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 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including H. Beck, Inc. and IFS Securities Inc. Outside of advisory work, he is an independent insurance agent and a mortgage loan originator. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for over 300 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporations, using a model-driven approach that blends fundamental and technical analysis to identify intermediate market trends.

Trent Searle is a CFP® with 20 years of industry experience, currently serving as an advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT. He has been with Physician Wealth Advisors, formerly Uma Financial Services, since 2017 and previously worked at TrueNorth Wealth from 2014 to 2017. Physician Wealth Advisors primarily serves members of the Utah Medical Association and their families, focusing on physician practices and related plans. The firm emphasizes strategic asset allocation and broad diversification, offering discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments.

Zach Royter is a financial advisor at Lone Peak Advisers with five years of industry experience. He holds a Series 65 designation and has worked at Lone Peak Advisers since 2020 and Premier Advisors since 2013. Outside of his advisory roles, he is an independent agent providing health and pure term life insurance policies. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

Jeremiah Stokka is a financial advisor at Alta Capital Management LLC with eight years of industry experience. He has previously worked at Merrill Lynch, Bank of America, and Ameriprise Financial Services. He serves as a board member for Rooted Academy, a daycare in South Jordan, Utah. Alta Capital Management provides discretionary portfolio management and financial planning to individual and institutional clients, employing a quality-growth, bottom-up investment approach and managing a range of equity, fixed income, and balanced strategies.

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®-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.

Michele Olsen is a financial advisor at M2 Financial LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning for individuals, including high-net-worth clients, and charitable organizations. The firm uses documented investment policies and a range of strategies including fundamental and quantitative analysis, options, and derivatives, and maintains regular portfolio reviews.

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.

Justin Hansen is an investment advisory representative with Financial Network Wealth Advisors LLC and holds Series 65 and Series 63 credentials. He has eight years of industry experience, including positions at Cetera Wealth Services, LLC and Key Bank. Outside of his advisory role, Hansen serves as a football coach at Bingham High School. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with investment management, financial planning, and ERISA 3(21) retirement plan services. The firm employs a process combining fundamental analysis, Monte Carlo planning, and efficient-frontier portfolio construction, managing over $515 million in assets across a six-advisor team.