Kyle Glover is a Certified Financial Planner® (CFP®) with 28 years of industry experience. He is currently with Three Seasons Wealth, joining the firm in 2024 after working at Morgan Stanley and E*TRADE Securities. Outside of advising, he is involved as a member and manager in private investing entities. 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 offers customized, risk-adjusted, tax-aware portfolios using a combination of active and passive strategies, and incorporates third-party managers and separately managed accounts where appropriate.

Justin Martin is a financial advisor at Altura Private Wealth LLC with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. In addition to his advisory role, he serves as an adjunct professor at Brigham Young University—Idaho and is involved in life insurance sales through Legacy Peak Insurance Solutions, LLC. Altura Private Wealth LLC serves individual clients, charitable organizations, and business entities, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, tailoring advice to client objectives.

Zachary Riley is a Series 65-licensed financial advisor with Albion Financial Group in Salt Lake City, UT, bringing one year of industry experience. His prior experience includes roles at Rockefeller Capital Management, Dexian, Mirador, Brown Brothers Harriman, and Crews and Associates. Albion Financial Group offers discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors, employing a fundamentals-driven, long-term investment approach that emphasizes business quality, management alignment, cash flow, and valuation. The firm also manages multiple private funds and provides fiduciary retirement plan services and standalone financial consulting.

Sarah Bird is a CFP® professional with nine years of industry experience, currently with Albion Financial Group in Salt Lake City, UT. She 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 private funds and employs a combination of fundamental, technical, and cyclical analysis to pursue long-term trading strategies while maintaining flexibility for short-term trades.

Tyler Fowler is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 credential and has worked in various roles across several companies prior to his current position. Outside of advising, he owns and operates a Turo rental car business. 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 employs a range of investment approaches and utilizes third-party platforms for portfolio implementation and account management.

Nicholas Roberts is a financial advisor at Iron Gate Global Advisors with 20 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Iron Gate Global Advisors in 2026, he worked at Fidelity Brokerage Services LLC for 21 years. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, providing discretionary and non-discretionary asset management alongside comprehensive portfolio management and retirement plan consulting. The firm’s investment approach combines fundamental analysis with a business-owner orientation and includes the use of options strategies and margin under specific guidelines.

Spencer Nelson is a financial advisor at Iron Gate Global Advisors with eight years of industry experience. He holds a Series 65 designation and has worked at Iron Gate Global Advisors since 2018. Prior to that, he spent two years at Utah State University. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm combines fundamental analysis with a business-owner orientation in its investment approach, offering both model portfolios and tailored strategies alongside financial planning and retirement plan consulting.

Joshua Baird is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 designation and no prior industry experience before joining the firm. His work history includes positions at The Cynosure Group, LLC, Stifel Bank, Project Solar, and CoreBridge, along with nine years as a full-time student. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm provides discretionary portfolio advisory, integrated financial planning, and investment consulting using customized strategic asset allocations implemented through mutual funds, ETFs, and separately managed accounts, complemented by ongoing monitoring and consolidated reporting.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. Her prior roles include positions at Morgan Stanley, E*TRADE Securities, Robert W. Baird, and Citigroup Global Markets. Three Seasons Wealth provides investment and wealth management, financial planning, and fiduciary support to individuals, high-net-worth clients, foundations, and corporate entities, offering customized, risk-adjusted asset allocations that combine active and passive strategies with quantitative and qualitative analysis.

Raygn Robertson is a financial advisor at Altura Private Wealth LLC with a Series 65 credential and one year of industry experience. Prior to joining Altura Private Wealth, he was affiliated with Legacy Wealth Management, LLC. Outside of financial advising, he has involvement with R-AG Farms. Altura Private Wealth LLC serves a range of clients including individuals, charitable organizations, and businesses, managing over $129 million in assets. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and access to third-party money managers, with a focus on tailored advice through model portfolios and direct management.

Mathew Park is a financial advisor at Strategic Planning Group with one year of industry experience. He holds a Series 65 designation and has previous work experience at Seven Multi-Site Solutions, CoolSys - Refrigeration & HVAC Systems, LuxBuilt LLC, and Comfort Systems USA (Intermountain), Inc. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, business entities, and retirement plans. The firm constructs customized portfolios aligned with client objectives and risk tolerance, utilizing in-house models, third-party managers, and various investment strategies including technical and cyclical analysis.

Jacob Lingard is a CFP® and ChFC® with five years of industry experience. He currently works at Parkwoods Wealth Partners, LLC and previously held roles at Investment Metrics, Inc dba Wellspring Financial Partners and Deseret Mutual Benefit Advisors. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly through mutual funds, ETFs, and fixed-income ladders.

Chad Kelley is a CFP® professional with 10 years of industry experience, currently serving at Alliance Wealth Advisors, LLC. His prior experience includes roles at UMA Financial Services and Dentist Advisors. He is also an independent insurance agent offering fixed life and annuities. Alliance Wealth Advisors serves individual, high-net-worth clients, charitable organizations, and businesses with discretionary portfolio management, financial planning, and consulting. The firm employs a model-driven investment approach using proprietary ETF models, third-party portfolios, and a combination of fundamental, technical, cyclical, and Modern Portfolio Theory analysis.

Elizabeth Bernhard is a CFP® professional with nine years of experience at Albion Financial Group in Salt Lake City, UT, where she has worked since 2009. She is part of an 11-advisor team at Albion Financial Group. 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 and operates several pooled investment vehicles, employing a combination of fundamental, technical, and cyclical analysis in its investment approach.

John Bird is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding the CFP® and CFA® designations with 24 years of industry experience. He has been with Albion Financial Group since 1982. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, corporate entities, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds, serving as general partner for those funds closed to new investors.

William Draper is a financial advisor at Strategic Planning Group with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Foresight Wealth Management and Utah Retirement Systems. Draper joined Strategic Planning Group in 2021. Strategic Planning Group provides fee-based financial planning and discretionary portfolio management to individuals, corporations, and retirement plans. The firm constructs tailored portfolios using in-house models, third-party managers, and alternative strategies, and it incorporates technical and cyclical analysis along with technology tools to support client services.

Brett Pattison is a financial advisor at Iron Gate Global Advisors with 11 years of industry experience. He holds a Series 65 designation and has been with Amussen, Hunsaker & Associates since 2014. 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 focused on durable competitive advantages and intrinsic value, combining equity and fixed-income ETFs with a probability-driven options strategy on a limited portion of holdings.

Jack Ignatius is a financial advisor at MSH Capital Advisors LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at UMB Bank and Charles Schwab & Co., Inc. He is also engaged as a Relationship Manager for Candor Wealth Advisors, focusing on client engagement and relationship management. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts and estates, foundations, and government entities. The firm delivers advice through a network of independent Investment Advisor Representatives who tailor recommendations based on clients’ goals, risk tolerances, and time horizons.

Parker Thompson is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His work history includes roles at OSAIC and Securities America, Inc., among others. Outside of financial advising, he has experience in software and education sectors. Smedley Financial Services provides advisory services to individuals, trusts, estates, and business entities, managing approximately $397 million in client assets. The firm emphasizes lifetime-income planning through a time-horizon based investment process and offers a blend of fee-based advisory services alongside limited commission and insurance sales.

James Atchley is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Global View Capital Management, Global View Capital Advisors, Global View Capital Insurance Services, Go To Technologies, General Atomics Aeronauticals, and Brigham Young University. 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 various investment approaches across a broad range of assets and relies on third-party platforms to implement trading and administrative functions.