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.

Ryan Carrington is a CFA® charterholder with five years of industry experience. He is the sole advisor at Sandlot Private Wealth LLC, where he has worked since 2026. His prior experience includes roles at Elysium Wealth Management, SDDCO Brokerage Advisors, and Sky Harbor Capital Management. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm offers comprehensive wealth management, including portfolio management and estate planning, with a focus on private investments and tailored, long-term client relationships.

Ruth Barber is a financial advisor at Provident Living Financial Services with a Series 65 designation and over 16 years of experience at the firm. She is also involved with Welfie, LLC, an outside business activity. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management through its Finique 360 program and includes services such as estate-planning support and multi-generational wealth stewardship.

Todd Sirrine is an investment adviser representative at Aspen Ridge Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including IBM, Thatcher Technology Group, and Colwyn Investments. In addition to his advisory role, Sirrine is a licensed independent insurance agent in Utah, providing insurance products upon client request. Aspen Ridge Wealth Management, LLC is a firm with two advisors that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and small businesses. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and ongoing monitoring, and offers educational seminars and workshops as part of its service.

Clayton Alexander is a financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at AE Wealth Management LLC and New Millennium Insurance Group. Outside of advisory work, he owns and manages CA Wealth, a private firm handling administrative and payroll services for his employees. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm uses in-house model portfolios and a combination of fundamental, cyclical, and technical analysis to tailor investment strategies to clients’ needs.

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.

Chad Poulson is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Decker Retirement Planning Inc., where he has worked since 2023. His prior roles include positions at Andina Capital Management, Andina Advisors, Core Capital Wealth Management, and Bear Lake Community Health Center. Decker Retirement Planning provides personalized retirement and comprehensive financial planning, as well as discretionary investment management to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven models combined with third-party trading signals and typically manages portfolios with ETFs and alternative exposures such as cryptocurrency ETFs and covered-call strategies.

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.

G Woon Choe is a financial advisor at Kera Capital Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Guggenheim Funds Distributors, LLC. He has been with Kera Capital Partners since 2021. Kera Capital Partners serves individual, high-net-worth, and institutional clients, managing over $1.3 billion in assets through a multi-advisor platform. The firm uses a combination of fundamental and quantitative analysis to construct tailored asset-allocation portfolios and provides discretionary and non-discretionary portfolio management along with targeted consulting services.

Ryan Weigel is a CFP® professional with 10 years of industry experience. He is currently with Elysium Wealth Management, LLC and previously worked for Eide Bailly agencies for nine years. Outside of financial services, he is the owner of 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 develops tailored investment strategies using in-house oversight combined with model portfolios and third-party sub-advisors.

Alan Erickson is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2017. In addition to his advisory role, Erickson is a CPA involved with Udall CPA Group, an accounting firm, where he has been active since 2012. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based, long-term investment approach with globally diversified, tax-efficient vehicles, managing approximately $268 million in assets across discretionary and nondiscretionary accounts.

Heather Syrett is a Series 66-licensed financial advisor with Coign Capital Advisors LLC in Draper, UT, where she has worked since 2014. She has 23 years of industry experience. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses with discretionary asset management, financial planning, and consulting. The firm employs a proprietary investment framework based on four model portfolios tailored to client risk tolerance and utilizes a mix of fundamental and technical analysis alongside access to alternative investments.

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.

Tricia Eliason is a financial advisor at Private Advisory with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses firm-generated model portfolios across multiple asset classes and employs a variety of instruments and strategies, including structured notes and derivatives, often managing assets on a discretionary basis.

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 Royal Alliance Associates, INC. and Fsc Securities Corp. He is also a board member of the nonprofit organization Schools to End Poverty and leads a mindfulness app development venture as CEO of The Meru. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting through coordination with third-party money managers. The firm emphasizes structured asset allocation using passive index and ETF core positions, supplemented by selectively chosen active managers, and generally does not exercise discretionary trading authority over client accounts.

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.

Mary Belnap is a financial advisor at Ocean Path Advisors, LLC in Pleasant Grove, Utah, holding a Series 65 designation with one year of industry experience. Prior to joining Ocean Path Advisors, she worked at Mariner Independent and spent eight years at Utah State University. Ocean Path Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing ongoing portfolio management grounded in modern portfolio theory, emphasizing diversified, low-cost indexed investments alongside long-term trading and selective use of margin and options strategies. The firm manages a multi-hundred-million-dollar asset base with a distinct approach that includes discretionary trading authority and quarterly account reviews.

David Hogan is a financial advisor at DMK Advisor Group, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities Management & Research, Inc. and BFC Planning, Inc. Outside of advisory work, he has been involved in insurance sales through American National Insurance Company and owns an insurance agency, Hogan Insurance Services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, with a combination of technical and fundamental analysis and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.