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.

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.

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.

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 ChFC® with 29 years of industry experience, currently serving as an advisor at Guardian Wealth Management in Salt Lake City, UT. He has been with Guardian Wealth Management since 2008 and also works with Lifebright Investment Management, LLC. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm uses client-specific Investment Policy Statements and a mix of fundamental, technical, charting, and cyclical analysis, employing higher-risk tools and allowing borrowing in some accounts, which is uncommon among similar firms.

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.

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.

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.

William Campbell is a CFP® with 24 years of experience and has been with Slayton Lewis Inc. in Salt Lake City since 2000. He holds a Series 65 license and works alongside a small advisory team at the firm. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services primarily for high-net-worth individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing guided by quantitative models and external research, managing approximately $308 million with a selective client roster.

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.

Nicholas Augostini is a CFP® and CFA® at Slayton Lewis Inc with six years of industry experience. He has worked at Slayton Lewis since 2020 and was previously employed at Morningstar from 2016 to 2020. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services to individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing based on modern portfolio theory, managing approximately $308 million for a selective, high-asset client base.

Braxton Leicht is a financial advisor at Beta Wealth Group, Inc with two years of industry experience. Prior to joining Beta Wealth Group, he served 11 years in the U.S. Air Force. He is also a Special Agent with the U.S. Air Force Reserves Office of Special Investigations, conducting criminal investigations. Beta Wealth Group serves individuals, high-net-worth clients, and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm’s investment approach includes individualized portfolio construction using ETFs, mutual funds, stocks, and bonds, with additional strategies such as options and margin use, managing approximately $429 million for about 424 clients.

Stephane Bouvel is a financial advisor with Bouvel Investment Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He worked at Purshe Kaplan Sterling Investments for nine years before returning to Bouvel Investment Partners, where he has been since 2002. In addition to his advisory role, he is involved in a fixed insurance business focusing on fixed life insurance, long-term care, fixed annuities, and disability insurance products. Bouvel Investment Partners serves individual and high-net-worth clients, providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm employs a range of investment strategies tailored to client objectives, including concentrated equity sleeves and income-oriented fixed income, and manages variable annuity subaccounts and 529 plan management on the CollegeAmerica platform.

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.