Corey Noyes is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Balanced Capital, an independent advisory firm, and has prior experience at Edward Jones. Outside of advisory services, he owns and operates a tax preparation firm in Heber City, Utah. Balanced Capital manages approximately $39.5 million for around 150 clients, primarily individuals and families, offering discretionary investment management and integrated financial planning. The firm uses fundamental analysis and passive ETFs to construct model portfolios, including an ESG-focused series, and provides quarterly in-person retirement seminars.

John McAndrew is the sole advisor at John McAndrew Financial Advisors LLC in Heber City, UT. He holds a Series 66 designation and has 10 years of industry experience. Prior to founding his firm in 2015, he worked as an independent insurance agent for two years. John McAndrew Financial Advisors LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management and financial planning, using both fundamental and technical analysis to tailor portfolios according to clients’ goals and risk tolerance.

Christopher Nibley is the principal of Nibley Financial LLC in Heber, Utah, holding a Series 65 designation with one year of industry experience. He is also the owner and accountant of Nibley Tax and Accounting LLC, a separate business through which he occasionally offers clients additional advice or products. His prior work includes roles at Bowen Law Professional Group, Powdr Corporation, and Rhodes & Associates. Nibley Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a methodology based on fundamental analysis, modern portfolio theory, and technical analysis, offering tax-aware investment options such as direct indexing and implementing advice on both a discretionary and non-discretionary basis.

Michael Lee is the sole advisor at Redgrove Capital LLC in Heber City, Utah, holding a Series 65 designation and with 13 years of industry experience. He has led Redgrove Capital since 2012. Redgrove Capital provides discretionary investment management for individuals, trusts, estates, and retirement plans through separately managed accounts. The firm employs a bottom-up, fundamental value investing approach, focusing on concentrated, non-diversified portfolios with a strict discount threshold for security purchases and customized, non-model portfolios.

Eric Kruglak is a financial advisor at Pendulum Asset Management, LLC in Heber City, UT, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citigroup and Continental Bank prior to joining Pendulum Asset Management. Pendulum Asset Management is an independent registered investment adviser serving individuals, trusts, estates, corporations, and other business entities. The firm focuses on small- to mid-cap financial securities, preferred stock, and fixed-income instruments, managing client assets through proprietary advisory agreements and model portfolios with an emphasis on income generation and collateral quality.

Adam Carlini is a financial advisor at Dynamic Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Leigh Baldwin & CO., LLC for eight years. Carlini is a part owner of Dynamic Tax Advisors LLC, a tax planning and preparation business that he manages outside of market hours. Dynamic Wealth Advisors is a fee-based registered investment adviser that offers discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, and pension plans. The firm employs a risk-focused, model-based investment approach incorporating derivatives and shorting strategies uncommon among peer firms.

Jason Perkins is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Baker Tilly Wealth Management and DFPG Investments. In addition to his advisory role, he has been active as an insurance and benefits agent since 1995, selling health, dental, vision, life, disability, and long-term care insurance. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and employs model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies.

John Kochersperger is a financial advisor at Sovereign Financial Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Emerson Reid. Outside of his advisory work, he is employed as a transportation driver at a ski resort in Park City, Utah. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, focusing on low-cost diversified investments and long-term strategies with tactical adjustments as needed.

Jeffrey Silver is a Series 65-licensed financial advisor with Corrado Advisors, LLC, where he has worked for 13 years. Prior to joining Corrado Advisors, he was with Berson and Corrado. Outside of financial advising, he is a part owner and funder of Citadel Partners, LLC, a locksmith services business. Corrado Advisors is a team-based registered investment adviser managing approximately $253 million for about 337 clients, including individuals, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, employing a diversified investment approach with ongoing monitoring and customized client solutions.

John Kaufman is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Kaufman serves as a director and advisory board member for the Rush Neurobehavioral Center. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-strategy investment approach that includes fundamental, technical, quantitative, and ESG analysis.

Keith Lamb is a financial advisor with Portfolio Medics, LLC, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. He has worked previously at Retirement Wealth Advisors, LLC, Alpha Wealth Funds, LLC, and Luparius Asset Management & Brokerage, where he remains active as an independent insurance agent handling annuities. Portfolio Medics provides investment advisory and financial planning services to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers diversified portfolio management and consulting using a combination of fundamental, technical, and cyclical analysis, serving primarily retail and small-business clients.

Maria Daley is a CFP® professional with 29 years of experience in the financial services industry. She is currently with Perigon Wealth Management, LLC and has held prior roles at Choreo, LLC (formerly RSM US Wealth Management, LLC) and Raymond James Financial Services Advisors, Inc. Outside of her advisory work, she serves as an advisory board member for WWSG Travel, Inc., a wellness travel company. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm develops portfolios tailored to clients’ objectives and risk tolerance, often utilizing independent managers or turnkey asset management programs while maintaining oversight and conducting regular reviews.

Bradley Graham is a Series 65 licensed advisor with Trek Financial in Heber City, UT, and has three years of industry experience. He is also the owner and CPA of Graham Accounting and Tax, DBA Utah Small Business Solutions, where he has worked for over a decade. In addition to his financial and accounting work, he owns a private publishing company and is a partner in a wedding event rentals business. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a mix of strategic and tactical portfolio approaches, incorporating AI tools under human oversight and providing a broad range of model and alternative investment options.

Scott Grooms is a CFP® certificant with 36 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He has previously worked at Cetera and LPL Financial and is involved in multiple business ventures including managing a wealth management firm and a logistics company. Grooms also owns and operates Grooms Wealth Management, Inc. and is active in overseeing personal and family office business operations. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and planning services. The firm’s investment approach uses Modern Portfolio Theory to construct globally diversified, risk-appropriate portfolios employing low-cost ETFs, index funds, separate account managers, and private fund options.

Robert Bensman is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 49 years of industry experience and has been with Kestra Advisory since 2016, also working at Kestra Investment Services, LLC and Bensman Associates Ltd. Outside of his advisory roles, he is a founding member of a consulting firm, Schemata, L.L.C., and serves as a limited partner evaluating private equity opportunities with RJT, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm offers a range of services including fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering various third-party managed solutions within a supervisory framework.

Stefan Oglevee is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. for ten years before joining Rockefeller Financial. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Jannah Devine is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds the Series 66 designation and has worked at Rockefeller Financial since 2021, following a nine-year tenure at UBS Financial Services. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with significant institutional minority owners.

Matthew Enger is a financial advisor with Creative Planning, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques.

Jonathan Upham is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Sageview Private Client Group and Cetera Wealth Services. Outside of his advisory roles, he is a partner at Powder Capital, LLC, a real estate business focused on buying and selling residential and commercial properties. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Kristin Brussow Osada is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments in various roles since 2020, with prior experience as a self-employed publisher, musician, and consultant. Outside of advising, she is involved in book publishing, runs a consulting business focused on relaxation content, and pursues singing and songwriting as a hobby. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios and serves a range of investors through systematic methodologies and algorithmic processes.

Michael Paulus is a CFP® and ChFC® with 16 years of industry experience. He is currently with Cetera and has held roles at Cetera Wealth Services, North Star Consultants, CRI Securities, and Minnesota Life Insurance Company. Paulus is also involved with Paulus Ventures LLC and participates in fixed insurance sales through North Star Consultants. Cetera is an SEC-registered adviser serving a diverse client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party money managers.

David Finley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan, he worked at Zions Bank and has been involved in various roles including coaching water polo at Wasatch County School District and Wasatch Water Polo Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend investment strategies.

Scott Komaromy is a CFP® with 13 years of industry experience. He has been with Robert W. Baird & Co. since 2019 and previously worked with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, and institutional clients through a range of consulting and portfolio management services tailored to client goals and risk tolerances.

Nathan Cox is a financial advisor with Edward Jones in Heber City, UT, holding CFP® and Series 66 designations and bringing 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns and operates businesses including Red Leaf Management LLC and NSC Enterprise LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment advisory programs and is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities beyond advisory services.

Ryan Forsyth is a financial advisor with LPL Financial in Heber, Utah, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved with Mountain America Credit Union. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives, offering a range of financial planning and advisory services.

Trevor Ricks is a CFP® with 13 years of industry experience, currently associated with Wells Fargo Clearing. He has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, with a combined tenure spanning over a decade. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Meagan Wakefield is a Series 66-licensed financial advisor with Edward Jones in Heber City, UT, where she has worked since 2008, accumulating 18 years of industry experience. She is involved in community education initiatives, serving as treasurer for the Professional Womens Network and founding programs focused on children's health and nutrition. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors, offering a broad range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Patricia Johnson is a financial advisor with UBS Financial Services in Heber City, UT, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, she serves as a trustee for a family foundation focused on charitable gifts to the arts and children and is involved with Chrysalis, a nonprofit dedicated to job training and employment for homeless and low-income individuals. She also participates in the finance council of Corpus Christi Parish, reviewing financial reports and advising on fiscal matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor client portfolios. The firm integrates institutional trading capabilities with wealth management and provides a broad range of financial services, including fiduciary financial planning and market-making activities.

Kasey Ring is a financial advisor with LPL Financial in Heber City, UT, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. She has been the business owner of Upward Personal Finance, LLC since 2015 and has prior experience with R&H Citrus LP from 1998 to 2024. Outside of finance, she is involved with Deer Valley Resort, a ski resort in Utah. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technologies such as machine learning.

Jared Jensen is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at AcuTrans, LLC for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Edison Christofferson is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at J Crew, Lucid Software, and the BYU Marriott School of Business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Keven Nielsen is a financial advisor at Edward Jones with a Series 66 designation and five years of industry experience. He has worked at Edward Jones since 2020 and previously spent 22 years at Automatic Data Processing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.