Daniel Allgaier is a CFP® professional affiliated with Artstone Private Wealth in Lehi, Utah, with eight years of industry experience. His prior roles include positions at Elevated Capital Advisors, Elevated Retirement Group, Royal Alliance, and Fidelity Brokerage Services. Outside of finance, he is the owner and operator of DA Epoxy Flooring, a business specializing in epoxy floor installations. Artstone Private Wealth is an independent, fee-only registered investment adviser serving individual and high-net-worth clients with investment management and financial planning services. The firm employs a combined approach of modern portfolio theory and fundamental analysis, utilizing both passive and active strategies tailored to client goals and risk tolerance.

John Beckstead is a financial advisor with Lifetime Financial in Highland, UT, holding a Series 65 designation and 27 years of industry experience. He has led Beckstead Investment Management since 2006. Lifetime Financial provides investment advisory and wealth management services to individuals and various institutional clients, managing discretionary portfolios that include exchange-traded funds, no-load mutual funds, and individual securities. The firm employs multiple analysis methods and offers a range of strategies from long-term buy-and-hold to short-term trading.

Christopher Harris is a CFP® and holds a Series 65 credential with nine years of industry experience. He is the principal and sole advisor at Harris Wealth Management, Inc., having previously worked at Cannon Capital Management. Outside of his advisory role, he maintains a licensed insurance agency. Harris Wealth Management serves individuals, high net worth clients, trusts, estates, and pension plans, providing discretionary portfolio management and pension consulting services. The firm uses fundamental analysis, model allocations, and Modern Portfolio Theory to build portfolios, and acts as a 3(38) fiduciary for certain Vanguard retirement plans, offering services that include pension consulting and participant guidance.

Nicholas Stecklein is a CFP® with six years of industry experience, currently serving as a financial advisor at Telos Partners LLC in Lehi, Utah. His prior experience includes roles at DFPG Investments, Diversify Wealth Management, Advantage Tax and Planning, and North Capital Investment Technology. Outside of investment advisory, he is involved in tax preparation through Advantage Tax and Planning. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, and related services. The firm employs a long-term, growth-oriented investment approach combining passive and active strategies, often incorporating client values and ESG preferences into portfolio construction.

Benjamin Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I. since 2005, where he serves as one of two advisors at the firm. R.O.I. is a family-managed advisory firm based in Lindon, UT, serving individual clients and couples across a range of wealth levels. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and a hands-on approach that includes individualized quarterly reporting and regular client communications.

Scott Wharton is a Series 65-licensed advisor with Retirement Solutions Investments, Inc. in Provo, Utah, bringing 12 years of industry experience. He has been with Retirement Solutions Investments since 2014 and also serves as CEO and owner of Retirement Solutions, Inc., an insurance agency providing annuities and life and health insurance. Retirement Solutions Investments, Inc. offers personalized investment management and financial planning services to individuals, high-net-worth clients, estates, and trusts. The firm manages approximately $57.8 million on a discretionary basis across about 264 clients and employs a diversified portfolio approach that incorporates fundamental, market-trend, and economic-cycle analysis.

Matthew Romney is a financial advisor at Vitality Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Vitality Capital Management since 2016, following roles at Financial Path, L.L.C. and Vitality Life, L.L.C. Romney is also an owner of VCM Tax, LLC, which provides tax, accounting, and payroll services. Vitality Capital Management serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and ERISA plan advisory services. The firm combines modern portfolio theory and fundamental analysis with integrated tax and accounting capabilities, offering tailored strategies and a holistic capital management approach.

Morgan Burke is a financial advisor at Prestige Wealthwide, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prestige Wealthwide, he held positions at Lone Peak Advisers, Fatfish, The Capital Grille, Orlando's, and Pace's Dairy Ann. Prestige Wealthwide, LLC is a registered investment adviser managing approximately $207 million across more than 220 client accounts, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management services focused on asset allocation and security selection, utilizing a broad range of investment instruments and combining fundamental analysis with modern portfolio theory.

Bryan Burris is a CFP® professional with 23 years of industry experience. He currently leads Sandlot Private Wealth LLC and previously worked at Elysium Wealth Management, Salt Wealth Partners, and Sage Income Advisors. Outside of his advisory role, he manages a family mountain rental cabin in Silver Plume, Colorado. Sandlot Private Wealth is a boutique, values-driven investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management with a focus on tailored portfolios across traditional and alternative assets, including private equity and venture capital.

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.

Robert Hansen is a financial advisor at Vantage Point Investments, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various financial roles since 2003, including positions at Prosper Wealth Solutions, Sprout Financial LLC, and GBS Financial Corp. Outside of his advisory work, Hansen is associated with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent offering fixed life contracts as part of financial plans. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized planning and diversified investment strategies, including the use of covered-call options and managed futures, and is affiliated with VPI AddVantage Fund LLC, a commodities trading advisor.