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 at Financial Network Wealth Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera Wealth Services and Key Bank. Hansen also serves as a football coach at Bingham High School. Financial Network Wealth Advisors LLC provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets and employs a process that combines fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction.

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 seven years of industry experience, currently serving at Alta Capital Management LLC since 2016. Prior to joining Alta Capital, he worked at the University of Utah from 2012 to 2017. Alta Capital Management provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, investment companies, and pooled investment vehicles. The firm employs a quality-growth, bottom-up investment approach, integrating proprietary quantitative screening, an Earnings Analysis model, and an Alta Intrinsic Value framework to construct concentrated portfolios.

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 CFP® certificant with four years of industry experience, currently advising at Teton Wealth Group LLC. His prior roles include positions at Fidelity Investments, NFP Retirement, and Utah Valley University. Outside of advisory work, he holds a Utah insurance producer license and engages in insurance product sales on a limited basis. Teton Wealth Group serves individual clients and retirement plans by providing discretionary and non-discretionary investment management, model portfolios, and consulting services. The firm employs an active, allocation-driven approach that integrates various analysis methods and includes structured and market-linked products in its offerings.

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 at Narus Financial Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Creative Planning, Guardian Wealth Management, Charles Schwab, and Goldman Sachs. He has been with Narus Financial Partners since 2014. Narus Financial Partners is a team-based, SEC-registered adviser managing approximately $559 million for around 200 clients, including individuals, high-net-worth households, trusts, estates, and small businesses. The firm provides discretionary asset management, investment consulting, and written financial planning, using a combination of fundamental, qualitative, technical, and quantitative analysis along with both strategic and tactical asset-allocation approaches.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including Wasatch Retirement Planning and FOUNDATIONS INVESTMENT ADVISORS, llc. Outside of advisory roles, he is involved in annuity and life insurance sales. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals and charitable organizations, managing approximately $84.1 million in client assets. The firm employs a range of investment strategies, including options and derivatives trading, supported by fundamental and quantitative analysis.

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 financial advisor with Teton Wealth Group LLC in Murray, Utah, holding a Series 65 credential and eight years of industry experience. His career includes roles at Teton Wealth Group, Sowell Management Services, New Millennium Group, AE Wealth Management, and New Millennium Insurance Group. Outside of his advisory work, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products business. Teton Wealth Group primarily serves individual clients and retirement plans, offering discretionary and non-discretionary investment management, model portfolio services, and consulting. The firm employs an active, allocation-driven approach that integrates multiple analysis methods and coordinates with clients’ other advisers as part of its financial planning process.

Jason Caperton is a financial advisor with Oak Lane Advisors in Centerville, UT, holding Series 63, 65, and 66 licenses and 25 years of industry experience. His prior roles include positions at TIAA-CREF, ADP, and Fidelity. Oak Lane Advisors manages 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, typically implementing diversified, asset-allocation portfolios and offering private equity and real estate opportunities for qualified clients.

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® with 13 years of industry experience, currently serving as an advisor at Fort Point Capital Partners LLC since 2012. He is involved in several volunteer activities including fundraising for Guardsmen Charity Group, volunteering as a financial planner for America’s Mighty Warriors, and instructing at United Krav Maga. He also contributes time to Big Brothers Big Sisters of Utah. Fort Point Capital Partners provides investment management and financial planning primarily to high-net-worth individuals and family offices through discretionary separately managed accounts and private pooled funds. The firm emphasizes risk management, global diversification, tax-aware techniques, and utilizes private credit, private equity, and real estate strategies within its investment approach.

Thomas Melburn is a financial advisor at Everspire with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cambria Capital, OPTIONiQ, and Kingswood Wealth Advisors. In addition to his advisory role, Melburn receives referral fees from TomiPlan, a financial planning company. 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 an investment process that combines quantitative and fundamental analysis.