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.

Romney Harker is a CFP® with four years of industry experience, currently serving at Trek Financial. He previously worked at Fullerton Financial Planning and AssetMark and has experience with several other financial and educational organizations. Outside of his advisory role, he holds a life and health insurance license. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, including evidence-based models and AI tools, and provides a wide range of model and alternative investment options.

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.

Seth Whitehouse is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and currently based in Hyrum, Utah. He has been with Gradient Advisors since 2026 and has prior experience in self-employment and service with the Utah Army National Guard. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

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.

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.

Jeffrey Scott is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2014 and has operated Scott And Associates, Inc. since 1998. Outside of his advisory role, he serves as chairman of the advisory board at Utah State University’s Brigham City campus and is a board member of the Brigham City Rotary Club. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, and institutions. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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.