Braxton Leicht is a financial advisor at Beta Wealth Group, Inc with two years of industry experience. Prior to joining Beta Wealth Group, he served 11 years in the U.S. Air Force. He is also a Special Agent with the U.S. Air Force Reserves Office of Special Investigations, conducting criminal investigations. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individualized portfolio construction using ETFs, mutual funds, stocks, and bonds, with additional strategies such as options and margin use, managing approximately $429 million for about 424 clients.

Stephane Bouvel is a financial advisor with Bouvel Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Purshe Kaplan Sterling Investments for nine years before returning to Bouvel Investment Partners, where he has been since 2002. In addition to his advisory role, he is involved in a fixed insurance business focusing on fixed life insurance, long-term care, fixed annuities, and disability insurance products. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a range of investment strategies tailored to client objectives, including concentrated equity sleeves and income-oriented fixed income, and manages variable annuity subaccounts and 529 plan management on the CollegeAmerica platform.

Cade Hyde is a financial advisor at Mountain Goat Wealth Management LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he was employed at Banqu and is currently involved with The Church of Jesus Christ of Latter-day Saints as a US Southwest Area Planning Analyst. He also works part-time as an insurance agent with Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm uses a variety of investment strategies and may utilize third-party sub-advisors to manage client accounts.

Clayton Alexander is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at AE Wealth Management LLC and New Millennium Insurance Group. Outside of advisory work, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses in-house model portfolios and a combination of fundamental, cyclical, and technical analysis to tailor investment strategies to clients’ needs.

Casey Nelsen is a CFA® charterholder with 11 years of industry experience. He is a portfolio manager at ALTA Capital Management LLC and Sterling Capital Management LLC. Casey has been with Alta Capital Management since 2007 and joined Sterling Capital Management in 2025. Outside of his advisory work, he owns Tellucap Partners, a non-investment business that includes management of a property with storage units in Salt Lake City. Alta Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, offering a range of strategies including equity quality growth, dividend, SMID, global equity, fixed income, and balanced mandates. The firm employs a quality-growth, bottom-up investment process and utilizes sub-advisers, derivatives, and responsible-investing practices in its stewardship activities.

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Andrew Schaffernoth is a financial advisor with ALTA Capital Management LLC in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 23 years of industry experience, with 20 years at ALTA Capital Management. 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 and participates in wrap fee programs and Unified Managed Account platforms, offering a range of equity, fixed income, and balanced strategies.

Adam Fisher is a financial advisor with Oak Lane Advisors in Centerville, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Arete Wealth Management, LLC for 11 years and has been with Wealth Navigation, LLC since 2006. Outside of his advisory role, Fisher is involved in multiple business ventures including ownership and partnership positions in various holding companies and an equipment rental business. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts, with an investment approach focused on diversified, asset-allocation driven portfolios and alternative investment opportunities for accredited investors.

Jason Ware is a financial advisor with Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation and 16 years of industry experience. He has been with Albion Financial since 2008. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, utilizing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds closed to new investors and offers fiduciary retirement plan services along with standalone financial consulting.

Sean Griffeth is a CFP® and holds a Series 65 license, currently with Dentist Advisors in Salt Lake City, UT. He has three years of industry experience, including prior roles at Multiplier, Inc dba Harness Wealth and Brightside Benefit, Inc. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, alongside outsourced accounting and educational programs such as the Dentist Money Summit.

Benjamin Coles is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT, holding a Series 65 designation with eight years of industry experience. He has worked at Alliance Wealth Advisors in multiple capacities since 2016 and previously at TownSquare Capital, LLC and Capital Management. Outside of his advisory role, he is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it employs a platform approach with TownSquare Capital to customize advice and manage accounts.

Matthew Williams is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has been with Refined Wealth Management since 2014 and also has a longstanding role at Fit Forever. Approximately 1% of his time is spent on the sale of accident and health, life, and variable insurance contracts. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages portfolios primarily through in-house model strategies and maintains formal governance through an Investment Committee without outsourcing core asset management.

Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with five years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services and AXA Advisors. Outside of his advisory role, he assists with labor and paperwork on a family farm. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm uses customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may incorporate third-party managers and derivative instruments in client portfolios.

Shane Thomas is a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Smedley Financial Services since 2005 and has additional experience at SECURITIES AMERICA, Inc. since 2003. Thomas also serves as Vice President of Technology at Smedley Financial Services. Smedley Financial Services, Inc. is a six-advisor team providing fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and emphasizes proactive investing through diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.

Jaron Munk is a financial advisor with Alliance Wealth Advisors, LLC in Centerville, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including TownSquare Capital, JRS Wealth Management LLC, and Allegis Investment Advisors. Munk is also an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, managing accounts typically on a discretionary basis through a platform relationship with TownSquare Capital.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Goldman Sachs & Co. for 13 years before joining ALTA Capital in 2022. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, offering a range of equity, fixed income, and balanced investment strategies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices across its portfolios.

Clifton Johnson is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His career includes roles at BFC Planning, Inc. and Securities Management & Research, Inc., along with longstanding involvement in insurance sales and management with American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position with the LDS Church as a counselor in the bishopric. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, utilizing model-driven investment strategies based on mutual funds and ETFs with regular monitoring and rebalancing.

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group is a fee-based financial planning and investment management firm managing approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management, third-party manager access, and tax-aware investment strategies.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.