Samuel Jones is a financial advisor at Vitality Capital Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked at multiple firms, including Townsquare Capital LLC, The Norden Group, and Progressive Planning LLC. Jones is also involved with Savology, where he provides general financial planning education and answers basic budgeting and savings questions. Vitality Capital Management is a fee-based registered investment adviser serving individuals, high-net-worth clients, trusts, corporations, business entities, and nonprofit organizations. The firm offers discretionary investment management, financial planning, ERISA retirement-plan services, and educational workshops, tailoring portfolios to client goals using modern portfolio theory and fundamental analysis.

Todd Pierce is a financial advisor at Innovate Wealth with one year of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes roles at Utah Peaks Capital, MNS International, and Conventus Capital. Innovate Wealth provides financial planning, estate planning assistance, tax services, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm employs a collaborative, software-based planning process and manages client assets through passive, asset-allocation portfolios enhanced by trend-following and equity factor tilts.

Triton Lee is a financial advisor at Cannon Capital Management, Inc. based in Salt Lake City, UT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Cannon Capital Management and its affiliated tax firm, Lee worked at Netgain Solutions, Inc. and Deloitte. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million for a diverse client base that includes high-net-worth individuals, retirement plan sponsors, trusts, estates, nonprofits, and business entities. The firm employs a disciplined investment approach focused on diversified portfolios across public and private markets and offers coordinated investment and tax services through its affiliation with Cannon Capital Tax, LLC.

Aaron Graham is a financial advisor at AG Financial in Salt Lake City, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with AG Financial and operating independently since 2006, and has also been associated with United Planners Financial Services since 2005. AG Financial provides fee-only investment supervisory and consulting services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on broadly diversified portfolios and systematic strategies tailored to each client’s risk tolerance, time horizon, tax considerations, and liquidity needs.

Mark Durham is a financial advisor at Medicus Wealth Planning, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and co-owns Durham & Company LLC, a CPA practice specializing in tax preparation, payroll, and bookkeeping. Medicus Wealth Planning, Inc. serves individuals, high-net-worth clients, and retirement plans with discretionary portfolio management and goal-based financial planning. The firm combines fundamental analysis and modern portfolio theory to create tailored investment strategies and manages approximately $130 million in client assets.

Mark Lyman is a financial advisor at LymanWealth LLC with two years of industry experience. He holds a Series 65 designation and has worked at ConvergeOne since 2012. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios using leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that applies systematic trading rules to leveraged ETFs.

Brett Lyman is a financial advisor at LymanWealth LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Entrata, Aumni, and Podium Corp Inc. before joining LymanWealth. LymanWealth LLC provides discretionary portfolio management to individual investors seeking high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm uses a quantitative algorithm to drive investment decisions and primarily serves retail clients.

Kade Archibald is a financial advisor at Peterson Rogers Private Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Maddix Capital and Mercato Partners. Prior to his financial career, he spent six years with the Cache County School District. Peterson Rogers Private Wealth offers tailored wealth management and advisory services to family offices, high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach focusing on long-term asset allocation and custom portfolios that include public and alternative investments.

Chace Cannon is a financial advisor at Cannon Capital Management, Inc. with 14 years of industry experience. He holds a Series 65 designation and has been with Cannon Capital Management since 2009. Cannon Capital Management is an SEC-registered, fee-based 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. Their investment approach includes diversified portfolios composed of ETFs, mutual funds, individual equities, and private-market vehicles, with a focus on disciplined valuation and avoidance of leveraged securities.

Daren Wright is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Cottonwood in 2018, he worked at Allegis Investment Advisors and Garda Financial, and he has operated Alliance Financial Strategies since 2003. Outside of his advisory role, Wright is involved in managing private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and he devotes time to a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its offerings, tailoring investment strategies to client objectives with a focus on diversified portfolios that include stocks, bonds, mutual funds, ETFs, and options.

Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC with 16 years of industry experience. She holds Series 65 and Series 63 licenses. Her prior experience includes roles at Credit Suisse Securities (USA) LLC, Cross Creek, and Addepar, Inc. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios using low-cost mutual funds and ETFs, with a focus on customized, fundamentals-based long-term investment strategies.

Jeff Bland is a financial advisor at Burrus with 24 years of industry experience. He holds a Series 66 designation and has been with Burrus Financial Services since 2006. Outside of his advisory role, he operates a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach focused on globally diversified no-load and low-load mutual funds and ETFs, managing client accounts on a discretionary basis while including financial planning at no additional charge.

Jeffrey Cline is a financial advisor at Responsible Asset Management with 43 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for NPB Financial Group, LLC for 14 years. He has operated Cline & Co., LLC since 1997 and is involved in a holding company that owns half of Responsible Asset Management. Responsible Asset Management provides investment supervisory services to individuals, trusts, retirement plans, institutions, foundations, and business entities. The firm manages approximately $42 million across retail and institutional clients, employing a client-specific risk profile and a disciplined process that includes fundamental and technical analysis, diversified portfolios, and regular performance reviews.

Eric Moessing is an advisor at Seven Canyons Advisors, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Alps Distributors, Inc. and The Annadel Group, where he is also the owner of an assisted living business. Seven Canyons Advisors provides discretionary investment management to private funds, pension and profit-sharing plans, separately managed accounts, and high-net-worth clients. The firm employs a bottom-up fundamental research approach for small- and mid-cap global equities, combined with quantitative scoring and macro analysis, offering concentrated and actively managed portfolios that include short positions and options hedges.

Ryan Walsh is a CFA® charterholder with 12 years of experience in investment advisory. He has worked at Roberts Wealth Advisors, LLC since 2021 and was previously with Northwest Asset Management, LLC for seven years. He holds a Series 65 license and is based in Park City, UT. Roberts Wealth Advisors, LLC provides investment advisory and planning services to high-net-worth individuals, trusts, pension and profit-sharing plans. The firm focuses on individualized portfolio management using a range of instruments, including stocks, bonds, ETFs, options, and private securities, with discretionary management and fundamental analysis.

John Sperry is a financial advisor at Dynamic Wealth Advisors with four years of industry experience. He holds Series 65 and Series 66 licenses and has been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension and profit-sharing plans. The firm uses a risk-focused investment process incorporating fundamental and technical analysis across multiple strategy categories and actively employs 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 24 years of industry experience. He has worked at Global Financial Private Capital, LLC since 2010 and has been associated with Galileo Financial Advisors, LLC and Galileo Financial Network since 2006. Solitude Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing financial planning, consulting, and discretionary investment management. The firm emphasizes a detailed client data gathering process, customized asset allocation, and regular portfolio monitoring, often utilizing third-party Independent Managers and qualified custodians such as Schwab Institutional or J.P. Morgan.

Nathan Cline is a financial advisor at Responsible Asset Management in Salt Lake City, UT, holding a Series 65 designation with eight years of industry experience. He founded Cline Capital Advisers, which serves as a holding company for Responsible Asset Management and conducts a small portion of his business. Prior to his financial advisory career, he worked for seven years with the Ogden City Police. Responsible Asset Management provides investment supervisory services to individuals, trusts, qualified retirement plans, and other institutions, managing approximately $40.6 million in assets across about 109 client accounts. The firm employs a structured risk-based approach using diversified portfolios that include traditional and ESG investments, offering both discretionary and non-discretionary management.