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.

Patrick Lundergan is a CFP® with 12 years of industry experience, currently serving as an advisor at Albion Financial Group since 2019. His prior roles include positions at Axa Advisors, LLC and Fidelity Investments. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm combines fundamental, technical, and cyclical analysis in its investment approach and manages private funds with a performance-based compensation structure.

Robert Vonderharr is a financial advisor with Cabin Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at Great Point Advisors, OSAIC, Independent Financial Group, and nearly two decades at Vonderharr Wagner Associates. Outside of financial advising, he owns a CPA practice focused on income tax preparation and manages a homeowners association near Shelby, North Carolina. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm provides financial planning, portfolio management, and sub-advisory services, employing a range of investment analyses and conducting due diligence on alternative investments.

Michael Jones is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Arete Wealth Management LLC from 2015 to 2019 and has been with Wealth Navigation Advisors since 2012. Jones is also a managing member of Four 24 LLC, a holding company. Oak Lane Advisors manages approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities through an eight-advisor team. The firm offers diversified asset-allocation portfolios, comprehensive financial planning, and access to alternative investments, including non-public alternatives and private equity for qualified clients.

Brock Williamson is a Certified Financial Planner™ with 21 years of industry experience. He is affiliated with Promontory Financial Planning, LLC and previously worked at SEI Investments Management Corp for 11 years. Promontory Financial Planning is a multi-advisor registered investment adviser serving individuals, trusts, small businesses, and nonprofit organizations. The firm manages approximately $319 million in client assets through a team of about a dozen advisors, employing a mix of fundamental and technical analysis to inform discretionary trading and asset allocation decisions while tailoring portfolios to clients’ time horizons and risk tolerances.

Mikal Aune is a CFP® professional with 20 years of industry experience, currently serving at Smedley Financial Services Inc. He has been with Smedley Financial Services since 2006 and was affiliated with Securities America, Inc. from 2006 to 2024. Based in Salt Lake City, UT, Aune holds a Series 66 license. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on lifetime-income planning and uses a time-horizon based process to create diversified portfolios tailored to client objectives, managing approximately $396.7 million in assets.

Celia Boyle is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation with one year of industry experience. Prior to entering the financial advisory field, she worked for 12 years at Spy Hop Productions. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages investments primarily through in-house model portfolios and maintains a formal Investment Committee to oversee portfolio construction and monitoring.

Daniel De Mille is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE. 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 employs customized, risk-adjusted, tax-aware asset allocations that blend active and passive strategies and may use options and derivative instruments where appropriate.

Ron Valentine is a financial advisor at Promontory Financial Planning, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Promontory since 2017, following prior roles at BFC Planning, Inc. and Berthel Fisher & Company Financial Services. Outside of his advisory work, he owns an insurance sales business and is involved in CPA and accounting services. Promontory Financial Planning serves individuals, trusts, small businesses, and nonprofit organizations, offering comprehensive financial planning and discretionary asset management. The firm manages approximately $319 million in client assets and uses a combination of fundamental and technical analysis to guide portfolio decisions, focusing on mutual funds, index funds, and ETFs without employing margin.

Rachelle Dillingham is a Series 65-licensed advisor at The Norden Group LLC with seven years of industry experience. She is a certified public accountant and provides tax and accounting services through Layton & Associates, her primary business. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm employs model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe that includes equities, debt, options, structured products, and private placements.

Thomas Craner is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Pursche Kaplan Sterling Investments and Cambridge Investment Research. Outside of advising, he works as an independent insurance agent. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm offers customized asset management through in-house models or third-party managers, uses technical and cyclical analysis in security selection, and employs software and AI tools to support client services.

Michael Brown is a CFP® with nine years of industry experience, currently serving as a principal at Jacobsen Capital Management since 2016. He previously worked at Wise Company for one year. Outside of his advisory role, he holds a controlling interest in MTN Capital Investments, a holding company. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm combines strategic and tactical asset allocation with long-term and value investing techniques and employs quantitative tools and third-party SMA managers to align portfolios with client objectives.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.

Ryan Craner is a financial advisor with Strategic Planning Group in Bountiful, Utah, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has held roles at firms including Purshe Kaplan Sterling Investments and Cambridge Investment Research and has managed his own business entities such as Craner Holdings, LLC. Outside of advisory work, he is an officer and director at Action Recovery Group, where he provides management, lectures, and counseling. Strategic Planning Group offers fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios using in-house models and third-party managers, incorporating technical and cyclical analysis, as well as occasional exposure to emerging asset classes.

Alexander Lewis is a financial advisor at Alliance Wealth Advisors, LLC in Centerville, UT. He holds a Series 65 designation and has been with the firm since 2025. His prior experience includes roles at the Financial Wellness Center at the University of Utah and involvement with the LDS Church. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting services. The firm utilizes proprietary ETF models and a SMART Retirement framework, managing accounts primarily on a discretionary basis through a platform relationship with TownSquare Capital.

Carrie Kerr is a financial advisor with Albion Financial Group in Salt Lake City, UT. She holds a Series 65 designation and has 19 years of industry experience. Kerr has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm uses a fundamentals-driven, long-term investment process and manages multiple private funds while offering fiduciary retirement plan services and standalone financial consulting.

Jaycee Carroll is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, holding Series 65 and Series 63 licenses with four years of industry experience. Prior to joining Three Seasons Wealth in 2023, he worked at Wells Fargo Clearing from 2021 to 2023 and spent ten years with Real Madrid Baloncesto. Outside of his advisory role, he co-owns a cattle ranch, River Meadow Ranch Wagyu, in Wellsville, UT. 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 employs customized, risk-adjusted, tax-aware strategies that combine active and passive investments along with quantitative and qualitative analysis, incorporating options and derivative instruments where appropriate.

Jordan Hadfield is a CFP®-certified financial advisor with eight years of industry experience, currently serving as Vice President of Wealth Management at Smedley Financial Services Inc. He previously worked at Securities America, Inc. and OSAIC. Outside of his advisory role, he is also a photographer. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and diversified, model-based portfolios tailored to client objectives.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 24 years of industry experience. He has been with Albion since 1982. Outside of his advisory work, Levitt serves as the chief financial officer of a family-owned hotel and ski lodge business in Alta, Utah. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds alongside its individual client accounts.