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 and previously worked at Fidelity Brokerage Services LLC for 21 years. Roberts joined Iron Gate Global Advisors in 2026 as part of an eight-advisor team based in North Salt Lake, Utah. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans by providing discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning. The firm’s investment process emphasizes fundamental analysis and a business-owner orientation, incorporating model portfolios and tailored strategies to align with client goals and risk tolerances.

Spencer Nelson is a financial advisor with Iron Gate Global Advisors in North Salt Lake, UT. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Iron Gate Global Advisors in 2018, he worked at Utah State University from 2016 to 2018. Iron Gate Global Advisors serves individual investors, including high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary asset management, comprehensive portfolio management, retirement plan consulting, and standalone financial planning, with an investment approach focused on fundamental analysis, intrinsic-value investing, and the use of model portfolios combined with options strategies and margin within defined guidelines.

Theresa Sommerdyke is a financial advisor with Three Seasons Wealth in Draper, UT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Her prior work includes roles at Morgan Stanley, E*TRADE Securities LLC, and Robert W. Baird. Outside of her advisory work, she is a limited partner in Sommerdyke LLC, a real estate rental business. Three Seasons Wealth provides investment management, financial planning, fiduciary and non-fiduciary plan services, and customizable family office services to individuals, high-net-worth clients, families, foundations, and business entities. The firm employs a risk-adjusted, tax-aware approach that blends active and passive strategies across various asset classes and uses both fundamental and technical models to monitor portfolios.

Mathew Park is a financial advisor at Strategic Planning Group with a Series 65 designation and two years of industry experience. Prior to joining the firm, he worked at Seven Multi-Site Solutions and CoolSys, with additional experience at LuxBuilt LLC and Comfort Systems USA. Strategic Planning Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily for individual and high-net-worth clients. The firm manages portfolios based on client objectives and risk tolerance, using technical and cyclical analysis along with model portfolios and third-party sub-advisors.

Jacob Lingard is a financial advisor with Parkwoods Wealth Partners, LLC, holding CFP®, ChFC®, and Series 66 designations and having five years of industry experience. He previously worked at Investment Metrics, Inc dba Wellspring Financial Partners for four years and Deseret Mutual Benefit Advisors for eleven years. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm employs a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, and provides both discretionary and non-discretionary portfolio management alongside specialized employee financial-wellness services.

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 CFP® and CFA® with 23 years of industry experience. He is based in Salt Lake City, UT, and has been with Albion Financial Group since 1982. 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 pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

William Draper is a financial advisor with Strategic Planning Group in Bountiful, UT, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Foresight Wealth Management, Utah Retirement Systems, and Martin Worley Group. Strategic Planning Group offers discretionary investment management and financial planning services primarily for individual and high-net-worth clients. The firm tailors portfolios to client objectives and risk tolerance, utilizing technical and cyclical analysis alongside model portfolios and third-party sub-advisors.

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 experience, currently serving as a financial advisor at Smedley Financial Services Inc in Salt Lake City, UT. His prior work includes roles at OSAIC, Securities America, Inc., and Equitable Advisors, among others. Outside of financial advising, he has experience managing a rental property. Smedley Financial Services provides fee-based investment management, financial planning, and retirement plan consulting to individuals, retirees, high-net-worth clients, and plan sponsors. The firm employs a time-segmented approach to lifetime income planning and typically builds diversified portfolios using mutual funds, ETFs, stocks, bonds, and variable insurance sub-accounts.

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.

Jon Aaron Paulsen is a financial advisor at Promontory Financial Planning, LLC in Farmington, UT, with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Zions Bank for ten years. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm utilizes a multi-advisor team approach and combines fundamental and technical analysis in portfolio decisions while offering integrated services that include insurance and accounting through affiliated representatives.

Larry Clayton is a financial advisor at Oak Lane Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Arete Wealth Management LLC, Wealth Navigation Advisors, and Waddell & Reed, Inc. Outside of his advisory role, he is involved in several entrepreneurial ventures including Advanced Profit Analysis and other local business activities in Idaho Falls. Oak Lane Advisors is a team advisory firm managing approximately $367 million for 764 clients through eight advisers. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial and wealth planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Scott Hoxer is a financial advisor with Alliance Wealth Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs and Townsquare Capital LLC. Additionally, he works as an independent insurance agent offering fixed life insurance and annuities. Alliance Wealth Advisors serves individuals, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and consulting services. The firm integrates proprietary ETF strategies and third-party model portfolios, employing a SMART Retirement framework to address client objectives and risks.

Luke Woodland is a financial advisor at Refined Wealth Management in Salt Lake City, UT, holding a Series 65 designation. He has one year of industry experience, including prior work at Harm & Harm Consulting Group. Refined Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and small businesses by providing portfolio management, financial planning, tax, and insurance services. The firm manages portfolios primarily through in-house model strategies and administers pooled vehicles such as donor-advised funds and sponsored 401(k) plans.

Daniel Bell is a financial advisor at Iron Gate Global Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Royal Alliance Associates Inc for 19 years. Bell is also owner of Daniel K. Bell & Associates, P.C., which provides third-party administration for defined contribution retirement plans. Iron Gate Global Advisors serves individual investors, trusts, estates, and employer-sponsored retirement plans with discretionary and non-discretionary asset management and comprehensive portfolio management that integrates financial planning and investment oversight. The firm uses fundamental analysis and a business-owner orientation in its investment process and offers both model portfolios and tailored strategies aligned with client goals and risk tolerances.