Timothy Bangerter is a financial advisor with Landmark Wealth Advisors, LLC in Farmington, UT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Landmark Wealth Advisors since 2013. Outside of advisory work, he is involved in several family businesses, including a cleaning company and multiple holding companies. Landmark Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing customized investment management, financial planning, and pension consulting. The firm offers both discretionary and non-discretionary services, tailoring investment programs to client objectives and risk tolerance while utilizing a broad range of investment vehicles.

Jay Greenburg is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Lefavi Wealth Management since 2018 and previously held positions at E*TRADE Capital Management and TD Ameritrade. Outside of his advisory role, Jay participates occasionally as a survey submitter for GLG Consultants, providing industry insights. Lefavi Wealth Management delivers discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm employs a modern portfolio theory approach with diversified asset allocation, utilizing mutual funds, ETFs, individual securities, and alternatives, and it sponsors a wrap fee program.

Nathan Cline is a financial advisor at Responsible Asset Management in Salt Lake City, UT, holding a Series 65 designation with eight years of industry experience. He founded Cline Capital Advisers, which serves as a holding company for Responsible Asset Management and conducts a small portion of his business. Prior to his financial advisory career, he worked for seven years with the Ogden City Police. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm employs a structured risk-based approach using diversified portfolios that include traditional and ESG investments, offering both discretionary and non-discretionary management.

Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.

Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.

Spencer Stewart is an advisor at Seven Canyons Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandeur Peak Global Advisors, LLC since 2011. Outside of his advisory role, he is the sole owner of Ohana Asset Management, LLC, which has made a single real estate investment in Utah. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, private investment funds, and retirement plans. The firm employs a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global investment approaches.

Stuart Enterline is a financial advisor at Lefavi Wealth Management in Salt Lake City, UT, with eight years of industry experience. He holds a Series 66 designation and has been with Lefavi Wealth Management since 2017. Lefavi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm’s investment approach is based on modern portfolio theory, focusing on diversification and strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments.

Andrey Kutuzov is a CFA® charterholder with 10 years of industry experience. He has been with Seven Canyons Advisors, LLC since 2020 and previously worked at Wasatch Advisors from 2014 to 2020. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, a private investment fund, and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its investment approaches.

R Matthew Tullis is a financial advisor with Regents Partners, LLC in Farmington, UT, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has held multiple roles within Regents Partners and affiliated entities since 2015 and previously worked at Foresight Wealth Management, LLC. Outside of advisory work, he is the managing member of New Stage Ventures, LLC, a family investment and holding company. Regents Partners provides discretionary portfolio management to individuals, charitable organizations, and corporations, with an investment approach that combines broad U.S. equity exposure with tactical derivatives and fixed-income components. The firm manages multiple private funds and advises pooled investment vehicles, incorporating options trading, short sales, and margin transactions to manage risk and seek upside participation.

Kent Misener is a CFA® charterholder with 21 years of industry experience. He has worked at Able & Strong Advisors, Inc. since 2018 and previously spent 15 years at Verapath Global Investing, LLC. He also has a long-standing affiliation with Intermountain Healthcare dating back to 1997. Mr. Misener serves as an independent trustee on the boards of several mutual funds, including the Longleaf Partners series, FS MVP private equity fund, and KMV private debt fund. Able & Strong Advisors provides discretionary and non-discretionary portfolio management and advisory services to individuals, corporations, pension plans, trusts, endowments, foundations, and pooled investment vehicles. The firm employs its internally developed Path Management framework, which uses market-verification metrics to guide asset allocation and focuses on securities trading below estimated intrinsic value with multi-year holding periods.

Gregory Misener is a financial advisor with Able & Strong Advisors, Inc., holding a Series 65 designation and 20 years of industry experience. He has been with Able & Strong Advisors since 2018 and serves as president of Able & Strong Law, Inc., a law firm providing legal services for individuals with disabilities and their families. Prior to this, he worked at Verapath Global Investing, LLC for 15 years. Able & Strong Advisors offers investment advisory and financial planning services to individuals, institutions, pension plans, endowments, and pooled investment vehicles. The firm employs a proprietary Path Management process to adjust asset exposure based on market-verification metrics and uses fundamental analysis for security selection.

Colby Berg is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Guardian Wealth Management in Salt Lake City, UT. He previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, among others. Guardian Wealth Management serves individual and high-net-worth clients by providing ongoing investment supervisory services and tailored financial planning. The firm employs a mix of analytical approaches to manage portfolios on a discretionary basis and is notable for its use of short sales and options strategies within separately managed accounts.

Kent Christensen is a financial advisor with Haynie Wealth Management LLC in Salt Lake City, holding a Series 65 designation and three years of industry experience. He has been with Haynie Wealth Management since 2022 and concurrently works at Haynie and Company, CPAs, where he has been involved in tax preparation since 1999. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm combines portfolio management with financial planning, emphasizing fundamental analysis and a long-term investment approach using diversified portfolios with low-cost mutual funds, ETFs, and occasionally individual securities.

Daniel Hannon is a financial advisor at Burrus with 12 years of industry experience. He holds a Series 65 designation and has been with Burrus Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in 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 using primarily no-load or low-load mutual funds and ETFs, managing all client accounts on a discretionary basis and providing financial plans at no additional charge.

Jeffrey Kemp is a CFP® with 14 years of industry experience, currently serving at Lefavi Wealth Management since 2018. His prior roles include positions at Raymond James & Associates, Voya Financial Advisors, and TD Ameritrade. Outside of his advisory work, he is involved with the Boy Scouts of America as a Venture Advisor and holds leadership roles on school trust committees focused on educational funding oversight. Lefavi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm employs a modern portfolio theory approach emphasizing diversification and strategic asset allocation, utilizing mutual funds, ETFs, and selected alternative investments.

Thomas Fritz is a CFP® professional with 25 years of industry experience, serving at Wilson Financial Advisors, Inc. in Salt Lake City since 1993. He holds a Series 65 license and has been with the firm for over three decades. Wilson Financial Advisors works with individuals, families, and small businesses, providing comprehensive financial planning without selling insurance or offering legal advice. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, emphasizing a fee‑only, hourly or retainer billing model, and focuses on asset allocation using no‑load mutual funds within a buy‑and‑hold strategy.

Alan Tingey is a CFA charterholder with 28 years of industry experience, currently operating through Tingey Financial Group Inc. He has been affiliated with Cannon Tingey Investment Advisors, Inc. since 1998. Tingey is a long-standing member of the CFA Society of Salt Lake, a local nonprofit organization for investment professionals. Tingey Financial Group, founded in 2024, offers fee-based portfolio management to individuals and institutional clients, focusing on a fundamental, value-oriented investment approach with a low-turnover, long-term perspective. The firm emphasizes regular client communications and provides consulting services on an hourly basis alongside its discretionary management of publicly traded securities.

David Garrett is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been involved with Garrett Capital Management since 1986 and serves as president of Ensign Capital Management, Inc. since 1991. Garrett also owns Timertrac.com, a web-based newsletter tracking market timers, and co-owns a frozen yogurt business with his wife. Garrett Capital Investment Management primarily advises individual clients, including high-net-worth individuals, IRAs, and family trusts, through discretionary portfolio management. The firm’s investment approach includes asset allocation, security selection, and strategies such as covered call writing, with a focus on fundamental and technical analysis and active portfolio management.

Thomas Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT, with 43 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, businesses, and other entities. The firm operates under a fiduciary standard and offers predominantly discretionary portfolio management using a mix of active and passive strategies focused on tax-efficient, risk-adjusted asset allocation.

Brian Barton is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Guardian Wealth Management since 2010. Guardian Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning, creating customized Investment Policy Statements for each client. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and utilizes higher-risk strategies, including short sales and options writing, while generally managing accounts on a discretionary basis.