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.

Nolan Karras is a financial advisor with The Karras Company, Inc., holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been affiliated with The Karras Company since 1997 and SK Hart Management since 2006. Outside of his advisory work, Karras serves on multiple boards, including educational institutions, electric utilities, healthcare organizations, and nonprofit foundations. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, utilizing equities, fixed income, mutual funds, ETFs, and alternative asset classes, supported by research and resources from Raymond James.

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.

Aaron Schuler Jr. is a financial advisor with BEAM Wealth Advisors, Inc. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America, and Guardian Life Insurance. Outside of investment advisory work, he is involved in tax preparation and financial consulting related to divorce settlements through Davis Schuler & Associates, LLC, and creates content for a YouTube channel. BEAM Wealth Advisors is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans, and employs asset allocation and diversification strategies based on Modern and Post-Modern Portfolio Theory and behavioral finance. BEAM offers integrated financial services including wealth management, portfolio management, and affiliated tax and insurance services under separate engagements.

Allen Stansfield is a financial advisor at Momentum Independent Network Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Momentum Independent Network since 2012. Outside of his advisory role, he teaches state hunter education classes and serves on the board of his wife’s company, Discovery West. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients, offering advisory programs, managed accounts, financial planning, and brokerage services. The firm utilizes a platform model with third-party managers and integrates with Hilltop affiliates for municipal bond strategies and cash management features.

Noelle Urbiola is a financial advisor with Triad Wealth Partners, LLC, holding a Series 65 license and beginning her advisory career in 2026. Prior to joining Triad Wealth Partners, she held various roles across several companies, including Choules Financial, Intellihost, and NuSun Power. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, providing discretionary portfolio management, access to third-party managers, model portfolios, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and manages diversified strategies across multiple asset types.

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.

Grace Nicholson is a financial advisor at Prosperity Capital Advisors with three years of industry experience. She holds a Series 65 designation and has worked at firms including Motiv8 Investments LLC and Silver Key Benefits. In addition to her advisory role, Ms. Nicholson is the owner of Akamai Advisors and is a licensed insurance agent offering fixed insurance products. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions across various platforms.

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.

Tovey Allen is a financial advisor with Gibbs Wealth Management, LLC in Salt Lake City, UT. He holds a Series 65 license and has six years of industry experience, including prior roles at Allen Financial and Mitchell Intl. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and advisory services through advisor-directed models and sub-advisory arrangements, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes a mix of analytical approaches and risk management strategies tailored to client goals.

John Brough is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with B.O.S.S. Retirement Advisors and BOSS Retirement Solutions since 2017. Prior to that, he was associated with Lee Miles LLC and Lee Miles Insurance Agency from 2015 to 2017. B.O.S.S. Retirement Advisors offers investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes model portfolios and external managers to construct diversified allocations while providing oversight and client liaison services.

David Andersen is a financial advisor at Trek Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Purshe Kaplan Sterling Investments and World Equity Group. Outside of his advisory role, Andersen owns and operates a pecan farm and serves as a board member of the Lake Proctor Water Authority. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial-intelligence tools, multiple systematic strategies, and alternative investment platforms.

Richard Roethel is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and bringing 10 years of industry experience. He has worked at Foundations Investment Advisors since 2015 and has been associated with 5 Wealth Management since 2006. Outside of advising, he is an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors, LLC serves a broad client base including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm provides financial planning, portfolio management, and sub-advisory services through a network of affiliated offices, employing a blend of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach.