Michael Chapman is a financial advisor with Wealth Foundations Partners, LLC in Salt Lake City, UT. He holds a Series 65 designation and has six years of industry experience, including five years at Global View Capital Advisors and twelve years at Health Equity. He is also licensed to sell insurance products. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and nonprofits. The firm employs a combination of modern portfolio theory, quantitative, fundamental, and technical analysis across diverse investment types and offers financial planning services at no additional cost for clients with assets under management.

Rabih Dimachki is a CFA® charterholder with seven years of experience at Dentist Advisors in Salt Lake City, UT. He has been with the firm since 2019 following his time as a student from 2014 to 2019. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families by providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach using discretionary model portfolios primarily composed of ETFs and mutual funds, and it offers additional services such as outsourced accounting, bookkeeping, payroll support, and client education.

Arrin Wray is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously at TEKSystems from 2014 to 2017. Outside of his advisory role, Wray is involved in the fitness industry as an owner of an F45 Training gym in Sandy, UT. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to individuals, high-net-worth clients, and various institutional entities. The firm uses a model-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party strategies across its six-advisor team serving roughly 900 clients.

Brian Decker is the President and sole owner of Decker Retirement Planning Inc. in Salt Lake, UT, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has led his firm since its founding in 2016. Approximately 40% of his time is devoted to insurance sales and services conducted through the firm. Decker Retirement Planning serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities by providing retirement planning, comprehensive financial planning, and discretionary investment management. The firm employs quantitative, computer-driven models alongside third-party strategist signals and uses a range of investment vehicles including ETFs, cryptocurrency ETFs, structured notes, direct indexing, and covered-call strategies.

Lincoln West is a financial advisor with Altura Private Wealth LLC, holding a Series 65 designation and three years of industry experience. He previously worked at Legacy Wealth Management for three years and has maintained roles in several businesses, including serving as a minority owner of West Family Enterprises, LLC. West also holds an insurance license and occasionally sells life insurance when appropriate for clients. Altura Private Wealth LLC serves a diverse client base, including individual clients, charitable organizations, and businesses, managing over $129 million in assets across more than 300 accounts. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning, utilizing firm-developed model portfolios and third-party money managers.

Matthew Newman is a CFP® with eight years of industry experience, currently affiliated with Iron Gate Global Advisors. He has previously worked at Amussen, Hunsaker & Associates, LLC, Paycom, and Northwestern Mutual in various capacities from 2016 to 2020. Outside of his advisory role, he manages a personal real estate rental property. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner perspective, utilizing model portfolios, tailored strategies, and selective use of options and margin in client accounts.

Bo Wilkinson is a financial advisor at Albion Financial Group with one year of industry experience and holds a Series 65 designation. Before joining Albion, he was involved in entrepreneurial ventures including Crossover Clothing LLC and Harvest Lane Honey. Albion Financial Group provides discretionary investment management and financial planning services to individuals, families, businesses, and retirement plan sponsors. The firm follows a fundamentals-driven, long-term investment approach and manages multiple private funds alongside fiduciary retirement plan services and standalone financial consulting.

Lamar Breshears is a financial advisor with RPg Family Wealth Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. He has held roles at several firms, including The Leaders Group, Inc., Horter Investment Management, and Alpine Capital Management. Outside of his advisory work, he serves as president of a heavy construction equipment rental company and is a board member of Mortgage Free Life, where he trains agents on life insurance illustrations. RPg Family Wealth Advisory provides customized wealth advisory services to individuals, trusts, estates, charities, businesses, and retirement plans. The firm employs an outcome-oriented, long-term investment approach using both fundamental and technical analysis, constructing portfolios from a range of asset classes and employing third-party sub-advisors when appropriate.

Russell Murphy is an Investment Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024, and as a Relationship Manager at the same company from 2022 to 2023. In his professional capacity, Russell focuses on working closely with clients to understand their unique financial goals and to develop personalized financial plans that clients can comprehend and trust. He emphasizes partnership with clients and their families to assist them in navigating their financial journeys. Outside of his professional life, Russell enjoys board games, football, hiking, reading, and running.

Michelle Buxton is a CFP® professional with six years of industry experience. She is affiliated with Albion Financial Group, where she has been since 2005. The firm provides discretionary portfolio management and financial planning services to individuals, families, corporate clients, and retirement plan sponsors. Albion Financial Group manages private pooled investment vehicles and employs a combination of fundamental, technical, and cyclical analysis in its investment approach, typically focusing on long-term trading strategies.

Catherine Barron is a financial advisor with Albion Financial Group in Salt Lake City, holding a Series 65 designation and 23 years of industry experience. She has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages both traditional separately managed accounts and pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with a focus on long-term trading strategies.

Ryan Larsen is a CFP® with 25 years of industry experience, currently serving as an advisor at Refined Wealth Management since 2015. He is also the owner of RWI Agency LLC, an insurance agency focused on term life, fixed indexed annuities, and property and casualty insurance, where he oversees business responsibilities and reviews insurance needs for clients. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, tax, and insurance services. The firm employs in-house model portfolios and maintains formal governance through an Investment Committee, providing a comprehensive and integrated approach to wealth management.

Roger Smedley is a CFP® professional with 44 years of experience in the financial services industry. He is the principal of Smedley Financial Services, Inc. in Salt Lake City, UT, where he has worked since 1982, and previously spent 33 years with Securities America, Inc. He is also licensed as an insurance agent, offering insurance products as part of his financial planning solutions. Smedley Financial Services, Inc. provides fee-based investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, retirees, and plan sponsors. The firm uses a time-segmented approach to lifetime income planning and emphasizes proactive investing through diversified portfolios implemented with mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

Jackson Watson is a CFP® and CFA® with three years of industry experience. He has worked at Albion Financial Group since 2025 and previously spent six years at Heritage Financial Services. Watson attended Middlebury College prior to beginning his financial career. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment approach and manages several private pooled investment vehicles alongside traditional separately managed accounts.

Taylor Sutterfield is a CFP® professional based in Salt Lake City, UT, with five years of experience in the financial industry. He has worked at Dentist Advisors since 2020 and previously held roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. Dentist Advisors serves dentists, other professionals, and high-net-worth clients, providing investment management, wealth management, retirement-plan consulting, and financial planning. The firm uses discretionary model portfolios primarily composed of ETFs and mutual funds, guided by Modern Portfolio Theory, and offers additional services such as outsourced accounting and client education programs.

Emily Langeveld is a financial advisor at Promontory Financial Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previously worked at Ready Wise and within the Langeveld Household. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm employs a multi-advisor team approach and integrates investment management with insurance and accounting services.

Kyle Woodlief is a financial advisor at Refined Wealth Management in Salt Lake City, UT, with five years of industry experience. He holds a Series 65 designation and has worked at Refined Wealth Management since 2021. In addition to his advisory role, he is licensed as a property and casualty insurance agent. Refined Wealth Management provides investment advice, portfolio management, and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small business owners. The firm employs a model-based approach to portfolio construction and rebalancing, emphasizes asset allocation and risk management, and offers ancillary services such as 401(k) plan administration, insurance and annuity sales, and in-house tax services.

Jessica Ellis is a Series 65 licensed financial advisor with Alliance Wealth Advisors, LLC in Centerville, Utah, and has one year of industry experience. Her prior roles include positions at Adams Wealth Advisors, Charles Schwab, and Nibley City. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm combines proprietary ETF models with third-party platforms and applies a SMART Retirement framework to manage portfolio risks.

Paul Coles is a Series 65-licensed financial advisor with 12 years of industry experience. He has worked at Alliance Wealth Advisors, LLC since 2009, including a recent tenure starting in 2021, and previously held positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of advisory services, he is an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a range of analytical methods, managing approximately $439 million across nearly 700 client relationships.

Jackson Springmeyer is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at the Salt Lake Country Club and Alight Tempe. 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 as part of its investment approach and operates through a third-party platform relationship with TownSquare Capital.