Hyrum Smith is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Livet Wealth, LLC. He has previously worked at Blue Barn Wealth, LLC, and operates his own advisory firm, Hyrum L Smith, LLC. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans, employing Modern Portfolio Theory and a tiered service model to tailor offerings to client needs. The firm manages accounts on a discretionary basis and features a multi-adviser structure, with approximately $335 million in assets under management across three advisors.

Kaneil Menlove is a financial advisor at Paragon Wealth Management in Provo, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Paragon Wealth Management since 2012. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm employs proprietary quantitative models alongside fundamental and technical analysis to guide portfolio construction and manages both individual accounts and privately offered pooled investment vehicles.

Taylor Sabin is a financial advisor at Sabin Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sabin Investment Management, he worked at Fidelity Investments and Morgan Stanley. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes tailored equity, ETF, and fixed-income allocations with continuous oversight and offers ERISA 3(21) plan support, combining owner-led governance with institutional fiduciary engagements.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

Christian Cardoso is a CFP® credentialed advisor at Ascend Investment Management, LLC with four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ascend Investment Management provides fee-based financial planning and investment advisory services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm uses fundamental and technical analysis for discretionary portfolio management and offers public educational seminars and workshops at no charge.

Quincey Hansen is a financial advisor at Livet Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Livet Wealth, Hansen worked at Blue Barn Wealth, LLC and has a background that includes a lengthy tenure at Smash Dance Academy. Livet Wealth serves individuals, trusts, estates, and retirement plans, combining financial planning and portfolio management through tiered service levels. The firm uses Modern Portfolio Theory and offers discretionary account management, sub-advisory arrangements, and access to alternative investments within its Flagship program.

Richard Anderton is a financial advisor at Oxford Wealth Management with four years of industry experience. He holds Series 66 and Series 65 licenses and previously worked in the mortgage industry for over a decade. In addition to his advisory role, he owns and manages a mortgage brokerage, RIDGE Home Loans, where he serves as lending manager and loan officer. Oxford Wealth Management serves high-net-worth individuals, trusts, IRAs, business entities, and retirement plans, focusing on clients with multi-million dollar net worths. The firm provides tailored investment management, financial planning, and consulting services, combining macroeconomic and fundamental analysis to customize asset allocation and portfolio construction.

Jennifer Nielsen is a CFP® professional at Timpanogos Financial Advisors, Inc. with four years of industry experience. Her prior roles include positions at SPC and Payne Financial Management Inc., as well as two years with Alpine School District. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation and portfolio management strategies, offers socially conscious investment options, and provides investor education through public seminars and workshops.

Larry Sabin is a financial advisor at Sabin Investment Management, Inc. in Lehi, Utah, holding a Series 63 designation with 18 years of industry experience. He has been with Sabin Investment Management since 2007, working continuously through its various iterations. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm offers tailored equity, ETF, and fixed-income allocations, ERISA 3(21) plan support, and employs both fundamental and technical analysis across a range of investment strategies.

John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation. He has experience leading Teton Strategy Group LLC, where he serves as president and advises start-ups, corporations, investment funds, family offices, and boards. Archibald also works as Assistant Vice President at Utah Valley University, focusing on diversifying revenue sources and overseeing commercial and auxiliary services. Oxford Wealth Management serves high-net-worth individuals, trusts, business entities, and retirement plans, generally targeting clients with multi-million dollar net worths. The firm offers customized investment management and financial planning services, combining macroeconomic analysis with fundamental and quantitative research to guide asset allocation and portfolio construction.

Jason Payne is a CFP® professional with 29 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has previously worked at Spc, Parkland Securities, LLC, and has operated Payne Financial Management Inc. since 2003. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, where he organizes spiritual development activities and service projects. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation strategies and offers services including socially conscious investment options and investor education seminars.

David Young is a financial advisor at Paragon Wealth Management with 32 years of industry experience. He has been with Paragon Capital Management since 1992. Outside of his advisory work, Young serves as the Mayor and Chairman of the City Council for Orem City, UT, a role he has held since 2023, and he is also a board member of OC Jones & Sons. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models alongside fundamental and technical analysis to manage portfolios that include ETFs, equities, mutual funds, bonds, and other instruments.

William Miller is a CFP® with 16 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held roles at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC (dba PROFi) offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment process combining fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on long-term investing, global diversification, and tax-efficient strategies.

Dallas Messenger is a financial advisor at Sandlot Private Wealth LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Orion Portfolio Solutions and JPMorgan Chase & Co, as well as work outside financial services at The Station Bar and Venue. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management, including comprehensive financial planning, discretionary portfolio management, and access to private investments across traditional and alternative asset classes.

Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.

Spencer Dickinson is a financial advisor at Eldon Reese Advisory Group in Provo, UT, holding Series 65 and Series 63 licenses. He has been with the firm since 2025 and has prior experience at Clearstone Associates, Gajardo Wealth Management, and Brigham Young University. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, providing financial planning, discretionary portfolio management, and business consulting. The firm focuses on long-term, asset-allocation strategies and offers a formal business consulting program for owner-clients.

Wyatt Livingston is a CFP® and holds a Series 65 license, with one year of experience in the financial industry. He is currently an advisor at Livet Wealth, LLC and previously held roles at Blue Barn Wealth, LLC and other firms. Outside of advising, he manages a rental business as a sole proprietor. Livet Wealth provides financial planning and portfolio management services to individuals, trusts, estates, and retirement plans. The firm employs a Modern Portfolio Theory investment approach and offers tiered wealth management services tailored to client needs, including access to alternative investments through its Flagship program.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.

Joshua Mclain is a financial advisor at Sunset Retirement Advisors LLC with Series 65 credentials. He has been involved in the financial industry through roles at Mclain FMG LLC since 2021 and Corporate Capital Inc since 2017, as well as Piercy Bowler Taylor & Kern from 2015 to 2017. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation and Modern Portfolio Theory, primarily using passive index funds, ETFs, and mutual funds, and integrates third-party model portfolios and outside managers in its service offerings.