Tyler Hansen is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 65 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory work, he owns Prosper Wealth Insurance, LLC, an insurance agency operating alongside his financial advisory practice. My Prosper Team provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policies and offers a range of risk-adjusted strategies, including the use of ETFs and covered-call strategies, while maintaining active involvement in affiliated businesses such as insurance and mortgage services.

Richard Barber is a financial advisor with Provident Living Financial Services in Lehi, UT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of his advisory work, he serves on the board of Welfie, LLC, 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 business clients. The firm offers discretionary portfolio management with a range of risk profiles, employs fundamental, technical, and cyclical analysis, and features estate-planning technology and multi-generational wealth stewardship services.

Cam Mcclellan is a financial advisor at Palisade Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ailsa Capital Inc, Omni Investment Advisors Inc, and Foothill Securities, Inc. Palisade Wealth Management offers discretionary investment management primarily to individual clients, using a quantitative approach informed by Modern Portfolio Theory to tailor portfolios that include equities, fixed income, ETFs, mutual funds, and cash based on clients’ financial situations and tax considerations.

Dan Loose is a CFP® professional with nine years of experience in financial advising, currently with Medicus Wealth Planning, Inc. since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management. Outside of advising, he is a licensed Realtor® in Utah and maintains his license to assist clients with real estate inquiries and to stay informed on the local market. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering discretionary account management and goal-based planning.

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.

Richard Anderton is a financial advisor at Oxford Wealth Management with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Oxford Wealth Management in 2026, he worked in mortgage lending for over a decade, including as lending manager and loan officer at RIDGE Home Loans, a mortgage brokerage he owns. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, typically targeting clients with multi‑million dollar net worths. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting, using a formal Investment Plan that incorporates macroeconomic themes and various analytical methods to guide asset allocation and portfolio construction.

Kevin Michels is a CFP® with 11 years of industry experience and has been with Medicus Wealth Planning, Inc. since 2016. He holds Series 63 and Series 65 licenses and is based in Draper, Utah. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm utilizes a combination of fundamental analysis and modern portfolio theory, manages accounts on a discretionary basis, and offers educational seminars and workshops.

John Pugliano is a Series 65-licensed financial advisor with 13 years of industry experience, currently serving clients at Investable Wealth, LLC since 2013. The firm provides concierge, discretionary portfolio management primarily to individuals, trusts, estates, and small businesses. Investable Wealth focuses on a growth-oriented and active investment approach using publicly traded equities, ETFs, options, fixed income, and cash equivalents, managing over $100 million with a small advisory team.

Jennifer Nielsen is a CFP® professional at Timpanogos Financial Advisors, Inc. with four years of industry experience. Her prior roles include positions at SPC and Payne Financial Management Inc., as well as two years with Alpine School District. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm employs client-specific asset allocation and portfolio management strategies, offers socially conscious investment options, and provides investor education through public seminars and workshops.

Joseph Pugliano is a financial advisor at Investable Wealth, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Bill, Divvy, Podium, and the University of Utah. Outside of advising, he works as a Senior Software Engineer at a software application company. Investable Wealth, LLC provides concierge, discretionary portfolio management primarily for individuals, trusts, estates, and small businesses. The firm employs a growth-oriented, active investment strategy focused on publicly traded equities and ETFs, with adjustments in trading frequency and asset allocation based on market conditions.

Larry Sabin is a financial advisor at Sabin Investment Management, Inc. in Lehi, Utah, holding a Series 63 designation with 18 years of industry experience. He has been with Sabin Investment Management since 2007, working continuously through its various iterations. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm offers tailored equity, ETF, and fixed-income allocations, ERISA 3(21) plan support, and employs both fundamental and technical analysis across a range of investment strategies.

Richard Grider is a financial advisor with My Prosper Team in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several firms, including Dynamic Wealth Advisors, Mass Mutual Investors Services, and Transamerica Capital Inc. Grider is also a licensed real estate agent with Silvercreek Realty. My Prosper Team provides investment management, financial planning, and consultation services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on individualized portfolio construction, utilizes a range of risk profiles, and incorporates strategies such as ETFs and covered calls, while also maintaining active involvement in affiliated businesses.

Devin Peterson is a financial advisor at Brighter Retirement Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Wealth Advisors, Brighter Wealth Advisors, Allegis Investment Advisors, and Precoa LLC. Devin is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations with comprehensive financial planning and portfolio management. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and offers supplemental services such as tax consulting, estate-document facilitation, and Medicare consulting.

John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.

Cory Carling is a CFP® certificant with four years of industry experience, currently advising at Capital Wealth, LLC in Lehi, Utah. His prior work includes roles at Morgan Stanley and Fidelity Investments, as well as engineering and technical positions before entering the financial industry. Capital Wealth serves individual and high-net-worth clients by recommending and overseeing third-party money managers and providing financial planning and consulting services tailored to client goals. The firm emphasizes ongoing portfolio oversight, integrates financial planning, and utilizes model portfolios and managed account programs as part of its investment approach.

Jason Payne is a CFP® professional with 30 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has worked previously at Spc, Parkland Securities, LLC, and through his own firm, Payne Financial Management Inc. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, organizing spiritual and service activities. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses client-specific asset allocation and portfolio management approaches, incorporating mutual funds, ETFs, individual securities, and socially conscious investment options.

David Young is a financial advisor at Paragon Wealth Management with 32 years of industry experience. He has been with Paragon Capital Management since 1992. Outside of his advisory work, Young serves as the Mayor and Chairman of the City Council for Orem City, UT, a role he has held since 2023, and he is also a board member of OC Jones & Sons. 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 uses proprietary quantitative models alongside fundamental and technical analysis to manage portfolios that include ETFs, equities, mutual funds, bonds, and other instruments.

William Miller is a CFP® with 16 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held roles at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC (dba PROFi) offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment process combining fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on long-term investing, global diversification, and tax-efficient strategies.

Mark Cowdell is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.