Jason Caperton is a financial advisor at Oak Lane Advisors with 25 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at ADP, Inc., ADP Broker-Dealer, Inc., and TIAA-CREF. Oak Lane Advisors is a team-based firm managing approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities. The firm provides discretionary asset management, comprehensive financial planning, and access to alternative investments, implementing diversified portfolios primarily through mutual funds, ETFs, and individual securities.

Daniel Lasky is a financial advisor with Alta Capital Management LLC in Salt Lake City, holding a Series 65 credential and three years of industry experience. His prior work includes roles at DriveTime Automotive Group, Micron Technology, U.S. Bank, and Boise State University. Alta Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and participates in a variety of strategies and platforms, including sub-advisory roles for registered funds and the use of advanced techniques such as derivatives and AI-assisted models.

Joseph Pitts is a CFP® professional with 13 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2012. He is involved in fundraising activities with Guardsmen Charity Group and volunteers with Big Brothers Big Sisters of Utah, United Krav Maga as an instructor, and America's Mighty Warriors as a financial planner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, and is known for operating a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.

Michael Follett is a financial advisor at Iron Gate Global Advisors with 14 years of industry experience. He has previously worked at Charles Schwab and TD Ameritrade. Follett holds Series 65 and Series 63 licenses. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive portfolio management and consulting services. The firm’s investment process focuses on fundamental analysis and a business-owner orientation, incorporating model portfolios and tailored strategies with an options overlay and specific policies on borrowing and derivatives.

Alexander Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah. He holds a Series 65 designation and has five years of industry experience, including previous employment at JP Morgan Chase Bank. Outside of his advisory role, he operates a sole proprietorship focused on insurance product sales and services. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.

Bradley Curtis is a CFP® and holds a Series 65 license, with four years of industry experience. He is currently with Albion Financial Group, where he has worked since 2023, following prior roles at Olympus Wealth Management, LLC and HFG Trust. Curtis also spent several years at Utah Valley University in various capacities. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds as a general partner, alongside offering fiduciary retirement plan services and standalone financial consulting.

Ethan Call is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Strategic Planning Group, he held roles at Wells Fargo Advisors, Northwestern Mutual, and other firms. Strategic Planning Group is a fee-based financial planning and investment management firm serving individuals, businesses, and qualified retirement plans. The firm manages approximately $910 million in discretionary assets and offers customized portfolio management, financial planning, ERISA retirement plan services, and access to third-party managers.

Michael Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has six years of industry experience, including five years at Global View Capital Advisors and twelve years at Health Equity. He is also licensed to sell insurance products. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and nonprofits. The firm employs a combination of modern portfolio theory, quantitative, fundamental, and technical analysis across diverse investment types and offers financial planning services at no additional cost for clients with assets under management.

Rabih Dimachki is a CFA® charterholder with seven years of experience at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2019 following his time as a student from 2014 to 2019. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach using discretionary model portfolios primarily composed of ETFs and mutual funds, and it offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education.

Arrin Wray is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously at TEKSystems from 2014 to 2017. Outside of his advisory role, Wray is involved in the fitness industry as an owner of an F45 Training gym in Sandy, UT. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to individuals, high-net-worth clients, and various institutional entities. The firm uses a model-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party strategies across its six-advisor team serving roughly 900 clients.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since its founding in 2016. Approximately 40% of his time is devoted to insurance sales and services conducted through the firm. Decker Retirement Planning serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing retirement planning, comprehensive financial planning, and discretionary investment management. The firm employs quantitative, computer-driven models alongside third-party strategist signals and uses a range of investment vehicles including ETFs, cryptocurrency ETFs, structured notes, direct indexing, and covered-call strategies.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Bo Wilkinson is a financial advisor at Albion Financial Group with one year of industry experience and holds a Series 65 designation. Before joining Albion, he was involved in entrepreneurial ventures including Crossover Clothing LLC and Harvest Lane Honey. Albion Financial Group provides discretionary investment management and financial planning services to individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment approach and manages multiple private funds alongside fiduciary retirement plan services and standalone financial consulting.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Michelle Buxton is a CFP® professional with six years of industry experience. She is affiliated with Albion Financial Group, where she has been since 2005. The firm provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. Albion Financial Group manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach, typically focusing on long-term trading strategies.

Catherine Barron is a financial advisor with Albion Financial Group in Salt Lake City, holding a Series 65 designation and 23 years of industry experience. She has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages both traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies.

Ryan Larsen is a CFP® with 25 years of industry experience, currently serving as an advisor at Refined Wealth Management since 2015. He is also the owner of RWI Agency LLC, an insurance agency focused on term life, fixed indexed annuities, and property and casualty insurance, where he oversees business responsibilities and reviews insurance needs for clients. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, tax, and insurance services. The firm employs in-house model portfolios and maintains formal governance through an Investment Committee, providing a comprehensive and integrated approach to wealth management.