We are an independent, comprehensive, fee-only wealth management firm specializing in Christian families who love the outdoors. We work with many people from all walks of life, from young professionals to current and future retirees, to church staff members. We aim to educate our clients on Christian-based financial principles and partner with them as a guide in stewarding of God’s resources.

Joseph Ney is a financial advisor with Reliance Investing, Inc. and Ney Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Reliance Investing since 2014 and is currently transitioning his practice to Ney Wealth Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts, emphasizing coordinated retirement advice and ongoing portfolio monitoring. The firm manages diversified, systematic portfolios across global equities and fixed income, typically on a discretionary basis, and serves primarily non-high-net-worth clients.

Cade Hyde is a financial advisor at Mountain Goat Wealth Management LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he was employed at Banqu and is currently involved with The Church of Jesus Christ of Latter-day Saints as a US Southwest Area Planning Analyst. He also works part-time as an insurance agent with Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm uses a variety of investment strategies and may utilize third-party sub-advisors to manage client accounts.

Clayton Alexander is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at AE Wealth Management LLC and New Millennium Insurance Group. Outside of advisory work, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses in-house model portfolios and a combination of fundamental, cyclical, and technical analysis to tailor investment strategies to clients’ needs.

Tamra Williams is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Rocky Mountain Financial Designs and Auto Right Sales. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering a variety of investment strategies tailored to clients’ goals and risk tolerances. The firm manages a multi-hundred-million dollar asset base and utilizes sub-advisors for portions of portfolio management.

Casey Nelsen is a CFA® charterholder with 11 years of industry experience. He is a portfolio manager at ALTA Capital Management LLC and Sterling Capital Management LLC. Casey has been with Alta Capital Management since 2007 and joined Sterling Capital Management in 2025. Outside of his advisory work, he owns Tellucap Partners, a non-investment business that includes management of a property with storage units in Salt Lake City. Alta Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, offering a range of strategies including equity quality growth, dividend, SMID, global equity, fixed income, and balanced mandates. The firm employs a quality-growth, bottom-up investment process and utilizes sub-advisers, derivatives, and responsible-investing practices in its stewardship activities.

Patrick Brady is a CFP® with 17 years of experience at Physician Wealth Advisors, Inc., where he has worked since 2000. The firm operates as a team of seven advisors based in Salt Lake City, UT, and was formerly known as Uma Financial Services. Physician Wealth Advisors primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, employing a diversified, tax-aware investment approach combined with ongoing portfolio monitoring.

Ryan Weigel is a CFP® professional with 10 years of industry experience. He is currently with Elysium Wealth Management, LLC and previously worked for Eide Bailly agencies for nine years. Outside of financial services, he is the owner of Ryan Weigel Farms. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using in-house oversight combined with model portfolios and third-party sub-advisors.

Andrew Schaffernoth is a financial advisor with ALTA Capital Management LLC in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 23 years of industry experience, with 20 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and participates in wrap fee programs and Unified Managed Account platforms, offering a range of equity, fixed income, and balanced strategies.

Alan Erickson is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2017. In addition to his advisory role, Erickson is a CPA involved with Udall CPA Group, an accounting firm, where he has been active since 2012. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based, long-term investment approach with globally diversified, tax-efficient vehicles, managing approximately $268 million in assets across discretionary and nondiscretionary accounts.

Jason Ware is a financial advisor with Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation and 16 years of industry experience. He has been with Albion Financial since 2008. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, utilizing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds closed to new investors and offers fiduciary retirement plan services along with standalone financial consulting.

Steven Wikstrom is a financial advisor with Everspire, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he worked at Boeing for 34 years before retiring in 2021. He is also involved with TomiPlan, a financial planning company to which he refers business and receives referral fees. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and a goals-based, liability-driven approach.

Kyle Adams is a Series 65-licensed financial advisor at M2 Financial LLC with two years of industry experience. Prior to joining M2 Financial, he worked at Fusion Healthcare Staffing and Genwealth Advisory Group among other firms. Outside of his advisory work, he manages a separate LLC called DUMP EM OUT LLC. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm utilizes documented investment policies and employs fundamental and quantitative analysis, modern portfolio theory, and technical approaches, including options and derivatives strategies, to manage approximately $84.1 million in client assets.

Sean Griffeth is a CFP® and holds a Series 65 license, currently with Dentist Advisors in Salt Lake City, UT. He has three years of industry experience, including prior roles at Multiplier, Inc dba Harness Wealth and Brightside Benefit, Inc. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, alongside outsourced accounting and educational programs such as the Dentist Money Summit.

Peter Ferriello is a CFP® professional with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ashworth Wealth, LLC. His prior experience includes roles at Royal Alliance Associates, INC. and Fsc Securities Corp. He is also a board member of the nonprofit organization Schools to End Poverty and leads a mindfulness app development venture as CEO of The Meru. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting through coordination with third-party money managers. The firm emphasizes structured asset allocation using passive index and ETF core positions, supplemented by selectively chosen active managers, and generally does not exercise discretionary trading authority over client accounts.

Jeffrey Sanchez is a financial advisor at Wealth Management CPAs, LLC with a Series 65 designation and one year of industry experience. He previously worked at Armanino, Cooper Savas LLC, KPMG, and EY. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, offering customized investment programs and coordinating related tax and insurance services through affiliated entities. The firm uses a range of analysis methods and strategies, conducts due diligence on sub-advisors, and maintains formal processes to manage conflicts of interest.

Matthew Williams is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has been with Refined Wealth Management since 2014 and also has a longstanding role at Fit Forever. Approximately 1% of his time is spent on the sale of accident and health, life, and variable insurance contracts. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages portfolios primarily through in-house model strategies and maintains formal governance through an Investment Committee without outsourcing core asset management.

Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with five years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services and AXA Advisors. Outside of his advisory role, he assists with labor and paperwork on a family farm. 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 uses customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may incorporate third-party managers and derivative instruments in client portfolios.

Shane Thomas is a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and bringing 22 years of industry experience. He has worked with Smedley Financial Services since 2005 and has additional experience at SECURITIES AMERICA, Inc. since 2003. Thomas also serves as Vice President of Technology at Smedley Financial Services. Smedley Financial Services, Inc. is a six-advisor team providing fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and emphasizes proactive investing through diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

Adam Lazaro is a financial advisor at Everspire with five years of industry experience. He holds a Series 66 designation and has worked with Everspire since 2021. Outside of financial advising, Lazaro is a First Officer pilot with United Airlines and participates in a referral arrangement with the financial planning company TomiPlan. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, while maintaining human oversight in client advice.