Myles Overstreet is a financial advisor with New Millennium Group holding a Series 65 designation and five years of industry experience. His work history includes multiple engagements with New Millennium Group as well as roles at Capital Wealth Advisors and Due Diligence. Outside of advisory services, he is licensed as an insurance agent offering life insurance products. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on asset allocation, security selection, and risk constraints, utilizing tools like Riskalyze and offering a range of services including portfolio management, financial planning, and coordinated estate-document preparation.

Sara Judd is a financial advisor with North Capital, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of finance, she is involved in choreography for ballet organizations, including the West Point Ballet Academy and Salt Lake Ballet Cooperative, and manages an online website for selling dance costumes. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture approach to build diversified portfolios using proprietary quantitative models and offers a range of services including multi-family office solutions, an online advisory platform, and management of a government money market fund.

Scott Sams is a financial advisor with North Capital based in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include extensive tenures at Principal Funds Distributor, Principal Asset Management, and Principal Capital. North Capital provides financial planning, investment management, and consulting services to individuals, families, family offices, and institutional clients. The firm employs an open-architecture investment approach with diversified model portfolios supported by proprietary quantitative models and third-party analytics.

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 credentials and 25 years of industry experience. His prior roles include positions at IAMS Wealth Management, Common Sense Financial, and founding Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies combining its own oversight with research from sub-advisers and supplements client service with regular reviews, publications, and educational seminars.

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 four years of industry experience. He holds Series 65 and Series 63 credentials and is involved in professional services through his CPA practices, Carefree Professional Practice Resources, LLC, and Rockwell Financial, PLLC, which focus on tax, financial reporting, and valuation primarily within the dental industry. Everspire provides investment advisory and wealth management services to a range of clients, including individuals, families, trusts, charitable organizations, and businesses. The firm implements diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers alongside AI-enabled research tools.

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 with Teton Wealth Group LLC in Murray, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and federal employee service. Teton Wealth Group serves individual clients and retirement plans, providing discretionary and non-discretionary investment management, model portfolios, and financial planning. The firm employs an allocation-driven approach combining various analysis methods and offers a broad range of investment options, including structured and market-linked products.

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 worked at Lone Peak Advisers since 2021. In addition to his advisory role, De Muth is the owner of 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in sales for Maverick Trading, an educational program focused on Forex and Options trading. Lone Peak Advisers serves individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm employs a discretionary investment approach that integrates fundamental, technical, and statistical analysis to target intermediate market trends.

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. His background includes roles at Utah Valley University and Atlas Investment Management, alongside service with BoardCo. Ignite Planners serves a diverse client base including individual investors, high-net-worth clients, trusts, retirement plans, and sovereign wealth funds, providing discretionary asset management, financial planning, consulting, and advisory services for private pooled funds. The firm employs tailored portfolios utilizing stocks, bonds, ETFs, options, and other investments, incorporating a volatility-responsive VEGA strategy and tax-efficient asset management.

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.