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 with Capital Wealth, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Capital Wealth Advisors, LLC since 2017 and previously held roles at TownSquare Capital, LLC and Allegis Investment Services, LLC. Outside of advising, Stevens serves on the board of Junior Achievement of Utah and is a member of Hunt Logic, LLC. 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 consulting. The firm emphasizes manager selection and oversight, integrating financial planning and periodic client reviews into its process.

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 with Capital Wealth, LLC in Lehi, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Fidelity Investments and Wells Fargo Bank NA. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, alongside financial planning and estate-planning referrals. The firm focuses on manager selection and oversight while integrating financial planning and regular client reviews into its process.

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

Quincey Hansen is a financial advisor at Livet Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Livet Wealth, Hansen worked at Blue Barn Wealth, LLC and has a background that includes a lengthy tenure at Smash Dance Academy. Livet Wealth serves individuals, trusts, estates, and retirement plans, combining financial planning and portfolio management through tiered service levels. The firm uses Modern Portfolio Theory and offers discretionary account management, sub-advisory arrangements, and access to alternative investments within its Flagship program.

Tyler Hansen is a financial advisor with My Prosper Team in Lehi, UT, holding Series 66 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory services, he owns and operates Prosper Wealth Insurance, LLC. My Prosper Team serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning with a focus on individualized portfolio construction and the use of ETFs and covered-call strategies. The firm also engages in affiliated businesses including real estate offerings and insurance services.

Richard Barber is a Series 66-licensed financial advisor with over 23 years of industry experience. He currently works at Provident Living Financial Services, where he has been since 2016. Barber serves on the board of Welfie, 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 businesses. The firm offers discretionary portfolio management through its Finique 360 program, utilizing fundamental, technical, and cyclical analysis, and supports employer-sponsored plans with educational programs and estate-planning technology.

Richard Anderton is a financial advisor at Oxford Wealth Management with four years of industry experience. He holds Series 66 and Series 65 licenses and previously worked in the mortgage industry for over a decade. In addition to his advisory role, he owns and manages a mortgage brokerage, RIDGE Home Loans, where he serves as lending manager and loan officer. Oxford Wealth Management serves high-net-worth individuals, trusts, IRAs, business entities, and retirement plans, focusing on clients with multi-million dollar net worths. The firm provides tailored investment management, financial planning, and consulting services, combining macroeconomic and fundamental analysis to customize 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, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. 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 offers both discretionary and non-discretionary management tailored to client objectives.

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.

John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation. He has experience leading Teton Strategy Group LLC, where he serves as president and advises start-ups, corporations, investment funds, family offices, and boards. Archibald also works as Assistant Vice President at Utah Valley University, focusing on diversifying revenue sources and overseeing commercial and auxiliary services. Oxford Wealth Management serves high-net-worth individuals, trusts, business entities, and retirement plans, generally targeting clients with multi-million dollar net worths. The firm offers customized investment management and financial planning services, combining macroeconomic analysis with fundamental and quantitative research to guide asset allocation and portfolio construction.