Richard Grider is a financial advisor with My Prosper Team in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at several firms, including Dynamic Wealth Advisors, Mass Mutual Investors Services, and Transamerica Capital Inc. Grider is also a licensed real estate agent with Silvercreek Realty. My Prosper Team provides investment management, financial planning, and consultation services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm focuses on individualized portfolio construction, utilizes a range of risk profiles, and incorporates strategies such as ETFs and covered calls, while also maintaining active involvement in affiliated businesses.

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.

Devin Peterson is a financial advisor at Brighter Retirement Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Wealth Advisors, Brighter Wealth Advisors, Allegis Investment Advisors, and Precoa LLC. Devin is also a licensed insurance agent and occasionally offers insurance products alongside his advisory services. Brighter Retirement Advisors LLC serves individual investors, high-net-worth individuals, and charitable organizations with comprehensive financial planning and portfolio management. The firm employs a disciplined investment approach combining fundamental, technical, and cyclical analysis, and offers supplemental services such as tax consulting, estate-document facilitation, and Medicare consulting.

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.

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.

Cory Carling is a CFP® certificant with four years of industry experience, currently advising at Capital Wealth, LLC in Lehi, Utah. His prior work includes roles at Morgan Stanley and Fidelity Investments, as well as engineering and technical positions before entering the financial industry. Capital Wealth serves individual and high-net-worth clients by recommending and overseeing third-party money managers and providing financial planning and consulting services tailored to client goals. The firm emphasizes ongoing portfolio oversight, integrates financial planning, and utilizes model portfolios and managed account programs as part of its investment approach.

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.

Mark Cowdell is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Cowdell Investments, LLC in Alpine, Utah. He previously worked at First Western Advisors from 2003 to 2006. In addition to his advisory role, he is an independent contractor involved in insurance sales as a licensed agent. Cowdell Investments, LLC provides wealth management, financial planning, and retirement analysis primarily for individual clients, including both high-net-worth and non-high-net-worth households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis to tailor investment strategies focused on risk management and capital preservation, and also offers insurance products through an affiliated in-house agency.

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 advising, Sandos is the chairman and founder of a martial arts association focused on historical education and seminars, and he is also an author of self-help books. Sandos Financial serves individual clients, including high-net-worth households, as well as small businesses and non-profits, providing portfolio management, 401(k) allocation guidance, and advisory services on fee-based annuity contracts. The firm combines technical, quantitative, cyclical, and fundamental analysis using both tactical and strategic asset-allocation strategies and manages accounts on a discretionary basis.

Gregory Oda is a financial advisor with AG Financial in Salt Lake City, UT, holding a Series 66 designation and 21 years of industry experience. His career includes prior roles at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. He is also involved as an independent insurance agent through AG Financial. 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 managed through individualized investment policy statements and offers portfolio management for pooled vehicles, including pension plans and partnership oversight.

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. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including high-net-worth and non-HNW households, as well as trusts, estates, charitable organizations, and other business entities. The firm combines fundamental and technical analysis, tailoring investment plans to clients’ risk tolerance and time horizon, while also offering insurance products through an affiliated in-house agency.

Thomas Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC with 44 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he holds a 50% ownership interest in a real estate-related business. Cottonwood Wealth Strategies is a fee-only registered investment adviser serving individuals, trusts, businesses, and plan sponsors. The firm offers investment and wealth management, financial planning, and retirement plan services, utilizing a risk-adjusted, tax-efficient approach through a combination of active and passive strategies.

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.

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 with 15 years of industry experience. She has worked at Fidelity Investments and Strategic Advisers LLC before joining Hanks Capital Management, LLC, where she has been an advisor since 2026. 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 uses a combination of passive and active asset allocation strategies and offers financial planning as a fixed-fee, one-time engagement.

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.