Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.

Earl Berg is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Berg has been with Guardian Wealth Management since 2008 and also has a concurrent role at Lifebright Investment Management, LLC since 2016. Guardian Wealth Management serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a mix of analytical methods and uses strategies including short sales and options writing within separately managed accounts, which is relatively uncommon among its peers.

Jessica French is a financial advisor with Gemini Wealth in Taylorsville, UT. She holds a Series 65 credential and has three years of industry experience. Her prior roles include positions at Hogan French Financial Services, Inc. and Hogan Financial Services. Gemini Wealth primarily serves plan sponsors and clients seeking financial planning and education, offering limited-scope ERISA 3(21) fiduciary services, standalone financial plans, and public seminars. The firm uses academic investment models and introduces clients to third-party managers for portfolio implementation rather than managing assets directly.

Jessica Brian is a CFP® professional at Hanks Capital Management, LLC with 15 years of industry experience. Her prior positions include roles at Fidelity Investments and Strategic Advisers LLC. Hanks Capital Management provides discretionary investment management, comprehensive financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs both passive and active asset allocation strategies and serves approximately 24 client relationships with about $8.0 million in assets under management.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Vario Advisors and Vivint. Calderon also contributes monthly to Vario Fund, LP, a debt fund focused on alternative investments, where he assists with due diligence. Stonebriar Wealth serves individual and high-net-worth clients, providing financial planning and discretionary investment management. The firm employs a structured planning process and combines fundamental, quantitative, and behavioral analysis to tailor asset-allocation strategies, often coordinating family office services and integrating third-party managers.

Jeffrey Jacobs is a financial advisor at Palisade Wealth Management with 18 years of industry experience. He holds a Series 65 designation and has been working at Jacobs Equity since 2009. In addition to financial advising, he occasionally provides tax-related legal services to individuals and businesses. Palisade Wealth Management offers customized discretionary investment management primarily to individual clients, including both high-net-worth and non-high-net-worth households. The firm employs asset allocation strategies based on Modern Portfolio Theory and uses quantitative models to tailor medium- to long-term portfolios considering each client’s financial and tax circumstances.

Kyle Wilhelm is a financial advisor at Switchpoint Financial Planning LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Integris Wealth Management, RH Advisors, Rock House Financial, and United Planners Financial Services. Switchpoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a primarily passive investment approach using index mutual funds and ETFs, managing approximately $281 million in assets across about 90 client relationships.

Alex Shigeta is a financial advisor at Athos Private Wealth LLC with a Series 65 designation and three years of industry experience. Prior to joining Athos, he was involved with the University Growth Fund and held positions at Brigham Young University and Brigham Young University Idaho. Athos Private Wealth serves high-net-worth individuals, families, trusts, estates, charitable organizations, and businesses by providing investment advisory, strategic planning, family office consulting, and private fund advisory services. The firm manages customized portfolios on a discretionary basis, integrating asset allocation, research, and holistic balance-sheet analysis, and acts as manager and sponsor to private pooled vehicles across various alternative strategies.

William Campbell is a CFP® with 24 years of experience and has been with Slayton Lewis Inc. in Salt Lake City since 2000. He holds a Series 65 license and works alongside a small advisory team at the firm. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services primarily for high-net-worth individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing guided by quantitative models and external research, managing approximately $308 million with a selective client roster.

Gregory Tingey is a CERTIFIED FINANCIAL PLANNER™ with 10 years of industry experience. He is the sole advisor at Tingey Financial Group Inc. in Salt Lake City, UT, and has worked at Fidelity Brokerage Services LLC since 2015. Tingey Financial Group, founded in 2024, provides fee-based portfolio management to individuals and institutions, including trustees and 401(k) plans, using a fundamental, value-oriented investment approach with a focus on long-term growth, balanced, and income objectives. The firm emphasizes liquidity and investment-grade fixed income, offers regular client communications, and provides consulting on an hourly basis in addition to asset management.

Nicholas Augostini is a CFP® and CFA® at Slayton Lewis Inc with six years of industry experience. He has worked at Slayton Lewis since 2020 and was previously employed at Morningstar from 2016 to 2020. Slayton Lewis provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and tax-preparation services to individuals, families, trusts, corporations, non-profits, and retirement plans. The firm emphasizes asset allocation and low-cost index investing based on modern portfolio theory, managing approximately $308 million for a selective, high-asset client base.

Jordan Watts is a financial advisor at Stonebriar Wealth, LLC with four years of experience. He holds a Series 65 designation and previously worked at Vivint Solar, TMW, and Redman Van and Storage. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm manages approximately $100 million in client assets and emphasizes asset allocation through strategic and tactical model portfolios, with options for ESG fund selections and coordination of estate, tax, and trust services.

We are an independent, comprehensive, fee-only wealth management firm specializing in Christian families who love the outdoors. We work with many people from all walks of life, from young professionals to current and future retirees, to church staff members. We aim to educate our clients on Christian-based financial principles and partner with them as a guide in stewarding of God’s resources.

Keaton Secretan is a financial advisor at JRS Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and has worked at Pensionmark Financial Group and Thanksgiving Point, among other roles. In addition to his advisory work, he serves as an independent insurance agent. JRS Wealth Management provides wealth management, financial planning, and investment-management services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a long-term, fundamentals-driven investment approach using diversified portfolios of low-cost mutual funds and ETFs, with occasional use of individual securities for tactical or tax purposes.

Joseph Ney is a financial advisor with Reliance Investing, Inc. and Ney Wealth Management, Inc., holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. He has been with Reliance Investing since 2014 and is currently transitioning his practice to Ney Wealth Management. Reliance Investing provides discretionary, fee-based portfolio management, retirement planning, and pension consulting to individuals, plan sponsors, and trusts, emphasizing coordinated retirement advice and ongoing portfolio monitoring. The firm manages diversified, systematic portfolios across global equities and fixed income, typically on a discretionary basis, and serves primarily non-high-net-worth clients.

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.

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.