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.

Cory Carling is a CFP® and holds a Series 66 license, with three years of industry experience. He has worked at Morgan Stanley and Fidelity Investments prior to joining Capital Wealth, LLC. Before his financial advisory career, he spent several years in engineering and metalwork roles. Capital Wealth, LLC provides advisory services to individual and high-net-worth clients, focusing on portfolio management through third-party money managers, financial planning, and estate-planning referrals. The firm emphasizes ongoing manager oversight and integrates financial planning and periodic client reviews into its process.

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 CFP® with eight years of industry experience, currently serving at Peterson Rogers Private Wealth, LLC. His prior experience includes roles at Bank of America, Merrill, and Axxcess Wealth Management, as well as service in the United States Marine Corps. He is also involved with Maddix Holdings LLC. Peterson Rogers Private Wealth provides tailored wealth management and advisory services to family offices, high-net-worth and ultra-high-net-worth individuals, business owners, and institutional retirement plans. The firm employs a multi-asset, multi-disciplinary approach that includes public and alternative investments, using third-party managers and the Axxcess Private Asset Platform for consolidated reporting.

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 28 years of industry experience. He is the principal of Cowdell Investments, LLC in Alpine, Utah, and has been affiliated with First Western Advisors since 2003. In addition to his advisory role, he works as an independent insurance agent. Cowdell Investments provides wealth management and financial planning services primarily to individual clients, including both high-net-worth and non-HNW households. The firm offers discretionary portfolio management and standalone planning, combining securities and insurance-based solutions tailored to clients’ risk tolerance and time horizon.

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.

Philip Eldredge is a financial advisor at F2F Retirement, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and TD Ameritrade in various roles. Additionally, he sells life insurance as an independent agent, a business he began while at Fidelity. F2F Retirement, LLC is a state-registered investment adviser serving primarily individual clients, as well as small businesses and non-profits. The firm provides portfolio management and financial planning services, employing both fundamental and technical analysis in discretionary portfolio management.

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 his advisory work, Sandos is the founder and chairman of the Koa Kajukenbo Ohana Association, a martial arts organization, and he is also an author of self-help books. Sandos Financial is a fee-based registered investment adviser serving primarily individual investors, with occasional small business and nonprofit clients. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analysis, managing approximately $17.25 million in assets for around 156 clients.

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. Outside of his advisory role, he is engaged in external public-facing activities including acting, public speaking, and authorship. Cowdell Investments primarily serves individual clients with retirement planning, financial planning, and wealth management, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on clients’ risk tolerance and time horizon, using both fundamental and technical analysis, and offers a range of products including discretionary wealth management and insurance-based solutions.

Thomas Pappas is a financial advisor at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT, with 43 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cottonwood Wealth Strategies provides investment management, financial planning, and plan-sponsor consulting to individuals, trusts, businesses, and other entities. The firm operates under a fiduciary standard and offers predominantly discretionary portfolio management using a mix of active and passive strategies focused on tax-efficient, risk-adjusted asset allocation.

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.

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.

Earl Berg is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Berg has been with Guardian Wealth Management since 2008 and also has a concurrent role at Lifebright Investment Management, LLC since 2016. Guardian Wealth Management serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a mix of analytical methods and uses strategies including short sales and options writing within separately managed accounts, which is relatively uncommon among its peers.

Jessica French is a financial advisor with Gemini Wealth in Taylorsville, UT. She holds a Series 65 credential and has three years of industry experience. Her prior roles include positions at Hogan French Financial Services, Inc. and Hogan Financial Services. Gemini Wealth primarily serves plan sponsors and clients seeking financial planning and education, offering limited-scope ERISA 3(21) fiduciary services, standalone financial plans, and public seminars. The firm uses academic investment models and introduces clients to third-party managers for portfolio implementation rather than managing assets directly.

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.

Lance Mccubbins is a financial advisor with F2 F Retirement, LLC, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with F2 F Retirement since 2011. In addition to his advisory role, he owns L7 Insurance, where he sells life insurance, annuities, and other health-related policies. F2 F Retirement primarily serves individual investors with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis, offering active strategies that may include options and margin, and provides clients with educational communications and periodic seminars.