Kylee Adamson is a CFP® with six years of experience in financial advising, currently with The Norden Group LLC. She previously worked at TownSquare Capital and has also operated a cosmetology business as a stylist and owner. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm employs model portfolios and third-party sub-advisers, offering a diverse investable universe that includes equities, fixed income, real estate vehicles, and private placements.

Jeffrey Lindsay is a CFP® with 12 years of industry experience and has been with Peterson Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Orem, UT. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and occasionally individual securities, employing both long- and short-term trading strategies alongside direct indexing and tax-loss harvesting.

Jason Perkins is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Baker Tilly Wealth Management and DFPG Investments. In addition to his advisory role, he has been active as an insurance and benefits agent since 1995, selling health, dental, vision, life, disability, and long-term care insurance. 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 employs model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies.

Leland Mc Cullough IV is a CFP® certified financial advisor with five years of industry experience. He is currently with Blue Barn Wealth, a team-based registered investment adviser in Orem, UT, and also serves as an attorney with The McCullough Group in Salt Lake City. His prior experience includes roles at Fabian VanCott and various financial firms beginning in 2015. Blue Barn Wealth manages approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost vehicles and providing tiered wealth management and fiduciary services.

Nicholas Olsen is a financial advisor at Exponent Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital and AlphaSights. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework, focusing on founder and executive clients primarily in real estate, venture capital, and private equity.

Kathleen Stepp is a CFP® and Series 65 licensed financial advisor with 30 years of industry experience. She has been with Stepp & Rothwell Inc. since 1992. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations, providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies including mutual funds, ETFs, fixed income, and uses both long- and short-term approaches, with options and margin transactions utilized where appropriate.

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.

Darin Arnell is a financial advisor with Financial Network Wealth Advisors LLC and holds Series 65 and Series 66 credentials. He has 22 years of industry experience and has been affiliated with his current firm since 2022. Arnell is also involved with several other entities, including Plan 4 Wealth LLC, where he serves as a wealth manager. Financial Network Wealth Advisors LLC (d/b/a Plan 4 Wealth) provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets across a six-advisor team, using a process that incorporates fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction.

Brian Stoker is a financial advisor at West Ridge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at GWN Securities Inc. from 2012 to 2020. Stoker provides insurance-related products in addition to his advisory services. West Ridge Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to each client's objectives and risk tolerance.

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.

Jared Empey is a financial advisor at TrueNorth Wealth with 10 years of industry experience and holds a Series 65 designation. He has been with TrueNorth Wealth since 2015. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation, portfolio construction, and regular client communication.

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.

Michael Espinosa is a CFP® professional at TrueNorth Wealth with 10 years of industry experience. He previously worked at Soltis Investment Advisors and The Vanguard Group, Inc. Outside of financial advising, he has experience in home renovation. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, business owners, and retirees, offering comprehensive financial planning, asset management, and institutional consulting with an emphasis on asset allocation and portfolio construction.

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.