Barry Porter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved with the National Longhouse of the Comanche Tribe, where he manages dues collection and expense payments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to support its advisory network.

Gregory Golding is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he is a partner in Gregari 1821 LLC, an investment vehicle focused on private equity. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

John Mcgrath is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of investment products and financial planning options.

Joseph Cronley is a CFP® professional with 24 years of experience in the financial services industry, all with Edward Jones since 2002. He has a background as a military training instructor with the U.S. Navy NROTC at the University of Utah and is a trustee for the Knights of Columbus Council 1129. Additionally, he is involved as a partner in a homebuilding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Matthew Sonder is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 66 licenses and possessing 26 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Monte Meier is a financial advisor with LPL Financial in Midway, UT, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015 and has operated under his own business since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various investment management options.

Bruce Allen is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 17 years. Outside of his advisory work, he is involved as an artist and musician with Wayfarrer Galleries in Park City, UT. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Macie House is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Robert W. Baird since 2017. Prior to that, she worked at Northwest Capital Management, Inc. from 2015 to 2017 and was briefly involved with Root Whole Body Health in 2017. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and ongoing manager monitoring.

David Finley is a financial advisor with J.P. Morgan Securities who holds Series 66 and Series 63 licenses and has five years of industry experience. He has previously worked at Zions Bank and served six years in the U.S. Navy. Outside of his advisory role, Finley coaches water polo for both the Wasatch County School District and the Wasatch Water Polo Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm offers non-discretionary advice with a focus on approved funds and strategies, including an ESG eligibility framework.

Cole Tan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He previously worked at LPL Financial, Goldman Sachs, and Wasatch Touring. Tan holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured on a discrete basis.

Scott Komaromy is a CFP® with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Nathan Cox is a financial advisor with Edward Jones in Heber City, UT, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates businesses including Red Leaf Management LLC and NSC Enterprise LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Michael Engel is a financial advisor with Morgan Stanley in Park City, Utah, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with Morgan Stanley and its related entities since 2009. Outside of his advisory role, he is the sole proprietor of two retail and online store businesses, Engel Entertainment, LLC and Trinidad Charlie, LLC. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm‑approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Byron Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Brandes Investment Partners, L.P. for 20 years and ALPS Distributors, Inc. for four years before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Mitchell Winter is a Private Wealth Advisor and the senior advisor leading the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. His team specializes in assisting high-net-worth clients, including affluent families, corporate executives, private equity and hedge fund partners, professionals, and business owners. They provide services such as private money management, concentrated stock strategies, personal credit and business financing, retirement and education planning, and customized wealth management strategies designed to meet each client's unique and complex financial situation. Mitchell focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Lafayette College. Based in New York City, Mitchell has lived on the Upper West Side for his entire adult life. He is actively involved in mentoring, including serving as an intern and externship mentor at Lafayette College, and participates in community organizations such as Bnai Jeshurun and MS Hope for a Cure. His personal interests include golfing, hiking, skiing, traveling, and spending time with his family.

James Meek is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by advanced modeling tools and a structured discovery process.

Ronald Allison is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. He has held positions at Allianz and Century Tax & Wealth Management, where he is also the owner providing CPA and tax preparation services. Allison serves as chairman of the finance committee for Mt. Calvary Lutheran Church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a range of platform arrangements and proprietary and third-party strategies.

Anthony Brookfield is a Private Wealth Manager at Merrill Private Wealth Management. He works closely with a select group of ultra-high-net-worth individuals and families, providing portfolio oversight, investment strategy, and integrating tax, estate, and philanthropic planning. His clients include company founders, entrepreneurs, executives, inheritors of multi-generational wealth, and philanthropists. Anthony's expertise includes concentrated stock strategies, tax-sensitive wealth transfer, endowment-style investing, pre-liquidity event planning, philanthropic giving, and access to banking and lending services. He holds the Certified Investment Management Analyst®, Certified Private Wealth Advisor® certifications, and a Personal Investment Advisor designation. He earned a B.A. in Economics from the University of California, Davis, and an MBA in Finance and International Business from Columbia Business School. Anthony is active in environmental conservation efforts, serving on the National Board of Trustees for Trout Unlimited. He has been involved with Keep Fish Wet, serving as Vice Chair, the Squaw Valley Alpine Foundation, and California Trout, where he was Chairman of the Board for 14 years. He also serves as a local ambassador for Columbia Business School.

Brandon Little is a financial advisor with UBS Financial Services in Park City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked at UBS since 2017 and previously held roles at North Star Resource Group, Minnesota Life Insurance Co., CRI Securities, LLC, and Securian Financial Services, Inc. Outside of his advisory work, he serves as an assistant coach for the boys basketball team at Judge Memorial High School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, using proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management and offers specialized services such as futures commission merchant operations and securities-backed lending.

Ryan Forsyth is a financial advisor with LPL Financial in Heber, Utah, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory services.