Morgan Burke is a financial advisor at Prestige Wealthwide, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prestige Wealthwide, he held positions at Lone Peak Advisers, Fatfish, The Capital Grille, Orlando's, and Pace's Dairy Ann. Prestige Wealthwide, LLC is a registered investment adviser managing approximately $207 million across more than 220 client accounts, primarily serving individual and high-net-worth clients as well as charitable organizations. The firm offers portfolio management services focused on asset allocation and security selection, utilizing a broad range of investment instruments and combining fundamental analysis with modern portfolio theory.

Bryan Burris is a CFP® professional with 23 years of industry experience. He currently leads Sandlot Private Wealth LLC and previously worked at Elysium Wealth Management, Salt Wealth Partners, and Sage Income Advisors. Outside of his advisory role, he manages a family mountain rental cabin in Silver Plume, Colorado. Sandlot Private Wealth is a boutique, values-driven investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management with a focus on tailored portfolios across traditional and alternative assets, including private equity and venture capital.

Ryan Robertson is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Prosper Wealth Insurance, LLC, Sprout Financial, and Private Capital Group. He also has entrepreneurial experience with J Rob Ventures. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and maintains active involvement in affiliated private real estate offerings and an insurance agency.

Andrew Hills is a CFP®-certified financial advisor with two years of industry experience. He is currently with San Francisco Wealth Planning LLC, where he has worked since 2025. Prior to his advisory role, he was employed at Fidelity Investments and has experience in education from the University of Utah and Woods Cross High School. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, uses separately managed accounts and third-party sub-advisers, and offers customized portfolios that can include ESG screens.

Joe Strom is a financial advisor at Stonebriar Wealth, LLC in Lehi, UT, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Stonebriar Wealth, he worked in various roles across multiple companies, including Compass Financial Management LLC and Safeguard Card. Outside of his advisory work, he owns and manages several rental properties through multiple LLCs. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm focuses on a discovery, evaluation, and planning process to deliver individualized financial plans and portfolios, utilizing strategic and tactical asset allocation with options for separately managed accounts and ESG fund selections.

Kelly Allman is a financial advisor with Garrett Capital Investment Management, holding Series 63 and Series 65 licenses and 10 years of industry experience. She worked at Garrett Capital from 2016 to 2023 before joining Kestra Advisory Services LLC. Outside of her advisory role, she teaches financial education classes and provides individual instruction via Zoom through B&L Ventures Institute of Financial Education. Garrett Capital Investment Management advises primarily individual clients, including high-net-worth individuals, IRAs, and family trusts, using discretionary portfolio management. The firm’s approach incorporates fundamental and technical analysis, asset allocation, and active options strategies, with a focus on market timing and defensive techniques.

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.

Ethan Gividen is a financial advisor at The Professional Financial Company LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Engagex and The Church of Jesus Christ of Latter-day Saints. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm’s investment approach combines fundamental analysis, quantitative methods, and modern portfolio theory, focusing on long-term investing, global diversification, and tax efficiency.

Robert Jacobs is a financial advisor at White Pine Financial LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at White Pine Financial since 2019. Jacobs is also the managing partner of Juniper Consulting Group, a software consulting business he has operated since 2009. White Pine Financial serves individuals, trusts, estates, and small businesses, offering investment advice, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a diversified, tax-aware investment approach primarily using ETFs, with a focus on long-term strategies tailored to client goals.

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.

Eugene Drossart is a financial advisor at Premier Choice Wealth Advisors, LLC with five years of industry experience. He holds the Series 65 designation and has worked in various roles including insurance sales and real estate brokerage. Outside of his advisory work, he is involved in multiple real estate and venture-related businesses. Premier Choice Wealth Advisors, LLC provides discretionary asset management and comprehensive financial planning to individuals and entities, offering educational seminars and facilitating relationships with third-party money managers. The firm uses a combined fundamental and technical analysis approach to create customized investment strategies with quarterly reviews.

Douglas Kobak is a CFP® with 35 years of industry experience, currently serving as the sole advisor at Main Line Group Wealth Management, LLC since 2018. His prior experience includes roles at American Equity Investment Corporation and Coastal Equities, Inc. He is also involved in consulting services through Main Line Group Consulting and manages multiple special purpose vehicles as a member-manager of MLG Venture Partners LLC. Main Line Group Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, financial planning, and consulting, including services tailored for corporate executives. The firm’s investment approach emphasizes customized asset allocation, diversification, and rebalancing across a range of instruments, and it manages affiliated private investment funds with performance-based compensation and active involvement in portfolio companies.

Aaron Drossart is a financial advisor with Premier Choice Wealth Advisors, LLC in Lehi, UT. He holds a Series 65 designation and has recently entered the industry. Prior to advising, he worked in education, including positions at Brigham Young University and Alpine School District. Premier Choice Wealth Advisors serves individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management, financial planning, and consulting. The firm emphasizes customized portfolios and financial plans based on client goals, using fundamental and technical analysis, and also provides oversight for third-party managers.

Frank Sterneck is a financial advisor at Sterneck Capital Management LLC with 28 years of industry experience. He has been with Sterneck Capital Management since 1989 and holds Series 63 and Series 65 licenses. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented approach focused on fundamental analysis with a long-term perspective and tactical rebalancing, managing assets across diverse securities and offering expanded separately managed account strategies.

Gary Preisser Jr. is a financial advisor with Stonebriar Wealth, LLC in Lehi, UT, holding Series 63 and Series 65 licenses and over 15 years of industry experience. His work history includes roles at Kinetic Investment Management, Borgstrom Accountancy Corp, and Polley Wealth Management, among others. Outside of his advisory work, he manages a bookkeeping business under Gary Preisser, Inc. Stonebriar Wealth serves individual and high-net-worth clients with financial planning and discretionary investment management, employing a documented process to tailor plans and using a mix of fundamental, quantitative, and behavioral analysis. The firm offers family office coordination and often incorporates third-party external managers in client portfolios.

David Melling is a financial advisor at Jasmijn Capital Management, LLC, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at Jasmijn Capital Management since 2003 and was previously with Royal Alliance Associates from 1991 to 2018. In addition to his advisory role, he is a licensed insurance agent. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm emphasizes risk-based optimization and employs model sub-portfolios, managing approximately $71 million across 249 client accounts.

Todd Pierce is a financial advisor at Innovate Wealth with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Utah Peaks Capital, MNS International, and Conventus Capital. Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm employs a collaborative, software-based planning process and manages client assets through passive, asset-allocation portfolios enhanced by trend-following and equity factor tilts.

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.

Taylor Vowles is a financial advisor at Oxford Wealth Management with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Drive Wealth Management and Crewe Capital. In addition to his advisory roles, he operates as an independent certified public accountant and is involved in managing private investment holding companies. Oxford Wealth Management serves primarily high-net-worth individuals, trusts, and business entities, managing over $100 million in assets. The firm offers customized investment management and financial planning, combining macroeconomic and quantitative analyses to guide portfolio construction and utilizes a formal Investment Plan with ongoing monitoring.

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.