Brett Pattison

David Fjeldsted is the sole advisor at David Russell Fjeldsted, an independent firm based in Farmington, Utah. He holds the CFP® designation along with Series 63 and 65 licenses and has 32 years of industry experience. In addition to his advisory role, he is a licensed life insurance agent and real estate broker, actively managing multiple real estate holdings and dedicating a significant portion of his time to property management and development. The firm offers personalized financial planning and investment management services to individuals, plans, trusts, and small businesses, with an investment approach that combines strategic asset allocation using both passive and active funds and global diversification to manage market risk.

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.

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.

Joshua Crawley is a financial advisor at Affinity Wealth Resources, LLC in Salt Lake City, UT, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Terragon LLC and Lithium Auto Elixirs, where he is involved in marketing, product development, and sales. He is also the owner of Affinity Capital Resources, a collection and recovery services business. Affinity Wealth Resources advises individual investors, corporations, trusts, and estates, providing non-discretionary portfolio advisory services and customized investment plans. The firm uses a modern portfolio theory approach focused on fundamental analysis and offers clients guidance on asset allocation, rebalancing, and tax-aware management without discretionary trading authority.