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 Series 65-licensed financial advisor with 14 years of industry experience, currently serving at Cannon Capital Management, Inc. since 2009. He is also affiliated with Cannon Capital Tax, LLC. 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 emphasizes diversified portfolios across multiple asset classes, with a focus on valuation discipline and an explicit avoidance of leveraged securities.

Daren Wright is a financial advisor at Cottonwood Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Allegis Investment Advisors and Garda Financial. Outside of his advisory role, he manages private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and is involved with a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation, incorporating fixed-income duration management and derivative strategies, supported by an affiliated accounting practice and licensed insurance representatives.

Molly Lynn is a financial advisor at Sunbeam Capital Management, LLC in Salt Lake City, UT, with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked 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. The firm manages diversified portfolios using low-cost mutual funds, ETFs, and other securities, employing a long-term, fundamentals-based investment approach with customized asset allocations and continuous account monitoring.

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.

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.

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 a financial advisor at Seven Canyons Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Alps Distributors, Inc. In addition to his advisory role, Moessing is the owner of The Annadel Group, 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 uses a bottom-up fundamental research process focused on small- and mid-cap global equities, supplemented by quantitative and macro analysis, and typically manages concentrated, actively positioned portfolios with various risk management techniques.

John Sperry is a financial advisor at Dynamic Wealth Advisors with Series 65 and Series 66 credentials and five years of industry experience. He has been with Dynamic Wealth Advisors since 2024 and has also been self-employed since 2009. Dynamic Wealth Advisors is a fee-based registered investment adviser serving individuals, trusts, and retirement plans with discretionary portfolio management, financial planning, and consulting services. The firm uses a risk-focused, model-based investment approach incorporating active derivatives and shorting strategies 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 possessing 24 years of industry experience. His work history includes roles at Global Financial Private Capital, LLC, Galileo Financial Advisors, LLC, Galileo Financial Network, OneAmerica Securities, Inc., First Western Advisors, Mass Mutual Investors Services, and Banc One Securities Corporation. Solitude Wealth Advisors is a state-registered firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers financial planning, consulting, and discretionary investment management, emphasizing customized asset allocation, detailed client data gathering, and ongoing portfolio monitoring.

Jordan Schwartz is a financial advisor at Jasmijn Capital Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Agilis Wealth Management for seven years. Jasmijn Capital Management provides discretionary investment management to individuals, trusts, and estates through its Advisor Managed Portfolios platform. The firm uses a risk-tolerance and optimization-based approach to construct and actively rebalance portfolios containing mutual funds, ETFs, equities, and debt, while occasionally employing unleveraged inverse ETFs for hedging.

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.

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.

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 experience in financial advisory roles. He is currently with Noble Wealth Management P.B.C. and also serves as a project manager at Business Transition Group, focusing on business succession consulting. His prior experience includes positions at Northwestern Mutual and other wealth management firms. Noble Wealth Management P.B.C. provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a top-down, macro-environmental investment approach with tactical asset allocation and uses fundamental, technical, and quantitative analysis.

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® 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 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.