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.

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 Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cannon Capital Management, Inc. since 2009. He is also affiliated with Cannon Capital Tax, LLC. 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 emphasizes diversified portfolios across multiple asset classes, with a focus on valuation discipline and an explicit avoidance of leveraged securities.

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.

Ryan Walsh is a CFA® charterholder with 12 years of experience in investment advisory. He has worked at Roberts Wealth Advisors, LLC since 2021 and was previously with Northwest Asset Management, LLC for seven years. He holds a Series 65 license and is based in Park City, UT. Roberts Wealth Advisors, LLC provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm focuses on individualized portfolio management using a range of instruments, including stocks, bonds, ETFs, options, and private securities, with discretionary management and fundamental analysis.

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.

Gregory Roumpos is a financial advisor with Solitude Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital, LLC since 2010 and has been associated with Galileo Financial Advisors, LLC and Galileo Financial Network since 2006. Solitude Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning, consulting, and discretionary investment management. The firm emphasizes a detailed client data gathering process, customized asset allocation, and regular portfolio monitoring, often utilizing third-party Independent Managers and qualified custodians such as Schwab Institutional or J.P. Morgan.

Mary Carbine is a Series 65-licensed financial advisor with Brighter Retirement Advisors LLC in Lehi, UT, and has three years of industry experience. She previously worked with Brighter Wealth and CakeFu LLC. Mary is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement planning. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm employs a combination of fundamental and technical analysis with a long-term focus and offers supplemental services including tax consulting and Medicare advice.

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 65 and Series 63 licenses and previously worked at Agilis Wealth Management for seven years. Jasmijn Capital Management provides discretionary investment management services to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm employs a risk-tolerance and optimization-driven approach, actively rebalancing portfolios that may include mutual funds, ETFs, individual equities, and debt.

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 industry experience. He currently works at Noble Wealth Management P.B.C. and the Business Transition Group, where he serves as a project manager focused on business succession consulting. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Essential Investment Partners, LLC. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a top-down, macro-environmental investment process emphasizing tactical asset allocation with sector rotation and employs fundamental, technical, and quantitative analysis as needed.

Chad Anderson is a financial advisor at Presidio Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneDigital Investment Advisors and Triad Advisors, LLC. Anderson has also been involved with K2 Realty and Diversified Investors Securities Corp. during his career. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals and a variety of institutions. The firm uses a Modern Portfolio Theory approach to build diversified, long-term portfolios and provides discretionary management and third-party asset manager recommendations without receiving compensation from those managers.

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.

Elijah Christensen is a financial advisor at Presidio Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of finance, Elijah owns and operates Exchange Royale, a sports memorabilia resale business. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to a wide range of clients, including individuals, trusts, and retirement plans. The firm follows a Modern Portfolio Theory-based investment process and offers tailored strategies that may include third-party asset managers and private equity advisers without receiving compensation from those managers.

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.

Jace Bertelsen is a financial advisor at Peterson Rogers Private Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Peterson Rogers, he worked at GenWealth Advisory Group and has experience in educational roles at the University of Utah, Salt Lake Community College, and Murray School District. Peterson Rogers Private Wealth, LLC serves family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm employs a multi-asset-class, multi-disciplinary investment approach focused on customized portfolios and long-term asset allocation, utilizing fundamental, technical, and cyclical analysis across public securities, third-party managers, ETFs, and alternatives.

John Rudio is a financial advisor at Echelons Capital, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co, Purshe Kaplan Sterling Investments, and Phase Line Capital, LLC prior to joining Echelons Capital. Outside of his advisory role, he is involved in several entrepreneurial ventures, including co-founding Complyx Inc., KTH Technologies Corporation, which focuses on nicotine de-addiction, and founding iUniform, a mobile app designed to assist soldiers with uniform assembly. Echelons Capital, LLC serves a small client base of high-net-worth individuals, trusts, charitable organizations, and businesses, managing discretionary portfolios typically through model portfolios and third-party managers. The firm employs systematic long/short equity strategies via a sub-advisor and offers a range of investment options including alternatives and structured products, with a client focus on accounts generally exceeding $5 million.