Alexander Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah. He holds a Series 65 designation and has five years of industry experience, including previous employment at JP Morgan Chase Bank. Outside of his advisory role, he operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

Ethan Call is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Strategic Planning Group, he held roles at Wells Fargo Advisors, Northwestern Mutual, and other firms. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Theresa Bond is a financial advisor with Promontory Financial Planning, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Goar Financial Services, Aegis Wealth Management, and Simple Financial, LLC. She is also involved with Bond Financial Inc., a business she has maintained since 2014. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets, employing a mix of no-load mutual funds, index funds, and ETFs, alongside fundamental and technical analysis to guide portfolio decisions.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Jessica Ellis is a Series 65 licensed financial advisor with Alliance Wealth Advisors, LLC in Centerville, Utah, and has one year of industry experience. Her prior roles include positions at Adams Wealth Advisors, Charles Schwab, and Nibley City. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary ETF models with third-party platforms and applies a SMART Retirement framework to manage portfolio risks.

Paul Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2009, including a recent tenure starting in 2021, and previously held positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of advisory services, he is an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a range of analytical methods, managing approximately $439 million across nearly 700 client relationships.

Jackson Springmeyer is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at the Salt Lake Country Club and Alight Tempe. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework as part of its investment approach and operates through a third-party platform relationship with TownSquare Capital.

Michael Jones is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arete Wealth Management LLC from 2015 to 2019 and has been with Wealth Navigation Advisors since 2012. Jones is also a managing member of Four 24 LLC, a holding company. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities through an eight-advisor team. The firm offers diversified asset-allocation portfolios, comprehensive financial planning, and access to alternative investments, including non-public alternatives and private equity for qualified clients.

Brock Williamson is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, holding the CFP® designation and Series 65 license with 21 years of industry experience. He has been associated with SEI Investments Management Corp since 2004. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning and discretionary asset management. The firm utilizes a multi-advisor team approach and integrates investment management with insurance and accounting services, offering tailored strategies that include both fundamental and technical analysis.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of his advisory work, he owns an insurance sales business and is involved in CPA and accounting services. Promontory Financial Planning serves individuals, trusts, small businesses, and nonprofit organizations, offering comprehensive financial planning and discretionary asset management. The firm manages approximately $319 million in client assets and uses a combination of fundamental and technical analysis to guide portfolio decisions, focusing on mutual funds, index funds, and ETFs without employing margin.

Rachelle Dillingham is a Series 65-licensed financial advisor with seven years of industry experience. She is a CPA and provides tax and accounting services through Layton & Associates, her primary non-investment business. She has worked with The Norden Group LLC since 2024. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, implementing client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Thomas Craner is a financial advisor at Strategic Planning Group with 10 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Pursche Kaplan Sterling Investments and Cambridge Investment Research. In addition to his advisory role, he is also a licensed independent insurance agent. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, model portfolios, and access to third-party managers.

Cade Peterson is a financial advisor at Peterson Wealth Services Inc. with Series 65 and Series 63 credentials and four years of industry experience. He has been with Peterson Wealth Services and its affiliated firm since 2020. In addition to his advisory role, he contributes monthly articles to Speedhorse Magazine and works as an associate with Utah Divorce Planning. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented as appropriate with actively managed funds and individual equities, and offers retirement plan advisory services along with estate, tax-aware, and goal-based planning.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Cambridge Investment Research, among others. He also serves as an officer and director at Action Recovery Group, where he manages operations and provides lectures and counseling. Strategic Planning Group is a fee-based financial planning and investment management firm that oversees approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management and access to third-party managers using technical and cyclical analysis, along with tax-aware strategies.

Alexander Lewis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at the Financial Wellness Center at the University of Utah and involvement with the LDS Church. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, managing accounts primarily on a discretionary basis through a platform relationship with TownSquare Capital.

Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Legacy Wealth Management, Paradigm Life, and Filament Insurance. In addition to his advisory work, he serves as an adjunct professor at Brigham Young University–Idaho and operates an accounting consultancy and a life insurance business. Altura Private Wealth LLC serves individual clients, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing model portfolios and third-party managers.

Nicholas Roberts is a financial advisor at Iron Gate Global Advisors with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for 21 years. Roberts joined Iron Gate Global Advisors in 2026 as part of an eight-advisor team based in North Salt Lake, Utah. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning. The firm’s investment process emphasizes fundamental analysis and a business-owner orientation, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.