Tyler Rainey is the principal of Rainey Wealth Management LLC in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has experience spanning several roles since 2000, including business consulting through his ownership of TR Invest. Prior to founding his firm in 2025, he worked at Cache Capital Corp and other financial and business-related companies. Rainey Wealth Management LLC provides investment management, financial planning, and portfolio review services to individuals, high-net-worth clients, and sophisticated self-directed investors. The firm employs a combination of fundamental, technical, cyclical, and charting analysis within a modern portfolio theory framework, offering both active and passive portfolio construction tailored to client risk tolerance and objectives.

My name is Ben Gajardo, CFP®, and I am a dedicated Certified Financial Planner™ professional. With a profound commitment to helping individuals realize their financial dreams, I established Gajardo Wealth Management to address the unique financial planning needs of small business owners, medical professionals, and professors. Gajardo Wealth Management is located in Lehi, Utah, but we serve clients nationwide. We pride ourselves on offering personalized and comprehensive financial planning services. Our mission is to provide strategic financial guidance that is tailored to the distinct needs and aspirations of our clients. As a fee-only fiduciary firm, we are committed to prioritizing your best interests above all else, ensuring that our recommendations are always aligned with your goals. At Gajardo Wealth Management, we understand that financial planning is not just about managing money; it's about empowering you to live the life you envision. We offer a wide range of services including investment management, retirement planning, tax planning, estate planning, and more. Whether you're a small business owner looking to grow and protect your enterprise, a medical professional navigating the complexities of your financial landscape, or a professor planning for a secure retirement, we are here to help. Our approach is rooted in a deep understanding of the unique challenges and opportunities that our clients face. We take the time to get to know you, your values, and your long-term objectives. This personalized approach allows us to create tailored financial plans that not only address your current needs but also position you for future success. As a CFP® professional, I bring a high level of expertise and ethical standards to every client relationship. My role is not just to provide financial advice, but to act as a trusted partner in your financial journey. I believe in transparent communication, ongoing education, and a collaborative approach to financial planning. This ensures that you are always informed and confident in the decisions we make together. If you’re ready to take the next step towards financial security and achieving your life’s goals, I invite you to schedule an introductory meeting with us. Let’s work together to build a brighter financial future for you and your family.

Gary Gygi is the principal of Gygi Capital Management, an independent advisory firm, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Union Capital Company since 2018, alongside managing his own firm since 2009. Gygi is also a licensed insurance agent in Utah and Florida. Gygi Capital Management offers comprehensive financial planning and discretionary investment management to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a blend of fundamental and technical analysis, favors long-term growth and value strategies with international diversification, and provides institutional consulting and retirement plan services.

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

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.

Eric Stats is a CFA® charterholder with 18 years of industry experience. He is the president of Brighton Wealth Management, Inc., where he has worked since 2020. Prior to that, he was with Foresight Wealth Management and Wasatch Financial and Insurance Services dba BLPG Investments. Outside of his advisory work, he is involved as a partner and consultant in small business ventures related to fleet rentals. Brighton Wealth Management serves individuals, retirement plans, trusts, estates, and other entities, providing discretionary portfolio management, allocation to independent managers, and financial planning. The firm employs a combination of fundamental and technical analysis, utilizing a variety of investment strategies and third-party managers, and operates as a single-advisor practice managing a multi-hundred-million dollar asset base.

Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.

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.

M Tom Peterson is a financial advisor at Peterson Rogers Private Wealth, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 33 years and Bank of America for 7 years. He serves on the advisory board of the Cancierge Foundation, a nonprofit that assists cancer patients and their families by coordinating local social services and fundraising. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm offers wealth management, investment advisory, financial planning, and corporate/retirement plan consulting, using a multi-asset-class investment approach focused on customized portfolios and long-term asset allocation.

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.

Zachary Schelin is a financial advisor at Athos Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ethos Investment Management and Aptive Environmental. Outside of advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, where he advises on strategy and supports accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services primarily to high-net-worth individuals, families, and charitable organizations, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory services, combining long-term tax-aware asset allocation with bespoke family office solutions.

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.

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.

Ryan O'Shea is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has worked at Cottonwood since 2018 and previously held roles at Allegis Investment Advisors and Garda Financial. Outside of his advisory work, O’Shea is principal of O'Shea Advisory Group, which provides life and health insurance services. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its advisory operations and employs investment strategies tailored to client objectives, including fixed-income approaches and the use of options and derivatives.

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.

Dennis Romney is a financial advisor at Opportunus Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Global Retirement Partners, LPL Financial, Principal Financial Services, and Morgan Stanley. Romney has been with Opportunus Wealth Management since 2019. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, business owners, trusts, estates, and retirement plans. The firm employs diversified model portfolios with low-cost ETFs, uses third-party managers, and provides a multi-channel service model that includes performance-based fee arrangements for qualified clients.