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.

Andrey Kutuzov is a CFA® charterholder with 10 years of industry experience. He has been with Seven Canyons Advisors, LLC since 2020 and previously worked at Wasatch Advisors from 2014 to 2020. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, a private investment fund, and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its investment approaches.

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.

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® 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.

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 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.

Matthew Hess is a financial advisor at Vantage Point Investments, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Vantage Point Investments since 2014, following a two-year tenure at Sprout Financial LLC. Outside of advising, he is involved in custom furniture and woodworking projects and offers business consulting services related to structure, valuation, and pricing. Vantage Point Investments is a fee-based registered investment adviser serving individuals, families, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm provides ongoing portfolio management and project- or hourly-based financial planning, emphasizing individualized portfolio construction and diversified strategies including ETFs, mutual funds, individual securities, and limited options strategies.

George Roumpos is a financial advisor at Solitude Wealth Advisors, LLC., holding a Series 65 designation with 11 years of industry experience. He has worked at Galileo Financial Advisors since 2016 and at Galileo Financial Group since 2012. Additionally, he has been involved with Pende, Inc. since 2001. Solitude Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers financial planning, consulting, and discretionary investment management with a focus on customized asset allocation, written investment policy statements, and regular portfolio monitoring.

Colby Berg is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Guardian Wealth Management in Salt Lake City, UT. He previously held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, among others. Guardian Wealth Management serves individual and high-net-worth clients by providing ongoing investment supervisory services and tailored financial planning. The firm employs a mix of analytical approaches to manage portfolios on a discretionary basis and is notable for its use of short sales and options strategies within separately managed accounts.

Kent Christensen is a financial advisor with Haynie Wealth Management LLC in Salt Lake City, holding a Series 65 designation and three years of industry experience. He has been with Haynie Wealth Management since 2022 and concurrently works at Haynie and Company, CPAs, where he has been involved in tax preparation since 1999. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm combines portfolio management with financial planning, emphasizing fundamental analysis and a long-term investment approach using diversified portfolios with low-cost mutual funds, ETFs, and occasionally individual securities.

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.

Justin Vargas is a financial advisor at Cannon Capital Management, Inc. with a Series 65 designation and one year of industry experience. His prior work experience includes roles at Azul Hospitality, Diversify Advisor Solutions, and various educational and athletic organizations. Cannon Capital Management is an SEC-registered, fee-based investment adviser managing approximately $386 million with a four-advisor team. The firm serves individual clients including high-net-worth individuals, retirement plan sponsors, trusts, estates, nonprofits, and business entities, offering discretionary investment management, financial planning, and pension consulting services. Their investment approach focuses on diversified portfolios using ETFs, mutual funds, individual equities, and private-market vehicles, with tailored solutions for retirement plans and an emphasis on avoiding leveraged securities.

Jeffrey Kemp is a CFP® with 14 years of industry experience, currently serving at Lefavi Wealth Management since 2018. His prior roles include positions at Raymond James & Associates, Voya Financial Advisors, and TD Ameritrade. Outside of his advisory work, he is involved with the Boy Scouts of America as a Venture Advisor and holds leadership roles on school trust committees focused on educational funding oversight. 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 employs a modern portfolio theory approach emphasizing diversification and strategic asset allocation, utilizing mutual funds, ETFs, and selected alternative investments.

Michael Goodman is a financial advisor at Mountain Goat Wealth Management LLC with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he serves as the general manager of Guardian Plug & Abandonment, an oil and gas company, since 2023. Mountain Goat Wealth Management LLC provides investment advisory services and financial planning primarily to individual clients. The firm offers both discretionary and non-discretionary portfolio management and hourly planning, tailoring portfolios to client goals and risk tolerances while utilizing fundamental and charting investment analysis methods.

Thomas Fritz is a CFP® professional with 25 years of industry experience, serving at Wilson Financial Advisors, Inc. in Salt Lake City since 1993. He holds a Series 65 license and has been with the firm for over three decades. Wilson Financial Advisors works with individuals, families, and small businesses, providing comprehensive financial planning without selling insurance or offering legal advice. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, emphasizing a fee‑only, hourly or retainer billing model, and focuses on asset allocation using no‑load mutual funds within a buy‑and‑hold strategy.