Michael Espinosa is a CFP® professional at TrueNorth Wealth with 10 years of industry experience. He previously worked at Soltis Investment Advisors and The Vanguard Group, Inc. Outside of financial advising, he has experience in home renovation. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, business owners, and retirees, offering comprehensive financial planning, asset management, and institutional consulting with an emphasis on asset allocation and portfolio construction.

Charles Radtke is a CFA® charterholder and portfolio manager at ALTA Capital Management LLC with three years of industry experience. He has worked at firms including Sterling Capital Management LLC, CXR Asset Management, Barrow, Hanley, Mewhinney & Strauss, and Mercator Asset Management. Radtke also provides investment advisory and portfolio management services to Sterling Capital clients as a shared employee. ALTA Capital Management offers discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment process that integrates proprietary quantitative models and committee review. The firm serves various mandates and utilizes sub-advisers, derivatives strategies, and responsible-investing practices within a broader affiliated asset-management network.

Brian Hunsaker is a financial advisor at Iron Gate Global Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Iron Gate Global Advisors since 1999. Iron Gate Global Advisors serves individuals, trusts, retirement plans, and businesses, managing over $1 billion in assets through a team-based advisory model. The firm employs a fundamental, business-owner style investment approach, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of equity holdings.

Matthew Walker is a financial advisor at Interwise with 12 years of industry experience. He holds a Series 65 designation and has worked at Valued Wealth Advisors and Independent Financial Group. Outside of financial advising, he is involved in developing and managing assisted living facilities through multiple business ventures and serves as a mortgage loan officer. Interwise serves individuals, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm builds tailored, diversified portfolios using a mix of individual securities, managed accounts, and alternative investments, supplementing in-house management with third-party relationships and maintaining a comprehensive review process.

William Bryant III is a CFA® charterholder with two years of industry experience. He is currently a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT. His prior experience includes roles at Oracle, Atlas Trading, Foreside Fund Services, LLC, and Thomson Horstmann & Bryant, Inc. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits, offering discretionary portfolio management, pension consulting, and financial planning. The firm uses a variety of investment approaches and third-party platforms to implement client-specific strategies and conducts regular account reviews.

Carson Skaggs is a financial advisor at Altura Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Legacy Peak Insurance and Legacy Wealth Management. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and corporate clients, offering both discretionary and non-discretionary portfolio management along with financial planning services tailored to client objectives.

Devin Frampton is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Everspire. His prior experience includes roles at Keller Williams Westfield and Guerrilla Advisors, LLC. Outside of his advisory work, he is involved with Penny Lane HOA and has entrepreneurial experience through ownership of a holding company. 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 with a goals-based, liability-driven approach.

Clayton Bradshaw is a financial advisor at Decker Retirement Planning Inc. in Salt Lake City, UT, holding a Series 65 credential with nine years of industry experience. He worked at Craig Swapp & Associates for seven years before joining Decker Retirement Planning in 2017. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses quantitative, computer-driven investment models across various portfolios and incorporates alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Dennis Overstreet is a financial advisor with Openair Financial, LLC, holding a Series 65 designation and 12 years of industry experience. His career includes roles at Mercer Global Advisors, Lake Point Advisory Group, AE Wealth Management, and Secure Retirement Planning. He also dedicates part of his time to insurance sales through OpenAir Advisory, LLC. OpenAir Financial provides discretionary asset management, financial planning, and educational seminars to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment approach involves fundamental analysis and a combination of long-term holdings and active trading, with client portfolios reviewed at least quarterly for suitability and tax-loss harvesting.

Curtis Lingren is a financial advisor at Alta Capital Management LLC in Salt Lake City, UT, holding a Series 65 credential with seven years of industry experience. He has been with Alta Capital Management since 2015. Outside of his advisory role, he is the sole owner of Teton Research Group, LLC, which assists individuals in recovering unclaimed property held by government agencies. Alta Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment approach supported by proprietary quantitative models and integrates responsible-investing practices across its strategies.

Ryan Tucker is a Series 66-licensed financial advisor with Everspire who has 13 years of industry experience. He has worked at M. H. Leblang, Inc. since 2018 and has been with Everspire since 2017, in addition to prior roles at DFPG Investments and TD Ameritrade. Outside of his advisory work, he is involved in music performance and owns a medical industry marketing brokerage that connects medical supply providers with healthcare facilities. 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, employing a dedicated advisor model and a goals-based, liability-driven financial planning approach supported by an Investment Committee and quantitative and fundamental portfolio analysis.

James Derrick Jr. is a CFA® charterholder with 26 years of industry experience. He has been with Smedley Financial Services Inc since 2003 and currently serves as Chief Investment Strategist. He also has experience with Securities America Inc and volunteers with the Church of Jesus Christ of Latter-day Saints, assisting with meeting planning and other activities. Smedley Financial Services provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach focuses on lifetime-income planning and a time-horizon based process, utilizing diversified portfolios through mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts tailored to client objectives.

Chase Redd is a financial advisor at Narus Financial Partners, LLC in Salt Lake City, UT. He holds a Series 65 credential and has been with Narus Financial Partners since 2025. Prior to joining the firm, his work experience includes roles at Enterprise, Watkins Printing, and International Paper. Narus Financial Partners is a team-based advisory firm managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis in its investment approach and offers discretionary and non-discretionary management, employing strategies such as option-writing and margin transactions uncommon among peer firms.

Jose Biton is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding a Series 65 designation with 23 years of industry experience. He has been with Albion Financial Group since 2002. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as private pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis with both long-term and short-term trading strategies.

Trent Searle is a CFP® with 20 years of industry experience, currently serving as an advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2017 and previously worked at TrueNorth Wealth from 2014 to 2017. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related plans. The firm emphasizes strategic asset allocation and broad diversification, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments.

Skyler Fleming is a financial advisor at Abundo Wealth with a Series 65 designation and one year of industry experience. Prior to joining Abundo Wealth, he held various roles including podcast host and self-employed work focused on financial literacy for young adults. Fleming hosts a podcast dedicated to financial planning education for young adults. Abundo Wealth provides comprehensive financial planning and non-discretionary investment advisory services to individual clients without requiring an asset minimum. The firm emphasizes passive, low-cost index fund investing and manages client relationships through a subscription-based model, operating a network of 11 offices.

Jeremiah Stokka is a financial advisor at Alta Capital Management LLC with eight years of industry experience. He has previously worked at Merrill Lynch, Bank of America, and Ameriprise Financial Services. He serves as a board member for Rooted Academy, a daycare in South Jordan, Utah. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment approach and managing a range of equity, fixed income, and balanced strategies.

Jordan Bailey is a financial advisor at Strategic Planning Group with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Fidelity in various roles from 2014 to 2026. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm tailors portfolios to client objectives and risk tolerance, employing a range of investment strategies including third-party managers, model portfolios, direct indexing, and alternative asset classes, supported by software and AI tools.

Tory Parke is a financial advisor at Three Seasons Wealth with eight years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Global Aerospace Logistics. Outside of his advisory role, Parke is a passive owner of a general contracting business and an accounting and bookkeeping practice. Three Seasons Wealth provides investment management, financial planning, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm blends active and passive strategies across various asset classes, employing both fundamental and technical models, and offers discretionary and non-discretionary portfolio management.

Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.