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®-designated financial advisor at Drive Wealth Advisers with 10 years of industry experience. Prior to joining his current firm in 2021, he worked at Magellan Capital LLC and M Holdings Securities, Inc. He is also an Independent Insurance Agent, assisting clients with life insurance and annuity contracts as part of their financial planning. Drive Wealth Advisers serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm focuses on customized, goals-based asset allocation and uses a broad range of investment strategies and tools, including options, derivatives, and direct indexing.

Thatcher Schwendiman is a financial advisor with New Millennium Group in Sandy, Utah. He holds a Series 65 credential and has recently entered the industry, joining New Millennium Group in 2026 after a brief tenure at Strategic Retirement Partners. His background includes roles in academia at Utah Valley University and the University of Utah, as well as experience outside finance with the Church of Jesus Christ of Latter-Day Saints and in retail. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and trusts. The firm manages approximately $257 million across 881 client relationships, employing a three-level investment process that combines asset allocation, security selection, and risk management, utilizing tools such as Riskalyze to tailor portfolios.

Bryon Powell is a financial advisor with New Millennium Group in Sandy, UT. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining New Millennium Group in 2021, he worked at Fidelity Brokerage Services and Brick Canvas. Powell also works as an insurance agent offering life and health products for various carriers. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on broad asset allocation, security selection, and client risk constraints, utilizing equities, ETFs, debt securities, and third-party managers where appropriate.

Sadie Sanches is a financial advisor at Driven Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Paragon Wealth Management and Utah Valley Dental Lab. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach with a high client-to-advisor ratio and integrates complex products such as structured notes and buffer ETFs.

Laura Caler is a financial advisor with Exponent Wealth LLC in Orem, Utah, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Merrill, and several other wealth management firms. Exponent Wealth LLC provides financial planning and investment management services primarily to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and quantitative analysis within a Modern Portfolio Theory framework, managing assets through discretionary and non-discretionary strategies tailored to founder and executive clients in real estate, venture capital, and private equity.

Joseph Adair is a CFP® with five years of industry experience, currently serving as an advisor at Exponent Wealth LLC. He has held roles at several firms, including Diversify Wealth Management, Caliber Wealth Management, and Sowell Financial Services. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and offers both discretionary management and non-discretionary recommendations, focusing on founder and executive clients in real estate, venture capital, and private equity.

Gregory Maxwell is a CFP® with 15 years of industry experience and is affiliated with Amicus Financial Advisors, LLC. He has held partner roles at multiple law firms, including Maxwell Law Group LLP and Amicus Law Firm LLP, focusing on estate planning, tax planning, settlement planning, special needs lien resolution, probate, and personal injury lawsuits. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment advisory to individuals, trusts, charitable organizations, pension plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive management, supported by tools such as Monte Carlo analysis and mean-variance optimization.

Jason Haymore is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and no prior industry experience. He has worked as an attorney at Pearson Butler since 2018, a law firm he owns alongside Elysium Wealth Management under Elysium Holdings, LLC, where he practices law and estate planning. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement advice, and wealth consulting.

Christian Williams is a financial advisor at Driven Investments LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Williams also operated his own advisory business, Christian Williams MWF LLC, from 2019 to 2022. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a model-driven approach using mutual funds, ETFs, equities, fixed income, structured notes, and buffered ETFs, supported by fundamental and technical analysis and modern portfolio theory.

Jeffrey Ingersoll is a financial advisor at Drive Wealth Advisers with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Links Consulting, M Holdings Securities, and Allegis Investment Advisors. Ingersoll is also a published author of an investment-related book. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers a range of strategies including discretionary portfolio management, financial planning, and family office services, emphasizing customized, goals-based asset allocation and ongoing account monitoring.

Ivanna Velazco is a financial advisor at Driven Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Driven Investments, she worked at Serenity and spent four years with Waffle Love. She has also been involved with Skyridge High School and Utah Valley University since 2015. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach incorporating mutual funds, ETFs, equities, fixed income, and structured products, serving a high client load through a standardized service model.

Bo Brower is a financial advisor at Desert Rose Capital Management, Inc. in Lehi, Utah, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company and is involved with B&B Supplements and Corprotect, LLC. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering discretionary and non-discretionary portfolio management along with ancillary financial advice. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and potential market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies.

Roger Lowe is a CFP® with 14 years of industry experience and currently serves at Tanara Wealth Management LLC. He has previously worked at Andina Capital Management, LLC and Coign Capital Advisors. He is also the manager of L3 Investments LLC. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations that may include equities, fixed income, ETFs, structured products, and alternative investments accessed through third-party managers and private funds.

Nicholas Carrigan is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Tencap Wealth Coaching, a team-based firm, and previously operated as a sole proprietor. Outside of his advisory role, he owns Wealtharbor, LLC, which provides business consulting to advisors and offers fixed insurance products. Tencap Wealth Coaching delivers discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management based on client goals and risk tolerances and maintains co-advisory relationships with other investment advisers.

Kristen Hudspeth is a financial advisor at Peterson Wealth Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Charles Winninger Investments and Northwest College. 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 such as direct indexing and tax-loss harvesting.

Derek Unice is a financial advisor with Keeler Thomas Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Sagepoint Financial, Inc., FIDELITY Brokerage Services LLC, and OSAIC. Keeler Thomas Management LLC serves individual and high-net-worth clients by providing investment management, wealth management, financial planning, and pension consulting. The firm manages accounts under discretionary authority, often using model portfolios or third-party money managers, and organizes its wealth management around an annual planning cycle that includes cash management and tax coordination.

Phillip Peine is a PFS™ credentialed financial advisor with over 30 years of experience, currently with Squire Wealth Advisors since 2026. He previously worked at HintonBurdick for 29 years. 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, utilizing diversified, low-turnover portfolios built mainly from passive and evidence-based funds.

Cade Pack is a Series 65-licensed advisor with Net Worth Advisory Group, LLC, where he has worked for two years. He previously held roles at Lincoln Financial Advisors and Ameriprise, and has experience in construction and education. Cade also served with the Church of Jesus Christ of Latter Day Saints from 2019 to 2021. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and uses asset allocation strategies implemented across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kristina Donahoo is a financial advisor at Net Worth Advisory Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Net Worth Advisory Group since 2015. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm provides both discretionary and non-discretionary portfolio management across a range of investment vehicles and emphasizes a financial planning process that includes in-depth profiling, written plans, and semi-annual account reviews with detailed performance reporting.