Alan Faerber is a CFP® professional with 17 years of experience in the financial services industry. He currently serves as a Senior Financial Planner at TomiPlan and previously worked at Charles Schwab, TD Ameritrade Investment Management, and Scottrade. TomiPlan is a financial planning firm that guides consumers through the planning process without offering securities or financial products.

Roy Jones is a CFP® professional and MBA with a Graduate Certificate in Financial Planning. With 26 years of financial services experience, he serves as CEO of Everspire and its affiliated firms, MHL Investments, E6 Portfolios, and TomiPlan. Everspire is an SEC-registered investment adviser with more than $289 million in discretionary assets under management. The firm serves individuals, families, businesses, charitable organizations, and retirement plans through a dedicated-advisor model centered on goals- and cash-flow-based financial planning. Everspire’s investment philosophy integrates low-cost, globally diversified core portfolios, daily tax-loss harvesting capabilities, and tax-aware alternative strategies designed to support each client’s broader financial plan.

Branden Vernon is a financial advisor at Steward Financial Services, LLC in Salt Lake City, UT, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Steward Financial Services since 2010. In addition to his advisory role, Vernon is a licensed insurance agent involved in insurance product sales. Steward Financial Services serves individuals, trusts, charities, business entities, and pension plans with fee-based portfolio management, financial planning, and pension consulting. The firm employs a mix of tactical allocation and passive strategies across a broad range of instruments and offers an active pension consulting practice that includes benchmarking, monitoring third-party providers, and participant education under the Pension Protection Act.

Jaron Poulson is a CFP® professional with 25 years of industry experience. He is the principal advisor at JHP Planning, LLC, an independent firm based in Salt Lake City, UT, and has prior experience at Commonwealth Financial Network. Outside of advisory services, he conducts fixed insurance sales as an agent under the name JHP Planning, LLC. JHP Planning, LLC serves individuals, high-net-worth clients, and pension/profit-sharing plans, managing approximately $86.6 million across about 145 client relationships. The firm provides portfolio management, financial planning, and pension consulting, implementing portfolios primarily through the AssetMark platform using a mix of fundamental, quantitative, and technical analysis.

Chad Butler is a financial advisor with Harvest Lane Investment Partners, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Global Retirement Partners, Transamerica Capital, Voya Investment Management, and John Hancock Advisers. Outside of advising, he serves as a Notary Public in Sandy, Utah. Harvest Lane is an independent advisory firm offering discretionary portfolio management and integrated financial planning to individuals, families, trusts, charitable organizations, and small businesses. The firm’s investment approach features a diversified core allocation combined with a value-oriented equity sleeve, incorporating managed-futures funds, stressed/distressed debt, and the use of AI tools to support research and operations.

Jessica Lanning is a CFP® professional with 16 years of industry experience, serving as the principal and sole advisor at Lanning Financial Inc. since 2006. In addition to her advisory role, she is president of a mortgage brokerage business and holds a life insurance license, through which she brokers life insurance and annuities when appropriate for clients. Lanning Financial Inc. primarily serves individual and high-net-worth clients, focusing on comprehensive financial planning and advisory services rather than direct portfolio management. The firm selects and monitors third-party money managers, emphasizing client education and recorded meeting content, and uses flat fees for financial planning engagements.

Michael Mysker is the sole advisor at Safe Bay Retirement Advisors and holds a Series 66 designation with 23 years of industry experience. He has led Safe Bay Retirement Advisors since 2011. Outside of his advisory role, he is involved in insurance sales. Safe Bay Retirement Advisors serves individual and high-net-worth clients, as well as some corporations and business entities, providing discretionary portfolio management and financial planning covering retirement, tax, college, estate, and business-continuity topics. The firm manages approximately $12 million in assets and employs a combination of fundamental, technical, charting, and cyclical analysis, including active short-term trading and options strategies.

Christopher Cheney is a CFP® and ChFC® with 17 years of experience in the financial services industry. He has been with Twin Peaks Wealth Management LLC since 2013 and also has work experience with Alterra Mountain Company. Twin Peaks Wealth Management serves individuals, families, trusts, charitable organizations, and employer-sponsored retirement plans by providing discretionary investment management, financial planning, and implementation services. The firm employs a strategic asset-allocation framework with a tactical overlay and uses a variety of investment vehicles and outsourced trading and model services to meet client objectives.

Zachary Leander is the principal of Leander Wealth Management LLC in Salt Lake City, Utah, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior experience includes roles at Raymond James Financial Services, Tastytrade, and Equitable Distributors. He is also involved with Highpoint Wealth Management, Inc. in a non-investment capacity. Leander Wealth Management provides discretionary investment management to individuals and high-net-worth clients with customized portfolios that include individual stocks, ETFs (including cryptocurrency ETFs), options, bonds, and mutual funds. The firm employs fundamental, technical, and charting analysis with a long-term orientation, managing accounts directly and allowing for reasonable client-imposed investment restrictions.

John Robertson is the principal of Evergreen Capital Management, Inc. in Sandy, Utah. He has 17 years of experience in the financial industry and has been with Evergreen Capital Management since 1996. Evergreen Capital Management is a small, owner-operated investment adviser serving primarily high-net-worth individuals through separately managed accounts. The firm employs a valuation-sensitive, value investing approach with a multi-year horizon and uses option strategies to generate income and manage risk.

Blake Wilkinson is a financial advisor with Deseret Point Partners LLC in Salt Lake City, Utah. He holds Series 63 and Series 65 designations and has five years of industry experience. His prior work includes roles at Pacific Capital and Goldman Sachs and Company. Deseret Point Partners LLC is a fee-only registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a Modern Portfolio Theory-based investment approach with primarily ETF allocations across multiple asset classes, offering both passive and active strategies, as well as retirement plan consulting and discretionary management.

Andrew Mitchell is a financial advisor at Affinity Financial, LLC in Millcreek, Utah, holding a Series 65 designation with five years of industry experience. Prior to his current role, he worked at the Legal Aid Society, Utah Attorney General’s office, Clarior Law, the Utah Supreme Court, and Mitchell & Associates. He maintains a small legal practice alongside his advisory work. Affinity Financial primarily serves business and pooled or institutional clients, including retirement and profit-sharing plans. The firm provides portfolio management, retirement plan setup and record-keeping, comprehensive financial planning, and tax/accounting consulting, often leaving trade authority with clients and employing both fundamental and technical analysis in its investment approach.

Troy Knighton is a CFP®, PFS™, and Series 65-licensed advisor with 13 years of industry experience. He is the principal of Veritas Wealth Management, LLC, an independent firm based in Salt Lake City, UT, and has been a partner at Knighton, Erb & Company, LLC, an accounting firm, since 2012. Veritas Wealth Management serves individuals, trusts, charitable organizations, small businesses, and qualified retirement plans, providing discretionary portfolio management, financial planning, and employee benefit advisory services. The firm employs a long-term investment approach grounded in Modern Portfolio Theory, utilizing broadly diversified, primarily passive allocations with no-load mutual funds and ETFs.

Mark Quayle is the sole advisor at Quayle Asset Management, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 designations with 31 years of industry experience. He has led Quayle Asset Management since its founding in 1995. The firm provides fee-based portfolio management and financial planning to individuals and a diverse range of institutional clients, including corporate pension plans, charitable institutions, and sovereign funds. Its investment approach uses an asset-class, multi-factor framework based on Fama–French dimensions, employing broadly diversified portfolios mainly through low-cost mutual funds and ETFs with regular rebalancing.

Hi, I’m Justin. I am the founder of Wealth Mode Financial Planning. My team and I have a primary focus in helping those with over $100,000 in federal student loans create a plan to minimize loan payments and save taxes – without sacrificing meaningful goals like buying a home, starting a family, or saving for retirement. Our clients with high student loan debt: – Usually 30-35 years old – Graduated in the last 5 years – $250,000 in average household student loans – $200,000 to $250,000 in annual household income – Want to buy a home and start a family within the next few years - Are or plan on being a business or practice owner in the future We'll help you examine all your options – 10-year standard plan, refinancing, the Income-Driven Repayment (IDR) plans like IBR/PAYE/SAVE, and Public Service Loan Forgiveness (PSLF). For married couples both working, you need to look at whether you should file your taxes Married Filing Separately. From there, we can identify how you can save the most money in paying off your loans while still saving enough money toward other goals. We’ll teach you everything you need to know about setting up the right investment portfolio for you, and which accounts you should be using. Then, we'll set you up with an easy-to-follow budget and cash flow system that will make it all happen. Last of all, let’s make sure you’re protected with the proper life insurance, disability insurance, and estate planning documents you need. Many of our student loan clients have a spouse/partner with equity compensation (ISO's, non-qualified stock options, RSU's, ESPP's, etc.), and we've become quite adept at strategic planning for that as well. We place a heavy emphasis on tax planning and prepare our clients' tax returns as well if they would like. Our clients include physicians, dentists, chiropractors, lawyers, and veterinarians - really, any high-student loan debt trade or profession. Our clients live across 25+ U.S. states in all four time zones, and some countries internationally. I love what I do, and how it helps my clients focus on enjoying their lives and careers instead of worrying about debt or money. _ _ Outside of work, I enjoy spending time with my wife and best friend AnnAlyse, our 4-year old daughter, and our newborn son (as of spring 2025). We love traveling, attending concerts and musicals, jigsaw puzzling, and anything else we can do with our kids.

Thomas Henderson is a financial advisor at Abacus Investment Advisors in Salt Lake City, UT, with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has operated S R Henderson and Associates, Inc., an accounting and tax services firm, since 2008, where he assists with tax preparation and accounting. Abacus Investment Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, and corporate pension or profit-sharing plans. The firm offers retirement and financial planning, discretionary investment management through model portfolios, and pension consulting, utilizing a mix of third-party research, fundamental and technical analysis, and continuous portfolio monitoring.

Troy Wilson is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at Wilson Wealth Management, Inc. in Salt Lake City, UT. Prior to founding his firm in 2008, he worked at Linsco/Private Ledger Corp for 28 years. In addition to his financial advisory role, Wilson operates a legal practice as a licensed attorney. Wilson Wealth Management, Inc. manages approximately $66 million for around 78 clients, primarily individual and high-net-worth households, along with some pension and profit-sharing plans. The firm provides tailored investment programs emphasizing long-term asset allocation and periodic rebalancing, offering both discretionary and non-discretionary portfolio management as well as financial planning and consulting services.

Lonnie Wollin is a financial advisor with Rim Associates, Inc. in Salt Lake City, UT, holding 39 years of industry experience. He has operated his own accounting and tax preparation practice, Wollin & Neuschatz, Inc., since 2012. Rim Associates, Inc. provides discretionary portfolio management and investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs individualized asset-allocation strategies using a range of instruments and manages fewer than 30 client accounts with approximately $37.4 million in discretionary assets under management.

Joan Sharp is a CFP® and ChFC® with 22 years of industry experience, currently serving as the sole advisor at River Family Advisors LLC in Salt Lake City, UT. She previously worked at Glenayr Family Advisors LLC and has been president of Life Strategies, LLC since 2003, where she provides coaching to other life coaches. Joan also serves as an unpaid member of a family office committee managing a family property. River Family Advisors serves high-income individuals, professionals, business owners, and multi-generational families, focusing on financial life and transition planning, family wealth planning, and financial education. The firm uses a values- and vision-driven approach and facilitates third-party asset management relationships rather than providing discretionary portfolio management directly.

Reginald Maxfield is a CFP® with 19 years of industry experience and has been with Olympus Peaks Financial, LLC since 2016. He holds a Series 66 designation and assists individuals with the organization and management of defined contribution and defined benefit plans. Olympus Peaks Financial, LLC provides ongoing portfolio management, pension consulting, and fee-based financial planning to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines fundamental and quantitative analysis with modern portfolio theory and technical strategies, and maintains a notable pension consulting practice for plan sponsors alongside its discretionary investment management services.