David Kastner is a CFA® charterholder with 25 years of industry experience. He currently serves at Adams Wealth Advisors in Logan, UT, where he has worked since 2022. Prior to joining Adams Wealth Advisors, he spent ten years at CS Investment Advisory, Inc. and two years at Charles Schwab. Outside of his advisory role, Kastner is a board member of Gabb Wireless, a cell phone provider. Adams Wealth Advisors offers discretionary wealth management and financial planning to individuals, employer-sponsored retirement plans, other advisers, and pooled investment vehicles. The firm uses a combination of quantitative, fundamental, and economic analysis to manage a range of model portfolios across various strategies, actively rebalancing holdings that include equities, fixed income, ETFs, structured notes, alternative investments, and private placements.

Jeffrey Salisbury is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Cambridge Investment Research, Inc. and Beacon Financial Planning, LLC since 2004. Outside of his advisory role, Salisbury serves on the Logan Transit Board and is active in the Rotary Club and the Estate Planning Council of Northern Utah. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs an evidence-based investment approach emphasizing strategic portfolio engineering, global diversification, and disciplined execution, typically using no-load mutual funds and ETFs.

Ross Bowen is a financial advisor at Promontory Financial Planning, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Promontory for 10 years. Outside of his advisory role, Bowen serves as CFO/Treasurer for the Florida Annual United Methodist Conference and is a board member at the Bank of Commerce in Idaho Falls. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm offers comprehensive financial planning and discretionary asset management, employing both fundamental and technical analysis while using no-load mutual funds, index funds, and ETFs to tailor portfolios according to clients’ time horizons and risk tolerances.

Jonathan Dursteler is a CFP®-certified financial advisor at Soulence Wealth Management with five years of industry experience. He has held positions at firms including Betterment, LPL Financial LLC, and Adams Wealth Management, LLC. Outside of advisory work, Dursteler serves as an adjunct instructor at Utah State University and contributes to Kitces.com as a curriculum designer. Soulence Wealth Management II provides investment management and integrated financial planning services primarily for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and selected alternative investments. The firm employs a tailored approach using strategic and tactical asset allocation, with continuous monitoring and rebalancing of accounts.

Jon Shaffer is a financial advisor at Beacon Financial Planning, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Beacon since 2011. Outside of financial advising, he has been involved with Out of the Woods Custom Cabinetry since 2015. Beacon Financial Planning, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and discretionary investment management. The firm employs an evidence-based investment approach focused on strategic portfolio engineering, global diversification, and disciplined execution, primarily using no-load mutual funds and ETFs.

Jack Peterson is a financial advisor at Harold Dance Investments with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harold Dance Investments since 2009. Prior to that, he worked at Cambridge Investment Research Advisors, Stonebridge Financial Advisors, Beacon Financial Planning, and Avantax Advisory Services. Outside of his advisory role, he serves as trustee and manages accounting and tax services for a family-related trust. Harold Dance Investments provides portfolio management and financial planning to individuals, trusts, charitable organizations, and business entities. The firm constructs mutual fund–focused portfolios and manages most advisory accounts on a discretionary basis, combining registered investment advisory services with broker-dealer and insurance licensed activities.

Mitchell Greene is a Certified Financial Planner® (CFP®) with four years of industry experience. He currently works at Adams Wealth Advisors, where he has been since 2022. Prior to that, he worked at Cache Valley Bank and held various positions including at the Logan City Police Department. Adams Wealth Advisors provides discretionary wealth management and financial planning services to individuals, employer-sponsored retirement plans, other investment advisers, and pooled investment vehicles. The firm uses a combination of quantitative, fundamental, and economic analysis to manage a range of model strategies and offers services including portfolio management, comprehensive financial and estate planning, sub-advisory relationships, and business succession planning.

Romney Harker is a CFP® with four years of industry experience, currently serving at Trek Financial. He previously worked at Fullerton Financial Planning and AssetMark and has experience with several other financial and educational organizations. Outside of his advisory role, he holds a life and health insurance license. 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 fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, including evidence-based models and AI tools, and provides a wide range of model and alternative investment options.

Douglas Langford is a financial advisor with Simplicity Wealth, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. Outside of advisory work, he owns Allegis Advisor Group / Capital Protection & Insurance Services, a business involved in fixed life insurance, annuities, and securities insurance sales. Simplicity Wealth serves a diverse client base, ranging from individual and high-net-worth investors to corporate and institutional clients, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios with ongoing monitoring and rebalancing, along with technology and operational support for other advisers through its managed account platform.

Scott Grover is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at Cambridge Investment Research and several advisory and securities firms. He is also involved in insurance sales through Choules Financial, focusing on life insurance, annuities, disability income, and long-term care products. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process centered on strategic asset allocation and offers sub-advisory management, operational support, and financial planning services.

Jason Jones is a CFP® with 25 years of industry experience, currently serving as an advisor at Portside Wealth Group, LLC since 2023. His prior experience includes roles at Dfpg Investments, Inc., Townsquare Capital, LLC, Allegis Investment Services, LLC, and Cache Financial, where he has also been a managing member involved in tax advising and insurance services. In addition to his advisory work, he holds a sales associate role at a merchant processing company. Portside Wealth Group is an SEC-registered, multi-advisor wealth management firm that serves individuals, including high-net-worth clients, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing tailored mandates with a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting services.

Michael Rowell is a financial advisor at Simplicity Wealth in Logan, UT, holding a Series 65 designation. He has experience with several firms, including Summit Group Advisors, Compass Accounting Group, Sandlot Accounting LLC, Allred Jackson, and Jones Simkins LLC. Simplicity Wealth serves a diverse client base ranging from individual investors to institutional and corporate clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside technology and operational support for other advisors.

Timothy Murphy is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Connect Financial LLC and ARS Investment Advisors. Outside of his advisory role, he is president of Tim Murphy Insurance, a company involved in the sales and service of health, life, and annuity insurance products. Simplicity Wealth provides advisory services to a diverse client base that includes individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a range of portfolio management and technology services for advisers.

Charles Sorensen II is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His prior roles include positions at DFPG Investments, ARS Investment Advisors, and Allegis Investment Services, among others. He is also president of Sorensen Financial, Inc., a personal S-corporation managing his business operations. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, corporate consulting, and family office services. The firm’s investment approach emphasizes tactical diversification and individualized asset allocation, utilizing a variety of model portfolios and alternative investment options.

David Ludwinski is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at The O.N. Equity Sales Company since 2007 and Ohio National Financial Services since 2002. Outside of his advisory work, he is involved in selling insurance, including health, life, property and casualty, fixed annuities, disability, and long-term care coverage. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a range of programs including third-party investment solutions and both discretionary and non-discretionary account management.

Seth Whitehouse is a financial advisor at Gradient Advisors, LLC with a Series 65 credential and one year of industry experience. His background includes service in the Utah Army National Guard from 2017 to 2023 and time as a self-employed professional. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base, working primarily through a network of Investment Advisor Representatives and third-party money managers within a largely non-discretionary operating model.

Paul Saunders is a financial advisor at Portside Wealth Group, LLC with 14 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. Prior to joining Portside in 2023, Saunders worked at Townsquare Capital LLC and Allegis Investment Services, LLC. He is also president of Saunders, Nydegger P.C., a CPA firm that provides financial and tax services to individuals and businesses. Portside Wealth Group is a multi-advisor wealth management firm offering discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored discretionary mandates and a blend of investment approaches, including fundamental, technical, and modern portfolio theory, with additional legal and accounting services provided by affiliated professionals.

Jared Copeland is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He previously worked at Lion Street Financial and Oneamerica Securities, among other firms. Outside of his advisory role, he assists in managing Mendon Peak, a real estate organization based in Mendon, Utah. United Capital Financial Advisors provides national financial planning and discretionary investment management for a diverse client base, including individuals, high-net-worth households, retirement plans, and institutional accounts. The firm offers customized investment solutions through United Capital-managed strategies, third-party managers, and separately managed accounts, supported by a broad affiliate network and technology platform.

Jerry Toombs is a financial advisor with Simplicity Wealth in Logan, UT, holding a Series 63 designation and 33 years of industry experience. Prior to joining Simplicity Wealth in 2026, he worked at firms including Connect Financial, LLC, DFPG Investments, LLC, and Allegis Investment Advisors, LLC. He serves as vice president of administration on the executive board of the Boy Scouts of America Cross Roads of the West BSA Council. Simplicity Wealth serves a broad client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers a managed account platform that supports model portfolios with ongoing monitoring, rebalancing, and due diligence for third-party managers.

Brian Thomson is a financial advisor with Beacon Capital Management, Inc. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior work includes roles at Sammons Financial Network, Midland National Life Insurance Company, and Cetera Advisors LLC. Beacon Capital Management provides third-party model portfolio management and direct discretionary portfolio management to advisory platforms and retail advisors, serving a diverse client base that includes individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm employs data-driven tactical allocation strategies primarily implemented through ETFs and mutual funds.