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.

Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.

Heath Heavy is a CFP® with three years of industry experience, currently serving as a financial advisor at Albion Financial Group in Salt Lake City, UT. He previously worked at LPL Financial LLC, Geneos Wealth Management, and has experience supporting independent advisory firms. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds using a combination of fundamental, technical, and cyclical analysis and offers ERISA 3(38) fiduciary retirement-plan services.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual 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 and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

William Johnson is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and two years of experience. He previously worked at The Cynosure Group and has a background that includes positions at the University of Utah and Northcrest Country Club. Cynosure Portfolio Advisors serves individual advisory clients, focusing mainly on retail, non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and providing consolidated reporting across liquid and illiquid holdings.

Samuel Walker is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in operations management for a company providing restroom trailer rentals. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a variety of investment approaches and utilizes third-party platforms to support portfolio implementation and account reviews.

Connor Humphrey is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wealth Foundations Partners, he worked at HedgeCo Securities LLC, DriveWealth LLC, and Fidelity Investments. Outside of his advisory role, he is involved in selling various life insurance products through Ash Brokerage. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, pension consulting, and financial planning, employing a range of investment approaches including modern portfolio theory, quantitative, fundamental, and technical analysis.

Nirvon Mahdavi is a CFA® charterholder with six years of industry experience, currently serving at ALTA Capital Management LLC in Salt Lake City, UT. He has been with ALTA Capital Management since 2016 and previously worked at the University of Utah from 2012 to 2017. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process with proprietary quantitative screening and an Earnings Analysis model, offering a range of strategies including equity, fixed income, and balanced mandates.

Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at First Citizens Investor Services, SVB Wealth LLC, and KeyBank. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers specialized corporate and tax-related planning services.

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. 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 combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.

Jared Stubbs is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Narus Financial Partners is an SEC-registered advisory firm that serves individuals, trusts, estates, and small businesses, managing approximately $468 million across about 191 clients. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis with strategic and tactical asset allocation, offering discretionary portfolio management and financial planning services. Its formal affiliation with a law firm and use of option strategies and margin borrowing in separately managed accounts distinguish it from most peers.

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.