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.

Francis Cowan Jr. is a CFA charterholder with 22 years of industry experience, currently serving as an advisor at Century Funds Management Inc. He has worked with the firm since 1986, contributing over three decades of experience. Century Funds Management, Inc. offers discretionary investment management focused on diversified equity and balanced strategies for individuals, corporate pension plans, charitable institutions, and other entities. The firm emphasizes fundamental analysis in its investment decisions and manages portfolios individually under written client guidelines.

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 Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cannon Capital Management, Inc. since 2009. He is also affiliated with Cannon Capital Tax, LLC. 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 emphasizes diversified portfolios across multiple asset classes, with a focus on valuation discipline and an explicit avoidance of leveraged securities.

Daren Wright is a financial advisor at Cottonwood Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Allegis Investment Advisors and Garda Financial. Outside of his advisory role, he manages private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and is involved with a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation, incorporating fixed-income duration management and derivative strategies, supported by an affiliated accounting practice and licensed insurance representatives.

Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, with a focus on customized, fundamentals-based long-term investment strategies.

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

Jeffrey Cline is a financial advisor at Responsible Asset Management with 43 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for NPB Financial Group, LLC for 14 years. He has operated Cline & Co., LLC since 1997 and is involved in a holding company that owns half of Responsible Asset Management. Responsible Asset Management provides investment supervisory services to individuals, trusts, retirement plans, institutions, foundations, and business entities. The firm manages approximately $42 million across retail and institutional clients, employing a client-specific risk profile and a disciplined process that includes fundamental and technical analysis, diversified portfolios, and regular performance reviews.

Sarah Cox is a financial advisor with Able & Strong Advisors, Inc. She holds a Series 65 designation and has five years of industry experience. She is also the president of Imagine Personal Finance LLC, a financial coaching practice unrelated to investment advising. Able & Strong Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans, endowments, and foundations. The firm employs a proprietary Path Management process to adjust portfolio exposures based on market metrics and fundamental analysis, offering both discretionary and non-discretionary management across several managed portfolios.

Eric Moessing is an advisor at Seven Canyons Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Alps Distributors, Inc. and The Annadel Group, where he is also the owner of an assisted living business. Seven Canyons Advisors provides discretionary investment management to private funds, pension and profit-sharing plans, separately managed accounts, and high-net-worth clients. The firm employs a bottom-up fundamental research approach for small- and mid-cap global equities, combined with quantitative scoring and macro analysis, offering concentrated and actively managed portfolios that include short positions and options hedges.

John Sperry is a financial advisor at Dynamic Wealth Advisors with four years of industry experience. He holds Series 65 and Series 66 licenses and has been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension and profit-sharing plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategy categories and actively employs derivatives and shorting within managed accounts.

Andria Stubbs is a financial advisor at Gemini Wealth with a Series 65 designation and two years of industry experience. Prior to joining Gemini Wealth, she worked at Hogan French Financial Services and Hogan Financial Services. Outside of finance, Stubbs works as a lighting designer for the Utah Jazz basketball organization. Gemini Wealth serves plan sponsors and clients seeking financial planning and education by providing limited-scope ERISA 3(21) fiduciary services, standalone financial plans, and public seminars. The firm introduces clients to a third-party manager for portfolio implementation, focusing on academic investment frameworks and regular performance reviews rather than direct asset management.

Jay Greenburg is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Lefavi Wealth Management since 2018 and previously held positions at E*TRADE Capital Management and TD Ameritrade. Outside of his advisory role, Jay participates occasionally as a survey submitter for GLG Consultants, providing industry insights. Lefavi Wealth Management delivers discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm employs a modern portfolio theory approach with diversified asset allocation, utilizing mutual funds, ETFs, individual securities, and alternatives, and it sponsors a wrap fee program.

Gregory Roumpos is a financial advisor with Solitude Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital, LLC since 2010 and has been associated with Galileo Financial Advisors, LLC and Galileo Financial Network since 2006. Solitude Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning, consulting, and discretionary investment management. The firm emphasizes a detailed client data gathering process, customized asset allocation, and regular portfolio monitoring, often utilizing third-party Independent Managers and qualified custodians such as Schwab Institutional or J.P. Morgan.

Nathan Cline is a financial advisor at Responsible Asset Management in Salt Lake City, UT, holding a Series 65 designation with eight years of industry experience. He founded Cline Capital Advisers, which serves as a holding company for Responsible Asset Management and conducts a small portion of his business. Prior to his financial advisory career, he worked for seven years with the Ogden City Police. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm employs a structured risk-based approach using diversified portfolios that include traditional and ESG investments, offering both discretionary and non-discretionary management.

Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Mark Asaro is a CFA® charterholder with 15 years of industry experience. He currently works at Noble Wealth Management P.B.C. and the Business Transition Group, where he serves as a project manager focused on business succession consulting. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Essential Investment Partners, LLC. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment process emphasizing tactical asset allocation with sector rotation and employs fundamental, technical, and quantitative analysis as needed.

Chad Anderson is a financial advisor at Presidio Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneDigital Investment Advisors and Triad Advisors, LLC. Anderson has also been involved with K2 Realty and Diversified Investors Securities Corp. during his career. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals and a variety of institutions. The firm uses a Modern Portfolio Theory approach to build diversified, long-term portfolios and provides discretionary management and third-party asset manager recommendations without receiving compensation from those managers.

Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.