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.

John Sperry is a financial advisor at Dynamic Wealth Advisors with five years of industry experience. He holds Series 65 and Series 66 credentials and has been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused investment process incorporating model-based strategies, including the active use of 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.

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.

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 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.

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 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.