Micah Brooks is a CFP®-designated financial advisor with six years of industry experience, currently practicing at Olde Wealth Management, LLC in Draper, UT. His prior experience includes roles at Financial Network Wealth Management LLC, Purple Pines LLC, and Your Trade Recipes LLC. Outside of financial advising, he serves as president of MBRO Inc., a clothing boutique and real estate management business. Olde Wealth Management provides asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach, utilizing a wide range of securities and third-party research, while managing approximately $377 million in client assets.

Tyler Hansen is a financial advisor with My Prosper Team, holding Series 65 and Series 66 licenses and 10 years of industry experience. He has worked at Prosper Wealth Solutions, Sprout Financial LLC, and Vantage Point Investments prior to joining his current firm. Hansen is also the owner and agent of Prosper Wealth Insurance, an affiliated insurance agency. My Prosper Team provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction with documented investment policy statements, utilizing ETFs and covered-call strategies tailored to clients’ risk profiles.

Stuart Enterline is a financial advisor at Lefavi Wealth Management in Salt Lake City, UT, with eight years of industry experience. He holds a Series 66 designation and has been with Lefavi Wealth Management since 2017. Lefavi Wealth Management provides discretionary investment management and financial planning primarily to individual and high-net-worth clients, as well as trusts, retirement plans, and charitable entities. The firm’s investment approach is based on modern portfolio theory, focusing on diversification and strategic asset allocation across mutual funds, ETFs, individual securities, and alternative investments.

David Krauser is a financial advisor at You First Financial LLC in Holladay, UT, with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Equitable Advisors. In addition to his advisory role, Krauser provides insurance services through You First Insurance, LLC. You First Financial LLC is a small, supported advisory firm serving individual clients across a range of net worth levels. The firm offers discretionary portfolio management primarily through the Betterment for Advisors platform, along with comprehensive financial planning and occasional public educational seminars.

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 financial advisor with Provident Living Financial Services in Lehi, UT, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of his advisory work, he serves on the board of Welfie, LLC, 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 business clients. The firm offers discretionary portfolio management with a range of risk profiles, employs fundamental, technical, and cyclical analysis, and features estate-planning technology and multi-generational wealth stewardship services.

Cam Mcclellan is a financial advisor at Palisade Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ailsa Capital Inc, Omni Investment Advisors Inc, and Foothill Securities, Inc. Palisade Wealth Management offers discretionary investment management primarily to individual clients, using a quantitative approach informed by Modern Portfolio Theory to tailor portfolios that include equities, fixed income, ETFs, mutual funds, and cash based on clients’ financial situations and tax considerations.

Haylie Lahtinen is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. She has worked at Athos Private Wealth since 2021 and previously was involved with the University Growth Fund and Brigham Young University. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm offers discretionary portfolio management across public and private investments, combining asset allocation, research, and balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles including venture, private equity, and digital-asset strategies.

Dan Loose is a CFP® professional with nine years of experience in financial advising, currently with Medicus Wealth Planning, Inc. since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management. Outside of advising, he is a licensed Realtor® in Utah and maintains his license to assist clients with real estate inquiries and to stay informed on the local market. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering discretionary account management and goal-based planning.

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.

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for more than a decade. Mark can also often be found podcasting and writing for the 501c3 he founded in 2018, Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys golf (playing and coaching his kids' school program), skiing, trail running, hunting, climbing or riding bikes with his family.

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.

Jacob Oyler is a CFP® professional at Aspen Ridge Wealth Management, LLC with five years of industry experience. He previously worked at Colwyn Investments and E*TRADE Securities LLC. In addition to his advisory role, he is a licensed independent insurance agent in Utah, providing insurance products on a limited basis. Aspen Ridge Wealth Management offers investment management, financial planning, and retirement-plan consulting primarily for individuals, as well as trusts, foundations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a mix of fundamental, technical, and industry-trend analysis, supported by educational seminars and workshops.

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.

Matthew Hess is a financial advisor with Vantage Point Investments, Inc. in West Jordan, UT. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Sprout Financial LLC and SPC. Outside of financial advising, he is involved in custom furniture and woodworking projects and offers business consulting services. Vantage Point Investments, Inc. provides fee-based investment management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and business entities. The firm emphasizes diversification and asset allocation, offering both discretionary and non-discretionary management along a conservative-to-aggressive spectrum.

George Roumpos is a financial advisor at Solitude Wealth Advisors, LLC., holding a Series 65 credential with 12 years of industry experience. His work history includes roles at Galileo Financial Advisors and Galileo Financial Group, as well as at Pende, Inc. Solitude Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management with a process that includes detailed data gathering, customized asset allocation, and ongoing monitoring, often working with third-party Independent Managers.

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.

Kent Christensen is a financial advisor at Haynie Wealth Management LLC in Salt Lake City, UT, with three years of industry experience. He holds a Series 65 designation and has worked at Haynie Wealth Management since 2022. In addition to his advisory role, Mr. Christensen has been involved with Haynie and Company, CPAs, a firm focused on tax preparation, since 1999. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s investment approach emphasizes long-term, fundamental analysis and diversified portfolios using low-cost mutual funds, ETFs, and individual securities, with ongoing monitoring and rebalancing.

Daniel Hannon is a financial advisor at Burrus with 12 years of industry experience. He holds a Series 65 designation and has been with Burrus Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach using primarily no-load or low-load mutual funds and ETFs, managing all client accounts on a discretionary basis and providing financial plans at no additional charge.