Allison Daines is a CFP® and Series 66 license holder with four years of industry experience. She has worked at Journey Beyond Wealth since 2022, following roles at The Vanguard Group and Paragon Wealth Management. Her background also includes work with Utah Valley University and Creative Media Group Inc. Journey Beyond Wealth provides ongoing financial planning and discretionary investment management primarily to high-net-worth individuals and families. The firm uses a passive, Modern Portfolio Theory-based approach with low-cost mutual funds and ETFs and offers specialized Family Office services for multi-generational clients.

Chad Austin is a financial advisor with Capital Wealth, LLC in Lehi, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior experience includes roles at Fidelity Investments and Wells Fargo Bank NA. Outside of his advisory work, he is involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth provides advisory services to individual and high-net-worth clients by recommending and monitoring third-party money managers, alongside financial planning and estate-planning referrals. The firm focuses on manager selection and oversight while integrating financial planning and regular client reviews into its process.

Christian Cardoso is a CFP® with four years of industry experience, currently advising at Ascend Investment Management, LLC in Pleasant Grove, UT. His prior experience includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Ascend Investment Management provides fee-based investment advisory and financial planning services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm employs a combination of fundamental and technical analysis for discretionary portfolio management and offers educational seminars at no charge.

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.

Micah Brooks is a CFP® professional at Olde Wealth Management, LLC with six years of industry experience. Before joining Olde Wealth, he worked at Financial Network Wealth Management LLC and Purple Pines LLC. He is also president of MBRO Inc., a clothing boutique and real estate management business. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach using a broad range of securities and offers ongoing portfolio management alongside financial planning services.

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.

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.

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® 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.

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.

Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an investment adviser representative at Aspen Ridge Wealth Management, LLC. Prior to joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. In addition to his advisory role, Oyler is a licensed independent insurance agent in Utah. Aspen Ridge Wealth Management provides investment management, financial planning, and retirement-plan consulting primarily for individuals, as well as trusts, foundations, and businesses. The firm emphasizes diversified, tailored portfolios and offers educational seminars alongside ongoing portfolio management.

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.

Matthew Hess is a financial advisor with Vantage Point Investments, Inc., holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Sprout Financial LLC and SPC. Outside of advising, he is involved in business consulting and custom furniture and woodworking projects. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, and trusts. The firm emphasizes individualized planning and diversified investment strategies, managing approximately $40 million in client assets with a small advisory team.

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, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. 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, often using ETFs and covered-call strategies, and offers both discretionary and non-discretionary management tailored to client objectives.