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.

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.

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.

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.

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.

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.

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.

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.