Robyn Simons is a financial advisor at Promontory Financial Planning, LLC with 40 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc., Simons/Carrera, and Berthel Fisher & Company Financial Services, Inc. She is a committee member of the Museum of Clean, a nonprofit focused on the cleaning lifestyle and learning. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofits. The firm manages approximately $319 million in client assets, using portfolios composed of no-load mutual funds, index funds, and ETFs, and employs both fundamental and technical analysis to guide discretionary trading and asset allocation decisions.

Tyra Williamson is a financial advisor with Promontory Financial Planning, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has worked at her current firm since 2006. In addition to her advisory role, she is a licensed insurance agent in Utah, Colorado, and Idaho, occasionally placing insurance products through an independent broker. Promontory Financial Planning is a multi-advisor firm serving individuals, trusts, small businesses, and nonprofits, managing approximately $319 million in client assets. The firm utilizes no-load mutual funds, index funds, and ETFs, combining fundamental and technical analysis for discretionary trading and personalized asset allocation, while also offering financial planning, annual reviews, and ad hoc consultations.

Joseph Fisher is a financial advisor at Altura Private Wealth LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms, including Legacy Peak Insurance, where he is also an insurance agent. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and businesses, offering tailored portfolio management, financial consulting, and planning services. The firm utilizes a combination of direct management, model portfolios, and third-party managers across its client base.

Jason Caperton is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at TIAA-CREF, ADP, and Fidelity. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities. The firm provides discretionary asset management, comprehensive financial planning, and access to alternative investments, typically implementing diversified, asset-allocation portfolios and offering private equity and real estate opportunities for qualified clients.

Michael Follett is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at Charles Schwab and TD Ameritrade. Iron Gate Global Advisors serves individual investors, trusts, estates, and retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive financial planning. The firm emphasizes fundamental analysis and a business-owner investment approach, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Alexander Craner is a Series 65-licensed financial advisor with Strategic Planning Group in Bountiful, Utah, with five years of industry experience. Prior to joining Strategic Planning Group, he worked at JP Morgan Chase Bank for two years. He also operates as a sole proprietor offering insurance product sales and services. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans, with a focus on customized asset management and the use of technical and cyclical analysis in security selection. The firm serves a large client base per advisor and regularly offers educational seminars and workshops.

Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.

Ethan Call is a financial advisor at Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Wells Fargo Advisors and Northwestern Mutual. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm customizes portfolios using in-house and third-party models, incorporates technical and cyclical analysis, and employs software and AI tools to support client services.

Michael Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has six years of industry experience, including five years at Global View Capital Advisors and twelve years at Health Equity. He is also licensed to sell insurance products. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and nonprofits. The firm employs a combination of modern portfolio theory, quantitative, fundamental, and technical analysis across diverse investment types and offers financial planning services at no additional cost for clients with assets under management.

Arrin Wray is a Series 65-licensed financial advisor with Decker Retirement Planning Inc. in Salt Lake City, UT, where he has worked for a total of nine years since 2014. Prior to joining Decker Retirement Planning, he was employed at TEKSystems for three years. Outside of his advisory role, he co-owns and assists with operations at an F45 Training gym in Sandy, UT. Decker Retirement Planning serves individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven investment models and a variety of securities across multiple portfolio strategies, offering personalized retirement and financial planning alongside discretionary investment management.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, where he has worked for the past 10 years. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at The Retirement Solution LLC and Pacific West Financial Consultants Inc. Mr. Decker devotes a significant portion of his time to insurance sales and services conducted through his firm. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management, to a diverse client base including individuals, pension plans, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and a range of strategies, including alternative investments, supported by a multi-office structure and periodic client communications.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Ryan Larsen is a CFP® with 25 years of industry experience, currently serving as an advisor at Refined Wealth Management since 2015. He is also the owner of RWI Agency LLC, an insurance agency focused on term life, fixed indexed annuities, and property and casualty insurance, where he oversees business responsibilities and reviews insurance needs for clients. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, tax, and insurance services. The firm employs in-house model portfolios and maintains formal governance through an Investment Committee, providing a comprehensive and integrated approach to wealth management.

Roger Smedley is a CFP® professional with 44 years of industry experience, currently serving at Smedley Financial Services Inc in Salt Lake City, UT. He has been with the firm since 1982 and previously worked at Securities America, Inc. from 1991 to 2024 and at OSAIC from 2024 to present. Smedley Financial Services provides advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning through diversified, model-based portfolios tailored to client objectives, combining fee-based advisory services with limited commission and insurance sales.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Kyle Woodlief is a financial advisor at Refined Wealth Management in Salt Lake City, UT, with five years of industry experience. He holds a Series 65 designation and has worked at Refined Wealth Management since 2021. In addition to his advisory role, he is licensed as a property and casualty insurance agent. Refined Wealth Management provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small business owners. The firm employs a model-based approach to portfolio construction and rebalancing, emphasizes asset allocation and risk management, and offers ancillary services such as 401(k) plan administration, insurance and annuity sales, and in-house tax services.

Jessica Ellis is a Series 65 licensed financial advisor with Alliance Wealth Advisors, LLC in Centerville, Utah, and has one year of industry experience. Her prior roles include positions at Adams Wealth Advisors, Charles Schwab, and Nibley City. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary ETF models with third-party platforms and applies a SMART Retirement framework to manage portfolio risks.

Paul Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2009, including a recent tenure starting in 2021, and previously held positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of advisory services, he is an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a range of analytical methods, managing approximately $439 million across nearly 700 client relationships.