Spencer has spent over a decade building the Solamere Network while working in the public and private sectors. Spencer previously served as the National Finance Chairman and Senior Advisor for the 2008 and 2012 Mitt Romney presidential campaigns. Likewise, he served as the National Finance Chairman for Speaker Paul Ryan. Spencer previously served as Deputy Chief of Staff and COO in the Office of Governor Mitt Romney in Massachusetts. Spencer also worked in the Executive Office of the Salt Lake City Olympic Organizing Committee for the Winter Games of 2002.

Spencer is a current member of the Brigham and Women's Hospital Campaign Cabinet Board, and serves on the board of the Lupus Research Alliance.

Having spent many years growing up outside the United States, Spencer is fluent in Spanish, Portuguese, and Thai. Spencer studied Economics and International Studies at Brigham Young University.

  Michael Bayles is the Derivatives Sales & Trading Director at Zions Bank, where he leads client risk‑management strategies across interest rates, foreign exchange, and commodities. Michael holds an MBA from the University of Southern California and a BA in Economics from Brigham Young University. Outside of work, he’s a proud 'girl‑dad' to three daughters, who keep life lively and full of perspective.

  I lead the Special District Group of Piper Sandler in the Utah office.  We are an investment bank that focuses on funding early stage infrastructure for real estate development.

Mr. Braganza is involved in all aspects of mergers and acquisitions advisory in the consumer, healthcare, media and technology sectors.

Prior to joining CapM full time, Mr. Braganza worked at CapM as a summer analyst. His primary responsibilities included developing presentations and performing financial analysis.

Mr. Braganza’s prior experience also includes working at Logan Growth Advisors, an investment bank that focuses on the lower middle market healthcare industry, and working at Founder Focused Capital, a fund investing in the biotechnology sector.

Education
Bachelors of Science in Finance from Brigham Young University – Marriott School of Business

Connie Gonzalez is a Vice President for D.A. Davidson's Development Finance Group where she serves clients across Utah and other markets. Her specialized expertise in cashflow analysis, tax increment financial modeling, real estate pro-forma modeling, HTRZ, CPACE, along with innovative debt structuring, provides a dedicated resource to clients looking to secure capital for real estate developments. Additionally, her recent experiences have led her to focus on infrastructure financing districts (IFD), public infrastructure districts (PID) and other financing tools throughout the nation.

Prior to joining D.A. Davidson, Connie spent two years at Piper Sandler Companies, where she worked closely with real estate developers and municipalities to help consult and advise on public infrastructure funding. Her previous experience includes equities execution services at Goldman Sachs, Financial Institutions Group at BlackRock in New York City, and an Executive Strategy Internship for the Larry H. Miller Group.

Connie serves on the Board for ALPFA (Association of Latino Professionals for America) and is the Utah Young Leader Chair for ULI (Urban Land Institute) & Developing Leaders Chair for the Utah NAIOP Board. Her involvement with industry organizations such as CREW, Utah's Economic Alliance, and HomeAid proves evidence of her passion, engagement, and dedication to Utah's growth. Connie studied finance and sociology at Brigham Young University. She holds Series SIE, 50, 52, and 63 licenses.

Craig Thorsen is an Associate in the Special Districts Group at Piper Sandler. In his role, he focuses on the structuring and financing of public infrastructure for real estate developments around Utah and the Mountain West. He has a bachelor's degree in Finance and an MBA from BYU. In his free time, he enjoys to golfing, running, skiing, and boating.

Formerly an analyst in Morgan Stanley Menlo park’s tech banking division. Now working at AXOM partners

Jesse Bohannon brings years of institutional and individual investment management experience to the service of the team’s ultra high net worth clients. Jesse’s primary focus is on crafting highly customized investment strategies based on the precise needs, goals and values of each family or individual. He enjoys discussing the relative merits of various opportunities, and supports client investing across multiple asset classes, including equities, fixed income and alternative investments.

Jesse graduated from Brigham Young University with a B.S. in statistics in 2015. He began his career in 2016 at Jefferies in New York City on the equity merger arbitrage trading desk. After moving back to Salt Lake City, he held various investment-related positions at Morgan Stanley and JPMorgan, before returning with the team to Morgan Stanley Private Wealth Management in 2021

Jesse is a Utah native who enjoys spending time in the outdoors with his wife, Madison. An avid racing enthusiast, he also rebuilds and races vintage sports cars.

David serves as the President and CEO of Accuvest Global Advisors. He is a member of the Investment Committee. 

David began his investment career in 1992 with Merrill Lynch, and then spent 10 years as a consultant with Smith Barney, serving the needs of affluent families, Foundations and Endowments. In 2005,  

David graduated with a B.A. in Economics and Spanish Translation from Brigham Young University, and a master's degree in Business Administration, with a concentration in Finance, from the Haas School of Business at the University of California, Berkeley.  

David founded Accuvest to help his clients navigate increasingly complex global markets.  He has been featured on TV, radio and in print media with Bloomberg, CNBC, Fox Business, Wall Street Journal, Morningstar and Barron’s.

Austin is a Certified Financial Planner® professional at J.P. Morgan Private Bank, where he provides comprehensive wealth and investment advice to high-net-worth families and entrepreneurs across North Texas. 

Originally from Charlotte, North Carolina, Austin overcame poverty and decided to move West where he became a first-generation college graduate at Brigham Young University. Recognizing that financial literacy was critical to changing the trajectory of his life, he chose to study finance. Austin understands the value of a hard-earned dollar and approaches his work with a deep sense of responsibility to steward his clients' wealth. 

He enjoys helping clients think holistically about their wealth and the role it plays in their lives—whether that means guiding entrepreneurs through liquidity events, helping families design and execute meaningful philanthropic strategies, structuring tax-efficient portfolios, or coordinating complex financial decisions across investments, planning, and long-term legacy goals.

Austin is also active in his community. He is passionate about fostering upward economic mobility, strengthening families, and promoting religious liberty. Austin serves on the board of the Dallas chapter of the BYU Management Society, volunteers with the All-Stars Project of Dallas, and is a Young Professional Ambassador for First Liberty Institute. 

Outside of work, he enjoys spending time with his wife, Cassidy, and their two daughters, traveling, volunteering with his church, and watching college sports.

Corey Noyes is the founder of Balanced Capital, an independent financial planning firm based in Heber City, Utah. He works primarily with lawyers and retirees, helping them make smarter decisions around investing, taxes, and long-term planning. Corey began his career in finance straight out of college and built his firm with a focus on simplicity, transparency, and real-world advice that people can actually use. Outside of work, he’s a runner, triathlete, and proud dad of two, and he’s actively involved in his local community

Sepio Capital, LP is a registered investment advisor. Sepio provides investment advisory and related services for clients nationally. Sepio will maintain all applicable registration and licenses as required by the various states in which Sepio conducts business, as applicable. For additional information, please visit our website at www.sepiocap.com.

  Austin is a Private Wealth Advisor at Merrill Private Wealth Management. He works closely with ultra-high-net-worth individuals and families, aligning multiple aspects of their wealth to pursue their goals. His areas of focus are pre-transaction planning for business owners, particularly business structuring and balance sheet optimization. Legacy planning for next-generation wealth transfer and philanthropy. Portfolio design for the proceeds of a business sale, sensitive to liquidity needs and time horizons.

He has worked in wealth management since 2012. Prior to joining Merrill Private Wealth Management, he spent more than a decade with J.P. Morgan Private Bank, where he was a Private Banker.
He earned his B.S. in Finance from Brigham Young University.

His wife and four children keep him busy and very happy. When time allows, he loves to play golf, pickleball, hike, ski, and snowmobile.

Jesse Turley is a Managing Director and Private Client Advisor at Bank of America Private Bank with over 20 years of experience helping serve the complex wealth management needs of high net worth individuals and their families. A seasoned wealth manager, he has held his position at Bank of America Private Bank since joining in 2007. Prior to that, Jesse spent six years in the insurance and derivatives business, focusing on high end planning for the wealthy. 
 
As a Private Client Advisor, Jesse runs a national team with offices in Greenwich, Connecticut and Salt Lake City, Utah. In this role Jesse is a key point of contact who serves as the quarterback in the delivery of integrated guidance and service through your client team at Bank of America Private Bank. 
 
In 2015 Jesse received the Champion of Enactus Award from J.P. Bilbrey Chairman of Enactus and President and CEO of The Hershey Company. Enactus is a community of student, academic and business leaders committed to using the power of entrepreneurial action to transform lives and shape a better more sustainable world. Jesse with other prominent business leaders created Family to Family which is an invitation only conference series comprised of prominent global families looking to make significant business and philanthropic impacts on the world. Jesse served for seven years as moderator for Investment Management Institute's (IMI) Wealth Family Forum. Jesse's community involvement has included serving on the Board of Directors for the Connecticut Yankee Council of the Boy Scouts of America. 
 
Jesse received his Bachelor's degree from Arizona State University and his Maters of Business Administration from the University of Connecticut, with honors.

Graduated in 2021 from the BYU Finance Program
2021-2022 Stephens Inc. (investment banking) 
2022-2025 Union Capital Associates (buyout PE)
2025-present PNC Erieview Capital (minority equity and mezz)

James founded Sweetwater in January 2016. He is the Founder and Managing Partner of Sweetwater Private Equity and a member of the firm’s investment committee. Prior to Sweetwater, James was Co-founder & President of Madison Creek Partners, a healthcare services company. While at Madison, James oversaw and completed six acquisitions of eleven healthcare facilities. By the time he left, Madison had reached over a thousand employees and exceeded $70 million in annual revenues and $10 million in EBITDA. Prior to starting Madison, James was a Partner & Head of Secondaries at StepStone Group (NASDAQ: STEP), a $67 billion global private capital investment firm. He served on the firm’s Investment Committee and as lead partner for several institutional clients. During his private equity career, he has helped execute hundreds of secondary transactions totaling billions in invested capital. He is a CPA and a CFA charterholder. James holds an MBA from the Anderson School at UCLA and graduated with a B.S. in Accounting from Brigham Young University with University Honors.

Erik Garn joined The Cynosure Group in 2024, where he is responsible for sourcing, evaluating, executing new investment opportunities, and supporting current portfolio investments. Prior to joining, Erik worked at American Pacific Group, a lower-middle market private equity firm based in the Bay Area, CA, and at Partners Group before that, an upper-middle market private equity firm based out of Zug, Switzerland.

Erik graduated from Brigham Young University with a B.S. in Finance. Outside of work he is an avid reader, mountain trekker, owner of a very spoiled dog, and a perennially optimistic BYU and Utah Jazz fan.

Blake Hannesson is a Vice President at EagleTree Capital, an independent private equity firm located in New York.  Prior to EagleTree, Blake worked at Lazard in the Global Healthcare Group. Blake received his B.S. in Finance from Brigham Young University’s Marriott School of Business, graduating as the Outstanding Student in Finance.

Spencer is a co-founder and chief financial officer at Dental Property Group (DPG). Prior to DPG, Spencer worked as a business valuation consultant to both public and private-sector clients. He has extensive expertise across a broad range of industries, including technology, financial services, pharma/life sciences, and real estate, among others. Spencer is a graduate from BYU’s Marriott School of Business with a B.A. of Finance.

Ally Hunter is an Investment Associate at Pelion Venture Partners, a Utah-based venture capital firm investing in early-stage B2B software companies from Seed through Series B. She focuses on evaluating new investments and supporting portfolio companies, with a particular interest in cybersecurity, defense tech, enterprise software, and emerging technologies. Ally is passionate about helping founders build enduring companies and enjoys mentoring and staying connected with the BYU finance community.

Jonas Kurihara is a Private Equity Associate at Reef Capital Partners, where he focuses on PE and JV investments in services businesses that complement Reef's broader ecosystem. He previously led M&A and corporate development at Any Hour Group, a PE‑backed home services platform, and began his career in Jefferies’ technology investment banking group.

Chris is a Private Equity Associate at The Cynosure Group, focusing on new investment execution and value creation across the firm’s portfolio companies. He joined Cynosure in 2023 after serving as an Investment Banking Analyst at Evercore in the Private Capital Advisory Group.

Private equity investor in founder owned and led businesses. Adjunct professor at BYU teaching financial modeling. Husband and proud father of five. Live in Draper, work in SLC and NYC.

Ryan is a former founder whose passion comes from wanting to partner with and advocate for founders and their teams. He is a Kauffman Fellow—the premier venture education program, and the largest network of VCs and innovation leaders in the world. Ryan Sanders is currently a Managing Director at Mercato Partners and earned a BS in Finance and Spanish from Brigham Young University and an MBA from The University of Texas at Austin’s McCombs School of Business.

Studied Economics and Strategy at BYU; worked at EPIC Ventures for 2 years during undergrad; joined Summit Partners after graduating BYU in April 2020; current Vice President at Summit Partners focused on technology.

After graduating as an Econ Major at BYU, Christian started his career in Investment Banking at Barclays in the Bay Area. From banking, he moved on to Venture Capital and in particular deep tech venture capital - financing companies at the intersection of software and hardware and usually founded around significant scientific or engineering breakthroughs. Christian spent time at DCVC and Fifth Wall's Climate Fund before jumping out to start a battery company, Ultion, and eventually launch his own venture capital fund, Hexagon.

Associate at Convoi Ventures, a Utah based pre-seed fund. Started my career at Battery Ventures, based in San Francisco, and later built a multiple tech products such as Dibs and FaceIQ.

John Warner is a Managing Director at Gridiron Capital and currently serves on the boards of Cubii, GSM Outdoors, Jacent Strategic Merchandising, and Tokyo Joe’s. Prior to joining Gridiron Capital, John was a managing director at CCMP Capital and its predecessor firms, JPMorgan Partners and Chase Capital Partners where he was responsible for investing on behalf of global funds with more than $10 billion under management. He has previously served as a board director for numerous companies in the consumer/retail, industrial, and energy sectors. John started his career as a private equity investment professional at FS Private Investments and Riverside Partners and as a strategy consultant at Monitor Company

John received a B.A. in Economics from Brigham Young University. He holds an M.B.A. from Harvard Business School. Originally from Utah, John and his family reside in New Canaan, CT.

  Kurt Barton, CFA is the Director of Research and a Sector Portfolio Manager at Ensign Peak Advisors, where he leads equity research and contributes directly to portfolio construction and investment decision-making. Prior to working at EPA, he spent 7 years at Fidelity Investments in Boston. Kurt graduated from BYU in 2010. He lives in Bountiful where he enjoys skiing, mountain/road biking, reading, music, and doing anything with his wife and kids.

 
Ashley is an analyst at Ares Management (a ~$623bn alternative asset manager) on the Corporate Strategy team, where she focuses on firmwide growth initiatives across inorganic M&A, structured product fundraising, and new product development.

5 years with Dodge & Cox, 3 years at Goldman GIR. 2018 BYU Finance grad. Focused principally on emerging markets.

  James is an experienced Emerging Markets portfolio manager with a strong history of alpha generation and top quartile fund performance. Most recently James was the Director & Senior Portfolio Manager of the EM SMID Cap fund at APG Asset Management since 2016, where he managed a ~$1B portfolio, one of the largest EM SMID cap funds in the world. APG is the largest pension fund manager in the Netherlands and a global leader in ESG investing. From 2013 to 2016, James was the Lead Portfolio Manager at Kayne Anderson Rudnick’s EM Small Cap fund (ticker VIESX), a Morningstar 5-Star rated fund that was awarded 2015’s “Best Fund Product for High Net Worth Clients” by Private Asset Management. Previously James was Senior Analyst at Westwood Global Investments from 2005-2013. 

James is a CFA charterholder. He is also the founder of the global non-profit, Young Investors Society (www.yis.org). James has an undergraduate degree in Finance from Brigham Young University and is fluent in Portuguese and proficient in Spanish and has lived in Brazil and Hong Kong.

For over a dozen years, Jeff has advised some of the country’s most successful families on all aspects of their wealth. With his background as a former tax and estate planning attorney at a prominent Houston, Texas law firm, Jeff has advised clients through business sales, funding rounds, IPOs, complex tax and wealth planning transactions, private and public market investments, executive compensation packages, succession planning, and much more. In short, Jeff helps clients navigate the unique challenges that come with building wealth and helps them better predict their financial future.

In addition to co-founding Solidarity Wealth, Jeff advises single family offices on a broad array of challenges. Jeff also serves as the Managing Partner of Solidarity Capital, an income fund managed separately by the Solidarity partners.

Jeff is a sought after thought leader on a wide range of tax, finance, and estate planning topics. Jeff has appeared on CNBC, Bloomberg, and Fox Business, has been quoted in Barron’s, The Wall Street Journal, and Yahoo!Finance, has published in diverse publications from Silicon Slopes Magazine to the Taxation of Exempts Journal by Thomson Reuters, and spoken to endless professional groups and large company conferences.

Jeff holds a bachelor’s degree in accounting from Brigham Young University – Idaho and a Juris Doctor, with honors, from the University of Texas School of Law. Outside of work, Jeff is married and the father of three amazing children.

Bryan is a managing director in the external investing group (XIG) at Goldman Sachs.

He’s been at Goldman for 15 years and helps institutions around the world invest in alternative investments.

Mr. Schrader joined Wasatch Global Investors in 2025 as an associate portfolio manager. He works across the U.S. and ex-U.S. research teams.

Prior to joining Wasatch, Mr. Schrader was the lead research analyst on the Global Contrarian Fund at Grandeur Peak Global Advisors, where he specialized in the financial sector. Earlier in his career, he worked at Silvercrest Asset Management Group and contributed to the BYU Global Financial Advisors Fund.

Mr. Schrader earned a Bachelor of Science in finance from Brigham Young University.

I am first a father to a hyperactive 18 month old and husband to an amazing God fearing woman. Then, I am a CFP Professional leading individuals towards safe, efficient retirement strategies and small businesses towards greatness.