Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at wasatchglobal.com.

tZERO Group, Inc. and its broker-dealer subsidiaries (tZERO) provide an innovative liquidity platform for private companies and assets. We offer institutional-grade solutions for issuers looking to digitize their capital table through blockchain technology, and trade on a regulated alternative trading system. tZERO democratizes access to private assets by providing a simple, automated, and efficient trading venue to broker-dealers, institutions, and investors.

Tracing its roots to the Eccles family of Utah, The Cynosure Group is an independent alternatives asset manager and portfolio advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. Cynosure’s collaborative solutions focus on alternative asset classes that range from select direct investment opportunities in profitable small to mid-sized companies, to comprehensive portfolio construction and allocations. Cynosure's core direct investments focus on bringing together Founder and Management-Owners with Aligned Capital.

Roger Smedley founded Smedley Financial Services, Inc.® in 1982. Our Wealth Management Team has become known for its ability to deliver focused wealth strategies for affluent clients as well as managed investment portfolios. Our team focuses on building relationships through world-class client service, specialized private wealth planning solutions, and various wealth management offerings. As an independent firm, we understand that financial choices abound and work to deliver customized solutions to our clients that meet their unique situations. Our Investment Management Team provides strategies designed to navigate the changing market environment. Focusing on time horizon, diversification, and risk tolerance, each portfolio is designed to provide superior investment opportunities. We apply a company-wide philosophy that centers on putting our client's needs first in all that we do. Advisors across the U.S. use SFS Portfolios to provide asset management solutions for their clients through the Envestnet platform. Securities offered through Securities America Inc., Member FINRA(www.finra.org) & SIPC(www.sipc.org). Roger M. Smedley, Sharla J. Jessop, James R. Derrick, Shane P. Thomas, and Mikal B. Aune, Jordan R. Hadfield, Lorayne B. Taylor, Registered Representatives. Investment Advisor Representatives of Smedley Financial Services, Inc. ® Smedley Financial Services, Inc. ® and Securities America are not affiliated. This is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products/services referenced on this site are available in every state, jurisdiction, or from every person listed.

Financial Advisors Since 1959

Peterson Wealth Services helps equine enthusiasts, business owners, and retirees identify their goals to inspire them to improve their finances with a variety of strategies to achieve the future they desire.

Worked with over 200 originated & subprime auto & property financial loan accounts. Handled multiple lines for both inbound and outbound calls for processing payment transactions, payment plans/arrangements with customers and other customer service concerns. Utilized Spanish to assist other departments in company- Collections, Repossessions, Re-sale, Legal and Skip Tracing. Liaison between First Southwestern Financial Services & Caribbean Auto Marts in U.S. Virgin Islands. Trainer for new-hire collections & financial account employees.

Based in Salt Lake City, UT, Moreton Asset Management provides investment advisory services for corporations, municipalities, non-profits, credit unions, hospitals, and insurance companies. Moreton specializes in structuring fixed income portfolios that are tailored to meet the specific liquidity and diversification needs of our clients. Moreton maintains a low client-to-portfolio manager ratio that ensures frequent meaningful client interaction. The Moreton team has over 60 years of combined experience structuring fixed-income accounts and has the skill set required to navigate various interest rate environments. Moreton Asset Management serves clients in the western United States with a focus in Utah, Nevada, Wyoming, and Idaho.

Adams Wealth Advisors is a privately-owned, independent wealth management firm offering comprehensive financial planning to clients in Northern Utah and the surrounding area. Our firm’s philosophy addresses the need to deliver an investment strategy tailored to each client’s needs. We take pride in running a clean, client-centered business. The hybrid business model allows us to go one step further in providing quality service for our clients. At Adams Wealth Advisors, clients receive a level of transparency they are not accustomed to experiencing at other firms. Our clients are provided with a thorough understanding of the investment process and are able to access all of the decisions made with their portfolio. By working with the professionals on your team, you are presented with comprehensive overview of your complete financial picture. To learn more about working with us at Adams Wealth Advisors, or for a list of states in which we are registered to do business, please visit www.adamswealthadvisors.com.

Worked closely with house accounts as well as brokers to complete financial transactions. Interfaced with various departments to facilitate client transactions, answer questions, and resolve outstanding issues. I also negotiated with contra-party traders to obtain the best execution for clients as applicable. Worked with industry regulators and performed an initial review of due diligence materials for compliance.

Early stage venture capital firm. Proud partners of visionary founders. Never too early to get in touch with us. Above. Beyond. Together. Elevation

• Sell Side Transaction Accounting – Created and prepared all necessary documentation for listing the office building for sale and supported the sales process. Prepared all financial documentation for the bank and sell-side owners. • Company Liquidation – Post-sale, researched and processed all accounting and tax-related journal entries, and created all documentation necessary for closing the commercial real estate business. • New Company Creation – Designed financial statement formats for a new consulting company under the same corporate name. Documented and customized accounting processes for the new company's future use.