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.

Joseph Pugliano is a financial advisor at Investable Wealth, LLC with a Series 65 designation and three years of industry experience. His prior work includes roles at Bill, Divvy, Podium, and the University of Utah. Outside of advising, he works as a Senior Software Engineer at a software application company. Investable Wealth, LLC provides concierge, discretionary portfolio management primarily for individuals, trusts, estates, and small businesses. The firm employs a growth-oriented, active investment strategy focused on publicly traded equities and ETFs, with adjustments in trading frequency and asset allocation based on market conditions.

Larry Sabin is a financial advisor at Sabin Investment Management, Inc. in Lehi, Utah, holding a Series 63 designation with 18 years of industry experience. He has been with Sabin Investment Management since 2007, working continuously through its various iterations. Sabin Investment Management, Inc. provides discretionary portfolio management and retirement plan consulting services to individual, high-net-worth, and institutional clients. The firm offers tailored equity, ETF, and fixed-income allocations, ERISA 3(21) plan support, and employs both fundamental and technical analysis across a range of investment strategies.

Richard Grider is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and offers both discretionary and non-discretionary management tailored to client objectives.

Devin Peterson is a financial advisor at Brighter Retirement Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Wealth Advisors, Brighter Wealth Advisors, Allegis Investment Advisors, and Precoa LLC. Devin is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations with comprehensive financial planning and portfolio management. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and offers supplemental services such as tax consulting, estate-document facilitation, and Medicare consulting.

John Carrington is a financial advisor at Sandlot Private Wealth LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Elysium Wealth Management, Salt Wealth Partners, United Planners' Financial Services, and Eide Bailly Advisors. In addition to his advisory role, he serves on the board of Elysium Holdings, LLC, a non-investment-related company. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management services with a focus on tailored portfolios that include traditional and alternative assets, emphasizing access to private investments and bespoke client relationships.

James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation. He has experience leading Teton Strategy Group LLC, where he serves as president and advises start-ups, corporations, investment funds, family offices, and boards. Archibald also works as Assistant Vice President at Utah Valley University, focusing on diversifying revenue sources and overseeing commercial and auxiliary services. Oxford Wealth Management serves high-net-worth individuals, trusts, business entities, and retirement plans, generally targeting clients with multi-million dollar net worths. The firm offers customized investment management and financial planning services, combining macroeconomic analysis with fundamental and quantitative research to guide asset allocation and portfolio construction.

Cory Carling is a CFP® and holds a Series 66 license, with three years of industry experience. He has worked at Morgan Stanley and Fidelity Investments prior to joining Capital Wealth, LLC. Before his financial advisory career, he spent several years in engineering and metalwork roles. Capital Wealth, LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers, financial planning, and estate-planning referrals. The firm emphasizes ongoing manager oversight and integrates financial planning and periodic client reviews into its process.

Jason Payne is a CFP® professional with 29 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has previously worked at Spc, Parkland Securities, LLC, and has operated Payne Financial Management Inc. since 2003. Outside of his advisory work, he serves as a counselor for college-age young adults with The Church of Jesus Christ of Latter Day Saints, where he organizes spiritual development activities and service projects. 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 strategies and offers services including socially conscious investment options and investor education seminars.

Ann Lobos is a financial advisor at Vitality Capital Management, LLC with seven years of industry experience. She holds a Series 65 credential and has been working at Sorensen, Vance, & Company since 2004. Outside of advising, she owns and operates North Star Consulting & Tax and Profit Wise Bookkeeping, providing tax preparation, tax planning, bookkeeping, and business consulting services. Vitality Capital Management serves individuals, trusts, corporations, and retirement plans with discretionary investment management, financial planning, and ERISA plan advisory services. The firm integrates tax and accounting capabilities alongside investment advice, offering tailored strategies based on client objectives and providing services uncommon for firms of its size.

David Young is a financial advisor at Paragon Wealth Management with 32 years of industry experience. He has been with Paragon Capital Management since 1992. Outside of his advisory work, Young serves as the Mayor and Chairman of the City Council for Orem City, UT, a role he has held since 2023, and he is also a board member of OC Jones & Sons. Paragon Wealth Management provides investment supervisory services and financial planning to individuals and institutional clients, including pension and ERISA accounts, trusts, estates, and business entities. The firm uses proprietary quantitative models alongside fundamental and technical analysis to manage portfolios that include ETFs, equities, mutual funds, bonds, and other instruments.

William Miller is a CFP® with 16 years of experience in financial advising. He has worked at The Professional Financial Company LLC since 2018 and previously held roles at Arista Wealth Management, LLC and Legacy Wealth Management, LLC. The Professional Financial Company LLC (dba PROFi) offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a disciplined investment process combining fundamental analysis, quantitative methods, and modern portfolio theory, with an emphasis on long-term investing, global diversification, and tax-efficient strategies.

Mark Cowdell is a CFP® professional with 28 years of industry experience. He is the principal of Cowdell Investments, LLC in Alpine, Utah, and has been affiliated with First Western Advisors since 2003. In addition to his advisory role, he works as an independent insurance agent. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm offers discretionary portfolio management and standalone planning, combining securities and insurance-based solutions tailored to clients’ risk tolerance and time horizon.

Dallas Messenger is a financial advisor at Sandlot Private Wealth LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Orion Portfolio Solutions and JPMorgan Chase & Co, as well as work outside financial services at The Station Bar and Venue. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm provides holistic wealth management, including comprehensive financial planning, discretionary portfolio management, and access to private investments across traditional and alternative asset classes.

Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.

Michael Sandos is a financial advisor at Sandos Financial with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allegis Investment Advisors and Allegis Investment Services from 2016 to 2019. Outside of his advisory work, Sandos is the founder and chairman of the Koa Kajukenbo Ohana Association, a martial arts organization, and he is also an author of self-help books. Sandos Financial is a fee-based registered investment adviser serving primarily individual investors, with occasional small business and nonprofit clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analysis, managing approximately $17.25 million in assets for around 156 clients.

Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Outside of his advisory role, he is engaged in external public-facing activities including acting, public speaking, and authorship. Cowdell Investments primarily serves individual clients with retirement planning, financial planning, and wealth management, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on clients’ risk tolerance and time horizon, using both fundamental and technical analysis, and offers a range of products including discretionary wealth management and insurance-based solutions.

Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.

Spencer Dickinson is a financial advisor at Eldon Reese Advisory Group in Provo, UT, holding Series 65 and Series 63 licenses. He has been with the firm since 2025 and has prior experience at Clearstone Associates, Gajardo Wealth Management, and Brigham Young University. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, providing financial planning, discretionary portfolio management, and business consulting. The firm focuses on long-term, asset-allocation strategies and offers a formal business consulting program for owner-clients.