Jackson Springmeyer is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at the Salt Lake Country Club and Alight Tempe. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework as part of its investment approach and operates through a third-party platform relationship with TownSquare Capital.

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

Michael Jones is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arete Wealth Management LLC from 2015 to 2019 and has been with Wealth Navigation Advisors since 2012. Jones is also a managing member of Four 24 LLC, a holding company. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities through an eight-advisor team. The firm offers diversified asset-allocation portfolios, comprehensive financial planning, and access to alternative investments, including non-public alternatives and private equity for qualified clients.

Brock Williamson is a Certified Financial Planner™ with 21 years of industry experience. He is affiliated with Promontory Financial Planning, LLC and previously worked at SEI Investments Management Corp for 11 years. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets through a team of about a dozen advisors, employing a mix of fundamental and technical analysis to inform discretionary trading and asset allocation decisions while tailoring portfolios to clients’ time horizons and risk tolerances.

Mikal Aune is a CFP® professional with 20 years of industry experience, currently serving at Smedley Financial Services Inc. He has been with Smedley Financial Services since 2006 and was affiliated with Securities America, Inc. from 2006 to 2024. Based in Salt Lake City, UT, Aune holds a Series 66 license. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning and uses a time-horizon based process to create diversified portfolios tailored to client objectives, managing approximately $396.7 million in assets.

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 32 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. Outside of his advisory work, he owns an insurance sales business and is involved in CPA and accounting services. Promontory Financial Planning serves individuals, trusts, small businesses, and nonprofit organizations, offering comprehensive financial planning and discretionary asset management. The firm manages approximately $319 million in client assets and uses a combination of fundamental and technical analysis to guide portfolio decisions, focusing on mutual funds, index funds, and ETFs without employing margin.

Rachelle Dillingham is a Series 65-licensed advisor at The Norden Group LLC with seven years of industry experience. She is a certified public accountant and provides tax and accounting services through Layton & Associates, her primary business. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm employs model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe that includes equities, debt, options, structured products, and private placements.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Pursche Kaplan Sterling Investments and Cambridge Investment Research. Outside of advising, he works as an independent insurance agent. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm offers customized asset management through in-house models or third-party managers, uses technical and cyclical analysis in security selection, and employs software and AI tools to support client services.

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, Utah, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held roles at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research and has managed his own business entities such as Craner Holdings, LLC. Outside of advisory work, he is an officer and director at Action Recovery Group, where he provides management, lectures, and counseling. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios using in-house models and third-party managers, incorporating technical and cyclical analysis, as well as occasional exposure to emerging asset classes.

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 63 and Series 65 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing and spent ten years with Real Madrid Baloncesto. Outside of financial advising, Carroll co-owns a cattle ranch business in Wellsville, Utah. 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, tax-aware asset allocations using both active and passive strategies, and incorporates third-party managers and trading models where appropriate.

Jordan Hadfield is a CFP®-certified financial advisor with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also a photographer. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and diversified, model-based portfolios tailored to client objectives.

Kyle Glover is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Three Seasons Wealth, joining the firm in 2024 after working at Morgan Stanley and E*TRADE Securities. Outside of advising, he is involved as a member and manager in private investing entities. 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, tax-aware portfolios using a combination of active and passive strategies, and incorporates third-party managers and separately managed accounts where appropriate.

Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses. Martin has worked in various roles including at Legacy Wealth Management, Paradigm Life, and Fidelity. Outside of his advisory work, he serves as an adjunct professor at Brigham Young University – Idaho and operates an accounting consulting practice through Navigator Solutions, LLC, while also leading a life insurance business under Legacy Peak Insurance Solutions, LLC. Altura Private Wealth LLC serves individual clients, charitable organizations, and corporate entities with over $129 million in assets under management. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and utilizes model portfolios and third-party money managers tailored to client objectives.

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 with Iron Gate Global Advisors in North Salt Lake, UT, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Iron Gate Global Advisors in 2026, he spent 21 years at Fidelity Brokerage Services LLC. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management along with comprehensive portfolio management that integrates financial planning and investment oversight. The firm emphasizes fundamental analysis and a business-owner orientation in its investment approach and discloses its use of derivatives and borrowing practices with specific policies on options and margin.