Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.

Andrew Hills is a CFP®-certified financial advisor with two years of industry experience. He is currently with San Francisco Wealth Planning LLC, where he has worked since 2025. Prior to his advisory role, he was employed at Fidelity Investments and has experience in education from the University of Utah and Woods Cross High School. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, uses separately managed accounts and third-party sub-advisers, and offers customized portfolios that can include ESG screens.

Joe Strom is a financial advisor at Stonebriar Wealth, LLC in Lehi, UT, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Stonebriar Wealth, he worked in various roles across multiple companies, including Compass Financial Management LLC and Safeguard Card. Outside of his advisory work, he owns and manages several rental properties through multiple LLCs. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm focuses on a discovery, evaluation, and planning process to deliver individualized financial plans and portfolios, utilizing strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Kelly Allman is a financial advisor at Garrett Capital Investment Management with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Kestra Advisory Services LLC. Outside her advisory role, she teaches financial education classes and provides individual instruction through virtual sessions. Garrett Capital Investment Management advises individual clients, including high-net-worth individuals, IRAs, and family trusts, using discretionary portfolio management with a focus on asset allocation and security selection. The firm employs fundamental and technical analysis, active options strategies, and may use hedging techniques, managing approximately $5.8 million in discretionary assets.

Ethan Gividen is a financial advisor at The Professional Financial Company LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Engagex and The Church of Jesus Christ of Latter-day Saints. 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’s investment approach combines fundamental analysis, quantitative methods, and modern portfolio theory, focusing on long-term investing, global diversification, and tax efficiency.

Robert Jacobs is a financial advisor at White Pine Financial LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at White Pine Financial since 2019. Jacobs is also the managing partner of Juniper Consulting Group, a software consulting business he has operated since 2009. White Pine Financial serves individuals, trusts, estates, and small businesses, offering investment advice, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a diversified, tax-aware investment approach primarily using ETFs, with a focus on long-term strategies tailored to client goals.

Kwaku Robinson is a financial advisor at Summit Wealth LLC in Orem, UT, holding Series 63 and Series 66 licenses with three years of industry experience. He previously worked at Fidelity Investments and has experience in education and nonprofit sectors. Outside of his advisory role, Robinson is an independent real estate broker with Exp Realty. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and cash management services. The firm implements portfolios primarily using mutual funds and ETFs, guided by documented client profiles and investment policies.

Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has been affiliated with Premier Choice Wealth Advisors since 2021. Outside of advisory work, he is involved in several ventures including real estate brokerage and property management through multiple LLCs. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary asset management, financial planning, consulting, and educational seminars. The firm constructs client portfolios and plans based on documented goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis, and also assists clients in selecting and monitoring third‑party managers.

Aaron Drossart is a financial advisor with Premier Choice Wealth Advisors, LLC in Lehi, UT. He holds a Series 65 designation and has recently entered the industry. Prior to advising, he worked in education, including positions at Brigham Young University and Alpine School District. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm emphasizes customized portfolios and financial plans based on client goals, using fundamental and technical analysis, and also provides oversight for third-party managers.

Arthur Smithee Jr. is a financial advisor at Insight Investment Advisers LLC with 36 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Zellim, Inc., Diamond Wealth Management, LLC, and Joshua Management Group, LLC. Outside of advising, he manages medical device companies and consults on business and estate planning through his own firms. Insight Investment Advisers LLC provides discretionary investment management, project-based financial planning, and specialized 1031 exchange and Delaware Statutory Trust consulting for individuals, families, businesses, foundations, and retirement plans. The firm uses an evidence-based, momentum and trend-focused investment approach and delegates trade execution to a sub-advisor, with ongoing monitoring and periodic strategy reviews.

Gary Preisser Jr. is a financial advisor at Stonebriar Wealth, LLC with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at multiple firms including Kinetic Investment Management and Polley Wealth Management. Outside of advising, Preisser manages a bookkeeping business, Gary Preisser, Inc. Stonebriar Wealth serves individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a documented three-step process to create customized plans and uses a combination of fundamental, quantitative, and behavioral analysis in its investment approach, with family office-style coordination for complex client needs.

Katherine Opfar is a financial advisor at Retirement Solutions Investments, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Retirement Solutions Investments in 2025, she worked at Builders FirstSource, Utah Parent Center, and Elite Auto Specialists. Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million across about 264 clients, focusing on diversified portfolios designed to reduce risk and volatility through fundamental, market-trend, and economic-cycle analysis.

David Melling is a financial advisor at Jasmijn Capital Management, LLC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Jasmijn Capital Management since 2003 and was previously with Royal Alliance Associates from 1991 to 2018. In addition to his advisory role, he is a licensed insurance agent. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm emphasizes risk-based optimization and employs model sub-portfolios, managing approximately $71 million across 249 client accounts.

Robert Nelson is a financial advisor at Sunset Retirement Advisors LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Udall CPA Group and West Ridge Advisors. In addition to his advisory role, Nelson is involved in multiple business activities, including serving as president of the Nelson Family Foundation and partner at Saber CPA, where he oversees accounting and tax preparation. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm follows a fee-only model with an investment approach that emphasizes asset allocation and passive investments, incorporating third-party models and outside managers, while also focusing on employer retirement-plan services.

Brayden Sandberg is a financial advisor at Summit Wealth LLC with three years of industry experience and a Series 66 designation. His prior experience includes roles at Fidelity Investments and Granite Table LLC. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and entity cash management services. The firm uses a documented client profile and investment policy statement to guide portfolio construction, primarily employing mutual funds and ETFs with multiple analytical approaches.

Nathan White is a CFA® charterholder with 19 years of industry experience, currently serving at Paragon Wealth Management in Provo, UT. He has worked with Paragon Capital Management since 2006. Outside of his advisory role, he manages administrative duties as Manager and EVP of Paragon I GP, LLC, a general partnership. 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 combined with fundamental and technical analysis to guide portfolio construction and offers both discretionary and non-discretionary services.

Taylor Vowles is a financial advisor at Oxford Wealth Management with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at several firms, including Drive Wealth Management and Crewe Capital. Vowles is also an independent Certified Public Accountant and is involved as a majority owner of MBLV LLC and a minority owner of Silicone Capital LLC, both private investment holding companies. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, primarily targeting clients with multi-million dollar net worths. The firm provides investment management, financial planning, and advisory services, employing a research-driven investment approach that combines macroeconomic themes with multiple analytical methods and offers both discretionary and non-discretionary account management.

Skyler Packard is a financial advisor at Cove Fort Capital, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Cove Fort Capital since 2019, following a year at Key Bank. In addition to his advisory role, he has been involved with Utah Valley University since 2017. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm employs a long-term investment approach that integrates fundamental, technical, and quantitative research, actively monitoring and rebalancing portfolios while generally avoiding short-term speculative strategies.

Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.