Michael Goodman is a financial advisor at Mountain Goat Wealth Management LLC with one year of industry experience. He holds a Series 65 designation. In addition to his advisory role, he serves as the general manager of Guardian Plug & Abandonment, an oil and gas company, since 2023. Mountain Goat Wealth Management LLC provides investment advisory services and financial planning primarily to individual clients. The firm offers both discretionary and non-discretionary portfolio management and hourly planning, tailoring portfolios to client goals and risk tolerances while utilizing fundamental and charting investment analysis methods.

James Sweeney is a CFP® and Series 66-registered advisor at SwitchPoint Financial Planning LLC with 13 years of industry experience. He has been with SwitchPoint since 2016. SwitchPoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses a holistic planning process and primarily implements portfolios through a passive approach using index mutual funds and ETFs.

Cameron Archibald is a financial advisor at Oxford Wealth Management with a Series 65 designation. He has experience leading Teton Strategy Group LLC, where he serves as president and advises start-ups, corporations, investment funds, family offices, and boards. Archibald also works as Assistant Vice President at Utah Valley University, focusing on diversifying revenue sources and overseeing commercial and auxiliary services. Oxford Wealth Management serves high-net-worth individuals, trusts, business entities, and retirement plans, generally targeting clients with multi-million dollar net worths. The firm offers customized investment management and financial planning services, combining macroeconomic analysis with fundamental and quantitative research to guide asset allocation and portfolio construction.

Cory Carling is a CFP® and holds a Series 66 license, with three years of industry experience. He has worked at Morgan Stanley and Fidelity Investments prior to joining Capital Wealth, LLC. Before his financial advisory career, he spent several years in engineering and metalwork roles. Capital Wealth, LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers, financial planning, and estate-planning referrals. The firm emphasizes ongoing manager oversight and integrates financial planning and periodic client reviews into its process.

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 CFP® with eight years of industry experience, currently serving at Peterson Rogers Private Wealth, LLC. His prior experience includes roles at Bank of America, Merrill, and Axxcess Wealth Management, as well as service in the United States Marine Corps. He is also involved with Maddix Holdings LLC. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach that includes public and alternative investments, using third-party managers and the Axxcess Private Asset Platform for consolidated reporting.

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.

Mark Cowdell is a CFP® professional with 28 years of industry experience. He is the principal of Cowdell Investments, LLC in Alpine, Utah, and has been affiliated with First Western Advisors since 2003. In addition to his advisory role, he works as an independent insurance agent. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm offers discretionary portfolio management and standalone planning, combining securities and insurance-based solutions tailored to clients’ risk tolerance and time horizon.

Michael Sandos is a financial advisor at Sandos Financial with over 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allegis Investment Advisors and Allegis Investment Services from 2016 to 2019. Outside of his advisory work, Sandos is the founder and chairman of the Koa Kajukenbo Ohana Association, a martial arts organization, and he is also an author of self-help books. Sandos Financial is a fee-based registered investment adviser serving primarily individual investors, with occasional small business and nonprofit clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analysis, managing approximately $17.25 million in assets for around 156 clients.

Gregory Oda is a financial advisor with AG Financial in Salt Lake City, UT, holding a Series 66 designation and over 20 years of industry experience. He has been with AG Financial since 2008 and also associated with United Planners' Financial Services since 2008. AG Financial provides fee-only investment supervisory and consulting services to individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm emphasizes broadly diversified portfolios and a systematic investment approach tailored to each client’s risk tolerance, time horizon, tax considerations, and liquidity needs.

Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Outside of his advisory role, he is engaged in external public-facing activities including acting, public speaking, and authorship. Cowdell Investments primarily serves individual clients with retirement planning, financial planning, and wealth management, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on clients’ risk tolerance and time horizon, using both fundamental and technical analysis, and offers a range of products including discretionary wealth management and insurance-based solutions.

Robert Shattuck is a financial advisor at Athos Private Wealth LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Iconiq Capital. Shattuck has been with Athos Private Wealth since 2020. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses, focusing particularly on technology founders, executives, and professionals. The firm provides discretionary portfolio management across public and private markets, family office consulting, and private fund advisory services, combining investment management with holistic wealth planning and customized family office services.

Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.

Jessica French is a financial advisor with Gemini Wealth in Taylorsville, UT. She holds a Series 65 credential and has three years of industry experience. Her prior roles include positions at Hogan French Financial Services, Inc. and Hogan Financial Services. Gemini Wealth primarily serves plan sponsors and clients seeking financial planning and education, offering limited-scope ERISA 3(21) fiduciary services, standalone financial plans, and public seminars. The firm uses academic investment models and introduces clients to third-party managers for portfolio implementation rather than managing assets directly.

Jessica Brian is a CFP® professional at Hanks Capital Management, LLC with 15 years of industry experience. Her prior positions include roles at Fidelity Investments and Strategic Advisers LLC. Hanks Capital Management provides discretionary investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs both passive and active asset allocation strategies and serves approximately 24 client relationships with about $8.0 million in assets under management.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Vario Advisors and Vivint. Calderon also contributes monthly to Vario Fund, LP, a debt fund focused on alternative investments, where he assists with due diligence. Stonebriar Wealth serves individual and high-net-worth clients, providing financial planning and discretionary investment management. The firm employs a structured planning process and combines fundamental, quantitative, and behavioral analysis to tailor asset-allocation strategies, often coordinating family office services and integrating third-party managers.

Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has been working at Jacobs Equity since 2009. In addition to financial advising, he occasionally provides tax-related legal services to individuals and businesses. Palisade Wealth Management offers customized discretionary investment management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs asset allocation strategies based on Modern Portfolio Theory and uses quantitative models to tailor medium- to long-term portfolios considering each client’s financial and tax circumstances.

Kyle Wilhelm is a financial advisor at Switchpoint Financial Planning LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Integris Wealth Management, RH Advisors, Rock House Financial, and United Planners Financial Services. Switchpoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a primarily passive investment approach using index mutual funds and ETFs, managing approximately $281 million in assets across about 90 client relationships.

Alex Shigeta is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. Prior to joining Athos, he was involved with the University Growth Fund and held positions at Brigham Young University and Brigham Young University Idaho. 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 manages customized portfolios on a discretionary basis, integrating asset allocation, research, and holistic balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles across various alternative strategies.