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.

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.

Robert Goodman is a financial advisor at Mountain Goat Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked for Goldman Sachs & Co. for 18 years. In addition to his advisory role, he is involved in insurance sales and service through Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, typically not targeting high-net-worth households. The firm serves a small client base and may use third-party sub-advisors, constructing portfolios based on client goals, risk tolerances, and incorporating various strategies including derivatives when appropriate.

Jon Tingey is a CFA® charterholder with 26 years of industry experience. He has worked at Cannon Tingey Investment Advisors, Inc. since 1999. Tingey is a director of the Granite Education Foundation, a private organization supporting education in the Granite School District, and owns a recreational volleyball club for girls. He is also a long-standing member of the CFA Society of Salt Lake. Tingey Advisors, Inc., a DBA of Cannon Tingey Investment Advisors, provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients. The firm manages approximately $362 million in discretionary assets and employs a fundamental, low-turnover equity approach combined with buy-and-hold fixed income strategies, offering services tailored to client objectives through designated lead portfolio managers.

Stephen Spencer is a CFA® charterholder with 16 years of industry experience. He is currently with Tingey Financial Group Inc. and has held roles at Sammamish Advisors LLC and ACT Capital Advisors since 2010, where he is an independent contractor managing investment banking transactions. Spencer is also the sole proprietor of Sammamish Advisors LLC, a mergers and acquisitions service firm. Tingey Financial Group provides fee-based portfolio management and financial planning services to individuals and institutional clients. The firm employs a fundamental, value-oriented, low-turnover investment approach with an emphasis on long-term horizons and liquidity.

Elisa Schvaneveldt is a financial advisor at Bridge Generations Wealth Management with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Bridge Generations, she worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. She serves as co-treasurer for Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth and investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes a “Private CFO” process that integrates ongoing planning, intergenerational transfer, and philanthropic considerations with a diversified, evidence-based investment approach.

Jared Clayton is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Blue Mountain Realty, National Investment Advisors, Equitable Advisors, and Fidelity. Outside of his advisory work, he serves as a member of the Sandy, Utah City Planning Commission. Fortius Financial Advisors is a state-registered firm managing approximately $10 million across 62 client relationships with a four-advisor team. The firm serves individuals, trusts, pension plans, and private investment entities, utilizing mutual funds, exchange-traded funds, alternative investments, and separate account managers, while also advising on private pooled investment vehicles and 401(k) plans focused on real estate.

Celina Ochoa is a CFP® professional with 12 years of industry experience, currently serving at Haynie Wealth Management LLC since 2021. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, JP Morgan Securities LLC, and Chase Bank. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified low-cost funds, individual securities, and independent managers, while integrating financial planning as part of comprehensive wealth management.

Matthew Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Morgan Stanley. Pappas serves as a board member for Silicon Slopes, a nonprofit organization. Cottonwood Wealth Strategies is a fee-only registered investment adviser serving individuals, trusts, businesses, and plan sponsors. The firm focuses on risk-adjusted, tax-efficient asset allocation through a combination of active and passive strategies, providing both discretionary and limited non-discretionary portfolio management alongside customized financial planning.

Triton Lee is a financial advisor at Cannon Capital Management, Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cannon Capital Management and its affiliated tax firm, Lee worked at Netgain Solutions, Inc. and Deloitte. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million for a diverse client base that includes high-net-worth individuals, retirement plan sponsors, trusts, estates, nonprofits, and business entities. The firm employs a disciplined investment approach focused on diversified portfolios across public and private markets and offers coordinated investment and tax services through its affiliation with Cannon Capital Tax, LLC.

Aaron Graham is a financial advisor at AG Financial in Salt Lake City, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with AG Financial and operating independently since 2006, and has also been associated with United Planners Financial Services since 2005. AG Financial provides fee-only investment supervisory and consulting services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on broadly diversified portfolios and systematic strategies tailored to each client’s risk tolerance, time horizon, tax considerations, and liquidity needs.

Francis Cowan Jr. is a CFA charterholder with 22 years of industry experience, currently serving as an advisor at Century Funds Management Inc. He has worked with the firm since 1986, contributing over three decades of experience. Century Funds Management, Inc. offers discretionary investment management focused on diversified equity and balanced strategies for individuals, corporate pension plans, charitable institutions, and other entities. The firm emphasizes fundamental analysis in its investment decisions and manages portfolios individually under written client guidelines.

Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.

Chace Cannon is a Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cannon Capital Management, Inc. since 2009. He is also affiliated with Cannon Capital Tax, LLC. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million with a team of four advisors. The firm serves individual clients, retirement plan sponsors, trusts, estates, nonprofits, and business entities, offering discretionary investment management, financial planning, and pension consulting services. Their investment approach emphasizes diversified portfolios across multiple asset classes, with a focus on valuation discipline and an explicit avoidance of leveraged securities.

Daren Wright is a financial advisor at Cottonwood Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Allegis Investment Advisors and Garda Financial. Outside of his advisory role, he manages private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and is involved with a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation, incorporating fixed-income duration management and derivative strategies, supported by an affiliated accounting practice and licensed insurance representatives.

Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC in Salt Lake City, UT, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates. The firm manages diversified portfolios using low-cost mutual funds, ETFs, and other securities, employing a long-term, fundamentals-based investment approach with customized asset allocations and continuous account monitoring.

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

Jeffrey Cline is a financial advisor at Responsible Asset Management with 43 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for NPB Financial Group, LLC for 14 years. He has operated Cline & Co., LLC since 1997 and is involved in a holding company that owns half of Responsible Asset Management. Responsible Asset Management provides investment supervisory services to individuals, trusts, retirement plans, institutions, foundations, and business entities. The firm manages approximately $42 million across retail and institutional clients, employing a client-specific risk profile and a disciplined process that includes fundamental and technical analysis, diversified portfolios, and regular performance reviews.

Sarah Cox is a financial advisor with Able & Strong Advisors, Inc. She holds a Series 65 designation and has five years of industry experience. She is also the president of Imagine Personal Finance LLC, a financial coaching practice unrelated to investment advising. Able & Strong Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, endowments, and foundations. The firm employs a proprietary Path Management process to adjust portfolio exposures based on market metrics and fundamental analysis, offering both discretionary and non-discretionary management across several managed portfolios.

Eric Moessing is a financial advisor at Seven Canyons Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Alps Distributors, Inc. In addition to his advisory role, Moessing is the owner of The Annadel Group, an assisted living business. Seven Canyons Advisors provides discretionary investment management to private funds, pension and profit-sharing plans, separately managed accounts, and high-net-worth clients. The firm uses a bottom-up fundamental research process focused on small- and mid-cap global equities, supplemented by quantitative and macro analysis, and typically manages concentrated, actively positioned portfolios with various risk management techniques.