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.

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.

Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.

Earl Berg is a ChFC® with 29 years of industry experience, currently serving as an advisor at Guardian Wealth Management in Salt Lake City, UT. He has been with Guardian Wealth Management since 2008 and also works with Lifebright Investment Management, LLC. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm uses client-specific Investment Policy Statements and a mix of fundamental, technical, charting, and cyclical analysis, employing higher-risk tools and allowing borrowing in some accounts, which is uncommon among similar firms.

William Campbell is a CFP® with 24 years of experience and has been with Slayton Lewis Inc. in Salt Lake City since 2000. He holds a Series 65 license and works alongside a small advisory team at the firm. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services primarily for high-net-worth individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing guided by quantitative models and external research, managing approximately $308 million with a selective client roster.

Nicholas Augostini is a CFP® and CFA® at Slayton Lewis Inc with six years of industry experience. He has worked at Slayton Lewis since 2020 and was previously employed at Morningstar from 2016 to 2020. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services to individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing based on modern portfolio theory, managing approximately $308 million for a selective, high-asset client base.

James Knight Jr. is a financial advisor with Family Wealth Advisors in Farmington, Utah, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Family Wealth Advisors since 2005. Outside of his advisory role, Mr. Knight is a licensed real estate broker and a managing partner in affiliated real estate businesses, including ownership interests in private real estate syndications. Family Wealth Advisors serves individuals, trusts, estates, charitable organizations, and retirement plans, managing approximately $44.4 million in discretionary assets. The firm offers written financial planning and discretionary portfolio management using proprietary model portfolios and specialist institutional managers, and integrates non-public pooled real estate investments through affiliated entities.

Adam Fisher is a financial advisor with Oak Lane Advisors in Centerville, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Arete Wealth Management, LLC for 11 years and has been with Wealth Navigation, LLC since 2006. Outside of his advisory role, Fisher is involved in multiple business ventures including ownership and partnership positions in various holding companies and an equipment rental business. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts, with an investment approach focused on diversified, asset-allocation driven portfolios and alternative investment opportunities for accredited investors.

Benjamin Coles is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT, holding a Series 65 designation with eight years of industry experience. He has worked at Alliance Wealth Advisors in multiple capacities since 2016 and previously at TownSquare Capital, LLC and Capital Management. Outside of his advisory role, he is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it employs a platform approach with TownSquare Capital to customize advice and manage accounts.

Matthew Williams is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has been with Refined Wealth Management since 2014 and also has a longstanding role at Fit Forever. Approximately 1% of his time is spent on the sale of accident and health, life, and variable insurance contracts. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages portfolios primarily through in-house model strategies and maintains formal governance through an Investment Committee without outsourcing core asset management.

Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with five years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services and AXA Advisors. Outside of his advisory role, he assists with labor and paperwork on a family farm. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm uses customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may incorporate third-party managers and derivative instruments in client portfolios.

Shane Thomas is a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Smedley Financial Services since 2005 and has additional experience at SECURITIES AMERICA, Inc. since 2003. Thomas also serves as Vice President of Technology at Smedley Financial Services. Smedley Financial Services, Inc. is a six-advisor team providing fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and emphasizes proactive investing through diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.