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.

Clinton Cannon is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with Cannon Capital Management, Inc. since 2008. He is co-owner of Fishrock Advisors, LLC, a firm in the formation phase focused on managed futures. Cannon Capital Management is an SEC-registered 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. Its investment approach emphasizes diversified portfolios using ETFs, mutual funds, individual equities, and private-market vehicles, with a disciplined valuation process and avoidance of leveraged securities.

Christian Cardoso is a CFP® credentialed advisor at Ascend Investment Management, LLC with four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and TD Ameritrade. Ascend Investment Management provides fee-based financial planning and investment advisory services primarily to individual clients, along with trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm uses fundamental and technical analysis for discretionary portfolio management and offers public educational seminars and workshops 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 with six years of industry experience, currently serving at Olde Wealth Management, LLC in Draper, UT. Prior to joining Olde Wealth Management, he held roles at Financial Network Wealth Management LLC and Purple Pines LLC. Outside of financial advising, he is president of MBRO Inc., a clothing boutique and real estate management company. 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 an investment approach based on Modern Portfolio Theory, utilizing a broad range of securities and both long- and short-term strategies.

Tyler Hansen is a financial advisor with My Prosper Team in Lehi, UT, holding Series 66 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments. Outside of advisory services, he owns and operates Prosper Wealth Insurance, LLC. My Prosper Team serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering investment management and financial planning with a focus on individualized portfolio construction and the use of ETFs and covered-call strategies. The firm also engages in affiliated businesses including real estate offerings and insurance services.

David Krauser is a financial advisor at You First Financial LLC in Holladay, UT, holding a Series 66 designation with 14 years of industry experience. He has worked at several firms, including Elevated Capital Advisors, LLC and FourSteps Financial, LLC, before joining You First Financial in 2018. In addition to his advisory role, he is active as an insurance agent with You First Insurance, LLC. You First Financial is a small, owner-operated firm with two advisors managing approximately $18.4 million in discretionary assets. The firm serves individual clients, including both high-net-worth and non-HNW households, offering discretionary portfolio management and comprehensive financial planning through a combination of direct management and third-party platforms.

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 Series 66-licensed financial advisor with over 23 years of industry experience. He currently works at Provident Living Financial Services, where he has been since 2016. Barber serves on the board of Welfie, 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 businesses. The firm offers discretionary portfolio management through its Finique 360 program, utilizing fundamental, technical, and cyclical analysis, and supports employer-sponsored plans with educational programs and estate-planning technology.

Cam Mcclellan is a financial advisor at Palisade Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ailsa Capital Inc since 2011. Palisade Wealth Management provides customized, discretionary investment management primarily to individual clients, including high-net-worth households. The firm focuses on publicly traded equities and fixed-income securities, using asset allocation guided by Modern Portfolio Theory and quantitative optimization models.

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.

Shane Christiansen is a financial advisor at Presidio Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial and OneDigital Investment Advisors. Christiansen has been associated with Presidio Wealth Management since 2003. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to individuals, households, trusts, estates, foundations, charitable organizations, pension and profit-sharing plans, and business entities. The firm uses Modern Portfolio Theory and a combination of fundamental and technical analysis to build diversified, long-term portfolios, tailoring strategies to clients’ goals and risk tolerance.

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 four years of industry experience. He holds Series 66 and Series 65 licenses and previously worked in the mortgage industry for over a decade. In addition to his advisory role, he owns and manages a mortgage brokerage, RIDGE Home Loans, where he serves as lending manager and loan officer. Oxford Wealth Management serves high-net-worth individuals, trusts, IRAs, business entities, and retirement plans, focusing on clients with multi-million dollar net worths. The firm provides tailored investment management, financial planning, and consulting services, combining macroeconomic and fundamental analysis to customize asset allocation and portfolio construction.

Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an advisor at Aspen Ridge Wealth Management, LLC. Prior to joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. He is also licensed as an independent insurance agent in Utah through Compass Insurance Advisors, offering insurance products occasionally based on client need. Aspen Ridge Wealth Management provides investment management, financial planning, and retirement-plan consulting primarily for individual clients, with tailored portfolios emphasizing diversification and long-term strategies. The firm offers educational seminars at no charge and combines advisory and insurance services with disclosed potential conflicts.

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.

Adam Carlini is a financial advisor at Dynamic Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Leigh Baldwin & CO., LLC for eight years. Carlini is a part owner of Dynamic Tax Advisors LLC, a tax planning and preparation business that he manages outside of market hours. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused, model-based investment approach incorporating derivatives and shorting strategies uncommon among peer firms.