Robert Goodman is a financial advisor at Mountain Goat Wealth Management LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked for Goldman Sachs & Co. for 18 years. In addition to his advisory role, he is involved in insurance sales and service through Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individual clients, typically not targeting high-net-worth households. The firm serves a small client base and may use third-party sub-advisors, constructing portfolios based on client goals, risk tolerances, and incorporating various strategies including derivatives when appropriate.

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.

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.

Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at Vantage Point Investments since 2013 and previously at Sprout Financial LLC and Prosper Wealth Solutions. Outside of his advisory role, Hansen is an associated person with Managed Account Research Inc., focusing on managed futures, commodities, and options, and also works as an independent insurance agent selling fixed life contracts. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm offers ongoing portfolio management and financial planning services, emphasizing individualized portfolio construction and diversified investment strategies that include ETFs, mutual funds, individual securities, and limited options strategies.

Elisa Schvaneveldt is a CFP® and Series 65-registered financial advisor with four years of industry experience. She is currently with Bridge Generations Wealth Management and previously worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. Outside of her advisory role, she serves as Co-Treasurer for the Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth management and financial planning to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

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.

Jared Clayton is a financial advisor at Fortius Financial Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fortius and Blue Mountain Realty (formerly Interstate Realty Brokers) since 2012. Outside of his advisory role, he serves as a member of the Sandy, Utah City Planning Commission and is involved in several consulting and asset-backed lending ventures. Fortius Financial Advisors serves individual and institutional clients, providing discretionary and non-discretionary portfolio management and advising private pooled investment vehicles. The firm employs a multi-method investment analysis and primarily uses mutual funds, ETFs, and alternative investments to tailor portfolios based on detailed risk profiles.

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.

Nicholas Long is a financial advisor at Cowdell Investments, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Chamberlain Long Wealth Management, LLC and Long Financial Group, LLC. In addition to his advisory role, he works as an independent insurance agent focusing on life, health, annuities, and long-term care products. Cowdell Investments primarily serves individual clients seeking retirement and financial planning, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerance and time horizon, employing both fundamental and technical analysis and offering a range of investment alternatives including insurance-based products through its licensed advisor representatives.

Celina Ochoa is a CFP® professional with 12 years of industry experience, currently serving at Haynie Wealth Management LLC since 2021. Her prior roles include positions at Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, JP Morgan Securities LLC, and Chase Bank. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified low-cost funds, individual securities, and independent managers, while integrating financial planning as part of comprehensive wealth management.

Samuel Jones is a financial advisor at Vitality Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Townsquare Capital LLC, The Norden Group, and Progressive Planning LLC. Jones is also involved with Savology, where he provides general financial planning education and answers basic budgeting and savings questions. Vitality Capital Management is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, business entities, and nonprofit organizations. The firm offers discretionary investment management, financial planning, ERISA retirement-plan services, and educational workshops, tailoring portfolios to client goals using modern portfolio theory and fundamental analysis.

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.

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.

Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.

Mark Lyman is a financial advisor at LymanWealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios using leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that applies systematic trading rules to leveraged ETFs.

Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Entrata, Aumni, and Podium Corp Inc. before joining LymanWealth. LymanWealth LLC provides discretionary portfolio management to individual investors seeking high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm uses a quantitative algorithm to drive investment decisions and primarily serves retail clients.

Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.

Chace Cannon is a financial advisor at Cannon Capital Management, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Cannon Capital Management since 2009. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million with a team of four advisors. The firm serves individual clients, retirement plan sponsors, trusts, estates, nonprofits, and business entities, offering discretionary investment management, financial planning, and pension consulting services. Their investment approach includes diversified portfolios composed of ETFs, mutual funds, individual equities, and private-market vehicles, with a focus on disciplined valuation and avoidance of leveraged securities.

Daren Wright is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Cottonwood in 2018, he worked at Allegis Investment Advisors and Garda Financial, and he has operated Alliance Financial Strategies since 2003. Outside of his advisory role, Wright is involved in managing private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and he devotes time to a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its offerings, tailoring investment strategies to client objectives with a focus on diversified portfolios that include stocks, bonds, mutual funds, ETFs, and options.