Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.

Jaron Munk is a financial advisor at Alliance Wealth Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including TownSquare Capital, ARS Investment Advisors, and Allegis Investment Advisors. He also works as an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF strategies and a SMART Retirement framework, managing accounts through a platform relationship with TownSquare Capital.

Clifton Johnson is a ChFC® with 37 years of experience in the financial industry. He is currently with DMK Advisor Group, Inc. and has previously worked at BFC Planning, Inc., Securities Management & Research, Inc., and American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position as counselor in the bishopric of his church. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, managing approximately $130.8 million across about 515 client relationships. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and combines broker-dealer affiliation with wrap accounts and insurance offerings.

John Park is a financial advisor at Strategic Planning Group with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory roles, he operates a sole proprietorship reselling goods online. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management for individuals, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing in-house models, third-party managers, and strategies such as direct indexing and alternative assets.

William Sandberg is a financial advisor at Promontory Financial Planning, LLC, holding a Series 65 license with five years of industry experience. He has worked at Promontory since 2020 and also maintains roles at Flint Meadow Financial LLC and Fortified Benefits dba Utah Senior Planning. Outside of financial advising, Sandberg is the managing principal of Sand Sure Agency, an insurance agency offering funeral insurance policies. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor approach with integrated insurance and accounting services, emphasizing a range of investment options including no-load mutual funds, index funds, ETFs, and private placements.

Joseph Cannon is a CFP® with 23 years of industry experience, currently serving as an advisor at Oak Lane Advisors. He has worked at Wealth Navigation LLC since 2013 and previously at Arete Wealth Management LLC. Outside of his advisory role, he is involved with an insurance agency as an agent. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with an investment approach centered on diversified, asset-allocation portfolios.

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

Carson Skaggs is a financial advisor at Altura Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Legacy Peak Insurance and Legacy Wealth Management. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning services tailored to client objectives.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with nine years of industry experience. He worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across various portfolios and incorporates alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Catherine Miller is a financial advisor at JGP Wealth Management, LLC with a Series 65 designation and one year of industry experience. Her prior roles include positions at Wealth Enhancement Advisory Services, Rock House Financial, and The Buckner Company. She also has experience working at Utah State University and in educational roles prior to entering the financial industry. JGP Wealth Management manages approximately $1.2 billion in discretionary assets and offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and various business entities. The firm employs a fiduciary-oriented, tailored approach that combines fundamental and technical analysis across multiple investment strategies and asset allocation categories, with a focus on ongoing portfolio monitoring and rebalancing.

James Derrick Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Smedley Financial Services Inc since 2003 and currently serves as Chief Investment Strategist. He also has experience with Securities America Inc and volunteers with the Church of Jesus Christ of Latter-day Saints, assisting with meeting planning and other activities. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and a time-horizon based process, utilizing diversified portfolios through mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts tailored to client objectives.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fidelity in various roles from 2014 to 2026. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, employing a range of investment strategies including third-party managers, model portfolios, direct indexing, and alternative asset classes, supported by software and AI tools.

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.

Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

William Johnson is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and two years of experience. He previously worked at The Cynosure Group and has a background that includes positions at the University of Utah and Northcrest Country Club. Cynosure Portfolio Advisors serves individual advisory clients, focusing mainly on retail, non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and providing consolidated reporting across liquid and illiquid holdings.

Samuel Walker is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in operations management for a company providing restroom trailer rentals. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a variety of investment approaches and utilizes third-party platforms to support portfolio implementation and account reviews.

Connor Humphrey is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wealth Foundations Partners, he worked at HedgeCo Securities LLC, DriveWealth LLC, and Fidelity Investments. Outside of his advisory role, he is involved in selling various life insurance products through Ash Brokerage. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, pension consulting, and financial planning, employing a range of investment approaches including modern portfolio theory, quantitative, fundamental, and technical analysis.

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.