Sara Judd is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of her advisory role, Judd is involved in ballet choreography for the West Point Ballet Academy and the Salt Lake Ballet Cooperative, and she operates an online dance costume marketplace called TutuList. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics.

Scott Sams is a financial advisor with North Capital, holding Series 63, 65, and 66 licenses and over 22 years of industry experience. His prior roles include nearly two decades at Principal Asset Management and Principal Capital, as well as work with MLG Capital. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics to construct diversified portfolios and manage tax efficiency.

Merrit Arnell is a financial advisor at Net Worth Advisory Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Net Worth Advisory Group since 2011. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process that starts with an in-depth financial profile and written plan, providing semi-annual account reviews and detailed performance reporting.

Garrett Merrill is a Series 65-licensed advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, with experience at the firm since 2021. His prior roles include positions at Sky Satellite and Trax Power Sports, as well as service with The Church of Jesus Christ of Latter-day Saints. Physician Wealth Advisors serves members of the Utah Medical Association 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, emphasizing strategic asset allocation, diversification, and tax-aware portfolio management.

John Bergquist is a financial advisor with Elysium Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held various roles since 2004, including positions at IAMS Wealth Management, Common Sense Financial, and as President of Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management, LLC serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement plan advice, and wealth consulting services.

Ruairi Chapman is a financial advisor at ALTA Capital Management LLC with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Goldman Sachs & Co. for 13 years before joining ALTA Capital in 2022. ALTA Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, offering a range of equity, fixed income, and balanced investment strategies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices across its portfolios.

Jacob West is a financial advisor at WT Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at various firms including Black Mountain Investments and Quest Consulting. Outside of advising, he serves as CEO of Smilin', a digital platform focused on mental and physical health through social and wellness engagement, and is involved in technology consulting and back-office modernization through Black Mountain Investment Group and Quest Consulting. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth education services utilizing proprietary, model-based strategies across various asset classes, with additional services including tax, estate planning, and insurance through affiliated practices.

Jason Lindquist is a financial advisor at Everspire with 16 years of industry experience. He holds a Series 65 designation and has worked in advisory roles at Aegis Wealth Group (dba Everspire) since 2017, as well as with other firms including e6 Portfolios and MHL Investments. Outside of his advisory work, he holds a profit interest in JHL Inc., a non-investment-related entity. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, alongside human review, to support client-specific advice.

Shirley Spencer is a financial advisor with Coign Capital Advisors LLC, holding a Series 65 credential and beginning her career in the industry in 2025. Her prior work experience includes roles in education and the food service industry. Coign Capital Advisors serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, offering discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and utilizes a range of investment strategies including ETFs, individual securities, structured notes, and alternatives.

Nathan Rockwell is a financial advisor at Everspire with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at MHL Investments and Everspire and operates two professional services firms, Carefree Professional Practice Resources, LLC and Rockwell Financial, PLLC, providing tax, valuation, and consulting services primarily within the dental industry. He also receives referral fees for business directed to TomiPlan, a financial planning company. Everspire offers investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI-enabled tools, alongside human review to manage client assets.

Gregory Simmons is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, investment supervisory services, and referrals to third-party asset managers, employing a process that begins with a detailed financial profile and a written plan to guide asset allocation based on client-specific risk tolerance and objectives.

Andrew Fonda is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Phillips 66 for five years. Outside of advisory work, he is the sole owner of Fonda Franchises Inc., a holding company involved as a silent partner in two food franchise businesses. Net Worth Advisory Group serves individuals, trusts, estates, ERISA plans, and business entities by providing financial planning and portfolio management. The firm emphasizes structured periodic reporting, asset allocation strategies across various securities, and offers comprehensive financial plans with ongoing supervisory management.

John Hawkins is a Series 65-licensed advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, where he has worked since 2023. He has over 20 years of experience in related fields, including ownership and marketing consulting at John Hawkins Inc. since 2016 and roles at Richland Title Insurance Agency since 2006. 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. The firm employs a range of investment strategies and manages a multi-hundred-million dollar asset base across a mid-sized advisory team.

Colby Mallett is a Series 65 licensed advisor at Elysium Wealth Management, LLC with one year of industry experience. Prior to joining Elysium, he held roles at Utah Valley University, Salt Lake Community College, and the Church of Jesus Christ of Latter-Day Saints. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm creates tailored investment strategies by combining internal oversight with research from sub-advisers and provides ongoing client service through reviews, publications, and educational seminars.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

Christopher Cook is a financial advisor at Teton Wealth Group LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Thrivent Financial and Thrivent Investment Management Inc. Cook served in the United States Marine Corps for five years. 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 model portfolio approach developed by an in-house Portfolio Management Team and integrates fundamental, cyclical, and technical analysis in its investment process.

Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2021. In addition, he owns 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in trading education through Maverick Trading. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach combining fundamental and technical analysis to manage diversified portfolios across various asset classes.

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation. He has experience working with Utah Valley University and Atlas Investment Management. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and private pooled funds. The firm offers discretionary asset management, financial planning, and consulting with a focus on tailored portfolios using a variety of public and private investments and employs strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. 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 as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

John Rice is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to his advisory roles at Lift Wealth Management and Pearson Butler LLC, he practiced law for 29 years as an attorney at John K. Rice, Attorney at Law PC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering services including financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting through an eight-advisor team across six offices.