Barbara Ray is a financial advisor with Bridge Generations Wealth Management in Millcreek, UT. She holds the PFS™ and Series 66 designations and has 22 years of industry experience. Prior to joining Bridge Generations Wealth Management in 2024, she worked at Vantage Consulting and Forum Financial Management. Outside of her advisory role, she serves as CEO and President of Vantage Consulting, a business consulting firm focused on exit strategies for business owners. Bridge Generations Wealth Management provides fee-based wealth management and financial planning primarily for clients with at least $1 million to manage. The firm employs an evidence-based, passive investment approach combined with ongoing financial planning under a “Private CFO” framework.

Mark Asaro is a CFA® charterholder with 15 years of industry experience, currently serving at Noble Wealth Management P.B.C. He has held roles at multiple firms, including Northwestern Mutual Wealth Management Company and Zachary Bloemen, and is also involved as a project manager with Business Transition Group, focusing on business succession consulting. Noble Wealth Management P.B.C. offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm employs a macro-environmental, top-down tactical asset allocation strategy incorporating sector rotation and a relative growth/value approach, supported by fundamental, technical, and quantitative analysis.

Chad Anderson is a financial advisor at Presidio Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneDigital Investment Advisors and Triad Advisors, LLC. Anderson has also been involved with K2 Realty and Diversified Investors Securities Corp. during his career. Presidio Wealth Management offers investment advisory, wealth management, and financial planning services to individuals and a variety of institutions. The firm uses a Modern Portfolio Theory approach to build diversified, long-term portfolios and provides discretionary management and third-party asset manager recommendations without receiving compensation from those managers.

Mitchell Doman is a CFP® and holds a Series 65 license with three years of industry experience. He has worked at Haynie Wealth Management LLC since 2021 and previously at Haynie & Company from 2019 to 2021. The firm is based in Salt Lake City, UT, and operates as a four-advisor team. 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 emphasizes fundamental analysis and a long-term investment approach, using diversified portfolios composed mainly of low-cost mutual funds and ETFs, while also incorporating individual securities and independent managers when appropriate.

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.

Elijah Christensen is a financial advisor at Presidio Wealth Management with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of finance, Elijah owns and operates Exchange Royale, a sports memorabilia resale business. Presidio Wealth Management provides investment advisory, wealth management, and financial planning services to a wide range of clients, including individuals, trusts, and retirement plans. The firm follows a Modern Portfolio Theory-based investment process and offers tailored strategies that may include third-party asset managers and private equity advisers without receiving compensation from those managers.

Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.

Jace Bertelsen is a financial advisor at Peterson Rogers Private Wealth, LLC with a Series 65 designation and one year of industry experience. Prior to joining Peterson Rogers, he worked at GenWealth Advisory Group and has experience in educational roles at the University of Utah, Salt Lake Community College, and Murray School District. Peterson Rogers Private Wealth, LLC serves family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm employs a multi-asset-class, multi-disciplinary investment approach focused on customized portfolios and long-term asset allocation, utilizing fundamental, technical, and cyclical analysis across public securities, third-party managers, ETFs, and alternatives.

John Rudio is a financial advisor at Echelons Capital, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs & Co, Purshe Kaplan Sterling Investments, and Phase Line Capital, LLC prior to joining Echelons Capital. Outside of his advisory role, he is involved in several entrepreneurial ventures, including co-founding Complyx Inc., KTH Technologies Corporation, which focuses on nicotine de-addiction, and founding iUniform, a mobile app designed to assist soldiers with uniform assembly. Echelons Capital, LLC serves a small client base of high-net-worth individuals, trusts, charitable organizations, and businesses, managing discretionary portfolios typically through model portfolios and third-party managers. The firm employs systematic long/short equity strategies via a sub-advisor and offers a range of investment options including alternatives and structured products, with a client focus on accounts generally exceeding $5 million.

Jason Sandos is a financial advisor at Sandos Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Sandos Financial since 2017, following eight years at Capital Financial Services. Outside of his advisory role, Sandos serves as president and CEO of Sandos Life Inc., an independent insurance agency, and acts as a referring agent for an online attorney-assisted estate planning service. Sandos Financial is a fee-based registered investment adviser that primarily serves individual investors, along with some small businesses and non-profits. The firm employs a range of investment strategies including fundamental, technical, quantitative, and cyclical analysis, and provides portfolio and asset management alongside a periodic newsletter.

Spencer Stewart is an advisor at Seven Canyons Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Grandeur Peak Global Advisors, LLC since 2011. Outside of his advisory role, he is the sole owner of Ohana Asset Management, LLC, which has made a single real estate investment in Utah. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds, private investment funds, and retirement plans. The firm employs a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global investment approaches.

Roberto Buchanan is a financial advisor at Fortius Financial Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Fortius since 2004 and Axiom Financial since 2013, where he serves as Director of Sales. Buchanan is also managing member of Citius Ventures, LLC and Nuvo Ventures, LLC, holding and managing private equity investments with limited time commitments. Fortius Financial Advisors provides discretionary and non-discretionary portfolio management services to individuals, trusts, pension and profit-sharing plans, privately held investment companies, and other business entities. The firm manages approximately $10 million in client assets and employs a team of four advisors, utilizing mutual funds, ETFs, alternative investments, and separate account managers in its investment strategies.

Clinton Cannon is a CFA® charterholder and holds a Series 65 license with 28 years of industry experience. He has been with Cannon Capital Management, Inc. since 2008. He is co-owner of Fishrock Advisors, LLC, a firm in the formation phase focused on managed futures. Cannon Capital Management is an SEC-registered investment adviser managing approximately $386 million with a team of four advisors. The firm serves individual clients, retirement plan sponsors, trusts, estates, nonprofits, and business entities, offering discretionary investment management, financial planning, and pension consulting services. Its investment approach emphasizes diversified portfolios using ETFs, mutual funds, individual equities, and private-market vehicles, with a disciplined valuation process and avoidance of leveraged securities.

David Kaplan is a CFA® charterholder with 22 years of experience in the financial industry. He is a principal at Cottonwood Asset Management LLC and also serves as CEO of Cottonwood Tax & Accounting. In addition to his advisory work, Kaplan owns a Mathnasium education center and holds a life insurance license in Utah. Cottonwood Asset Management provides discretionary portfolio management, financial planning, and third-party money manager referrals for individual and high-net-worth clients. The firm combines investment advisory services with integrated accounting and tax-preparation practices, tailoring strategies that include stocks, bonds, mutual funds, ETFs, and options based on client objectives.

Micah Brooks is a CFP® professional with six years of industry experience, currently serving at Olde Wealth Management, LLC in Draper, UT. Prior to joining Olde Wealth Management, he held roles at Financial Network Wealth Management LLC and Purple Pines LLC. Outside of financial advising, he is president of MBRO Inc., a clothing boutique and real estate management company. Olde Wealth Management provides discretionary and non-discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs an investment approach based on Modern Portfolio Theory, utilizing a broad range of securities and both long- and short-term strategies.

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, 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.