Kent Christensen is a financial advisor with Haynie Wealth Management LLC in Salt Lake City, holding a Series 65 designation and three years of industry experience. He has been with Haynie Wealth Management since 2022 and concurrently works at Haynie and Company, CPAs, where he has been involved in tax preparation since 1999. Haynie Wealth Management provides discretionary and non-discretionary investment advisory and wealth management services to individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm combines portfolio management with financial planning, emphasizing fundamental analysis and a long-term investment approach using diversified portfolios with low-cost mutual funds, ETFs, and occasionally individual securities.

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.

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.

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.

Thomas Fritz is a CFP® professional with 25 years of industry experience, serving at Wilson Financial Advisors, Inc. in Salt Lake City since 1993. He holds a Series 65 license and has been with the firm for over three decades. Wilson Financial Advisors works with individuals, families, and small businesses, providing comprehensive financial planning without selling insurance or offering legal advice. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, emphasizing a fee‑only, hourly or retainer billing model, and focuses on asset allocation using no‑load mutual funds within a buy‑and‑hold strategy.

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.

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.

Alan Tingey is a CFA charterholder with 28 years of industry experience, currently operating through Tingey Financial Group Inc. He has been affiliated with Cannon Tingey Investment Advisors, Inc. since 1998. Tingey is a long-standing member of the CFA Society of Salt Lake, a local nonprofit organization for investment professionals. Tingey Financial Group, founded in 2024, offers fee-based portfolio management to individuals and institutional clients, focusing on a fundamental, value-oriented investment approach with a low-turnover, long-term perspective. The firm emphasizes regular client communications and provides consulting services on an hourly basis alongside its discretionary management of publicly traded securities.

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 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. 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 has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory role, he has a 50% ownership stake 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 emphasizes risk-adjusted, tax-efficient asset allocation using a blend of active and passive strategies and integrates cash flow, tax, and estate considerations into customized financial plans.

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.

Brian Barton is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Guardian Wealth Management since 2010. Guardian Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning, creating customized Investment Policy Statements for each client. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and utilizes higher-risk strategies, including short sales and options writing, while generally managing accounts on a discretionary basis.

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.

Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.