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.

Jeffrey Sanchez is a financial advisor at Wealth Management CPAs, LLC with a Series 65 designation and one year of industry experience. He previously worked at Armanino, Cooper Savas LLC, KPMG, and EY. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, offering customized investment programs and coordinating related tax and insurance services through affiliated entities. The firm uses a range of analysis methods and strategies, conducts due diligence on sub-advisors, and maintains formal processes to manage conflicts of interest.

David Hogan is a financial advisor with DMK Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include long tenures at Securities Management & Research, Inc. and BFC Planning, Inc. Outside of advising, he also works as an insurance agent with American National Insurance Company. DMK Advisor Group serves individuals, small businesses, trusts, corporations, and retirement plans with portfolio management and investment supervisory services. The firm offers both discretionary and non-discretionary investment strategies using mutual funds and ETFs, managing roughly $130.8 million across approximately 515 client accounts.

Matthew Williams is a CFP® and holds a Series 66 license, with 13 years of industry experience. He has been with Refined Wealth Management since 2014 and also has a longstanding role at Fit Forever. Approximately 1% of his time is spent on the sale of accident and health, life, and variable insurance contracts. Refined Wealth Management advises individuals, high-net-worth clients, trusts, estates, corporations, and small businesses, offering portfolio management, financial planning, and tax and insurance services. The firm manages portfolios primarily through in-house model strategies and maintains formal governance through an Investment Committee without outsourcing core asset management.

Dustin Gordon is a financial advisor at Three Seasons Wealth in Salt Lake City, UT, with five years of industry experience. He holds a Series 66 license and has worked at firms including Wells Fargo Clearing Services and AXA Advisors. Outside of his advisory role, he assists with labor and paperwork on a family farm. Three Seasons Wealth provides investment and wealth management, financial planning, family office services, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities. The firm uses customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may incorporate third-party managers and derivative instruments in client portfolios.

Shane Thomas is a financial advisor with Smedley Financial Services Inc in Salt Lake City, UT, holding a Series 66 designation and having 22 years of industry experience. He has been with Smedley Financial Services since 2005 and is also associated with Securities America, Inc. since 2003. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, emphasizing lifetime-income planning and a time-horizon based investment approach using diversified portfolios tailored to client objectives.

Adam Lazaro is a financial advisor at Everspire with five years of industry experience. He holds a Series 66 designation and has worked with Everspire since 2021. Outside of financial advising, Lazaro is a First Officer pilot with United Airlines and participates in a referral arrangement with the financial planning company TomiPlan. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, while maintaining human oversight in client advice.