Brett Alexander is a financial advisor with Cash Flow Investment Services LLC in Ogden, UT. He holds a Series 65 designation and has 30 years of industry experience, all of which have been with his independent advisory firm since 1996. Cash Flow Investment Services is a state-registered solo advisory firm managing approximately $93.2 million for about 86 individual clients, including high-net-worth individuals. The firm offers discretionary portfolio management and limited financial planning, utilizing a blend of fundamental, technical, charting, and quantitative analysis with both long-term and shorter-term trading strategies.

Elliot Moses is the sole advisor at Sanguine Owl, LC in Ogden, Utah, holding Series 63 and Series 65 designations with 20 years of industry experience. He has managed Sanguine Owl since 2012 and also serves as CEO of Daco Enterprises, Inc., a manufacturing business. Additionally, he acts as trustee for family trusts and is involved in several related business ventures. Sanguine Owl primarily serves individual investors and also manages accounts for trusts, businesses, and retirement plans, overseeing approximately $1.8 million in discretionary assets. The firm combines fundamental and technical analysis with a buy-and-hold strategy, incorporating derivatives and tactical asset allocation adjustments to manage risk and generate income.

Navigating the intricate financial world is a challenge, especially for small business owners and medical professionals who are deeply immersed in their respective fields. That's where Garrett, a Certified Financial Planner™, comes into play. With a deep-rooted passion for financial clarity and a genuine understanding of the unique hurdles faced by entrepreneurs and healthcare providers, Garrett has dedicated their career to crafting bespoke financial strategies. Their approach is more than just number-crunching; it's about understanding individual stories, ambitions, and concerns. Offering a harmonious blend of industry expertise and personalized attention, Garrett is committed to transforming complex financial jargons into actionable insights, ensuring that every client feels confident and informed about their financial future.

James Harris is a financial advisor at Parkview Investments LLC in Hooper, Utah, holding a Series 65 designation with eight years of industry experience. Prior to his advisory role, he worked at Westland Ford Hyundai from 2016 to 2017. Parkview Investments provides non-discretionary portfolio management services primarily to individual investors and the Phil Smith and Family Foundation, a named charitable client. The firm emphasizes investment in exchange-listed stocks, mutual funds, ETFs, and bonds, applying passive fixed-income strategies for preservation and active approaches for growth.

Christopher Janik is a financial advisor at Peak Horizons Capital with 20 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Transamerica Financial Advisors, Inc., Managed Wealth Financial, and Salt Creek Mortgage. Janik is also involved in non-investment activities including real estate sales, banking, credit, insurance sales, retail, and tax preparation through business entities he owns. Peak Horizons Capital manages approximately $12.1 million for about 58 clients, including individuals, trusts, charitable organizations, and business entities. The firm employs a trend-driven tactical asset management strategy that integrates technical and fundamental analysis and offers discretionary portfolio management through proprietary advisory strategies.

Bodi Nageli is a financial advisor with Vantage Point Management, Inc., holding a Series 65 designation and beginning his industry career in 2026. His prior experience includes roles at Managed Account Research Incorporated and Vantage Point Investments, Inc., as well as positions in academia and other industries. Vantage Point Management serves a range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm uses a modified passive investment approach with active management strategies focused on ETFs, individual stocks, and option strategies, and participates as a model manager on a third-party platform.

Jackson Lucero is a Series 65 licensed advisor at Miser Asset Management with one year of industry experience. He previously worked in real estate firms including Equity Real Estate, Caldwell Banker, and Berkshire Hathaway from 2013 to 2019. Outside of advisory work, he is the owner and CEO of Cedarway Capital LLC, a private equity firm focused on real estate investments. Miser Asset Management serves individuals, trusts, estates, and business entities through portfolio management and financial consulting. The firm employs a range of analytical methods and investment strategies, offering both discretionary and non-discretionary management along with additional services such as tax preparation and educational seminars.

Shannon Irwin is a financial advisor at Synergy FG with 10 years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Synergy FG in 2021, she worked at Ameriprise Financial Services and Truist Investment Services. Outside of her advisory work, she serves in fiduciary roles such as trustee and personal representative. Synergy Financial Group provides comprehensive financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a model-based investment approach tailored to client goals and risk tolerance, managing portfolios that may include a variety of asset types and strategies.

Denim Simper is a Series 65-licensed financial advisor at Vantage Point Management, Inc. with eight years of industry experience. He has worked at Vantage Point since 2017, with a gap year in 2017-2018, and previously spent five years at Westminster College. Outside of advisory work, Mr. Simper operates a U-Haul dealership and Timberline Storage in Vernal, UT. Vantage Point Management serves individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and other businesses. The firm utilizes a modified passive investment approach with active management focused on ETFs, individual stocks, and option strategies, while also offering financial planning and model management services.

Jeffrey Von Colln is a CFP® with 30 years of industry experience. He founded Von Colln Financial Group in 2016 and has been associated with LPL Financial since 2004. Outside of financial advising, he owns two bars in Ogden, Utah. Von Colln Financial Group provides discretionary, fee-based investment management and financial planning primarily to individual and high-net-worth clients, also serving corporate and retirement-plan clients. The firm follows a structured four-step planning process and offers tailored investment services through custodial accounts, access to institutional managers, and regular portfolio rebalancing. Additionally, the firm acts as both portfolio manager and sponsor of a wrap fee program and conducts client education seminars and workshops.

Lee Miles is a CFP® and ChFC® with 23 years of industry experience. He is the principal of Lee Miles LLC in Ogden, UT, and has been involved with Practice Management Inc. and Midland National Life since the early 1990s. Outside of his advisory work, he serves as president of Practice Management Inc., a management services corporation supporting his firm. Lee Miles LLC provides investment advice and planning primarily to individuals, as well as to trusts, estates, and small business entities. The firm employs an asset-allocation approach combining individual securities and ETFs, with active monitoring and discretionary or non-discretionary authority, and also offers insurance and annuity products through its affiliated insurance activities.

Mason Miles is a financial advisor at Lee Miles LLC with a Series 65 designation and two years of industry experience. Prior to founding Lee Miles LLC, he worked at Uber and Vivint and was affiliated with Brigham Young University. Lee Miles LLC provides investment advice and planning primarily to individuals, as well as trusts, estates, and small business entities, managing approximately $13.95 million in discretionary assets. The firm employs an asset-allocation approach combining individual securities and exchange-traded funds, with active monitoring and options for discretionary or non-discretionary authority, and conducts client outreach through educational seminars and public events.

Michael Minnoch is a financial advisor with Vantage Point Management, Inc. in North Ogden, Utah, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at Vantage Point Management since 2017 and was previously with Vantage Point Investments and Managed Account Research, Inc., where he has been involved since 2003. In addition to his advisory role, Minnoch is an independent insurance agent selling fixed life contracts and is associated with Managed Account Research, focusing on managed futures, commodities, and options. Vantage Point Management is a fee-based registered investment adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a blend of modified passive, strategic, and tactical investment strategies emphasizing relative-strength analysis across ETFs, equities, and fixed income, and manages proprietary models on a third-party platform while providing financial planning and back-office services to other investment professionals.

Christopher Kesler is a financial advisor at Ascend Investment Partners with 13 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors Financial Network from 2012 to 2020. Outside of his advisory role, Kesler is a part owner of a Cold Stone Creamery franchise and provides guidance in its management. Ascend Investment Partners serves individual and high-net-worth clients as well as retirement plan sponsors, offering asset management, retirement plan consulting, and annuity consulting. The firm employs a structured planning process and combines fundamental, technical, quantitative, and sector analysis with various asset-allocation strategies, managing accounts primarily on a discretionary basis.

Shaun Peterson is a financial advisor at Peterson Wealth Services Inc. with 14 years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services from 2009 to 2020 before joining Peterson Wealth Services, where he has been since 2011. Outside of his advisory role, he serves on the board of the Livastride Youth Foundation and is a Certified Divorce Financial Analyst involved with Utah Divorce Planning. Peterson Wealth Services, Inc. offers fee-only investment management and comprehensive financial planning to individuals and institutions, including small-business owners, retirees, and high-net-worth individuals. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, complemented by active funds and equities, and provides retirement plan advisory services as well as estate and tax-aware planning.

Brett Karras is a CFP® professional with over 32 years of experience in the financial industry. He has been with The Karras Company, Inc. since 2002 and is currently one of four advisors at the firm. His work history also includes a longstanding affiliation with Raymond James Financial Services since 2000. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, utilizing research and platform resources from Raymond James to support client strategies and account monitoring.

Billy Peterson is a CFP® professional with 29 years of experience in financial advising. He is principal at Peterson Wealth Services Inc. and has served as a certified divorce financial analyst through his role with Utah Divorce Planning since 2015. Outside of finance, he is the founder and director of the LiveaStride Youth Foundation and owns Buck Way Ranch LLC, where he manages racehorses. Peterson Wealth Services, Inc. provides fee-only investment management and comprehensive financial planning to individuals and institutions, including retirees, small-business owners, and high-net-worth clients. The firm employs a strategic asset allocation approach centered on passive indices and ETFs, supplemented by actively managed funds and individual equities, and offers both discretionary and non-discretionary account management along with specialized services such as divorce consulting.

William Merrell is a CFP® and Series 66 credentialed advisor with 13 years of industry experience. He has been with The Karras Company, Inc. and Raymond James Financial Services since 2015. Outside of his advisory role, he owns and operates a family management company called CCC Management. The Karras Company provides wealth planning, investment consulting, and portfolio management services to individuals, trusts, institutions, and retirement plans. The firm emphasizes strategic asset allocation and diversified, primarily buy-and-hold portfolios, leveraging research and resources through its partnership with Raymond James.

Boyd Hansen is a CFP® professional with 41 years of industry experience, currently serving at The Karras Company, Inc. since 2020. He previously worked at Raymond James Financial Services Advisors, Inc. for 11 years and has been affiliated with Raymond James Financial Services, Inc. since 1990. Outside of advisory work, Hansen is the CEO of Boyd R. Hansen & Co. Inc., a medical business services firm. The Karras Company provides wealth planning, investment consulting, and portfolio management to individuals, trusts, institutions, and employer-sponsored retirement plans. The firm emphasizes strategic asset allocation and diversified buy-and-hold portfolios, leveraging research and resources from its longstanding relationship with Raymond James.

Joseph Davis is a financial advisor at Beam Wealth Advisors, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Securities America Inc. Outside of his advisory role, he owns and operates a social media business focused on hunting, family, and fitness topics. Beam Wealth Advisors serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charities, and businesses. The firm offers comprehensive financial planning and investment management, utilizing asset allocation and diversification strategies guided by Modern/Post-Modern Portfolio Theory and supported by licensed software and independent manager selection.