, holding Series 63, 65, and 66 designations with 23 years of industry experience. His prior work includes roles at MML Investor Services, LLC and RBC Capital Markets, LLC. Outside of advisory work, he co-founded D & F Real Estate Partners LLC, a rental real estate business. Grinnell Capital provides discretionary asset management, financial planning, consulting, and subadvisory/outsourced CIO services to individuals, trusts, estates, and charitable organizations. The firm manages approximately $7.1 million using model-driven portfolios that incorporate Traditional, Impact, Momentum, and Momentum-ETF strategies with a mix of fundamental, technical, and quantitative analysis.

Sterling Crockett is the principal of Crockett Wealth Management, Inc. in Sandy, Utah, with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Packerland Brokerage Services, Inc. and nonprofit organizations including the Elizabeth Smart Foundation and Fight the New Drug, Inc. He is also a licensed insurance agent. Crockett Wealth Management serves high-net-worth individuals, business owners, and institutional clients such as private foundations and public charities. The firm offers discretionary investment management, comprehensive wealth planning, nonprofit consulting, and retirement-plan advisory services, employing strategies like modern portfolio theory and tactical asset allocation.

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.

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.

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.

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.