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.

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.

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.

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.

Ryan Weigel is a CFP®-certified financial advisor with 10 years of industry experience, currently serving at Elysium Wealth Management, LLC. He previously worked for nine years at Eide Bailly in various advisory and financial roles. Outside of his advisory work, he owns and operates 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 offers tailored investment strategies supported by internal oversight and research from sub-advisers, supplemented by ongoing client education and periodic reviews.

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 Series 65-licensed advisor at West Ridge Advisors with nine years of industry experience. He has been with West Ridge Advisors since 2017 and concurrently maintains a role at Udall CPA Group, PLLC, an accounting firm. Outside of his advisory work, Erickson is involved in several non-investment business activities including managing a payroll services company and participating as a managing member in various real estate and tax-related ventures. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consulting, and portfolio management. The firm employs an 11-advisor team and uses an investment approach based on Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investments.

Jason Ware is a financial advisor with Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation and 16 years of industry experience. He has been with Albion Financial since 2008. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, utilizing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds closed to new investors and offers fiduciary retirement plan services along with standalone financial consulting.

Heather Syrett is a financial advisor at Coign Capital Advisors LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise from 2002 to 2014 before joining Coign Capital Advisors in 2014. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management, financial planning, and pension consulting. The firm employs four proprietary portfolio models tailored to client risk tolerance and uses a combination of fundamental, technical, and cyclical analysis, supplemented by strategies such as options and third-party money managers.

Steven Wikstrom is a financial advisor with Everspire, holding a Series 66 designation and two years of industry experience. Prior to his advisory career, he worked at Boeing for 34 years before retiring in 2021. He is also involved with TomiPlan, a financial planning company to which he refers business and receives referral fees. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and a goals-based, liability-driven approach.

Kyle Adams is a Series 65-licensed financial advisor at M2 Financial LLC with two years of industry experience. Prior to joining M2 Financial, he worked at Fusion Healthcare Staffing and Genwealth Advisory Group among other firms. Outside of his advisory work, he manages a separate LLC called DUMP EM OUT LLC. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning services to individuals, including high-net-worth clients, and charitable organizations. The firm utilizes documented investment policies and employs fundamental and quantitative analysis, modern portfolio theory, and technical approaches, including options and derivatives strategies, to manage approximately $84.1 million in client assets.

Murray Peters is a financial advisor at Navigate Private Wealth, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Navigate Private Wealth since 2017. Outside of his advisory work, he is the owner of NatureLens.com, a photography business, and serves as trustee for a family supplemental needs trust. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews, offering a range of portfolio management and financial planning services.

Sean Griffeth is a CFP® and holds a Series 65 license, currently with Dentist Advisors in Salt Lake City, UT. He has three years of industry experience, including prior roles at Multiplier, Inc dba Harness Wealth and Brightside Benefit, Inc. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, alongside outsourced accounting and educational programs such as the Dentist Money Summit.

Peter Ferriello is a CFP® professional with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ashworth Wealth, LLC. His prior experience includes roles at J.P. Morgan Securities, Morgan Stanley, and FSC Securities Corp. Outside of advisory work, he serves as a board member for the nonprofit Schools to End Poverty and is the CEO of a forthcoming mindfulness app company, The Meru. Ashworth Wealth provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, as well as employer retirement plan sponsors. The firm focuses on structured asset allocation using passive index and ETF core positions combined with selectively chosen active managers, typically working through third-party money managers rather than exercising discretionary trading authority.