Daniel Hannon is a financial advisor at Burrus with 12 years of industry experience. He holds a Series 65 designation and has been with Burrus Financial Services, Inc. since 2012. Outside of his advisory role, he is involved in a financial-literacy business that provides education to employers and employees. Burrus Financial Services offers personalized financial planning and discretionary investment management to individuals, corporations, and small businesses. The firm employs a strategic asset-allocation approach using primarily no-load or low-load mutual funds and ETFs, managing all client accounts on a discretionary basis and providing financial plans at no additional charge.

Richard Grider is a financial advisor with My Prosper Team in Lehi, Utah, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Equip Real Estate, where he is also a licensed real estate agent, as well as several investment and insurance firms. My Prosper Team provides investment management, financial planning, and consultation services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm focuses on individualized portfolio construction, often using ETFs and covered-call strategies, and offers both discretionary and non-discretionary management tailored to client objectives.

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.

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.

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.

Thomas Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT, with 43 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, businesses, and other entities. The firm operates under a fiduciary standard and offers predominantly discretionary portfolio management using a mix of active and passive strategies focused on tax-efficient, risk-adjusted asset allocation.

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 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.