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.

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.

Kaneil Menlove is a financial advisor at Paragon Wealth Management in Provo, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Paragon Wealth Management since 2012. 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 employs proprietary quantitative models alongside fundamental and technical analysis to guide portfolio construction and manages both individual accounts and privately offered pooled investment vehicles.

Taylor Sabin is a financial advisor at Sabin Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Sabin Investment Management, he worked at Fidelity Investments and Morgan Stanley. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm emphasizes tailored equity, ETF, and fixed-income allocations with continuous oversight and offers ERISA 3(21) plan support, combining owner-led governance with institutional fiduciary engagements.

Jason Sandos is a financial advisor at Sandos Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandos Financial since 2017, following eight years at Capital Financial Services. Outside of his advisory role, Sandos serves as president and CEO of Sandos Life Inc., an independent insurance agency, and acts as a referring agent for an online attorney-assisted estate planning service. Sandos Financial is a fee-based registered investment adviser that primarily serves individual investors, along with some small businesses and non-profits. The firm employs a range of investment strategies including fundamental, technical, quantitative, and cyclical analysis, and provides portfolio and asset management alongside a periodic newsletter.

Samuel Rios Lazo is a CFP® professional working with Capital Wealth, LLC in Lehi, UT, with one year of industry experience. Prior to joining Capital Wealth, he held roles at Mountain America Credit Union, LPL Financial LLC, Utah Community Credit Union, NuSkin, and Sykes. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, offering financial planning and consulting, and referring clients to a third-party estate-planning platform. The firm emphasizes the selection and oversight of third-party managers and integrates ongoing client reviews into its process.

Bret Everson is a financial advisor at My Prosper Team in Lehi, UT, holding a Series 65 designation with one year of industry experience. He has worked at Everest Linens since 2014. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, uses documented investment policy statements, and may recommend independent managers while typically acting as the primary adviser.

Michael Stevens is a financial advisor with Capital Wealth, LLC in Lehi, Utah, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Capital Wealth Advisors, LLC since 2017 and previously held roles at TownSquare Capital, LLC and Allegis Investment Services, LLC. Outside of advising, Stevens serves on the board of Junior Achievement of Utah and is a member of Hunt Logic, LLC. Capital Wealth provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers alongside financial planning and consulting. The firm emphasizes manager selection and oversight, integrating financial planning and periodic client reviews into its process.

Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

Chad Austin is a financial advisor with Capital Wealth, LLC in Lehi, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Fidelity Investments and Wells Fargo Bank NA. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, alongside financial planning and estate-planning referrals. The firm focuses on manager selection and oversight while integrating financial planning and regular client reviews into its process.

Christian Cardoso is a CFP® credentialed advisor at Ascend Investment Management, LLC with four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ascend Investment Management provides fee-based financial planning and investment advisory services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm uses fundamental and technical analysis for discretionary portfolio management and offers public educational seminars and workshops at no charge.

David Kaplan is a CFA® charterholder with 22 years of experience in the financial industry. He is a principal at Cottonwood Asset Management LLC and also serves as CEO of Cottonwood Tax & Accounting. In addition to his advisory work, Kaplan owns a Mathnasium education center and holds a life insurance license in Utah. Cottonwood Asset Management provides discretionary portfolio management, financial planning, and third-party money manager referrals for individual and high-net-worth clients. The firm combines investment advisory services with integrated accounting and tax-preparation practices, tailoring strategies that include stocks, bonds, mutual funds, ETFs, and options based on client objectives.

Micah Brooks is a CFP® professional with six years of industry experience, currently serving at Olde Wealth Management, LLC in Draper, UT. Prior to joining Olde Wealth Management, he held roles at Financial Network Wealth Management LLC and Purple Pines LLC. Outside of financial advising, he is president of MBRO Inc., a clothing boutique and real estate management company. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an investment approach based on Modern Portfolio Theory, utilizing a broad range of securities and both long- and short-term strategies.

Tyler Hansen is a financial advisor with My Prosper Team in Lehi, UT, holding Series 66 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory services, he owns and operates Prosper Wealth Insurance, LLC. My Prosper Team serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning with a focus on individualized portfolio construction and the use of ETFs and covered-call strategies. The firm also engages in affiliated businesses including real estate offerings and insurance services.

Jeffrey Segelke is a financial advisor with JRS Wealth Management LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at ARS Investment Advisors, Allegis Investment Advisors, and his own Segelke Insurance Services, which he has operated since 1998. He also works as an independent insurance agent representing multiple companies for life insurance and annuities. JRS Wealth Management serves individuals, trusts, estates, and retirement plans by providing financial planning, portfolio management, and retirement plan advisory services. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with customization based on client objectives and risk tolerances.

Richard Barber is a Series 66-licensed financial advisor with over 23 years of industry experience. He currently works at Provident Living Financial Services, where he has been since 2016. Barber serves on the board of Welfie, a technology platform company. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and businesses. The firm offers discretionary portfolio management through its Finique 360 program, utilizing fundamental, technical, and cyclical analysis, and supports employer-sponsored plans with educational programs and estate-planning technology.

Cam Mcclellan is a financial advisor at Palisade Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ailsa Capital Inc since 2011. Palisade Wealth Management provides customized, discretionary investment management primarily to individual clients, including high-net-worth households. The firm focuses on publicly traded equities and fixed-income securities, using asset allocation guided by Modern Portfolio Theory and quantitative optimization models.

Dan Loose is a CFP® and holds a Series 66 license, with nine years of experience in financial advising. He has worked at Medicus Wealth Planning, Inc. since 2018 and previously held roles at Thrivent Financial and Wilson Financial Advisors. Outside of financial advising, he is a licensed Realtor® in Utah and maintains his real estate license to support personal transactions and stay informed on the local market. Medicus Wealth Planning, Inc. is a four-advisor team managing approximately $130 million in client assets. The firm offers discretionary portfolio management and goal-based financial planning to individuals, high-net-worth clients, and retirement plans, incorporating fundamental analysis and modern portfolio theory to tailor investment strategies.

Brian Hanks is a CFP® professional with 13 years of industry experience and serves as an advisor at Hanks Capital Management, LLC. Prior to founding Hanks Capital Management in 2013, he worked at Practice Financial Group from 2014 to 2017. Outside of financial advising, he owns Dental Buyer Advocates, a consulting business that assists dentists in the process of purchasing dental practices, and is a minority partner in AGS Dental Law, which supports dental transitions through legal services. Hanks Capital Management provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of passive and active investment strategies, offers quarterly account reviews, and serves a small client base with approximately $8.0 million in assets under management.