John Unice is a financial advisor with Keeler Thomas Management LLC in Orem, Utah. He holds the CFP® designation and has 47 years of industry experience. Prior to joining Keeler Thomas Management, he worked at SagePoint Financial for 14 years and OSAIC for one year. Unice serves on the Planned Giving Advisory Board at Utah Valley University and is a member of the business advisory board for Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC serves individual and high-net-worth clients, offering investment management, wealth management, financial planning, and pension consulting. The firm utilizes discretionary portfolio management with written Investment Policy Statements and incorporates a recurring annual planning cycle that includes cash management and coordination with tax advisors.

Karsten Walker is a Series 65-credentialed advisor with one year of industry experience, currently serving at Blue Barn Wealth. His prior experience includes roles at Savvy, First Financial Advisors, LC, and StockTrak.com. He also serves as a board member for the Jump$tart Coalition and is involved in a family-owned security and monitoring business. Blue Barn Wealth is a team-based registered investment adviser with eight advisors and approximately $317 million in assets under management. The firm serves individuals, retirement plans, businesses, and charities, employing a long-term, diversified investment approach grounded in Modern Portfolio Theory with discretionary account management.

Jack Holmes is a financial advisor at Driven Investments LLC with one year of industry experience. He previously worked at Michael Sutter Company for three years and has held roles outside the financial industry, including at Wasatch Golf Course. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach with a high client-to-advisor ratio and integrates a range of investment products including mutual funds, ETFs, equities, and structured notes.

John Houck is a financial advisor with Promontory Financial Planning, LLC, holding the ChFC® and Series 63 designations and bringing 53 years of industry experience. He previously worked at VOYA Financial Advisors before joining Promontory in 2017. Outside of financial advising, Houck is an independent insurance agent and has experience teaching various academic subjects, including math, English, history, and science. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a team-based approach and integrates insurance and accounting services alongside investment management.

Jacob Martin is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Soulence Wealth Management II since 2026, following prior roles at CoreCap Advisors and Total Windows & Glass. In addition to his advisory work, Martin is a licensed insurance agent and is involved with Soulence Tax & Wealth Advisors. 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 alternative investments as appropriate. The firm employs a combination of model portfolios, strategic and tactical asset allocation, and fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerances.

Robert Featherstone is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and M. S. Howells & Co. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and renovating homes and participates in a car-sharing platform. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages most client relationships on a discretionary basis with individualized investment plans and integrates tax and estate planning through ongoing engagement.

Rachelle Morris is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with The Norden Group LLC, where she has worked since 2023, and has held prior roles at Rev Road Capital, TownSquare Capital, Crestone Asset Management, JPMorgan, and Goldman Sachs. In addition to her advisory work, Morris serves as a volunteer board director for This Is The Place Heritage Park in Salt Lake City. 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, utilizing model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Alek Johnson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, Utah, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Horrocks Engineers and Northwestern Mutual. 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 primarily composed of mutual funds and ETFs, incorporating both long- and short-term trading strategies and offering services such as direct indexing and tax-loss harvesting.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Ginger Harris is a Series 65-licensed advisor at Andina Advisors with experience in business consulting and real estate. She has been active with Mores Capital, LLC since 2016 and serves as president of the Circle of Gratitude Foundation, a nonprofit that funds charitable organizations. Her background also includes roles in real estate sales and property management. Andina Advisors delivers financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning, discretionary portfolio management, and consulting with a focus on diversified allocations and active involvement in pooled investment vehicles and private funds.

Jeffrey Sevy is a financial advisor with Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked for ten years at CV Electric. 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 individual securities, employing both long-term and short-term trading strategies aligned with client objectives.

Adam Jones is a financial advisor at Drive Wealth Advisers with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc., OSAIC, and Keeler Thomas Inc. In addition to his advisory role, he provides fiduciary and investment advice services through Crabb Financial LLC, supporting 401(k) plans and managed accounts. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides customized, goals-based asset allocation and ongoing portfolio monitoring, employing a broad range of strategies including equities, options, structured products, and direct indexing.

Carson Brown is a financial advisor at Soulence Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Utah State University and held positions in the service and construction sectors. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, utilizing customized discretionary portfolios and model strategies tailored to client objectives and risk tolerances.

Alexander Call is a CFP®-credentialed financial advisor at Peterson Wealth Advisors, LLC with 11 years of industry experience. He has worked at Peterson Wealth Advisors since 2018 and previously held positions at Drive Wealth Advisers LLC and LearnVest Inc. 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 individual securities, employing both long- and short-term strategies alongside direct indexing and tax-loss harvesting.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Thomas Challis is a financial advisor at Peterson Wealth Advisors, LLC with a Series 65 designation. He has one year of industry experience and previously worked at Amicus Financial Advisors and Walker Covey Wealth Advisors. Outside of finance, he has experience working with the Church of Jesus Christ and in education at Utah Valley University and Reno High School. 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 individual securities, and offers strategies including direct indexing and tax-loss harvesting.

Kaden Waters is a CFP® professional with 10 years of industry experience, currently serving at Peterson Wealth Advisors, LLC. Prior to joining Peterson Wealth Advisors, he worked at Fidelity Brokerage Services and Fidelity Investments. 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 employs diversified portfolios using mutual funds, ETFs, and individual securities, alongside tax-loss harvesting and direct indexing strategies, with ongoing monitoring through quarterly investment-committee reviews.

Shane Jensen is a financial advisor with The Norden Group LLC in Provo, UT. He holds the ChFC® designation and has 26 years of industry experience. Jensen has previously worked at firms including Capital Synergy Partners, TownSquare Capital, and Allegis Investment Services. In addition to his advisory roles, he manages Jensen Capital, LLC, an entity related to fixed insurance products. 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 implements client strategies primarily through model portfolios, sub-advisers, and a turnkey asset management platform, covering a broad investment universe that includes equities, debt, options, and alternative vehicles.

John Rosswog is a financial advisor with Solidarity Wealth, LLC in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years and First Clearing, LLC for four years. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities with a family-office-style wealth management approach, offering services including portfolio management, financial administration, and equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and document review.

Mark Sumsion is a financial advisor at Blue Barn Wealth with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he owns and manages Jigzy Enterprises, LLC, a business involved in apartment property management. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets. The firm serves individuals, retirement plans, businesses, and charities, offering wealth management through financial planning and portfolio management using a long-term, buy-and-hold approach based on Modern Portfolio Theory.