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.

Aaron Havens is a financial advisor at Castleview Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Wealth Foundations Partners, Vivint Solar, and TD Ameritrade. Outside of his advisory role, Havens operates as a handyman through Statcast LLC. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm employs a mix of internally managed models, third-party money managers, and direct holdings, supported by its aiAlpha platform, which also offers operational support to other registered investment advisers.

Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. His prior work includes positions at Eide Bailley LLP and various firms in financial services. He also operates a sole proprietorship focused on insurance sales and service. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities. The firm collaborates with third-party portfolio managers, offering non-discretionary financial plans and maintaining model selection authority while delegating portfolio management.

Zachary Whitchurch is a CFP® professional with 17 years of industry experience, currently serving at Solidarity Wealth, LLC. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as involvement with Solidarity Capital Fund I, L.P. and M. S. Howells & Co. He holds the Series 66 designation and is based in Lehi, Utah. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside standalone services like portfolio management and financial administration. The firm operates on a fiduciary basis, coordinating investment, tax, and estate planning through ongoing client engagement.

Dylan Payne is a financial advisor at Exponent Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Drive Wealth Advisers, Crabb Financial, and Enduro Financial. Outside of his advisory role, he serves as president of Phantom Defense, a company operating in the defense sector. 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 and offers both discretionary and non-discretionary portfolio management.

Andrew Backenstoss is a financial advisor at Soulence Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within Trajector companies. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients through discretionary portfolio management, custom-traded accounts, and access to alternative investments. The firm tailors strategies using model portfolios and a mix of analytical approaches, continuously monitoring and rebalancing accounts as needed.

Brad Sorensen is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include five years at TownSquare Capital, LLC, one year at Hornor Townsend & Kent Inc, and ongoing involvement with Penn Mutual Life Insurance. 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 uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Grant Rowan is a Series 65-licensed financial advisor with nine years of industry experience. He is currently a partner at Drive Wealth Advisers and has prior experience at Crewe Capital Advisors, LLC. In addition to his advisory work, he is a partner and CEO at Porch Financial, an insurance software company. 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 focuses on customized, goals-based asset allocation and offers a broad range of investment strategies alongside services such as financial planning, pension consulting, and family office capabilities.

Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation and over nine years of industry experience, including prior work at Orriant. He is based in Lehi, UT, and has been with Solidarity Wealth since 2022. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and subscription-style equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing engagement and customized reporting.

Tyler Thompson is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Tanara Wealth Management LLC and previously was with Andina Capital Management, LLC and Andina Family Offices. Before entering finance, he had a ten-year career as a professional baseball player and now also works as a baseball hitting coach. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm uses diversified model portfolios and customized allocations, managing most accounts on a discretionary basis.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He has held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. His credentials include Series 63, Series 65, and Series 66 licenses. Private Advisory offers personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios combined across equities, fixed income, and alternatives, using a discretionary implementation approach that may include derivatives, structured notes, and borrowing to meet specific client objectives.

Nathan Mirizzi is a CFP® with one year of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior experience includes roles at Savvy, Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth is a team-based registered investment adviser with eight advisors managing approximately $317 million in assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, businesses, and charities, employing a long-term, diversified investment approach guided by Modern Portfolio Theory.

Katherine Ludeman is a financial advisor with Private Advisory, holding a Series 66 designation and 10 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Private Advisory Group LLC in 2021. Outside of her advisory work, she has a passive ownership interest in a storage unit facility and office space through Farstvedt & Scott, LLC. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with tailored allocations and offers performance-based fee options and specialized strategies such as option box-spread synthetic lending.

Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

Joshua Coombs is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently works at Drive Wealth Advisers and Crabb Financial, LLC, where he provides investment research and reporting functions. His prior experience includes roles at OSAIC, SagePoint Financial, and Keeler Thomas Management among others. Drive Wealth Advisers serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized, goals-based asset allocation and utilizes a broad range of investment strategies including equity, options, structured products, and direct indexing.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.

Wesley Jensen is a financial advisor with Private Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He worked at ABG Consultants for 13 years before joining Private Advisory Group LLC, where he has been for four years. Jensen is also a licensed life and health insurance agent since 2004 and manages an LLC used for internal business purposes. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios blending equities, fixed income, and alternatives, and uses a range of instruments and strategies including derivatives and borrowing for specific client objectives.

Justin Ericksen is a CFP® with three years of industry experience. He is currently an advisor at Blue Barn Wealth, a team-based registered investment adviser in Orem, UT. His prior roles include work with Savvy and various positions ranging from education to nonprofit and missionary service. Blue Barn Wealth serves individuals, businesses, retirement plans, and charities, managing approximately $317 million in assets. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and offers tiered wealth management services along with fiduciary support for qualified retirement plans.

Wade Watkins is a financial advisor at Squire Wealth Advisors with three years of industry experience. He holds a Series 65 credential and has prior experience at Pinnock, Robbins, Posey & Richins from 1998 to 2018. Outside of his advisory role, he is a partner and CPA at the public accounting firm Squire & Company, PC. Squire Wealth Advisors serves a diverse client base, including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC with eight years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Drive Wealth Advisers, Bank of America, Merrill, and ICONIQ Capital. Clarke also spent three years at Brigham Young University before entering the financial sector. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and due diligence approaches within a Modern Portfolio Theory framework, focusing on founder and executive clients in real estate, venture capital, and private equity.