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.

Michele Olsen is a financial advisor at M2 Financial LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning for individuals, including high-net-worth clients, and charitable organizations. The firm uses documented investment policies and a range of strategies including fundamental and quantitative analysis, options, and derivatives, and maintains regular portfolio reviews.

Heath Heavy is a CFP® with three years of industry experience, currently serving as a financial advisor at Albion Financial Group in Salt Lake City, UT. He previously worked at LPL Financial LLC, Geneos Wealth Management, and has experience supporting independent advisory firms. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages private funds using a combination of fundamental, technical, and cyclical analysis and offers ERISA 3(38) fiduciary retirement-plan services.

Justin Hansen is an investment advisory representative with Financial Network Wealth Advisors LLC and holds Series 65 and Series 63 credentials. He has eight years of industry experience, including positions at Cetera Wealth Services, LLC and Key Bank. Outside of his advisory role, Hansen serves as a football coach at Bingham High School. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a process combining fundamental analysis, Monte Carlo planning, and efficient-frontier portfolio construction, managing over $515 million in assets across a six-advisor team.

James Van Leeuwen is a financial advisor at Alliance Wealth Advisors, LLC with a Series 65 designation and two years of experience in the industry. Prior to joining Alliance Wealth Advisors, he worked at America First Credit Union for five years and held positions in various other organizations, including Deseret Book and The Church of Jesus Christ of Latter-day Saints. He also holds a role as a resident producer for life and health insurance. Alliance Wealth Advisors serves individual 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 and third-party portfolios, managing approximately $439 million across nearly 700 client relationships.

William Johnson is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and two years of experience. He previously worked at The Cynosure Group and has a background that includes positions at the University of Utah and Northcrest Country Club. Cynosure Portfolio Advisors serves individual advisory clients, focusing mainly on retail, non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and providing consolidated reporting across liquid and illiquid holdings.

Samuel Walker is a financial advisor at Wealth Foundations Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked in operations management for a company providing restroom trailer rentals. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a variety of investment approaches and utilizes third-party platforms to support portfolio implementation and account reviews.

Connor Humphrey is a financial advisor at Wealth Foundations Partners, LLC in Salt Lake City, UT, with three years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Wealth Foundations Partners, he worked at HedgeCo Securities LLC, DriveWealth LLC, and Fidelity Investments. Outside of his advisory role, he is involved in selling various life insurance products through Ash Brokerage. Wealth Foundations Partners provides investment advisory services to individuals, retirement plans, corporations, and non-profits. The firm offers discretionary portfolio management, pension consulting, and financial planning, employing a range of investment approaches including modern portfolio theory, quantitative, fundamental, and technical analysis.

Nirvon Mahdavi is a CFA® charterholder with six years of industry experience, currently serving at ALTA Capital Management LLC in Salt Lake City, UT. He has been with ALTA Capital Management since 2016 and previously worked at the University of Utah from 2012 to 2017. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process with proprietary quantitative screening and an Earnings Analysis model, offering a range of strategies including equity, fixed income, and balanced mandates.

Nathan Salisbury is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Beacon Financial Planning, LLC since 2016. Prior to his advisory role, he worked briefly in the automotive industry and was involved with Aloha Ski & Snowboard Rental for two years. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to a range of clients including individuals, pension plans, trusts, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering and global diversification, typically utilizing no-load mutual funds and ETFs.

Sean Snow is a financial advisor at Teton Wealth Group LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at NFP Retirement, Fidelity Investments, and Utah Valley University. Outside of his advisory role, he holds an insurance producer license and engages in the sale of insurance products on a limited basis. 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 employs a model portfolio approach tailored to each client’s financial situation and utilizes fundamental, cyclical, and technical analysis in its investment process.

Chelsea Tilly is a financial advisor at JGP Wealth Management, LLC with seven years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at First Citizens Investor Services, SVB Wealth LLC, and KeyBank. JGP Wealth Management provides investment advisory and planning services to individual and institutional clients, including high net worth individuals, trusts, pension plans, corporations, and state and municipal government entities. The firm employs a multi-strategy investment approach combining fundamental and technical analysis and offers specialized corporate and tax-related planning services.

Wendell Hill is a financial advisor at Three Seasons Wealth with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Planmember Securities Corporation for 11 years. Outside of his advisory role, he is self-employed in insurance sales and services. 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 combines active and passive strategies with risk-adjusted, tax-aware asset allocations and employs both fundamental and technical portfolio monitoring.

Jared Stubbs is a financial advisor with Narus Financial Partners, LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Narus Financial Partners is an SEC-registered advisory firm that serves individuals, trusts, estates, and small businesses, managing approximately $468 million across about 191 clients. The firm employs a combination of fundamental, qualitative, technical, and quantitative analysis with strategic and tactical asset allocation, offering discretionary portfolio management and financial planning services. Its formal affiliation with a law firm and use of option strategies and margin borrowing in separately managed accounts distinguish it from most peers.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds the Series 65 designation and has worked at multiple firms including FOUNDATIONS INVESTMENT ADVISORS, Stauffer Retirement Planning, and Teton Wealth Group. He is also involved in Annuity and Life Insurance sales through Wasatch Retirement Planning. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies, including options and derivatives trading, using documented investment policies and sub-advisory programs.

Joseph Fisher is a financial advisor at Altura Private Wealth LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms, including Legacy Peak Insurance, where he is also an insurance agent. Altura Private Wealth LLC manages over $129 million in assets for individuals, charitable organizations, and businesses, offering tailored portfolio management, financial consulting, and planning services. The firm utilizes a combination of direct management, model portfolios, and third-party managers across its client base.

Douglas Ferrell is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Teton Wealth Group LLC, where he has worked since 2020, and also has roles with Sowell Management Services and D & M Financial, LLC, the latter being a business he manages primarily for bookkeeping and tax organization. Additionally, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products company. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a portfolio management team that uses fundamental, cyclical, and technical analysis to build model portfolios tailored to clients’ financial situations and risk tolerances.

Jason Caperton is a financial advisor at Oak Lane Advisors with 25 years of industry experience. He holds Series 63, Series 66, and Series 65 licenses. His prior roles include positions at ADP, Inc., ADP Broker-Dealer, Inc., and TIAA-CREF. Oak Lane Advisors is a team-based firm managing approximately $446 million for individuals, trusts, estates, corporations, and nonprofit entities. The firm provides discretionary asset management, comprehensive financial planning, and access to alternative investments, implementing diversified portfolios primarily through mutual funds, ETFs, and individual securities.

Daniel Lasky is a financial advisor with Alta Capital Management LLC in Salt Lake City, holding a Series 65 credential and three years of industry experience. His prior work includes roles at DriveTime Automotive Group, Micron Technology, U.S. Bank, and Boise State University. Alta Capital Management provides discretionary portfolio management and financial planning to both individual and institutional clients. The firm employs a quality-growth, bottom-up investment process and participates in a variety of strategies and platforms, including sub-advisory roles for registered funds and the use of advanced techniques such as derivatives and AI-assisted models.

Joseph Pitts is a CFP® professional with 13 years of industry experience, currently serving at Fort Point Capital Partners LLC since 2012. He is involved in fundraising activities with Guardsmen Charity Group and volunteers with Big Brothers Big Sisters of Utah, United Krav Maga as an instructor, and America's Mighty Warriors as a financial planner. Fort Point Capital Partners serves family offices and high net worth individuals, offering financial planning, discretionary portfolio management, and supervisory services for individually managed accounts. The firm employs a risk-focused investment approach emphasizing global diversification, active risk management, and tax-efficient strategies, and is known for operating a pooled-vehicle platform with segregated side-pockets and performance-based fee structures.