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 at Global Assets Advisory, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including International Assets Advisory, LLC and Global View Capital Management, Ltd. Hansen also serves as a trustee for private trusts related to financial and real estate businesses. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term investment approach and offers tailored portfolio management through a network of independent advisors using a variety of investment vehicles and third-party managers.

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 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC, Kovitz Securities, and Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various active and passive strategies.

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 at LPL Financial with 50 years of industry experience. He previously worked at Grove Point Advisors, LLC and Grove Point Investments, LLC, where he spent a combined 18 years. Fahey also operates Fahey Investment Planning, LLC, a business related to his advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing various investment strategies and technology platforms.

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 at LPL Financial with 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with LPL Financial since 2013. In addition to his role at LPL, he provides financial planning and consulting services through Institutional Investment Consulting (IIC), an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with proprietary and third-party research.