Joshua Flade is a CFA® charterholder and holds a Series 65 license with seven years of industry experience. He has worked at OneSeven since 2024 and previously spent six years at TownSquare Capital and three years at Ensign Peak Advisors. He hosts the educational podcast "Building Better" and serves as the committee chair for the CFA Society Salt Lake. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and consulting. The firm employs a primarily long-term investment approach and uses diversified portfolios with access to alternatives and private placements, alongside discretionary and non-discretionary arrangements.

Peter Woodring is a financial advisor with Mission Wealth Management, LP in Park City, UT, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He previously worked at Cypress Partners, LLC for 10 years before joining Mission Wealth Management in 2019. Outside of his advisory role, Woodring works part-time for SkyWest Airlines in a back-office position. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, often long-term investment strategies utilizing ETFs, institutional mutual funds, individual securities, and alternative investments, while also offering tax-aware trading, periodic rebalancing, and ERISA retirement plan fiduciary services.

Scott Greenberg is a financial advisor with M Holdings Securities, Inc. in Park City, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with M Holdings since 2002 and is also the founder and principal of Greenberg, Wexler & Eig. Outside of his advisory work, Greenberg writes a weekly wine column and co-hosts a public affairs radio show focused on science. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide through a network of independent advisors. The firm offers a range of investment management, retirement consulting, financial planning, and insurance advisory services, utilizing multiple sponsored platforms and third-party managers.

Patrick Negado is a financial advisor with First Heartland Consultants, Inc. He holds the ChFC® designation and has 24 years of industry experience. His prior work includes roles at Allstate Financial Services, Bankers Life, and Hornor Townsend & Kent. Negado is also involved in publishing, having self-published a book on financial planning and currently working on another with a publisher. First Heartland Consultants serves a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Darlynn Slosar is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. She holds a Series 65 credential and previously worked at Podesta Capital Advisors and SpineCare Medical Group. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed strategies with locally managed portfolios across a variety of investment vehicles, including ESG models and direct indexing.

John Jaicks is a financial advisor at OneSeven with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, International Assets Advisory LLC, and Bruce A. Lefavi Securities, Inc. Jaicks is also involved in managing Silver Creek Management, LLC, a private label entity for financial business activities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach, utilizing diversified portfolios with options for alternatives and third-party management solutions.

Ronald Gershon is a financial advisor at Hilltop Securities Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Oppenheimer for 19 years before joining Hilltop Securities in 2022. Outside of his advisory role, he is a partner in a non-investment real estate holding company. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services. The firm offers managed account programs, retirement-plan advisory, and a range of municipal bond strategies, combining custody, banking, and market-making capabilities on an open-architecture platform.

Glen Mintz is a financial advisor at NewEdge Wealth with 34 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 13 years before joining NewEdge Wealth in 2021. He is also involved in asset management through JT Asset Management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs an investment process that emphasizes asset allocation and investor behavior, utilizing a combination of model strategies, third-party managers, and proprietary solutions across multiple asset classes.

Keith Lamb is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked previously at Retirement Wealth Advisors, LLC, Alpha Wealth Funds, LLC, and Luparius Asset Management & Brokerage, where he remains active as an independent insurance agent handling annuities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management and consulting using a combination of fundamental, technical, and cyclical analysis, serving primarily retail and small-business clients.

Maria Daley is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Perigon Wealth Management, LLC and has held prior roles at Choreo, LLC (formerly RSM US Wealth Management, LLC) and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she serves as an advisory board member for WWSG Travel, Inc., a wellness travel company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Lawrence Miles Jr. is a financial advisor at Choreo, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Freestone Capital Management LLC and AdvicePeriod, LLC. Choreo provides investment and advisory services to a diverse client base including individual investors, family offices, endowments, foundations, retirement plans, and corporate clients. The firm’s investment approach emphasizes strategic asset allocation and diversified model portfolios, managed by a centralized team and overseen by an Investment Committee.

Bradley Graham is a Series 65 licensed advisor with Trek Financial in Heber City, UT, and has three years of industry experience. He is also the owner and CPA of Graham Accounting and Tax, DBA Utah Small Business Solutions, where he has worked for over a decade. In addition to his financial and accounting work, he owns a private publishing company and is a partner in a wedding event rentals business. 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 services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools under human oversight and providing a broad range of model and alternative investment options.

Michael Fomuke is a financial advisor at NewEdge Wealth with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services and Park City Family Office. Outside of advising, he is also an insurance agent with Symetra Financial. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional clients. The firm offers comprehensive advisory services and employs a multi-asset investment approach that includes proprietary strategies and third-party managers.

Hudson Horn is a CFP® with three years of industry experience, currently affiliated with Mariner Wealth Advisors. His prior work history includes roles at Great Plains Capital Partners, The Boeing Company, Ernst & Young, and Sarver Vrooman Wealth Advisors. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations. The firm offers customized discretionary portfolios managed by an Investment Committee, with integrated tax and accounting services, family office capabilities, and a financial wellness platform for employers.

Richard Steinberg is a CFA® charterholder with 31 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC and founded Steinberg Global Asset Management. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with outsourced portfolio management and integrates a variety of asset classes and strategies.

Bruce Weininger is a CFP® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

Christopher Apgar is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, N.A., and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the design review committee for the Deer Crest Association homeowners association in Park City, UT. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services through the Rockefeller Global Family Office platform and offers access to alternative and private investments alongside traditional asset management solutions.

Scott Fortney is a financial advisor at Mariner with 25 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Mariner in 2022, he spent 17 years at Reilly Financial Advisors, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, and retirement plan consulting. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and family office services alongside customized portfolio strategies.

Timothy Lesko is a financial advisor at Mariner Wealth Advisors with 25 years of industry experience. He previously worked at Granite Investment Advisors, Inc. for 12 years before joining Mariner in 2021. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Lesko serves as Board Chair of the nonprofit Education for All Children. Mariner Wealth Advisors serves a diverse clientele including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Michael Bukata is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Mariner in 2020, he worked at Bank of America and Merrill from 2009 to 2020. Outside of his advisory role, he is an owner of a rental property on Johns Island, South Carolina. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with integrated tax and accounting services that are uncommon among large advisory enterprises.