Spencer Nelson is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Iron Gate Global Advisors in 2018, he worked at Utah State University from 2016 to 2018. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, with an investment approach focused on fundamental analysis, intrinsic-value investing, and the use of model portfolios combined with options strategies and margin within defined guidelines.

Raygn Robertson is a financial advisor at Altura Private Wealth LLC with a Series 65 credential and one year of industry experience. Prior to joining Altura Private Wealth, he was affiliated with Legacy Wealth Management, LLC. Outside of financial advising, he has involvement with R-AG Farms. Altura Private Wealth LLC serves a range of clients including individuals, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and access to third-party money managers, with a focus on tailored advice through model portfolios and direct management.

Mathew Park is a financial advisor at Strategic Planning Group in Bountiful, UT, holding a Series 65 designation with one year of industry experience. His background includes roles at Seven Multi-Site Solutions and CoolSys in the refrigeration and HVAC sectors, as well as entrepreneurial experience with LuxBuilt LLC. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets, offering customized portfolio management and access to third-party managers, employing technical and cyclical analysis along with tax-aware strategies.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth 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, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

William Draper is a financial advisor at Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Foresight Wealth Management and Utah Retirement Systems. Strategic Planning Group manages approximately $910 million in discretionary assets for over 1,500 clients, offering wealth management, financial planning, and retirement plan services to individuals, businesses, and qualified retirement plans. The firm employs customized portfolio management strategies, technical and cyclical analysis, and tax-aware techniques, and conducts educational seminars and workshops for clients.

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. 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 focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

David Goar is a financial advisor with Promontory Financial Planning, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Promontory since 2022 and also maintains his own advisory practice, Goar Financial Services, which he founded in 2018. Prior to these roles, he was associated with Purshe Kaplan Sterling Investments and Reutemann Financial Solutions. 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 uses a multi-advisor approach combined with both fundamental and technical analysis and integrates insurance and accounting services within its advisory model.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Scott Hoxer is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs and Townsquare Capital LLC. Additionally, he works as an independent insurance agent offering fixed life insurance and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm integrates proprietary ETF strategies and third-party model portfolios, employing a SMART Retirement framework to address client objectives and risks.

Taylor Dillon is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Shaw & Nielsen PC, Tanner LLC, and Traveller & Company. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, typically managing accounts on a discretionary basis through a platform relationship with TownSquare Capital.

Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.

Scott Stowell is a financial advisor at Oak Lane Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC for 16 years before joining Wealth Navigation, LLC, operating as Oak Lane Advisors. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm focuses on diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to alternative investments and private equity opportunities for accredited or sophisticated investors.

Mason Page is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and nine years of industry experience. He previously worked at TownSquare Capital, LLC and Allegis Investment Advisors. Mason also works as an independent insurance agent, offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm uses a model-driven investment approach featuring proprietary ETF models and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

Margaret Pigg is an advisor at Peterson Wealth Services Inc. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James Financial Services and Utah Divorce Planning LLC, where she serves as a Relationship Manager. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutional clients, including small-business owners, divorcees, retirees, high-net-worth individuals, and financially independent women. The firm uses a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers a range of advisory and planning services.

Hoyt Robey is a ChFC®-designated financial advisor with 26 years of industry experience. He is currently with Simplicity Wealth and has prior experience at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Allstate Insurance Co. In addition to his advisory role, Robey is involved with the American Financial Education Alliance, serving as Member President in a nonprofit capacity focused on financial education. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a technology-driven advisory platform with discretionary portfolio management and model monitoring.

Brett Caldwell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2017. Prior to joining Modera, he worked at Financial Insight Center and The Insight Group Insurance Agency, LLC. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting and tax capabilities, employing a diversified asset allocation approach based on Modern Portfolio Theory.

Brock Adams is a CFA® charterholder with six years of industry experience, currently serving as an advisor at Symmetry Partners. His prior experience includes roles at Morgan Stanley and Merrill Lynch, among others. He is also CEO of MacroAlpha Capital, LLC, an investment holding company, and holds a 50% equity interest in Cairn Insurance Group, an independent insurance agency. Symmetry Partners provides fee-based portfolio management and model-driven advisory services to a diverse client base, including individual investors, qualified retirement plans, and institutional pension plans. The firm employs a quantitative investment approach grounded in Modern Portfolio Theory, using factor-based equity strategies and diversified fixed-income allocations implemented through mutual funds, ETFs, and separately managed accounts.

Breanna Rose is a financial advisor at Legacy Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Management, she worked in healthcare and therapy-related roles at organizations including Intermountain Health Care and the Neuro Behavioral Center for Growth. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative investments, tailoring strategies based on clients’ objectives and risk tolerances.

Edward Kinsey is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Foundations since 2015. Outside of his advisory role, Kinsey is an independent insurance agent specializing in life insurance and fixed annuities. Foundations Investment Advisors provides financial planning and portfolio management to individual, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.