Cam Mcclellan is a financial advisor at Palisade Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ailsa Capital Inc, Omni Investment Advisors Inc, and Foothill Securities, Inc. Palisade Wealth Management offers discretionary investment management primarily to individual clients, using a quantitative approach informed by Modern Portfolio Theory to tailor portfolios that include equities, fixed income, ETFs, mutual funds, and cash based on clients’ financial situations and tax considerations.

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® professional with nine years of experience in financial advising, currently with Medicus Wealth Planning, Inc. since 2018. Prior to that, he worked at Thrivent Financial and Thrivent Investment Management. Outside of advising, he is a licensed Realtor® in Utah and maintains his license to assist clients with real estate inquiries and to stay informed on the local market. Medicus Wealth Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs a blend of fundamental analysis and modern portfolio theory, offering discretionary account management and goal-based planning.

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 at Aspen Ridge Wealth Management, LLC with five years of industry experience. He previously worked at Colwyn Investments and E*TRADE Securities LLC. In addition to his advisory role, he is a licensed independent insurance agent in Utah, providing insurance products on a limited basis. Aspen Ridge Wealth Management offers investment management, financial planning, and retirement-plan consulting primarily for individuals, as well as trusts, foundations, and businesses. The firm emphasizes tailored portfolios based on client objectives and employs a mix of fundamental, technical, and industry-trend analysis, supported by educational seminars and workshops.

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 with Vantage Point Investments, Inc. in West Jordan, UT. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at Sprout Financial LLC and SPC. Outside of financial advising, he is involved in custom furniture and woodworking projects and offers business consulting services. Vantage Point Investments, Inc. provides fee-based investment management and financial planning to individuals, families, retirement plans, trusts, charitable organizations, and business entities. The firm emphasizes diversification and asset allocation, offering both discretionary and non-discretionary management along a conservative-to-aggressive spectrum.

George Roumpos is a financial advisor at Solitude Wealth Advisors, LLC., holding a Series 65 credential with 12 years of industry experience. His work history includes roles at Galileo Financial Advisors and Galileo Financial Group, as well as at Pende, Inc. Solitude Wealth Advisors serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides financial planning, consulting, and discretionary investment management with a process that includes detailed data gathering, customized asset allocation, and ongoing monitoring, often working with third-party Independent Managers.

Colby Berg is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Guardian Wealth Management, where he has worked since 2022, and previously worked at Fidelity in various capacities from 2015 to 2022. Guardian Wealth Management serves individual and high-net-worth clients with investment supervisory services and written financial planning, employing a mix of analysis techniques and maintaining a discretionarily managed portfolio approach that includes short sales and options strategies.

Kent Christensen is a financial advisor at Haynie Wealth Management LLC in Salt Lake City, UT, with three years of industry experience. He holds a Series 65 designation and has worked at Haynie Wealth Management since 2022. In addition to his advisory role, Mr. Christensen has been involved with Haynie and Company, CPAs, a firm focused on tax preparation, since 1999. Haynie Wealth Management provides investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm’s investment approach emphasizes long-term, fundamental analysis and diversified portfolios using low-cost mutual funds, ETFs, and individual securities, with ongoing monitoring and rebalancing.

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.

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.

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.

Benjamin Rogers is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with nine years of industry experience. He is currently a financial advisor at Peterson Rogers Private Wealth, LLC in Salt Lake City, UT. His prior experience includes roles at Maddix Holdings LLC, Axxcess Wealth Management, Bank of America, Merrill Lynch, and service in the United States Marine Corps. Peterson Rogers Private Wealth advises family offices, high-net-worth and ultra-high-net-worth individuals, business owners, corporations, and retirement plans. The firm utilizes a multi-asset-class, multi-disciplinary approach focusing on customized portfolios and long-term asset allocation across public securities, third-party managers, ETFs, and alternatives.

Jeanne Deitz is a financial advisor with Fortius Financial Advisors, LLC in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Fortius since 2005. Outside of her advisory role, she owns and operates Distinctively Deitz, an event and hospitality tea party business, though it is not actively expanded. Fortius Financial Advisors serves a diverse client base including individuals, institutional clients, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, emphasizing long-term strategies through a combination of mutual funds, ETFs, and alternative investments, and provides oversight of third-party account managers.

Alan Tingey is a CFA charterholder with 28 years of industry experience, currently operating through Tingey Financial Group Inc. He has been affiliated with Cannon Tingey Investment Advisors, Inc. since 1998. Tingey is a long-standing member of the CFA Society of Salt Lake, a local nonprofit organization for investment professionals. Tingey Financial Group, founded in 2024, offers fee-based portfolio management to individuals and institutional clients, focusing on a fundamental, value-oriented investment approach with a low-turnover, long-term perspective. The firm emphasizes regular client communications and provides consulting services on an hourly basis alongside its discretionary management of publicly traded securities.