Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Dalin Jewett is a financial advisor at Tanara Wealth Management LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Andina Advisors, Vivint Inc., Volcanic Retail, and Brigham Young University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and other institutional clients. The firm utilizes diversified model portfolios and customized allocations across various asset classes, managing most accounts on a discretionary basis.

John Rice is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and three years of industry experience. Prior to his advisory roles at Lift Wealth Management and Pearson Butler LLC, he practiced law for 29 years as an attorney at John K. Rice, Attorney at Law PC. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering services including financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting through an eight-advisor team across six offices.

Tyson Wakley is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and ALLEGIS Investment Advisors. Outside of his advisory work, he is a board member of BetheBestU LLC and owns TLW Consulting LLC, a pass-through consulting entity. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Kyler Brooksby is a financial advisor at Coign Capital Advisors LLC with a Series 65 designation and three years of industry experience. He has been with Coign Capital Advisors since 2021 and has a total of ten years of work experience across various roles. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and uses a range of investment strategies, including ETFs, individual securities, structured notes, and options.

Kevin Hurley is a financial advisor at Hurley Investments, LLC with 16 years of industry experience. He previously worked at Options Animal from 2014 to 2019. Hurley also maintains an insurance agent license and offers insurance products and services to clients. Hurley Investments provides fee-based portfolio management primarily to individual clients, with occasional services for small businesses and nonprofit entities. The firm employs a combination of fundamental and technical analysis and systematically uses collar option strategies to manage risk and generate income, a practice uncommon among similarly sized firms.

Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank NA, Wells Fargo Advisors, LLC, Kera Capital, and M. S. Howells & Co. Clark is a limited partner in a non-investment-related business based in Park City, UT. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services including portfolio management, financial administration, and a subscription-style equity planning service. The firm manages advisory relationships primarily on a discretionary basis, integrating investment, tax, and estate planning through ongoing engagement and customized client workflows.

Nathaniel Evans is a financial advisor at Keeler Thomas Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Zions Bank, and SagePoint Financial. In addition to his advisory role, he serves as an adjunct instructor at Utah Valley University, teaching content related to the Series 7 exam. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients. The firm offers discretionary portfolio management and targeted planning engagements, often employing model portfolios or third-party money managers as part of its investment process.

Raymond Levitre is a CFP® professional with 23 years of experience, currently serving at Net Worth Advisory Group, LLC since 2003. He is the author of the book "20 Retirement Decisions You Need to Make Right Now," available through various online bookstores. Net Worth Advisory Group serves individuals, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process centered on detailed financial profiling and written plans to guide asset allocation strategies, with semi-annual account reviews and comprehensive performance reporting.

Ryan Porter is a CFP® professional at Net Worth Advisory Group, LLC with experience at Morgan Stanley and IndustryPro. He has held roles in financial services since 2019 and holds Series 65 and Series 66 licenses. Net Worth Advisory Group provides financial planning and portfolio management to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting, back-tested model allocations, and offers comprehensive plans alongside supervisory investment management.

Bradden Blair is a financial advisor with SimplyRIA Advisor Network, holding Series 65 and Series 63 licenses and one year of industry experience. He has previously worked with Caitlin John, LLC and has been involved with OSBIG, Inc., a business incubator and venture fund management firm, where he serves as President and CEO. Outside of advising, Blair leads investment and management consulting efforts at OSBIG, Inc. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans. The firm operates as an RIA-aggregator, supporting independent practices under its compliance framework and offering portfolio strategies that combine active and passive management, third-party sub-advisers, and alternative investments.

Huayi Wang is a financial advisor with New Millennium Group in Sandy, UT, holding a Series 65 designation and one year of industry experience. Wang previously worked at Morgan Stanley and has held various roles in financial and community organizations, including Utah Community Credit Union and the Utah Central Association of REALTORS. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing tools such as Riskalyze to customize portfolios.

Marc Russell is a CFP® certificant with four years of industry experience, currently serving at Q3 Advisors, LLC. His prior roles include positions at Diversify Wealth Management, DFPG Investments, and FirstPurpose Wealth. Outside of his advisory work, he operates an Etsy shop with his children selling freeze-dried candy under an LLC called Contra Capital. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through structured, fixed-fee programs. The firm emphasizes planning recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or charging assets under management fees.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Acquire Consult LLC, Raymond James Financial Services Advisors, and Holman Investments and Planning. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and a broad range of investment strategies, with formal account reviews conducted at least annually.

Scott Garbutt is a CFP® with 48 years of industry experience, currently serving as an advisor at Blue Barn Wealth in Orem, UT. His prior experience includes roles at First Western Advisors and Strategis Financial Group, where he spent over three decades. He is also involved in a family investment entity, Garbutt Family Investments, L.L.C. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and provides tiered wealth management services, including fiduciary support for qualified retirement plans.

Robert Woods is a financial advisor with Ashworth Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Ashworth Wealth since 2018 and previously at Ashworth & Empay Financial, LLC. Outside of his advisory work, Woods serves as an adjunct professor at LDS Business College, teaching courses in sales and personal finance. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans with comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically uses third-party money managers, including the Osaic Wealth, Inc. platform, employing a structured asset allocation strategy focused on passive index funds and ETFs with selective active fund inclusion.

Amoree Farnsworth is a CFP® professional with six years of industry experience, currently serving as an advisor at Net Worth Advisory Group, LLC. Prior to joining Net Worth Advisory Group in 2020, she worked at Blue Barn Wealth & Financial Planning Office for three years. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, including high-net-worth clients, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations as part of its review process, managing accounts on both discretionary and non-discretionary bases.

Hayden Johnson is a financial advisor at The Norden Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Deseret Mutual Benefit Administrators, Mountain America Credit Union, and teaching experience at Utah Valley University. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers. The firm utilizes a broad investment universe and emphasizes operational outsourcing and third-party manager relationships.

Samuel Schofield is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. Prior to his advisory roles, he worked for nine years in construction at Scott Schofield Construction. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, held-away account management, and advisory services for private funds, utilizing strategies that include individual securities, derivatives, and tax-efficient rebalancing.

Laura Warnock is a financial advisor at Lone Peak Advisers with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Founders Financial Securities, Cartograph Wealth, and LPL Financial. Outside of her advisory work, Warnock coaches boys youth lacrosse and serves on the Utah Retirement Systems Board. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for individual and high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm uses a tactical investment approach that combines fundamental analysis with technical market signals to adjust allocations across various asset types, employing strategies such as short positions and options to manage risk and pursue returns.