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 17 years of industry experience. He holds a Series 65 designation and has worked at Jacobs Equity since 2009. Outside of advising, he occasionally provides tax-related legal services to a small number of individuals and businesses. Palisade Wealth Management offers customized, discretionary investment management primarily to individual and high-net-worth clients. The firm emphasizes medium- to long-term portfolio construction using Modern Portfolio Theory and quantitative optimization, focusing on publicly traded equities and fixed-income securities.

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.

Alex Shigeta is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. Prior to joining Athos, he was involved with the University Growth Fund and held positions at Brigham Young University and Brigham Young University Idaho. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm manages customized portfolios on a discretionary basis, integrating asset allocation, research, and holistic balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles across various alternative strategies.

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.

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.

Cade Hyde is a financial advisor at Mountain Goat Wealth Management LLC with a Series 65 designation and less than one year of industry experience. Prior to joining the firm, he was employed at Banqu and is currently involved with The Church of Jesus Christ of Latter-day Saints as a US Southwest Area Planning Analyst. He also works part-time as an insurance agent with Allegis AG. Mountain Goat Wealth Management provides discretionary and non-discretionary portfolio management and financial planning services to individual clients, focusing on a small client base without targeting high-net-worth households. The firm uses a variety of investment strategies and may utilize third-party sub-advisors to manage client accounts.

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.

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.

Casey Nelsen is a CFA® charterholder with 11 years of industry experience. He is a portfolio manager at ALTA Capital Management LLC and Sterling Capital Management LLC. Casey has been with Alta Capital Management since 2007 and joined Sterling Capital Management in 2025. Outside of his advisory work, he owns Tellucap Partners, a non-investment business that includes management of a property with storage units in Salt Lake City. Alta Capital Management provides discretionary portfolio management and financial planning for individual and institutional clients, offering a range of strategies including equity quality growth, dividend, SMID, global equity, fixed income, and balanced mandates. The firm employs a quality-growth, bottom-up investment process and utilizes sub-advisers, derivatives, and responsible-investing practices in its stewardship activities.

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.

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.

Andrew Schaffernoth is a financial advisor with ALTA Capital Management LLC in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 23 years of industry experience, with 20 years at ALTA Capital Management. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and participates in wrap fee programs and Unified Managed Account platforms, offering a range of equity, fixed income, and balanced strategies.

Alan Erickson is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2017. In addition to his advisory role, Erickson is a CPA involved with Udall CPA Group, an accounting firm, where he has been active since 2012. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based, long-term investment approach with globally diversified, tax-efficient vehicles, managing approximately $268 million in assets across discretionary and nondiscretionary accounts.