Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, Craner serves as an officer and director of Action Recovery Group, where he is involved in management and educational activities. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm uses technical and cyclical analysis and incorporates model portfolios and third-party sub-advisors in its tailored portfolio management approach.

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.

Garrett Smith is a financial advisor with Ascend Investment Partners in Logan, UT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and has been with Ascend Investment Partners since 2020. Outside of advising, he is involved with ParentingMagic.com, a parental education initiative. Ascend Investment Partners serves individual and high-net-worth clients, as well as retirement plan sponsors, offering wrap asset management, discretionary separately managed accounts, and retirement plan consulting. The firm uses a structured planning process called the CLIMB method and employs a combination of fundamental, technical, quantitative, and sector analysis alongside tactical and core-satellite asset allocation strategies.

Mathew Park is a financial advisor at Strategic Planning Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, he worked at Seven Multi-Site Solutions and CoolSys, with additional experience at LuxBuilt LLC and Comfort Systems USA. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm manages portfolios based on client objectives and risk tolerance, using technical and cyclical analysis along with model portfolios and third-party sub-advisors.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also 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 combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

William Draper is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Foresight Wealth Management, Utah Retirement Systems, and Martin Worley Group. Strategic Planning Group offers discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm tailors portfolios to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party sub-advisors.

David Goar is a financial advisor with Promontory Financial Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Promontory since 2022 and also maintains his own advisory practice, Goar Financial Services, which he founded in 2018. Prior to these roles, he was associated with Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm uses a multi-advisor approach combined with both fundamental and technical analysis and integrates insurance and accounting services within its advisory model.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. 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 utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Scott Hoxer is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs and Townsquare Capital LLC. Additionally, he works as an independent insurance agent offering fixed life insurance and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm integrates proprietary ETF strategies and third-party model portfolios, employing a SMART Retirement framework to address client objectives and risks.

Christopher Mamula is a CFP® with three years of experience at Abundo Wealth, where he is part of a ten-advisor team. He is also the owner and founder of Financial Independence by Design, a blogging, writing, and educational venture. Prior to his financial career, he worked for 14 years at Western PA Sports Medicine and Rehabilitation. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing, advising on asset allocation while clients retain control over implementation and trading decisions.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. 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 focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.

Nolan Karras is a financial advisor with The Karras Company, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been affiliated with The Karras Company since 1997 and SK Hart Management since 2006. Outside of his advisory work, Karras serves on multiple boards, including educational institutions, electric utilities, healthcare organizations, and nonprofit foundations. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, utilizing equities, fixed income, mutual funds, ETFs, and alternative asset classes, supported by research and resources from Raymond James.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as 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 uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Margaret Pigg is an advisor at Peterson Wealth Services Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James Financial Services and Utah Divorce Planning LLC, where she serves as a Relationship Manager. 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 uses a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers a range of advisory and planning services.

Aaron Schuler Jr. is a financial advisor with BEAM Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America, and Guardian Life Insurance. Outside of investment advisory work, he is involved in tax preparation and financial consulting related to divorce settlements through Davis Schuler & Associates, LLC, and creates content for a YouTube channel. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, and employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance. BEAM offers integrated financial services including wealth management, portfolio management, and affiliated tax and insurance services under separate engagements.

Kelly Holtman is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 66 credentials and bringing 18 years of industry experience. Prior to joining B.O.S.S. in 2024, Kelly worked at Raymond James Financial Services, Wells Fargo Advisors, Soltis Investment Advisors, Triad Advisors, and LPL Financial. Outside of advising, Kelly owns an art and writing sales business and serves on the board council of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various institutional entities. The firm primarily delivers services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, focusing on diversified model portfolios and ongoing oversight.

Allen Stansfield is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory role, he teaches state hunter education classes and serves on the board of his wife’s company, Discovery West. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Noelle Urbiola is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 license and beginning her advisory career in 2026. Prior to joining Triad Wealth Partners, she held various roles across several companies, including Choules Financial, Intellihost, and NuSun Power. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and manages diversified strategies across multiple asset types.

Brady Fuller is a CERTIFIED FINANCIAL PLANNER™ with 18 years of industry experience. He currently serves as an advisor at B.O.S.S. Retirement Advisors, LLC in Ogden, UT, a position he has held since 2019. Prior to this, he worked at Fuller Financial Services and Cetera Advisor Networks. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.