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.

Brett Alexander is the sole advisor at Cash Flow Investment Services LLC in Ogden, UT, holding a Series 65 credential with 29 years of industry experience. He has been with Cash Flow Investment Services since 1996. Cash Flow Investment Services is an independent, state-registered investment adviser providing discretionary portfolio management and limited financial planning to retail clients. The firm manages approximately $92.4 million across about 86 accounts, using a blended analytical approach that includes fundamental, technical, quantitative, and mutual fund/ETF analysis, with strategies ranging from long-term buy-and-hold to shorter-term trading based on client objectives and risk tolerance.

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 seven years of industry experience. He previously worked in the automotive industry at McFarland Ford and Westland Ford Hyundai. Parkview Investments provides non-discretionary portfolio management services primarily to individual investors and the Phil Smith and Family Foundation. The firm emphasizes a mix of passive fixed-income strategies and more active growth strategies, focusing on exchange-listed stocks, mutual funds, ETFs, stock options, and bonds.

Mark Monson is the principal and sole advisor at Monson Wealth Management LLC, an independent registered investment adviser. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to founding his current firm, he worked at Commonwealth Financial Network and Raymond James Financial Services. In addition to his advisory role, he operates a part-time independent insurance agency focused on fixed insurance products. Monson Wealth Management LLC provides discretionary asset management to individuals, high-net-worth clients, and business entities, managing approximately $199 million in assets across ten client relationships. The firm employs a tailored investment approach using fundamental and technical analysis, with regular portfolio reviews and the option to engage sub-advisors.

Matthew Hoskins is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at Kinnect Advisor Group, L.L.C. He has worked at several firms, including Prestige Wealthwide, LLC, TownSquare Capital, and Allegis Investment Advisers, LLC. Outside of his advisory role, he owns a social media consulting business called Financial Macros. Kinnect Advisor Group provides discretionary portfolio management and integrated financial and retirement planning to individuals, high-net-worth clients, and small businesses. The firm emphasizes strategic and active asset allocation supported by fundamental analysis and risk-management techniques and offers educational workshops at no additional charge.

Christopher Janik is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and with 18 years of industry experience. His career includes roles at Salt Creek Mortgage, WealthWave, and Managed Wealth Financial, among others. Janik is also involved in business activities related to real estate sales, banking, credit, insurance sales, retail, and tax preparation through his ownership interests in Sunset Alliance LLC and Infinitus Capital Management Corp. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory approach relies on model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE and TFA365, with regulatory assets under management of approximately $1.7 billion.

Christopher Watkins is the sole advisor at WMW Management, Inc. in Farmington, UT, holding Series 63 and Series 65 credentials with 32 years of industry experience. His work history includes roles at Focus Fund Advisors, LLC since 2022, Watkins Financial Services, Inc. since 2000, and WMW Management, Inc. since 1998. Outside of financial advising, he is involved in the restaurant industry as sole owner and chairman of Watkins Restaurant Group and as a partner in C&M Hospitality. WMW Management primarily serves individual investors along with trusts, estates, charitable organizations, corporations, and limited partnerships. The firm focuses on equity securities and employs a proprietary model for portfolio construction and monitoring, offering both discretionary and non-discretionary asset management as well as a Portfolio Monitoring Program.

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.