Mikal Aune is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with Smedley Financial Services Inc since 2006 and also worked at Securities America, Inc from 2006 to 2024. He is based in Salt Lake City, UT. Smedley Financial Services, Inc. provides 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 typically constructs diversified portfolios using various investment vehicles, offering continuous asset management and fiduciary services through a six-advisor team.

Celia Boyle is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to entering the financial advisory field, she worked for 12 years at Spy Hop Productions. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages investments primarily through in-house model portfolios and maintains a formal Investment Committee to oversee portfolio construction and monitoring.

Daniel De Mille is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE. 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 employs customized, risk-adjusted, tax-aware asset allocations that blend active and passive strategies and may use options and derivative instruments where appropriate.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Valentine owns an insurance sales business and serves as principal of a CPA firm specializing in tax preparation. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and event-driven consultation. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Rachelle Dillingham is a Series 65-licensed financial advisor with seven years of industry experience. She is a CPA and provides tax and accounting services through Layton & Associates, her primary non-investment business. She has worked with The Norden Group LLC since 2024. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, implementing client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and having nine years of industry experience. His work history includes roles at Pursche Kaplan Sterlings Investments and Capital Concepts. He is also an independent insurance agent involved in insurance product sales and client services. Strategic Planning Group provides discretionary investment management, financial planning, retirement-plan advisory, and qualified plan consulting for individual and high-net-worth clients. The firm manages portfolios tailored to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party Sub-Advisors.

Michael Brown is a CFP® with nine years of industry experience, currently serving as a principal at Jacobsen Capital Management since 2016. He previously worked at Wise Company for one year. Outside of his advisory role, he holds a controlling interest in MTN Capital Investments, a holding company. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm combines strategic and tactical asset allocation with long-term and value investing techniques and employs quantitative tools and third-party SMA managers to align portfolios with client objectives.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at several firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research. Outside of his advisory role, Craner serves as an officer and director of Action Recovery Group, where he is involved in management and educational activities. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm uses technical and cyclical analysis and incorporates model portfolios and third-party sub-advisors in its tailored portfolio management approach.

Alexander Lewis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at the Financial Wellness Center at the University of Utah and involvement with the LDS Church. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, managing accounts primarily on a discretionary basis through a platform relationship with TownSquare Capital.

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing from 2021 to 2023 and spent a decade with Real Madrid Baloncesto. Outside of his advisory role, Carroll is involved in agricultural business through Carroll Ranches LLC, a cattle ranch, which he co-owns with his spouse. 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 offers customized, risk-adjusted asset allocations that integrate both active and passive strategies alongside quantitative and qualitative selection methods.

Jordan Hadfield is a CFP® professional with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He has worked at Securities America, Inc. and OSAIC, and maintains a long-standing interest in photography as a professional photographer. Jordan is also a notary, providing document notarization services to clients. Smedley Financial Services, Inc. is a six-advisor team managing $396 million in discretionary assets, offering 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 investment approach emphasizing lifetime income planning and proactive portfolio management using diversified assets implemented through model portfolios and third-party managers.

Kyle Glover is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Three Seasons Wealth. His prior experience includes roles at Morgan Stanley and E*TRADE Securities. Outside of his advisory work, he is involved as a member and manager in private investing entities. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that combines active and passive strategies across multiple asset classes and utilizes both fundamental and technical models to monitor portfolios.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles across several companies prior to his current position. Outside of advising, he owns and operates a Turo rental car business. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of investment approaches and utilizes third-party platforms for portfolio implementation and account management.

Nicholas Roberts is a financial advisor at Iron Gate Global Advisors with 20 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC for 21 years. Roberts joined Iron Gate Global Advisors in 2026 as part of an eight-advisor team based in North Salt Lake, Utah. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning. The firm’s investment process emphasizes fundamental analysis and a business-owner orientation, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Spencer Nelson is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Iron Gate Global Advisors in 2018, he worked at Utah State University from 2016 to 2018. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, with an investment approach focused on fundamental analysis, intrinsic-value investing, and the use of model portfolios combined with options strategies and margin within defined guidelines.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Draper, UT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior work includes roles at Morgan Stanley, E*TRADE Securities LLC, and Robert W. Baird. Outside of her advisory work, she is a limited partner in Sommerdyke LLC, a real estate rental business. Three Seasons Wealth provides investment management, financial planning, fiduciary and non-fiduciary plan services, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that blends active and passive strategies across various asset classes and uses both fundamental and technical models to monitor portfolios.

Mathew Park is a financial advisor at Strategic Planning Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, he worked at Seven Multi-Site Solutions and CoolSys, with additional experience at LuxBuilt LLC and Comfort Systems USA. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm manages portfolios based on client objectives and risk tolerance, using technical and cyclical analysis along with model portfolios and third-party sub-advisors.

Jacob Lingard is a financial advisor with Parkwoods Wealth Partners, LLC, holding CFP®, ChFC®, and Series 66 designations and having five years of industry experience. He previously worked at Investment Metrics, Inc dba Wellspring Financial Partners for four years and Deseret Mutual Benefit Advisors for eleven years. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, and provides both discretionary and non-discretionary portfolio management alongside specialized employee financial-wellness services.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.