Richard Anderton is a financial advisor at Oxford Wealth Management with Series 65 and Series 66 credentials and four years of industry experience. Prior to joining Oxford Wealth Management in 2026, he worked in mortgage lending for over a decade, including as lending manager and loan officer at RIDGE Home Loans, a mortgage brokerage he owns. Oxford Wealth Management serves individuals, trusts, IRAs, business entities, and retirement plans, typically targeting clients with multi‑million dollar net worths. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting, using a formal Investment Plan that incorporates macroeconomic themes and various analytical methods to guide asset allocation and portfolio construction.

Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an investment adviser representative at Aspen Ridge Wealth Management, LLC. Prior to joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. In addition to his advisory role, Oyler is a licensed independent insurance agent in Utah. Aspen Ridge Wealth Management provides investment management, financial planning, and retirement-plan consulting primarily for individuals, as well as trusts, foundations, and businesses. The firm emphasizes diversified, tailored portfolios and offers educational seminars alongside ongoing portfolio management.

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.

Jennifer Nielsen is a CFP® professional at Timpanogos Financial Advisors, Inc. with four years of industry experience. Her prior roles include positions at SPC and Payne Financial Management Inc., as well as two years with Alpine School District. 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 and portfolio management strategies, offers socially conscious investment options, and provides investor education through public seminars and workshops.

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, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several firms, including Dynamic Wealth Advisors, Mass Mutual Investors Services, and Transamerica Capital Inc. Grider is also a licensed real estate agent with Silvercreek Realty. My Prosper Team provides investment management, financial planning, and consultation services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on individualized portfolio construction, utilizes a range of risk profiles, and incorporates strategies such as ETFs and covered calls, while also maintaining active involvement in affiliated businesses.

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.

Cory Carling is a CFP® certificant with four years of industry experience, currently advising at Capital Wealth, LLC in Lehi, Utah. His prior work includes roles at Morgan Stanley and Fidelity Investments, as well as engineering and technical positions before entering the financial industry. Capital Wealth serves individual and high-net-worth clients by recommending and overseeing third-party money managers and providing financial planning and consulting services tailored to client goals. The firm emphasizes ongoing portfolio oversight, integrates financial planning, and utilizes model portfolios and managed account programs as part of its investment approach.

Jason Payne is a CFP® professional with 30 years of industry experience. He is currently with Timpanogos Financial Advisors, Inc. and has worked previously at Spc, Parkland Securities, LLC, and through his own firm, Payne Financial Management Inc. 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, organizing spiritual and service activities. Timpanogos Financial Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses client-specific asset allocation and portfolio management approaches, incorporating mutual funds, ETFs, individual securities, and socially conscious investment options.

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 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.

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 advising, Sandos is the chairman and founder of a martial arts association focused on historical education and seminars, and he is also an author of self-help books. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and non-profits, providing portfolio management, 401(k) allocation guidance, and advisory services on fee-based annuity contracts. The firm combines technical, quantitative, cyclical, and fundamental analysis using both tactical and strategic asset-allocation strategies and manages accounts on a discretionary basis.