Taylor Vowles is a financial advisor at Oxford Wealth Management with 13 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at several firms, including Drive Wealth Management and Crewe Capital. Vowles is also an independent Certified Public Accountant and is involved as a majority owner of MBLV LLC and a minority owner of Silicone Capital LLC, both private investment holding companies. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, primarily targeting clients with multi-million dollar net worths. The firm provides investment management, financial planning, and advisory services, employing a research-driven investment approach that combines macroeconomic themes with multiple analytical methods and offers both discretionary and non-discretionary account management.

Skyler Packard is a financial advisor at Cove Fort Capital, LLC with six years of industry experience. He holds the Series 65 designation and has worked at Cove Fort Capital since 2019, following a year at Key Bank. In addition to his advisory role, he has been involved with Utah Valley University since 2017. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm employs a long-term investment approach that integrates fundamental, technical, and quantitative research, actively monitoring and rebalancing portfolios while generally avoiding short-term speculative strategies.

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.

Ronald Olson is a financial advisor at R.O.I. with 32 years of industry experience. He has been with Ronald Olson, Inc. since 1992. He holds a Series 63 designation. R.O.I. is a family-managed advisory firm serving individual clients and couples, including both high-net-worth and non-HNW households. The firm offers active investment management and comprehensive financial planning, utilizing a proprietary Best Funds List updated monthly and providing individualized quarterly reporting and regular client communications.

Christopher Cole is a CFP® with 14 years of industry experience. He is the principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023, following an 11-year tenure at Cetera Advisor Networks LLC. Cole is also a licensed mortgage loan officer with Innovative Mortgage Alliance. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional vehicles. The firm employs a model-driven, committee-governed investment process and offers discretionary portfolio management alongside a Strategic Wealth Management platform for individually managed accounts.

John Sperry is a financial advisor at Dynamic Wealth Advisors with Series 65 and Series 66 credentials and five years of industry experience. He has been with Dynamic Wealth Advisors since 2024 and has also been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-focused, model-based investment approach incorporating active derivatives and shorting strategies within managed accounts.

Mary Carbine is a financial advisor at Brighter Retirement Advisors LLC in Lehi, UT, with four years of industry experience. She holds the Series 65 designation and previously worked at Brighter Wealth and CakeFu LLC. She is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement plans. Brighter Retirement Advisors LLC provides financial planning and discretionary portfolio management primarily to individual clients and retirement-plan participants, offering supplemental services such as tax consulting, estate-planning guidance, and Medicare consulting. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, charting, and cyclical analysis with a long-term investment orientation.

Curtis Shaffer is a financial advisor with Momentum Capital Management in Lehi, Utah, holding a Series 65 designation and having approximately three years of industry experience. His prior roles include positions at Institute For Wealth Management LLC, CLS Capital Inc., and Strategic Financial Solutions. Momentum Capital Management is a fee-only registered investment adviser providing wealth management and project-based financial planning for individuals, trusts, and business clients. The firm employs a combination of modern portfolio theory and fundamental, technical, and cyclical analysis, offering both passive and active investment options, including private and non-traded investments for qualified clients.

Jordan Schwartz is a financial advisor at Jasmijn Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Agilis Wealth Management for seven years. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm uses a risk-tolerance and optimization-based approach to construct and actively rebalance portfolios containing mutual funds, ETFs, equities, and debt, while occasionally employing unleveraged inverse ETFs for hedging.

Sterling Sessions is a financial advisor at Prestige Wealthwide, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Zega Financial, Diamond Wealth Management, Ensign Wealth Advisors, UCI Wealth Advisors, TD Ameritrade, and Fidelity. Prestige Wealthwide provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, utilizing both fundamental analysis and modern portfolio theory. The firm offers discretionary and non-discretionary advisory services across a range of investments including mutual funds, ETFs, equities, fixed income, and alternative strategies.

Mark Asaro is a CFA® charterholder with 15 years of experience in financial advisory roles. He is currently with Noble Wealth Management P.B.C. and also serves as a project manager at Business Transition Group, focusing on business succession consulting. His prior experience includes positions at Northwestern Mutual and other wealth management firms. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses fundamental, technical, and quantitative analysis.

Mason Hardman is a financial advisor at Cove Fort Capital, LLC with eight years of industry experience. He has been with Cove Fort Capital since 2017 and previously worked at Utah Valley University. Outside of his advisory role, he maintains part-time accounting and IRS tax-preparation activities. Cove Fort Capital provides fee-only discretionary portfolio management to individuals, retirement accounts, trusts, and foundations. The firm uses a combination of fundamental, technical, and quantitative research, including proprietary securities-analysis methods, to tailor and actively manage portfolios with a long-term investment focus.

Kaneil Menlove is a financial advisor at Paragon Wealth Management in Provo, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Paragon Wealth Management since 2012. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm employs proprietary quantitative models alongside fundamental and technical analysis to guide portfolio construction and manages both individual accounts and privately offered pooled investment vehicles.

Taylor Sabin is a financial advisor at Sabin Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sabin Investment Management, he worked at Fidelity Investments and Morgan Stanley. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes tailored equity, ETF, and fixed-income allocations with continuous oversight and offers ERISA 3(21) plan support, combining owner-led governance with institutional fiduciary engagements.

Jason Sandos is the principal of Sandos Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandos Financial since 2017 and Capital Financial Services from 2009 to 2017. In addition to his advisory role, he is president and CEO of Sandos Life Inc., an independent insurance agency focused on fixed life insurance and annuity sales, and serves as a referring agent for an online attorney-assisted estate planning service. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and non-profits, providing portfolio management, 401(k) guidance, and advisory services for fee-based annuities. The firm employs a combination of technical, quantitative, cyclical, and fundamental analysis with both tactical and strategic asset allocation, and is notable for integrating insurance-related services alongside its investment advisory offerings.

Samuel Rios Lazo is a CFP® professional working with Capital Wealth, LLC in Lehi, UT, with one year of industry experience. Prior to joining Capital Wealth, he held roles at Mountain America Credit Union, LPL Financial LLC, Utah Community Credit Union, NuSkin, and Sykes. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, offering financial planning and consulting, and referring clients to a third-party estate-planning platform. The firm emphasizes the selection and oversight of third-party managers and integrates ongoing client reviews into its process.

Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.

Michael Stevens is a financial advisor at Capital Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Wealth Advisors, LLC since 2017. Stevens is also the owner and insurance agent of CWA Insurance Services, LLC, and serves as a board member for Junior Achievement of Utah. Capital Wealth provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers combined with financial planning and consulting. The firm emphasizes manager selection and oversight, integrating financial planning and ongoing client reviews into its process.