Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.

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.

Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.

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, 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.

Spencer Stewart is an advisor at Seven Canyons Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandeur Peak Global Advisors, LLC since 2011. Outside of his advisory role, he is the sole owner of Ohana Asset Management, LLC, which has made a single real estate investment in Utah. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, private investment funds, and retirement plans. The firm employs a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global investment approaches.

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.

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.

Stuart Enterline is a financial advisor at Lefavi Wealth Management in Salt Lake City, UT, with eight years of industry experience. He holds a Series 66 designation and has been with Lefavi Wealth Management since 2017. Lefavi Wealth Management provides 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’s investment approach is based on modern portfolio theory, focusing on diversification and strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments.

David Krauser is a financial advisor at You First Financial LLC in Holladay, UT, holding a Series 66 designation with 14 years of industry experience. He has worked at several firms, including Elevated Capital Advisors, LLC and FourSteps Financial, LLC, before joining You First Financial in 2018. In addition to his advisory role, he is active as an insurance agent with You First Insurance, LLC. You First Financial is a small, owner-operated firm with two advisors managing approximately $18.4 million in discretionary assets. The firm serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and comprehensive financial planning through a combination of direct management and third-party platforms.

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.

Andrey Kutuzov is a CFA® charterholder with 10 years of industry experience. He has been with Seven Canyons Advisors, LLC since 2020 and previously worked at Wasatch Advisors from 2014 to 2020. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, a private investment fund, and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its investment approaches.

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.

Haylie Lahtinen is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. She has worked at Athos Private Wealth since 2021 and previously was involved with the University Growth Fund and Brigham Young University. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm offers discretionary portfolio management across public and private investments, combining asset allocation, research, and balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles including venture, private equity, and digital-asset strategies.

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.

Shane Christiansen is a financial advisor at Presidio Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and OneDigital Investment Advisors. Christiansen has been associated with Presidio Wealth Management since 2003. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to individuals, households, trusts, estates, foundations, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses Modern Portfolio Theory and a combination of fundamental and technical analysis to build diversified, long-term portfolios, tailoring strategies to clients’ goals and risk tolerance.

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for more than a decade. Mark can also often be found podcasting and writing for the 501c3 he founded in 2018, Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys golf (playing and coaching his kids' school program), skiing, trail running, hunting, climbing or riding bikes with his family.

Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an advisor at Aspen Ridge Wealth Management, LLC. Prior to joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. He is also licensed as an independent insurance agent in Utah through Compass Insurance Advisors, offering insurance products occasionally based on client need. Aspen Ridge Wealth Management provides investment management, financial planning, and retirement-plan consulting primarily for individual clients, with tailored portfolios emphasizing diversification and long-term strategies. The firm offers educational seminars at no charge and combines advisory and insurance services with disclosed potential conflicts.