Nathan Rockwell is a financial advisor at Everspire with four years of industry experience. He holds Series 65 and Series 63 credentials and is involved in professional services through his CPA practices, Carefree Professional Practice Resources, LLC, and Rockwell Financial, PLLC, which focus on tax, financial reporting, and valuation primarily within the dental industry. Everspire provides investment advisory and wealth management services to a range of clients, including individuals, families, trusts, charitable organizations, and businesses. The firm implements diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers alongside AI-enabled research tools.

Gregory Simmons is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, investment supervisory services, and referrals to third-party asset managers, employing a process that begins with a detailed financial profile and a written plan to guide asset allocation based on client-specific risk tolerance and objectives.

Joshua Glenn is a CFP® and holds a Series 65 license with four years of industry experience. He is currently an advisor at Private Advisory Group LLC and has prior experience with Peterson Wealth Advisors, Vanguard, Deseret Mutual Benefit Administrators, Utah Valley University, and Zions Bank. Glenn also served as a volunteer missionary for the LDS Church. Private Advisory provides personalized financial planning and investment management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm utilizes a discretionary implementation model with diverse strategies including structured notes, options, private placements, and derivatives to meet client objectives.

Andrew Fonda is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Phillips 66 for five years. Outside of advisory work, he is the sole owner of Fonda Franchises Inc., a holding company involved as a silent partner in two food franchise businesses. Net Worth Advisory Group serves individuals, trusts, estates, ERISA plans, and business entities by providing financial planning and portfolio management. The firm emphasizes structured periodic reporting, asset allocation strategies across various securities, and offers comprehensive financial plans with ongoing supervisory management.

Brenton Ripley is a financial advisor with Drive Wealth Advisers and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Foresight Wealth Management and Sego Capital Management. In addition to his advisory work, he is the sole owner of Jamestown Law Group, where he provides legal services. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, and business entities. The firm provides customized, goals-based asset allocation and conducts formal account reviews annually, utilizing a broad range of investment strategies and maintaining multiple affiliated businesses under a common holding company.

John Hawkins is a Series 65-licensed advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, where he has worked since 2023. He has over 20 years of experience in related fields, including ownership and marketing consulting at John Hawkins Inc. since 2016 and roles at Richland Title Insurance Agency since 2006. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a range of investment strategies and manages a multi-hundred-million dollar asset base across a mid-sized advisory team.

Colby Mallett is a Series 65 licensed advisor at Elysium Wealth Management, LLC with one year of industry experience. Prior to joining Elysium, he held roles at Utah Valley University, Salt Lake Community College, and the Church of Jesus Christ of Latter-Day Saints. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm creates tailored investment strategies by combining internal oversight with research from sub-advisers and provides ongoing client service through reviews, publications, and educational seminars.

Michael Tempest is a financial advisor at ALTA Capital Management LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Alta Capital Management since 1996. Outside of his advisory role, he serves as a board member of Pizzeria Limone, a fast casual pizza restaurant chain, a position he has held since 2010. ALTA Capital Management provides discretionary portfolio management and financial planning services to individual and institutional clients, including high-net-worth investors and investment companies. The firm employs a quality-growth, bottom-up investment process and integrates responsible-investing practices, serving as adviser or sub-adviser to registered funds and managing a variety of equity, fixed income, and balanced strategies.

Daniel Wilson is a Series 65-licensed financial advisor at Drive Wealth Advisers with three years of industry experience. He has worked at multiple firms including Crabb Financial, High End Financial, Foresight Wealth Management, and Black Diamond Financial Solutions. Outside of his advisory role, he also works as an analyst supporting investment management and operations at Crabb Financial, the parent company of Drive Wealth Advisers. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and employs a broad range of investment strategies with regular formal account reviews.

Christopher Cook is a financial advisor with Teton Wealth Group LLC in Murray, UT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Thrivent Financial and federal employee service. Teton Wealth Group serves individual clients and retirement plans, providing discretionary and non-discretionary investment management, model portfolios, and financial planning. The firm employs an allocation-driven approach combining various analysis methods and offers a broad range of investment options, including structured and market-linked products.

Veronica Fox is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and M. S. Howells & Co. Outside of her advisory role, she maintains an active cosmetology license and distributes health products in a non-investment capacity. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing family-office-style wealth management along with standalone services such as portfolio management, financial administration, and subscription-based equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning with discretionary management and customized financial administration services.

Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2021. In addition to his advisory role, De Muth is the owner of 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in sales for Maverick Trading, an educational program focused on Forex and Options trading. Lone Peak Advisers serves individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm employs a discretionary investment approach that integrates fundamental, technical, and statistical analysis to target intermediate market trends.

Parker Anderson is a financial advisor at Private Advisory with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Order Protection, and Lumio. Anderson also spent six years at Utah Valley University in a role concurrent with his early career. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary model portfolio approach with a variety of instruments and strategies, including structured notes, options, and private placements, and offers a performance-based fee arrangement for qualified clients.

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation and one year of industry experience. His background includes roles at Utah Valley University and Atlas Investment Management, alongside service with BoardCo. Ignite Planners serves a diverse client base including individual investors, high-net-worth clients, trusts, retirement plans, and sovereign wealth funds, providing discretionary asset management, financial planning, consulting, and advisory services for private pooled funds. The firm employs tailored portfolios utilizing stocks, bonds, ETFs, options, and other investments, incorporating a volatility-responsive VEGA strategy and tax-efficient asset management.

Walter Joseph is a financial advisor at Albion Financial Group in Salt Lake City, UT, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Mirador, LLC, Northrop Grumman, and E*Trade Securities LLC. Albion Financial Group provides discretionary portfolio management and financial planning to individuals, families, corporate clients, and retirement plan sponsors. The firm manages traditional separately managed accounts as well as pooled investment vehicles, combining fundamental, technical, and cyclical analysis in its investment approach.

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.

Darin Arnell is a financial advisor at Financial Network Wealth Advisors LLC with 22 years of industry experience. He holds Series 65 and 66 licenses and has worked at several firms, including Cetera Wealth Services and Jim Barlow Advisors. Arnell is also involved in entrepreneurial and business management activities through multiple entities. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business and charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a blended investment process using fundamental analysis, Monte Carlo planning, and efficient‑frontier portfolio construction, managing over $515 million in assets across a six-advisor team.

Brian Stoker is a financial advisor with West Ridge Advisors in Midvale, UT, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at GWN Securities Inc., Legend Advisory, LLC, and Equitable Advisors. He also provides life, accident, and health insurance products to clients as part of his business activities. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management. The firm emphasizes Modern Portfolio Theory with global diversification, tax efficiency, and low-cost vehicles, and utilizes personalized indexing through Vanguard along with third-party manager referrals when appropriate.