Jessica Brian is a CFP® professional at Hanks Capital Management, LLC with 15 years of industry experience. Her prior positions include roles at Fidelity Investments and Strategic Advisers LLC. Hanks Capital Management provides discretionary investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs both passive and active asset allocation strategies and serves approximately 24 client relationships with about $8.0 million in assets under management.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Vario Advisors and Vivint. Calderon also contributes monthly to Vario Fund, LP, a debt fund focused on alternative investments, where he assists with due diligence. Stonebriar Wealth serves individual and high-net-worth clients, providing financial planning and discretionary investment management. The firm employs a structured planning process and combines fundamental, quantitative, and behavioral analysis to tailor asset-allocation strategies, often coordinating family office services and integrating third-party managers.

Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has been working at Jacobs Equity since 2009. In addition to financial advising, he occasionally provides tax-related legal services to individuals and businesses. Palisade Wealth Management offers customized discretionary investment management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs asset allocation strategies based on Modern Portfolio Theory and uses quantitative models to tailor medium- to long-term portfolios considering each client’s financial and tax circumstances.

Kyle Wilhelm is a financial advisor at Switchpoint Financial Planning LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Integris Wealth Management, RH Advisors, Rock House Financial, and United Planners Financial Services. 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 employs a primarily passive investment approach using index mutual funds and ETFs, managing approximately $281 million in assets across about 90 client relationships.

Gregory Tingey is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is the sole advisor at Tingey Financial Group Inc. in Salt Lake City, UT, and has worked at Fidelity Brokerage Services LLC since 2015. Tingey Financial Group, founded in 2024, provides fee-based portfolio management to individuals and institutions, including trustees and 401(k) plans, using a fundamental, value-oriented investment approach with a focus on long-term growth, balanced, and income objectives. The firm emphasizes liquidity and investment-grade fixed income, offers regular client communications, and provides consulting on an hourly basis in addition to asset management.

Tyler Olson is a financial advisor at Ascend Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lone Peak Advisers, Inc. and Transamerica Financial Advisors, Inc. He is also owner and partner at Ascend Management Holdings, LLC, a parent company related to life insurance operations, and serves as co-director at Ascend Life Insurance, LLC, where he evaluates and recommends life insurance strategies as part of overall financial planning. Ascend Investment Management, LLC provides fee-based investment advisory and financial planning primarily to individual clients, along with services for trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis, offers consulting and written financial plans, and supplements client services with public educational seminars and workshops.

Jordan Watts is a financial advisor at Stonebriar Wealth, LLC with four years of experience. He holds a Series 65 designation and previously worked at Vivint Solar, TMW, and Redman Van and Storage. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm manages approximately $100 million in client assets and emphasizes asset allocation through strategic and tactical model portfolios, with options for ESG fund selections and coordination of estate, tax, and trust services.

We are an independent, comprehensive, fee-only wealth management firm specializing in Christian families who love the outdoors. We work with many people from all walks of life, from young professionals to current and future retirees, to church staff members. We aim to educate our clients on Christian-based financial principles and partner with them as a guide in stewarding of God’s resources.

Keaton Secretan is a financial advisor at JRS Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Pensionmark Financial Group and Thanksgiving Point, among other roles. In addition to his advisory work, he serves as an independent insurance agent. JRS Wealth Management provides wealth management, financial planning, and investment-management services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with occasional use of individual securities for tactical or tax purposes.

Joseph Ney is a financial advisor with Reliance Investing, Inc. and Ney Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Reliance Investing since 2014 and is currently transitioning his practice to Ney Wealth Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts, emphasizing coordinated retirement advice and ongoing portfolio monitoring. The firm manages diversified, systematic portfolios across global equities and fixed income, typically on a discretionary basis, and serves primarily non-high-net-worth clients.

Ryan Carrington is a CFA® charterholder with five years of industry experience. He is the sole advisor at Sandlot Private Wealth LLC, where he has worked since 2026. His prior experience includes roles at Elysium Wealth Management, SDDCO Brokerage Advisors, and Sky Harbor Capital Management. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm offers comprehensive wealth management, including portfolio management and estate planning, with a focus on private investments and tailored, long-term client relationships.

Ruth Barber is a financial advisor at Provident Living Financial Services with a Series 65 designation and over 16 years of experience at the firm. She is also involved with Welfie, LLC, an outside business activity. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management through its Finique 360 program and includes services such as estate-planning support and multi-generational wealth stewardship.

Todd Sirrine is an investment adviser representative at Aspen Ridge Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including IBM, Thatcher Technology Group, and Colwyn Investments. In addition to his advisory role, Sirrine is a licensed independent insurance agent in Utah, providing insurance products upon client request. Aspen Ridge Wealth Management, LLC is a firm with two advisors that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and small businesses. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and ongoing monitoring, and offers educational seminars and workshops as part of its service.

Zachary Williams is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Three Phases, he worked at Centsei LLC, Intuit, Podium, and InMoment. He is also a co-founder of Centsei LLC, which provides educational courses and planning materials that support his advisory work. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning and client education, integrating resources from Centsei LLC into its services without additional cost.

Clayton Alexander is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at AE Wealth Management LLC and New Millennium Insurance Group. Outside of advisory work, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses in-house model portfolios and a combination of fundamental, cyclical, and technical analysis to tailor investment strategies to clients’ needs.

Tamra Williams is a financial advisor at Wealth Management CPAs, LLC with three years of industry experience. She holds a Series 65 credential and has previously worked at Rocky Mountain Financial Designs and Auto Right Sales. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering a variety of investment strategies tailored to clients’ goals and risk tolerances. The firm manages a multi-hundred-million dollar asset base and utilizes sub-advisors for portions of portfolio management.

Chad Poulson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Decker Retirement Planning Inc., where he has worked since 2023. His prior roles include positions at Andina Capital Management, Andina Advisors, Core Capital Wealth Management, and Bear Lake Community Health Center. Decker Retirement Planning provides personalized retirement and comprehensive financial planning, as well as discretionary investment management to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven models combined with third-party trading signals and typically manages portfolios with ETFs and alternative exposures such as cryptocurrency ETFs and covered-call strategies.

Patrick Brady is a CFP® with 17 years of experience at Physician Wealth Advisors, Inc., where he has worked since 2000. The firm operates as a team of seven advisors based in Salt Lake City, UT, and was formerly known as Uma Financial Services. Physician Wealth Advisors primarily serves members of the Utah Medical Association, their families, 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, employing a diversified, tax-aware investment approach combined with ongoing portfolio monitoring.

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Ryan Weigel is a CFP® professional with 10 years of industry experience. He is currently with Elysium Wealth Management, LLC and previously worked for Eide Bailly agencies for nine years. Outside of financial services, he is the owner of Ryan Weigel Farms. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using in-house oversight combined with model portfolios and third-party sub-advisors.