Peter Hughes is a CFA® charterholder and Series 63 licensee with six years of industry experience. He is currently an advisor at Telos Partners LLC and has previously worked at Forrest Financial Partners LLC and Evolve Investing LLC. Outside of his advisory role, he owns separate consulting and coaching businesses focused on company valuation, business improvement, and personal performance coaching. Telos Partners LLC is an SEC-registered investment adviser managing approximately $139 million in discretionary assets across about 65 client relationships. The firm offers tailored investment management, financial planning, family-office consulting, and educational seminars, employing primarily long-term, growth-oriented strategies with ESG considerations when requested.

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 with Peterson Rogers Private Wealth, LLC, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. His prior roles include positions at Merrill, Bank of America, and Axxcess Wealth Management. He serves on the advisory board of the Cancierge Foundation, a nonprofit organization focused on assisting cancer patients and their families. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach emphasizing long-term asset allocation, custom portfolios, and a blend of public and alternative investments.

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 with Athos Private Wealth LLC, holding a Series 65 credential and two years of industry experience. He has worked at Athos Private Wealth since 2023 and previously held roles at Ethos Investment Management and Aptive Environmental. Outside of financial advising, he is a minority owner of Silva Sisters Cleaning Pros LLC, a residential cleaning business where he advises on strategy and assists with accounting and compliance. Athos Private Wealth provides investment advisory and strategic planning services to high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, with a focus on technology founders and professionals. The firm offers discretionary portfolio management, family office consulting, and private fund advisory, combining tax-aware, long-term asset allocation with tactical adjustments across public and private markets.

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 15 years of industry experience. He holds the Series 66 designation and has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to a range of clients including individuals, business owners, trusts, and retirement plans. The firm offers diversified model portfolios using low-cost ETFs, fiduciary services, and performance-based fee arrangements, managing over $77 million in discretionary assets alongside more than $336 million in retirement plan assets under advisement.

Robert Jacobs is a financial advisor at White Pine Financial LLC in Draper, UT, holding a Series 65 designation with 17 years of industry experience. He has worked at White Pine Financial since 2019 and also serves as managing partner of Juniper Consulting Group, a software consulting business. His prior experience includes roles at Optum Services, Inc. and operating Jacobs Equity dba Palisade Wealth Management. White Pine Financial provides investment advice, financial planning, and portfolio management primarily to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm follows a long-term buy-and-hold strategy focused on publicly traded equities and fixed income, utilizing exchange-traded funds and tailored asset allocation based on client profiles.

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 15 years of industry experience. He is the principal at Tingey Financial Group, Inc. and also serves as an independent contractor and managing director at ACT Capital Advisors, an investment banking firm. Additionally, he is the sole proprietor of Sammamish Advisors LLC, a mergers and acquisitions service firm. Tingey Financial Group, Inc., founded in 2024, provides fee-based portfolio management to individuals and institutional clients, including trustees and 401(k) plans. The firm employs a fundamental, value-oriented investment approach with a low-turnover, long-horizon focus and emphasizes regular client communications and consulting services outside of asset management.

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.

Frank Sterneck is a financial advisor at Sterneck Capital Management LLC with 28 years of industry experience. He has been with Sterneck Capital Management since 1989 and holds Series 63 and Series 65 licenses. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented approach focused on fundamental analysis with a long-term perspective and tactical rebalancing, managing assets across diverse securities and offering expanded separately managed account strategies.

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.

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.

Matthew Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory role, Pappas serves on the board of Silicon Slopes, a nonprofit organization. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, and businesses. The firm operates under a fiduciary standard, managing approximately $306 million across discretionary and non-discretionary accounts using a combination of active and passive strategies focused on tax efficiency and risk-adjusted asset allocation.