Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.

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 with 15 years of industry experience. She has worked at Fidelity Investments and Strategic Advisers LLC before joining Hanks Capital Management, LLC, where she has been an advisor since 2026. 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 uses a combination of passive and active asset allocation strategies and offers financial planning as a fixed-fee, one-time engagement.

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 with SwitchPoint Financial Planning LLC in Lehi, UT, holding a Series 66 designation and 13 years of industry experience. His prior work includes positions at Integris Wealth Management, RH Advisors, Rock House Financial, United Planners Financial Services, and Knox Capital Advisors. SwitchPoint Financial Planning LLC is an SEC-registered, fee-only advisory firm serving individuals, including high-net-worth clients, and employer plan sponsors. The firm emphasizes a primarily passive investment approach using diversified asset-class allocations and offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting.

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 an investment advisor with Reliance Investing, Inc. in Sandy, Utah, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has worked at several firms, including NEY Wealth Management and VSR Financial Services, and is in the process of transitioning his business to Ney Wealth Management, Inc. Reliance Investing, Inc. offers discretionary, fee-based portfolio management, retirement planning, and pension consulting mainly to individuals, plan sponsors, and trusts, utilizing diversified, systematic portfolios across global equities and fixed income with active monitoring and periodic rebalancing.

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 11 years of industry experience. He holds a Series 65 designation and has worked at Aspen Ridge since 2025. His prior experience includes roles at IBM, Thatcher Technology Group, Colwyn Investments, and EMIDS Technology. In addition to his advisory role, Sirrine is licensed as an independent insurance agent in Utah. Aspen Ridge Wealth Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting primarily for individual clients, as well as trusts, foundations, and businesses. The firm emphasizes tailored portfolios based on client objectives, diversification, and asset allocation, and provides educational seminars at no charge.

Clayton Alexander is a financial advisor with Teton Wealth Group LLC, holding a Series 65 designation and 10 years of industry experience. He has worked at multiple firms including CA Wealth Management and Sowell Management. Outside of advising, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management along with financial planning. The firm uses an active, allocation-driven approach incorporating multiple analysis methods and offers a diverse range of investment products while coordinating with clients’ other advisers.

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® with four years of industry experience, currently serving as an advisor at Decker Retirement Planning Inc. in Lehi, UT. His prior roles include positions at Andina Capital Management, Andina Advisors, and Core Capital Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and offers a range of portfolios incorporating ETFs, mutual funds, individual securities, and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Casey Nelsen is a CFA® charterholder with 12 years of industry experience. He is currently a portfolio manager at Sterling Capital Management LLC and has been with Alta Capital Management LLC since 2007. Casey owns Tellucap Partners, a company that manages a small residential property in Salt Lake City. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients using a quality-growth, bottom-up investment process. The firm offers a range of strategies across equity and fixed income and serves as adviser or sub-adviser to registered funds and pooled investment vehicles.

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.