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.

Bradden Blair is an advisor with SimplyRIA Advisor Network holding Series 63 and Series 65 licenses and one year of industry experience. He has professional experience at Caitlin John, LLC and serves as President and CEO of OSBIG, Inc., a business incubator and venture fund management firm. SimplyRIA Advisor Network provides advisory services to individuals, trusts, estates, and qualified retirement plans through an RIA-aggregator model, allowing independent practices to operate under its supervision. The firm employs a mix of active and passive investment strategies and offers access to alternative private investments and estate-planning tools.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. His career includes roles at Acquire Consult LLC, Raymond James Financial Services, and Holman Investments and Planning. He holds Series 63 and Series 65 designations. Drive Wealth Advisers provides investment advisory and planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers customized, goals-based asset allocation with ongoing monitoring, employing a broad range of investment strategies and several affiliated businesses under a common holding company.

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.

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 licenses and has worked at firms including Founders Financial Securities and LPL Financial. Outside of her advisory role, she serves as a boys youth lacrosse coach and is a board member of the Utah Retirement Systems. Lone Peak Advisers manages approximately $125 million for individuals, trusts, estates, retirement plans, and small businesses, utilizing a combination of fundamental, technical, and statistical analysis to guide portfolio construction and tactical adjustments.

Justin Mcintyre is a financial advisor at Financial Network Wealth Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and NPB Financial Group, LLC. Outside of advisory work, he owns and operates an e-commerce business selling wood engraved products. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm manages over $515 million in assets using a combination of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction, frequently engaging sub-advisors while maintaining primary client oversight.

Ashton Green is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management II, Ashton worked at Mountain America and spent five years associated with Utah Valley University. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to certain alternative investments. The firm employs a range of analytical approaches and continuously monitors and rebalances accounts to align with client objectives and risk tolerances.

Lynn Gilbert is a financial advisor with Drive Wealth Advisers, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is a partner and CEO of E. Excel USA, LLC, a dietary supplement company, and also operates Gilbert & Stewart, a CPA firm. His prior experience includes roles at Magellan Capital LLC and Knox Capital Advisors, LLC. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies, including equity, derivatives, and structured products.

Lowell Crabb is a CFP® with 15 years of industry experience, currently serving at Drive Wealth Advisers. His prior experience includes roles at Cambridge Financial Center and operating his own firm, Crabb Financial, LLC. He also manages several non-investment related businesses, including an insurance agency and an accounting services firm. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, with a focus on customized, goals-based asset allocation and ongoing monitoring. The firm offers a broad range of investment strategies and maintains multiple affiliated businesses under a common holding company, including insurance, accounting, and private real estate interests.

Davis Bean is a financial advisor at Private Advisory with a Series 65 designation and two years of industry experience. He has held roles at Private Advisory Group LLC since 2023 and has experience working with academic institutions including Utah Valley University and Brigham Young University Idaho. Private Advisory provides personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and a variety of instruments such as structured notes, options, and private placements. The firm manages most assets on a discretionary basis and offers performance-based fee arrangements for qualified clients.

Joshua Ripley is a financial advisor at Drive Wealth Advisers with a Series 65 designation and one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at Red Rock Management Co. and Foresight Wealth Management. He is also the owner of JMR Management, LLC, a client service consulting business. 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 portfolio management that includes a broad range of investment strategies and family office services.

Michael Child is a financial advisor at LPG Capital Management with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including H. Beck, Inc., Legacy Planning Group, and UBS Financial Services. Outside of his advisory role, he is a licensed insurance agent and a mortgage loan originator. LPG Capital Management provides discretionary investment supervision and financial planning services to individuals, high-net-worth clients, trusts, estates, and various institutions. The firm employs a combination of fundamental and technical analysis to manage portfolios across multiple asset classes and emphasizes ongoing account monitoring with adjustments based on market conditions.

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Zach Royter is a financial advisor at Lone Peak Advisers with six years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2020. In addition to his advisory role, Royter is an independent agent for Premier Advisors, LLC, where he applies for and services health and pure term life insurance policies. Lone Peak Advisers provides portfolio management and financial planning for individuals, trusts, estates, retirement plans, and small businesses, managing approximately $125 million across 900 client relationships. The firm uses a combination of fundamental analysis and technical signals to guide intermediate-term investment strategies, constructing portfolios with ETFs, mutual funds, individual equities, and variable annuity sub-accounts.

Kaige Korth is a CFP® and holds a Series 66 license, currently serving as an advisor at Drive Wealth Advisers with three years of industry experience. Prior to joining Drive Wealth Management, Kaige held roles at several firms including OSAIC, Keeler Thomas Management, and SagePoint Financial. In addition to his advisory role, he is also affiliated with CRABB FINANCIAL, LLC, where he provides operational and investment services for 401(k) plans. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and employs a broad range of investment strategies, including equities, derivatives, structured products, and direct indexing.

Michael Owen is a financial advisor at LPG Capital Management with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Legacy Planning Group and IFS Securities Inc. since 2008. He also serves as the compliance officer at LPG Capital Management. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, 401(k) plans, pensions, charitable organizations, and corporate entities, using a model-driven approach that blends fundamental and technical analysis.

Michael Reid Jr. is a CFP® professional with 10 years of industry experience, currently serving at Drive Wealth Advisers since 2021. He has prior experience at Magellan Capital LLC and M Holdings Securities, Inc. He also works as an independent insurance agent, focusing on life insurance and annuity contracts. 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 emphasizes customized, goals-based asset allocation and ongoing monitoring across a broad range of investment strategies and related financial services.