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.

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 in Centerville, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at several firms, including TownSquare Capital, JRS Wealth Management LLC, and Allegis Investment Advisors. Munk is also an independent insurance agent offering fixed life and annuity products. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, asset allocation, financial planning, and consulting services. The firm uses proprietary ETF models and a SMART Retirement framework, managing accounts typically on a discretionary basis through a platform relationship with TownSquare Capital.

Sara Judd is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of her advisory role, Judd is involved in ballet choreography for the West Point Ballet Academy and the Salt Lake Ballet Cooperative, and she operates an online dance costume marketplace called TutuList. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics.

Scott Sams is a financial advisor with North Capital, holding Series 63, 65, and 66 licenses and over 22 years of industry experience. His prior roles include nearly two decades at Principal Asset Management and Principal Capital, as well as work with MLG Capital. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics to construct diversified portfolios and manage tax efficiency.

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 Series 65 and Series 63 licenses and four years of industry experience. He has held roles at MHL Investments and Everspire and operates two professional services firms, Carefree Professional Practice Resources, LLC and Rockwell Financial, PLLC, providing tax, valuation, and consulting services primarily within the dental industry. He also receives referral fees for business directed to TomiPlan, a financial planning company. Everspire offers investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI-enabled tools, alongside human review to manage client assets.

Clifton Johnson is a financial advisor with DMK Advisor Group, Inc., holding the ChFC® designation and Series 63 license, and has 37 years of industry experience. His career includes roles at BFC Planning, Inc. and Securities Management & Research, Inc., along with longstanding involvement in insurance sales and management with American National Insurance. Johnson serves as a board member of NAIFA Utah and holds a volunteer position with the LDS Church as a counselor in the bishopric. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary active management and non-discretionary consultative relationships, utilizing model-driven investment strategies based on mutual funds and ETFs with regular monitoring and rebalancing.

John Park is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Cambridge Investment Research Advisors. Outside of his advisory work, he operates a sole proprietorship reselling goods online. Strategic Planning Group is a fee-based financial planning and investment management firm managing approximately $910 million in discretionary assets for over 1,500 clients. The firm serves individuals, businesses, and qualified retirement plans, offering customized portfolio management, third-party manager access, and tax-aware investment strategies.

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 at Teton Wealth Group LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Cook served in the United States Marine Corps for five years. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach developed by an in-house Portfolio Management Team and integrates fundamental, cyclical, and technical analysis in its investment process.

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 with Financial Network Wealth Advisors LLC and holds Series 65 and Series 66 credentials. He has 22 years of industry experience and has been affiliated with his current firm since 2022. Arnell is also involved with several other entities, including Plan 4 Wealth LLC, where he serves as a wealth manager. Financial Network Wealth Advisors LLC (d/b/a Plan 4 Wealth) provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets across a six-advisor team, using a process that incorporates fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction.

Brian Stoker is a financial advisor at West Ridge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at GWN Securities Inc. from 2012 to 2020. Stoker provides insurance-related products in addition to his advisory services. West Ridge Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to each client's objectives and risk tolerance.

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.

Abby Morton is a CFP® professional with four years of industry experience. She is currently with Forefront and has previously worked at Elements Money, LLC, Elements Technology, Inc., and Aquire Wealth Advisors, LLC dba Dentist Advisors. Forefront Wealth Partners is a team-based, SEC-registered advisory firm serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, financial planning, estate-planning coordination, and cash-management services through customized portfolios and a multi-advisor structure.