Jonathan Dursteler is a CFP®-certified financial advisor with four years of industry experience, currently serving at Soulence Wealth Management. His prior roles include positions at Darmen Group, Betterment, and LPL Financial LLC. He also works as an adjunct instructor at Utah State University and contributes to Kitces.com as a curriculum designer. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and alternative investments. The firm customizes strategies based on client objectives and risk tolerances, combining multiple analytical approaches within a continuous monitoring and rebalancing framework.

Jon Shaffer is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Beacon since 2011. Outside of financial advising, he has been involved with Out of the Woods Custom Cabinetry since 2015. Beacon Financial Planning, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, primarily using no-load mutual funds and ETFs.

Jack Peterson is a financial advisor with Harold Dance Investments in Logan, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Harold Dance Investments since 2009. Outside of his advisory work, he serves as trustee and provides accounting and investment management for a family trust established for his sister. Harold Dance Investments is a seven-advisor team managing approximately $132 million in assets for individuals, trusts, charitable organizations, and businesses. The firm offers portfolio management centered on mutual funds, tailoring allocations to client objectives and risk tolerance, and operates as both a registered investment adviser and a FINRA-registered broker-dealer with insurance licenses.

Mitchell Greene is a Certified Financial Planner® (CFP®) with four years of industry experience. He currently works at Adams Wealth Advisors, where he has been since 2022. Prior to that, he worked at Cache Valley Bank and held various positions including at the Logan City Police Department. Adams Wealth Advisors provides discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, other investment advisers, and pooled investment vehicles. The firm uses a combination of quantitative, fundamental, and economic analysis to manage a range of model strategies and offers services including portfolio management, comprehensive financial and estate planning, sub-advisory relationships, and business succession planning.

Douglas Langford is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. In addition to his advisory roles, he has been the owner of Allegis Advisor Group / Capital Protection & Insurance Services since 2003, selling fixed life insurance, annuities, and securities insurance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, as well as other financial firms. The firm utilizes a fund-of-funds approach with ETFs, mutual funds, and individual securities, and offers model portfolios monitored and rebalanced regularly, along with advisory technology and operational services for other advisers.

Scott Grover is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research and several advisory and securities firms. He is also involved in insurance sales through Choules Financial, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Jason Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC since 2023. His prior experience includes roles at Dfpg Investments, Inc., Townsquare Capital, LLC, Allegis Investment Services, LLC, and Cache Financial, where he has also been a managing member involved in tax advising and insurance services. In addition to his advisory work, he holds a sales associate role at a merchant processing company. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that serves individuals, including high-net-worth clients, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing tailored mandates with a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting services.

Timothy Murphy is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Connect Financial LLC, DFPG Investments, and Allegis Investment Advisors. Outside of advising, he is president of Tim Murphy Insurance, a company focused on the sales and service of health, life, and annuity insurance products. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund‑of‑funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing alongside services such as tax optimization and access to multiple third-party Model Managers.

Charles Sorensen II is a financial advisor at Diversify Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at DFPG Investments, LLC, ARS Investment Advisors, and Allegis Investment Services. He is also president of Sorensen Financial, Inc., a personal S-corporation used to manage his business operations. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach and offers a variety of portfolio management and consulting services, including access to alternative investments and flexible fee structures.

David Ludwinski is a financial advisor with On Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory role, he is also active as an insurance agent, selling health, life, property and casualty, fixed annuities, disability, and long-term care insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a variety of advisory programs, including fee-based financial planning and both discretionary and non-discretionary managed account options.

Paul Saunders is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Portside in 2023, Saunders worked at Townsquare Capital LLC and Allegis Investment Services, LLC. He is also president of Saunders, Nydegger P.C., a CPA firm that provides financial and tax services to individuals and businesses. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of investment approaches, including fundamental, technical, and modern portfolio theory, with additional legal and accounting services provided by affiliated professionals.

Carson Grover is a financial advisor with Lifeworks Advisors, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining Lifeworks in 2024, he worked at Coppell Advisory Solutions, Onyx Bridge Wealth Group, Heritage Wealth Management, and OneAmerica Securities. Outside of his advisory role, Grover is CEO and owner of Innovation Consulting, LLC, which focuses on tax strategy and exit planning, and he is involved in insurance sales through Innovation Insurance. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and businesses, offering wealth management and financial planning services alongside a tax practice. The firm integrates a planning-based tranche framework with risk-based portfolio construction, utilizing a variety of investment vehicles and AI-supported research, and maintains close operational ties to tax and accounting capabilities.

Jared Copeland is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Lion Street Financial and Oneamerica Securities, among other firms. Outside of his advisory role, he assists in managing Mendon Peak, a real estate organization based in Mendon, Utah. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and technology platform.

Jerry Toombs is a financial advisor at Simplicity Wealth with 33 years of industry experience. He holds a Series 63 designation and has held roles at multiple firms, including Connect Financial, LLC and Allegis Investment Advisors, LLC. Outside of advising, he serves as Vice President of Administration for the Boy Scouts of America’s Cross Roads of the West BSA Council. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational support for other advisers.

Allen Livingston is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Golden State Equity Partners, Allred Jackson Financial Planning, LLC, and Allstate Insurance Company. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes asset allocation, fundamental and technical analysis, third-party money managers, and a Private Direct Investments program to manage client assets.

Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.

Stockton Gunnell is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc. and has prior experience at D.A. Davidson & Co., BuyBoxer, and AXALT, Inc. Outside of his advisory role, he is involved in rental property ownership. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory and consulting services, employing a variety of model strategies and maintaining both custody and clearing capabilities.

Jared Nichols is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with United Planners since 2014. Outside of his advisory work, Nichols owns Nichols International dba Outdoorsman.com, a marketing business, and serves as a board member of the Millville Nibley Cemetery District. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party managers and features a limited partnership ownership structure.

John Mickelson is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at Cambridge Investment Research and Strategic Advocates, among others. Outside of his advisory role, Mickelson volunteers as a tennis coach at Green Canyon High School and serves on the board of Cache Valley Water Polo. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base, including individuals, trusts, charitable organizations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management with quantitative and fundamental research.

Ryan Jeppson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses. He has one year of industry experience, previously working at Ace Cooperatives, Fox Pest Control, and a sports academy and racquet club. Wealth Enhancement Advisory Services manages over $122 billion in assets, providing financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm uses a diversified, risk-class based investment approach that combines passive and active management and is supported by an internal Investment Committee.