Jordan Schwartz is a financial advisor at Jasmijn Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Agilis Wealth Management for seven years. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm uses a risk-tolerance and optimization-based approach to construct and actively rebalance portfolios containing mutual funds, ETFs, equities, and debt, while occasionally employing unleveraged inverse ETFs for hedging.

Sterling Sessions is a financial advisor at Prestige Wealthwide, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Zega Financial, Diamond Wealth Management, Ensign Wealth Advisors, UCI Wealth Advisors, TD Ameritrade, and Fidelity. Prestige Wealthwide provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing both fundamental analysis and modern portfolio theory. The firm offers discretionary and non-discretionary advisory services across a range of investments including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Mason Hardman is a financial advisor at Cove Fort Capital, LLC with eight years of industry experience. He has been with Cove Fort Capital since 2017 and previously worked at Utah Valley University. Outside of his advisory role, he maintains part-time accounting and IRS tax-preparation activities. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm uses a combination of fundamental, technical, and quantitative research, including proprietary securities-analysis methods, to tailor and actively manage portfolios with a long-term investment focus.

Kaneil Menlove is a financial advisor at Paragon Wealth Management in Provo, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Paragon Wealth Management since 2012. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm employs proprietary quantitative models alongside fundamental and technical analysis to guide portfolio construction and manages both individual accounts and privately offered pooled investment vehicles.

Taylor Sabin is a financial advisor at Sabin Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sabin Investment Management, he worked at Fidelity Investments and Morgan Stanley. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes tailored equity, ETF, and fixed-income allocations with continuous oversight and offers ERISA 3(21) plan support, combining owner-led governance with institutional fiduciary engagements.

Samuel Rios Lazo is a CFP® professional working with Capital Wealth, LLC in Lehi, UT, with one year of industry experience. Prior to joining Capital Wealth, he held roles at Mountain America Credit Union, LPL Financial LLC, Utah Community Credit Union, NuSkin, and Sykes. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, offering financial planning and consulting, and referring clients to a third-party estate-planning platform. The firm emphasizes the selection and oversight of third-party managers and integrates ongoing client reviews into its process.

Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. 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, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.

Michael Stevens is a financial advisor at Capital Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Wealth Advisors, LLC since 2017. Stevens is also an owner and insurance agent at CWA Insurance Services, LLC and serves as a board member for Junior Achievement of Utah. Capital Wealth provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers alongside financial planning and estate-planning referrals. The firm emphasizes manager selection and oversight, discretionary authority in account management, and integrates financial planning with ongoing client reviews.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

Chad Austin is a financial advisor at Capital Wealth, LLC in Lehi, Utah, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Wells Fargo Bank. Outside of advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients by recommending and monitoring third-party money managers and providing financial planning, consulting, and estate-planning referrals. The firm emphasizes manager selection and oversight, integrates financial planning with client reviews, and offers access to managed account programs through sub-advisory relationships.

Christian Cardoso is a CFP® with four years of industry experience, currently advising at Ascend Investment Management, LLC in Pleasant Grove, UT. His prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Ascend Investment Management provides fee-based investment advisory and financial planning services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis for discretionary portfolio management and offers educational seminars at no charge.

Tyler Hansen is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory work, he owns Prosper Wealth Insurance, LLC, an insurance agency operating alongside his financial advisory practice. My Prosper Team provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policies and offers a range of risk-adjusted strategies, including the use of ETFs and covered-call strategies, while maintaining active involvement in affiliated businesses such as insurance and mortgage services.

Richard Barber is a financial advisor with Provident Living Financial Services in Lehi, UT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of his advisory work, he serves on the board of Welfie, LLC, a technology platform company. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management with a range of risk profiles, employs fundamental, technical, and cyclical analysis, and features estate-planning technology and multi-generational wealth stewardship services.

Richard Anderton is a financial advisor at Oxford Wealth Management with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Oxford Wealth Management in 2026, he worked in mortgage lending for over a decade, including as lending manager and loan officer at RIDGE Home Loans, a mortgage brokerage he owns. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, typically targeting clients with multi‑million dollar net worths. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting, using a formal Investment Plan that incorporates macroeconomic themes and various analytical methods to guide asset allocation and portfolio construction.

John Pugliano is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving clients at Investable Wealth, LLC since 2013. The firm provides concierge, discretionary portfolio management primarily to individuals, trusts, estates, and small businesses. Investable Wealth focuses on a growth-oriented and active investment approach using publicly traded equities, ETFs, options, fixed income, and cash equivalents, managing over $100 million with a small advisory team.

Jennifer Nielsen is a CFP® professional at Timpanogos Financial Advisors, Inc. with four years of industry experience. Her prior roles include positions at SPC and Payne Financial Management Inc., as well as two years with Alpine School District. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation and portfolio management strategies, offers socially conscious investment options, and provides investor education through public seminars and workshops.

Joseph Pugliano is a financial advisor at Investable Wealth, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Bill, Divvy, Podium, and the University of Utah. Outside of advising, he works as a Senior Software Engineer at a software application company. Investable Wealth, LLC provides concierge, discretionary portfolio management primarily for individuals, trusts, estates, and small businesses. The firm employs a growth-oriented, active investment strategy focused on publicly traded equities and ETFs, with adjustments in trading frequency and asset allocation based on market conditions.

Larry Sabin is a financial advisor at Sabin Investment Management, Inc. in Lehi, Utah, holding a Series 63 designation with 18 years of industry experience. He has been with Sabin Investment Management since 2007, working continuously through its various iterations. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm offers tailored equity, ETF, and fixed-income allocations, ERISA 3(21) plan support, and employs both fundamental and technical analysis across a range of investment strategies.

Richard Grider is a financial advisor with My Prosper Team in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several firms, including Dynamic Wealth Advisors, Mass Mutual Investors Services, and Transamerica Capital Inc. Grider is also a licensed real estate agent with Silvercreek Realty. My Prosper Team provides investment management, financial planning, and consultation services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on individualized portfolio construction, utilizes a range of risk profiles, and incorporates strategies such as ETFs and covered calls, while also maintaining active involvement in affiliated businesses.

Devin Peterson is a financial advisor at Brighter Retirement Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Wealth Advisors, Brighter Wealth Advisors, Allegis Investment Advisors, and Precoa LLC. Devin is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations with comprehensive financial planning and portfolio management. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and offers supplemental services such as tax consulting, estate-document facilitation, and Medicare consulting.