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 with Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and having 22 years of industry experience. He has been with Smedley Financial Services since 2005 and is also associated with Securities America, Inc. since 2003. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, emphasizing lifetime-income planning and a time-horizon based investment approach using diversified portfolios tailored to client objectives.

Kobe Furness is a financial advisor with Alliance Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. His prior roles include working at Capital Consultants Management Corporation and involvement with Utah Reads at the University of Utah. Outside of finance, he works as a package handler for United Parcel Service. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, and it manages accounts through a platform partnership with TownSquare Capital.

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.

Jaron Munk is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at multiple firms including TownSquare Capital, JRS Wealth Management, ARS Investment Advisors, Allegis Investment Advisors, and Summit Group Wealth Advisors. Munk is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm uses proprietary ETF models and third-party platforms, and applies a proprietary SMART Retirement framework to manage client objectives and risks.

Sara Judd is a financial advisor with North Capital, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of finance, she is involved in choreography for ballet organizations, including the West Point Ballet Academy and Salt Lake Ballet Cooperative, and manages an online website for selling dance costumes. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture approach to build diversified portfolios using proprietary quantitative models and offers a range of services including multi-family office solutions, an online advisory platform, and management of a government money market fund.

Scott Sams is a financial advisor with North Capital based in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include extensive tenures at Principal Funds Distributor, Principal Asset Management, and Principal Capital. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach with diversified model portfolios supported by proprietary quantitative models and third-party analytics.

Garrett Merrill is a Series 65-licensed advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, with experience at the firm since 2021. His prior roles include positions at Sky Satellite and Trax Power Sports, as well as service with The Church of Jesus Christ of Latter-day Saints. Physician Wealth Advisors serves members of the Utah Medical Association 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, emphasizing strategic asset allocation, diversification, and tax-aware portfolio management.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Goldman Sachs & Co. for 13 years before joining ALTA Capital in 2022. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, offering a range of equity, fixed income, and balanced investment strategies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices across its portfolios.

Jason Lindquist is a financial advisor at Everspire with 16 years of industry experience. He holds a Series 65 designation and has worked in advisory roles at Aegis Wealth Group (dba Everspire) since 2017, as well as with other firms including e6 Portfolios and MHL Investments. Outside of his advisory work, he holds a profit interest in JHL Inc., a non-investment-related entity. 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, alongside human review, to support client-specific advice.

Nathan Rockwell is a financial advisor at Everspire with four years of industry experience. He holds Series 65 and Series 63 credentials and is involved in professional services through his CPA practices, Carefree Professional Practice Resources, LLC, and Rockwell Financial, PLLC, which focus on tax, financial reporting, and valuation primarily within the dental industry. Everspire provides investment advisory and wealth management services to a range of clients, including individuals, families, trusts, charitable organizations, and businesses. The firm implements diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers alongside AI-enabled research tools.

Clifton Johnson is a ChFC® with 37 years of experience in the financial industry. He is currently with DMK Advisor Group, Inc. and has previously worked at BFC Planning, Inc., Securities Management & Research, Inc., and American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position as counselor in the bishopric of his church. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans, managing approximately $130.8 million across about 515 client relationships. The firm offers both discretionary active management and non-discretionary consultative relationships, using mutual funds and ETFs guided by technical and fundamental analysis, and combines broker-dealer affiliation with wrap accounts and insurance offerings.

John Park is a financial advisor at Strategic Planning Group with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory roles, he operates a sole proprietorship reselling goods online. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management for individuals, corporations, and retirement plans. The firm customizes portfolios based on client objectives and risk tolerance, utilizing in-house models, third-party managers, and strategies such as direct indexing and alternative assets.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

Christopher Cook is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and federal employee service. Teton Wealth Group serves individual clients and retirement plans, providing discretionary and non-discretionary investment management, model portfolios, and financial planning. The firm employs an allocation-driven approach combining various analysis methods and offers a broad range of investment options, including structured and market-linked products.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

Darin Arnell is a financial advisor at Financial Network Wealth Advisors LLC with 22 years of industry experience. He holds Series 65 and 66 licenses and has worked at several firms, including Cetera Wealth Services and Jim Barlow Advisors. Arnell is also involved in entrepreneurial and business management activities through multiple entities. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business and charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a blended investment process using fundamental analysis, Monte Carlo planning, and efficient‑frontier portfolio construction, managing over $515 million in assets across a six-advisor team.

Brian Stoker is a financial advisor with West Ridge Advisors in Midvale, UT, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He also provides life, accident, and health insurance products to clients as part of his business activities. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management. The firm emphasizes Modern Portfolio Theory with global diversification, tax efficiency, and low-cost vehicles, and utilizes personalized indexing through Vanguard along with third-party manager referrals when appropriate.

Jared Empey is a financial advisor at TrueNorth Wealth with 10 years of industry experience and holds a Series 65 designation. He has been with TrueNorth Wealth since 2015. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation, portfolio construction, and regular client communication.

Joseph Cannon is a CFP® with 23 years of industry experience, currently serving as an advisor at Oak Lane Advisors. He has worked at Wealth Navigation LLC since 2013 and previously at Arete Wealth Management LLC. Outside of his advisory role, he is involved with an insurance agency as an agent. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with an investment approach centered on diversified, asset-allocation portfolios.