Amy Yost is a financial advisor at Global Assets Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as secretary for the Kamas Valley Business Association and is a member of the Summit County Recreation Arts and Parks Advisory Committee, contributing to the review of grant applications. Global Assets Advisory, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm manages approximately $552 million through a team of advisors, offering customized portfolios with a long-term investment approach supported by internal management and third-party asset managers.

Joseph Perfilio is a financial advisor with Integrated Capital Management, Inc. in Kamas, Utah, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Integrated Capital Management since 2009 and previously at Clayton Perfilio, Ltd. from 2004 to 2020. Outside of advising, he is a partner in two non-investment-related businesses, Pinnacle Capital, Inc. and Pinarello Partners, LLC. Integrated Capital Management, Inc. provides discretionary investment management and retirement-plan advisory services to individual and institutional clients, including high-net-worth individuals, trusts, and government agencies. The firm employs a contrarian, valuation-driven approach using quantitative models and proprietary strategies, offering a range of tactical, tax-sensitive, ESG-tilted, and Strategic Beta portfolios.

Alan Hansen is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments and Global View Capital Management. Hansen also serves as a trustee for private trusts. Global Assets Advisory, LLC is an SEC-registered firm managing approximately $552 million for individuals, high-net-worth clients, retirement plans, charities, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services with a focus on customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Roger Cox is a financial advisor with Rademacher Financial, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc., and has experience as a football referee and as an economist. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, offering discretionary portfolio management and financial planning. The firm emphasizes individualized investment strategies, retirement-plan consulting, and participant education, managing approximately $261 million in discretionary assets.

Bruce Weininger is a CFP® with 36 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and has held prior roles at Foreside Financial Services, Kovitz Investment Group Partners, Kovitz Securities, and Deloitte Investment Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party separate account managers, and private funds.

Francis Malone III is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Malone holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides services supported by a structured planning process and a variety of investment and financial strategies.

James Herring is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 36 years of industry experience. He worked at Goldman, Sachs & Co. for 35 years prior to joining UBS in 2024. Outside of his advisory role, he serves as President of the Board of Directors for two New York City apartment cooperatives and is Chair of the Board for Redeemer City to City, a global church planting ministry. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through a broad platform that includes proprietary research, capital markets services, and affiliated banking programs.

Barry Porter is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved with the National Longhouse of the Comanche Tribe, where he manages dues collection and expense payments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a range of capital markets and research resources to support its advisory network.

William Fahey Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. His prior roles include positions at Grove Point Advisors, Grove Point Investments, and Pacific West Financial Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Tashtego Elwyn is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 1993 and currently serves as a trustee and member of the Finance and Investment Committee at Emory University. He is also a partner in a business invested in Lemon Perfect Water. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning and consulting services that draw on a broad range of portfolio management styles and affiliated research.

Gregory Cimmino is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and more than 40 years of industry experience. He has worked at LPL Financial since 2013 and previously held roles at Cantella & CO., Inc. and New England Securities. In addition to his work at LPL, he provides consulting and financial planning services through Institutional Investment Consulting, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,000 advisors.