Peter Hughes is a CFA® charterholder with six years of industry experience currently serving as an advisor at Telos Partners LLC. His prior roles include positions at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory work, Mr. Hughes owns and operates Peter Hughes Consulting, where he provides business valuation and improvement consulting, as well as Peter Hughes Coaching, focusing on performance and life coaching. Telos Partners serves individuals, families, charitable organizations, and businesses with investment management, financial planning, family office consulting, business valuation, and ad hoc consulting. The firm employs a long-term, growth-oriented investment approach that incorporates both active and passive strategies and emphasizes alignment with clients’ values and comprehensive wealth management.

Matthew Romney is a financial advisor at Vitality Capital Management, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Vitality Capital Management since 2016, following roles at Financial Path, L.L.C. and Vitality Life, L.L.C. Romney is also an owner of VCM Tax, LLC, which provides tax, accounting, and payroll services. Vitality Capital Management serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and ERISA plan advisory services. The firm combines modern portfolio theory and fundamental analysis with integrated tax and accounting capabilities, offering tailored strategies and a holistic capital management approach.

M Tom Peterson is a financial advisor at Peterson Rogers Private Wealth, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 33 years and Bank of America for 7 years. He serves on the advisory board of the Cancierge Foundation, a nonprofit that assists cancer patients and their families by coordinating local social services and fundraising. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm offers wealth management, investment advisory, financial planning, and corporate/retirement plan consulting, using a multi-asset-class investment approach focused on customized portfolios and long-term asset allocation.

Suzanne Herman is a CFP® and holds a Series 65 license, with five years of experience in the financial services industry. She has worked at Roberts Wealth Advisors, LLC since 2020, following roles at Restaurant365 and DealerSocket. Roberts Wealth Advisors provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm employs a fundamental-analysis investment approach with individualized portfolios that include stocks, bonds, ETFs, options, and private securities, and offers institutional investment management services that allow independent advisers to use its strategies.

Zachary Schelin is a financial advisor at Athos Private Wealth LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Ethos Investment Management and Aptive Environmental. Outside of advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, where he advises on strategy and supports accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services primarily to high-net-worth individuals, families, and charitable organizations, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory services, combining long-term tax-aware asset allocation with bespoke family office solutions.

Kent Wilson is a CFP® certificant with 29 years of industry experience and has been with Wilson Financial Advisors, Inc. since 1994. He holds a Series 65 license and is based in Salt Lake City, UT. Wilson Financial Advisors serves individuals, families, and small businesses, providing comprehensive financial planning including retirement, investment, tax, and estate planning. The firm operates on a fee-only basis with hourly or fixed retainer billing, emphasizes asset allocation with no-load mutual funds in a buy-and-hold strategy, and manages accounts on a non-discretionary basis.

Jeff Bollinger is a financial advisor at Fortius Financial Advisors, LLC in Salt Lake City, UT, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fortius since 2003. Outside of his advisory role, he is involved in managing several private investment entities and serves as managing member or president of multiple ventures, including private equity and product marketing companies. Fortius Financial Advisors serves a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing mutual funds, ETFs, and alternative investments with a focus on long-term strategies informed by fundamental, technical, and cyclical analysis.

Ryan O'Shea is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has worked at Cottonwood since 2018 and previously held roles at Allegis Investment Advisors and Garda Financial. Outside of his advisory work, O’Shea is principal of O'Shea Advisory Group, which provides life and health insurance services. 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 advisory operations and employs investment strategies tailored to client objectives, including fixed-income approaches and the use of options and derivatives.

Andrew Hills is a CFP®-certified financial advisor with two years of industry experience. He is currently with San Francisco Wealth Planning LLC, where he has worked since 2025. Prior to his advisory role, he was employed at Fidelity Investments and has experience in education from the University of Utah and Woods Cross High School. San Francisco Wealth Planning LLC serves individual and high-net-worth clients, providing discretionary portfolio management and comprehensive financial planning. The firm combines passive allocation with fundamental and technical analysis, uses separately managed accounts and third-party sub-advisers, and offers customized portfolios that can include ESG screens.

Dennis Romney is a financial advisor at Opportunus Wealth Management, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Global Retirement Partners, LPL Financial, Principal Financial Services, and Morgan Stanley. Romney has been with Opportunus Wealth Management since 2019. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, business owners, trusts, estates, and retirement plans. The firm employs diversified model portfolios with low-cost ETFs, uses third-party managers, and provides a multi-channel service model that includes performance-based fee arrangements for qualified clients.

Robert Jacobs is a financial advisor at White Pine Financial LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at White Pine Financial since 2019. Jacobs is also the managing partner of Juniper Consulting Group, a software consulting business he has operated since 2009. White Pine Financial serves individuals, trusts, estates, and small businesses, offering investment advice, financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs a diversified, tax-aware investment approach primarily using ETFs, with a focus on long-term strategies tailored to client goals.

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.

Douglas Kobak is a CFP® with 35 years of industry experience, currently serving as the sole advisor at Main Line Group Wealth Management, LLC since 2018. His prior experience includes roles at American Equity Investment Corporation and Coastal Equities, Inc. He is also involved in consulting services through Main Line Group Consulting and manages multiple special purpose vehicles as a member-manager of MLG Venture Partners LLC. Main Line Group Wealth Management serves individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management, financial planning, and consulting, including services tailored for corporate executives. The firm’s investment approach emphasizes customized asset allocation, diversification, and rebalancing across a range of instruments, and it manages affiliated private investment funds with performance-based compensation and active involvement in portfolio companies.

Stephen Spencer is a CFA® charterholder with 16 years of industry experience. He is currently with Tingey Financial Group Inc. and has held roles at Sammamish Advisors LLC and ACT Capital Advisors since 2010, where he is an independent contractor managing investment banking transactions. Spencer is also the sole proprietor of Sammamish Advisors LLC, a mergers and acquisitions service firm. Tingey Financial Group provides fee-based portfolio management and financial planning services to individuals and institutional clients. The firm employs a fundamental, value-oriented, low-turnover investment approach with an emphasis on long-term horizons and liquidity.

Robert Hansen is a financial advisor with Vantage Point Investments, Inc., holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked at various firms including GBS Financial Corp. and Prosper Wealth Solutions, and has been with Vantage Point Investments since 2013. Outside of his advisory role, he is an associated person of 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, Inc. provides fee-based investment management and financial planning to individuals, families, trusts, retirement plans, and business entities. The firm manages approximately $40 million across 200 client accounts, offering tailored portfolios that emphasize diversification, asset allocation, and ongoing monitoring, with strategies that may include covered-call options and managed futures.

Elisa Schvaneveldt is a financial advisor at Bridge Generations Wealth Management with five years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Bridge Generations, she worked at Forum Financial Management, Brighton Recovery Center, and Ernst & Young LLP. She serves as co-treasurer for Wasatch Mountain Club, a nonprofit organization. Bridge Generations Wealth Management provides fee-based wealth and investment management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm emphasizes a “Private CFO” process that integrates ongoing planning, intergenerational transfer, and philanthropic considerations with a diversified, evidence-based investment approach.

Frank Sterneck is a financial advisor with Sterneck Capital Management LLC, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Sterneck Capital Management since 1989. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach based on fundamental analysis with a long-term focus and tactical rebalancing, offering a range of portfolio options including equities, ETFs, mutual funds, debt securities, and private investments.

Jared Clayton is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior work includes roles at Blue Mountain Realty, National Investment Advisors, Equitable Advisors, and Fidelity. Outside of his advisory work, he serves as a member of the Sandy, Utah City Planning Commission. Fortius Financial Advisors is a state-registered firm managing approximately $10 million across 62 client relationships with a four-advisor team. The firm serves individuals, trusts, pension plans, and private investment entities, utilizing mutual funds, exchange-traded funds, alternative investments, and separate account managers, while also advising on private pooled investment vehicles and 401(k) plans focused on real estate.

Celina Ochoa is a CFP® professional with 13 years of experience in financial services. She currently works at Haynie Wealth Management LLC and has prior experience at Northwestern Mutual and JP Morgan Securities. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a long-term investment approach grounded in fundamental analysis, constructing diversified portfolios using low-cost mutual funds and ETFs, along with individual stocks, bonds, options, and publicly traded REITs when appropriate.