John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.

Cory Carling is a CFP® certificant with four years of industry experience, currently advising at Capital Wealth, LLC in Lehi, Utah. His prior work includes roles at Morgan Stanley and Fidelity Investments, as well as engineering and technical positions before entering the financial industry. Capital Wealth serves individual and high-net-worth clients by recommending and overseeing third-party money managers and providing financial planning and consulting services tailored to client goals. The firm emphasizes ongoing portfolio oversight, integrates financial planning, and utilizes model portfolios and managed account programs as part of its investment approach.

Jason Payne is a CFP® professional with 30 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has worked previously at Spc, Parkland Securities, LLC, and through his own firm, Payne Financial Management Inc. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, organizing spiritual and service activities. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses client-specific asset allocation and portfolio management approaches, incorporating mutual funds, ETFs, individual securities, and socially conscious investment options.

David Young is a financial advisor at Paragon Wealth Management with 32 years of industry experience. He has been with Paragon Capital Management since 1992. Outside of his advisory work, Young serves as the Mayor and Chairman of the City Council for Orem City, UT, a role he has held since 2023, and he is also a board member of OC Jones & Sons. 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 uses proprietary quantitative models alongside fundamental and technical analysis to manage portfolios that include ETFs, equities, mutual funds, bonds, and other instruments.

William Miller is a CFP® with 16 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held roles at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC (dba PROFi) offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment process combining fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on long-term investing, global diversification, and tax-efficient strategies.

Mark Cowdell is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.

Dallas Messenger is a financial advisor at Sandlot Private Wealth LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Orion Portfolio Solutions and JPMorgan Chase & Co, as well as work outside financial services at The Station Bar and Venue. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management, including comprehensive financial planning, discretionary portfolio management, and access to private investments across traditional and alternative asset classes.

Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.

Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including high-net-worth and non-HNW households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis, tailoring investment plans to clients’ risk tolerance and time horizon, while also offering insurance products through an affiliated in-house agency.

Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.

Spencer Dickinson is a financial advisor at Eldon Reese Advisory Group in Provo, UT, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Clearstone Associates, Gajardo Wealth Management, and Brigham Young University. Spencer has also been involved with The Church of Jesus Christ of Latter Day Saints. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, offering financial planning, discretionary portfolio management, and business consulting. The firm employs a long-term, asset-allocation investment approach with a focus on buy-and-hold strategies and utilizes outside managers when active management is appropriate.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.

Joshua Mclain is a financial advisor at Sunset Retirement Advisors LLC with Series 65 credentials. He has been involved in the financial industry through roles at Mclain FMG LLC since 2021 and Corporate Capital Inc since 2017, as well as Piercy Bowler Taylor & Kern from 2015 to 2017. Sunset Retirement Advisors provides financial planning, investment management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm emphasizes asset allocation and Modern Portfolio Theory, primarily using passive index funds, ETFs, and mutual funds, and integrates third-party model portfolios and outside managers in its service offerings.

Timothy Barton is a financial advisor at Summit Wealth LLC in Orem, Utah. He holds a Series 65 designation and has been active in the financial industry since 2021, including experience at Transamerica and MidAtlantic Advisory LLC. He also has a background working with Ninja Kidz INC and Family First Medical. Summit Wealth LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and business entities with financial planning, discretionary wealth management, and entity cash management. The firm uses client profiles and investment policy statements to guide portfolio implementation, generally utilizing mutual funds and ETFs based on various analytical approaches.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Vario Advisors and Vivint. Calderon also contributes monthly to Vario Fund, LP, a debt fund focused on alternative investments, where he assists with due diligence. Stonebriar Wealth serves individual and high-net-worth clients, providing financial planning and discretionary investment management. The firm employs a structured planning process and combines fundamental, quantitative, and behavioral analysis to tailor asset-allocation strategies, often coordinating family office services and integrating third-party managers.

Edward Cole is a CFP® with 43 years of industry experience. He is a principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023. Prior to this, he spent 15 years at Cetera Advisor Networks LLC and has been associated with LPL Financial since 2023. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional clients. The firm employs a model-driven, committee-governed investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods, and offers discretionary portfolio management through a Strategic Wealth Management platform.

Kyle Wilhelm is a financial advisor with SwitchPoint Financial Planning LLC in Lehi, UT, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Integris Wealth Management, RH Advisors, Rock House Financial, United Planners Financial Services, and Knox Capital Advisors. SwitchPoint Financial Planning LLC is an SEC-registered, fee-only advisory firm serving individuals, including high-net-worth clients, and employer plan sponsors. The firm emphasizes a primarily passive investment approach using diversified asset-class allocations and offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.

Tyler Olson is a financial advisor at Ascend Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lone Peak Advisers, Inc. and Transamerica Financial Advisors, Inc. He is also owner and partner at Ascend Management Holdings, LLC, a parent company related to life insurance operations, and serves as co-director at Ascend Life Insurance, LLC, where he evaluates and recommends life insurance strategies as part of overall financial planning. Ascend Investment Management, LLC provides fee-based investment advisory and financial planning primarily to individual clients, along with services for trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis, offers consulting and written financial plans, and supplements client services with public educational seminars and workshops.

Jordan Watts is a financial advisor at Stonebriar Wealth, LLC with four years of experience. He holds a Series 65 designation and previously worked at Vivint Solar, TMW, and Redman Van and Storage. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm manages approximately $100 million in client assets and emphasizes asset allocation through strategic and tactical model portfolios, with options for ESG fund selections and coordination of estate, tax, and trust services.