Jay Greenburg is a CFP® and holds a Series 66 license with 12 years of industry experience. He has worked at Lefavi Wealth Management since 2018 and previously held positions at E*TRADE Capital Management and TD Ameritrade. Outside of his advisory role, Jay participates occasionally as a survey submitter for GLG Consultants, providing industry insights. Lefavi Wealth Management delivers discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm employs a modern portfolio theory approach with diversified asset allocation, utilizing mutual funds, ETFs, individual securities, and alternatives, and it sponsors a wrap fee program.

Gregory Roumpos is a financial advisor with Solitude Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Global Financial Private Capital, Galileo Financial Advisors, OneAmerica Securities, and others. Solitude Wealth Advisors is a state-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management, emphasizing customized asset allocation and ongoing portfolio monitoring, often working through qualified custodians and recommending independent managers.

Mary Carbine is a financial advisor at Brighter Retirement Advisors LLC in Lehi, UT, with four years of industry experience. She holds the Series 65 designation and previously worked at Brighter Wealth and CakeFu LLC. She is also an independent insurance agent, offering life and annuity products as part of comprehensive retirement plans. Brighter Retirement Advisors LLC provides financial planning and discretionary portfolio management primarily to individual clients and retirement-plan participants, offering supplemental services such as tax consulting, estate-planning guidance, and Medicare consulting. The firm uses individualized Investment Policy Statements and a combination of fundamental, technical, charting, and cyclical analysis with a long-term investment orientation.

Jordan Schwartz is a financial advisor with Jasmijn Capital Management, LLC in Highland, UT. He holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to his current role, he was with Agilis Wealth Management from 2019 to present and worked at Jasmijn Capital Management from 2016 to 2019. Jasmijn Capital Management provides discretionary investment management through its Advisor Managed Portfolios platform to individuals, trusts, estates, and similar clients. The firm employs a risk-tolerance and optimization-driven investment approach, incorporating mutual funds, ETFs, individual equities, and debt in actively rebalanced portfolios.

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.

Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Mark Asaro is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Noble Wealth Management P.B.C. He has held roles at several firms including Northwestern Mutual Wealth Management Company and Essential Investment Partners, LLC. In addition to his advisory work, Asaro is involved with the Business Transition Group as a project manager focused on business succession consulting. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, employing a top-down, macro-environmental investment approach with tactical asset allocation and the use of third-party sub-advisors.

Chad Anderson is a financial advisor at Presidio Wealth Management with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including OneDigital Investment Advisors, Triad Advisors, and Diversified Investors Securities Corp. Presidio Wealth Management provides investment advisory and financial planning services to a wide range of clients including individuals, trusts, foundations, and business entities. The firm’s investment approach combines Modern Portfolio Theory with fundamental and technical analysis to construct diversified portfolios, and it offers discretionary management as well as access to third-party asset managers without receiving compensation from those managers.

Mitchell Doman is a CFP® certificant and holds a Series 65 license, with four years of industry experience. He has been with Haynie Wealth Management LLC since 2019, including its predecessor, Haynie & Company, and previously worked at Southern Utah University. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s investment approach is long-term and based on fundamental analysis, using diversified portfolios of low-cost mutual funds and ETFs, with additional use of individual securities and publicly traded REITs when appropriate.

Conner Whipple is a financial advisor at Tingey Advisors Inc with five years of industry experience. He holds a Series 65 designation and previously worked for Grandeur Peak Global Advisors, LLC for 13 years. Tingey Advisors provides discretionary portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients. The firm’s investment approach focuses on fundamental analysis, low turnover equities, and a buy-and-hold discipline for fixed income, with portfolio strategies categorized by growth, income, or balanced objectives.

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.

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.

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 and Capital Financial Services from 2009 to 2017. Outside of advising, he serves as president and CEO of Sandos Life Inc., an insurance agency, and acts as a referring agent for an online estate-planning service. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and nonprofits, providing portfolio management, 401(k) allocation guidance, and fee-based annuity advisory services. The firm employs a combination of technical, quantitative, cyclical, and fundamental analysis with both tactical and strategic asset allocation, and is known for its insurance-related activities and client access to an affiliated estate-planning document platform.

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 at Capital Wealth, LLC in Lehi, UT, holding Series 66 and Series 63 designations with 15 years of industry experience. He has worked at Capital Wealth Advisors since 2017 and has experience at TownSquare Capital and Allegis Investment Services. Stevens is also an owner and insurance agent at CWA Insurance Services, and he serves as a board member of Junior Achievement of Utah. Capital Wealth, LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money manager selection and oversight. The firm integrates financial planning and risk assessments to align recommendations with clients' goals and maintains discretionary authority over investment managers.

Roberto Buchanan is a financial advisor at Fortius Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortius since 2004 and Axiom Financial since 2013, where he serves as Director of Sales. Buchanan is also managing member of Citius Ventures, LLC and Nuvo Ventures, LLC, holding and managing private equity investments with limited time commitments. Fortius Financial Advisors provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, privately held investment companies, and other business entities. The firm manages approximately $10 million in client assets and employs a team of four advisors, utilizing mutual funds, ETFs, alternative investments, and separate account managers in its investment strategies.

Chad Austin is a financial advisor at Capital Wealth, LLC in Lehi, Utah, with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and Wells Fargo Bank. Outside of advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients by recommending and monitoring third-party money managers and providing financial planning, consulting, and estate-planning referrals. The firm emphasizes manager selection and oversight, integrates financial planning with client reviews, and offers access to managed account programs through sub-advisory relationships.

Clinton Cannon is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with Cannon Capital Management, Inc. since 2008. He is co-owner of Fishrock Advisors, LLC, a firm in the formation phase focused on managed futures. Cannon Capital Management is an SEC-registered 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. Its investment approach emphasizes diversified portfolios using ETFs, mutual funds, individual equities, and private-market vehicles, with a disciplined valuation process and avoidance of leveraged securities.

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.