Jaron Munk is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including TownSquare Capital, JRS Wealth Management LLC, and Allegis Investment Advisors. Munk is also an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, managing accounts typically on a discretionary basis through a platform relationship with TownSquare Capital.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Goldman Sachs & Co. for 13 years before joining ALTA Capital in 2022. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, offering a range of equity, fixed income, and balanced investment strategies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices across its portfolios.

Clifton Johnson is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His career includes roles at BFC Planning, Inc. and Securities Management & Research, Inc., along with longstanding involvement in insurance sales and management with American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position with the LDS Church as a counselor in the bishopric. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, utilizing model-driven investment strategies based on mutual funds and ETFs with regular monitoring and rebalancing.

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group is a fee-based financial planning and investment management firm managing approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management, third-party manager access, and tax-aware investment strategies.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

William Sandberg is a financial advisor at Promontory Financial Planning, LLC, holding a Series 65 license with five years of industry experience. He has worked at Promontory since 2020 and also maintains roles at Flint Meadow Financial LLC and Fortified Benefits dba Utah Senior Planning. Outside of financial advising, Sandberg is the managing principal of Sand Sure Agency, an insurance agency offering funeral insurance policies. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations by providing comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor approach with integrated insurance and accounting services, emphasizing a range of investment options including no-load mutual funds, index funds, ETFs, and private placements.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Joseph Cannon is a CFP® with 23 years of industry experience, currently serving as an advisor at Oak Lane Advisors. He has worked at Wealth Navigation LLC since 2013 and previously at Arete Wealth Management LLC. Outside of his advisory role, he is involved with an insurance agency as an agent. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with an investment approach centered on diversified, asset-allocation portfolios.

Charles Radtke is a CFA® charterholder and portfolio manager at ALTA Capital Management LLC with three years of industry experience. He has worked at firms including Sterling Capital Management LLC, CXR Asset Management, Barrow, Hanley, Mewhinney & Strauss, and Mercator Asset Management. Radtke also provides investment advisory and portfolio management services to Sterling Capital clients as a shared employee. ALTA Capital Management offers discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process that integrates proprietary quantitative models and committee review. The firm serves various mandates and utilizes sub-advisers, derivatives strategies, and responsible-investing practices within a broader affiliated asset-management network.

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

Carson Skaggs is a financial advisor at Altura Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Legacy Peak Insurance and Legacy Wealth Management. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning services tailored to client objectives.

Clayton Bradshaw is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at Decker Retirement Planning Inc. since 2017 and previously spent seven years at Craig Swapp & Associates. Decker Retirement Planning provides personalized retirement and comprehensive financial planning along with discretionary investment management to a broad client base, including individuals, retirement plans, trusts, and business entities. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, with a prerequisite financial planning process and a $300,000 account minimum.

Curtis Lingren is a financial advisor at ALTA Capital Management LLC in Salt Lake City, UT, holding a Series 65 designation with six years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, Lingren owns Teton Research Group, LLC, a company that locates owners of unclaimed property and helps recover funds held by government agencies. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment process supported by proprietary quantitative screening, earnings analysis, and committee review, and offers a range of strategies including equity and fixed-income mandates.

James Derrick Jr. is a CFA® charterholder and Series 66 licensed financial advisor with 26 years of industry experience. He has been with Smedley Financial Services, Inc. since 2003 and serves as the firm’s Chief Investment Strategist. Derrick also volunteers with the Church of Jesus Christ of Latter-day Saints, assisting in meeting planning and other community activities. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting primarily to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented, proactive investment approach focused on lifetime income planning, managing nearly $397 million in discretionary assets through a six-advisor team.

Chase Redd is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT. He holds a Series 65 credential and has been with Narus Financial Partners since 2025. Prior to joining the firm, his work experience includes roles at Enterprise, Watkins Printing, and International Paper. Narus Financial Partners is a team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis in its investment approach and offers discretionary and non-discretionary management, employing strategies such as option-writing and margin transactions uncommon among peer firms.

Jose Biton is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation with 23 years of industry experience. He has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as private pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.

Skyler Fleming is a financial advisor at Abundo Wealth with a Series 65 designation and one year of industry experience. Prior to joining Abundo Wealth, he held various roles including podcast host and self-employed work focused on financial literacy for young adults. Fleming hosts a podcast dedicated to financial planning education for young adults. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and manages client relationships through a subscription-based model, operating a network of 11 offices.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Fidelity from 2014 to 2026 in various advisory roles. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets, offering customized portfolio management, access to third-party managers, and tax-aware strategies.

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.