Adam Haynes is a financial advisor at Peak Financial Planning with four years of industry experience. He holds a Series 65 designation and has held roles at Core Planning, H3 Financial Planning, Albion Financial Group, and Association Financial Services. He has also been affiliated with Brigham Young University since 2019. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach combines Modern Portfolio Theory with tactical asset allocation, employing a range of strategies and instruments to deliver personalized portfolios alongside ongoing planning services.

Brock Alvord is a CFP® with four years of industry experience, currently serving at Tanara Wealth Management LLC. His prior roles include positions at Farther Finance Advisors and Coign Capital Advisors LLC. He has also worked in academic settings at Brigham Young University and Utah Valley University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm utilizes diversified model portfolios and customized allocations, including alternative investments, typically managing accounts on a discretionary basis.

Austin McChesney is a financial advisor at Ashworth Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Royal Alliance & Associates Inc, and Tyro Golf. Outside of his advisory role, McChesney contributes as a community advisor member for a technology startup focused on building local engagement. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing wealth management, financial planning, and retirement plan consulting. The firm uses a structured asset allocation approach that combines passive index and ETF core positions with selectively added active managers, coordinating investment implementation through third-party money managers rather than exercising discretionary trading authority directly.

Jeffrey Wood is a financial advisor at Elysium Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Elysium Wealth Management since 2021 and previously held roles at Common Sense Financial and AMP Security, where he oversaw finance and accounting activities for a home security business. 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, providing financial planning, portfolio management, retirement plan advice, and wealth consulting.

Benjamin Satterfield is a financial advisor at Regatta Capital Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Capital Securities, LLC for five years before joining Regatta Capital Group in 2020. Regatta Capital Group is an SEC-registered advisory firm that serves individual and high-net-worth clients, institutional investors, and a range of entities including pension plans and charitable organizations. The firm employs a long-term, fundamental analysis investment approach and offers services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation through a third party.

Kristy Larm is a CFP® professional with over 16 years of industry experience, currently serving as an advisor at Hendershott Wealth Management, LLC. She previously worked at Wilson Financial Advisors from 2010 to 2026 before joining her current firm. Hendershott Wealth Management provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $305.8 million in client assets. The firm offers portfolio management, financial planning, financial coaching, and pension consulting, focusing on non-discretionary strategies that emphasize mutual funds, ETFs, and long-term investment approaches.

Jonathan Potter is a Series 65-licensed advisor at PracticeCFO Investments with one year of industry experience. Prior to joining PracticeCFO, he held roles at JSP Services LLC, GoReact, HG Insights, Boostability, and Omadi. Outside of his advisory work, he consults for Coburn Analytics Inc., providing bookkeeping and strategic CFO services to technology sector companies. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts with investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach centered on low-cost ETFs and combines passive core exposure with tactical asset allocation.

Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.

Brandon Roper is a financial advisor at Stronghold Capital Partners LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and is the owner of Ledger Expert LLC, where he provides accounting, investment, and financial planning services. Prior to joining Stronghold, he held positions at Nations Creations, Black Rifle Coffee Company, Bancwest Investment Services, and Morgan Stanley. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, offering ERISA 3(21) retirement-plan services and primarily acting as a solicitor for third-party managers and service providers while delivering direct RIA services in select cases.

Riley Hendrickson is a financial advisor with Navigate Private Wealth, LLC in Draper, UT, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Navigate Private Wealth since 2016. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individual and high-net-worth households, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, pension consulting, and estate planning through its Estate Guru platform, employing quantitative optimization and diversified investment strategies.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has worked at Decker Retirement Planning since 2017 and previously spent one year at Leap Innovations. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs quantitative, computer-driven investment models across various portfolio strategies and may utilize third-party managers and alternative investment approaches.

Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

Dillon Rawson is a CFP® professional with five years of industry experience, currently serving as an advisor at Peak Financial Planning in Lehi, UT. His prior experience includes roles at Morgan Stanley, Iron Gate Global Advisors, E*TRADE Capital Management, and Fidelity Investments. Peak Financial Planning serves individual and high-net-worth clients as well as businesses, offering discretionary investment management and comprehensive financial planning across multiple areas including retirement, estate, and business planning. The firm’s investment approach incorporates Modern Portfolio Theory, strategic asset allocation, and diversified investment styles with active monitoring and a fixed-fee subscription model.

Brooke Wolverton is a financial advisor with Jacobson & Schmitt Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Jacobson & Schmitt Advisors in 2021, she worked at Utah Valley University, DoTerra, Deseret Book, and Leiden Church. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a responsibility and conscious investing philosophy, focusing on fundamental analysis and a long-term, all-cap equity approach combined with bonds for stability.

Jared Prazen is a financial advisor with Stronghold Capital Partners LLC, holding Series 63 and Series 65 credentials and two years of industry experience. He has worked at several firms including Hedgehog Investments and Transamerica Financial Advisors. Outside of advising, he is also an insurance agent through Stronghold Wealth Partners. Stronghold Capital Partners provides investment advice and financial planning to individual and business clients, specializing in ERISA 3(21) retirement-plan services and acting primarily as a solicitor for third-party managers and service providers. The firm’s approach includes documenting client objectives in an Investment Policy Statement and recommending third-party managers based on client goals, risk tolerance, and time horizon.

Daniel Ruske is a CFP® professional with six years of industry experience, currently serving at Peterson Wealth Advisors, LLC since 2019. His prior roles include positions at Net Worth Advisory Group, Upwell Health Services, Greenix, and Zions Bank. Outside of financial advising, he is involved with Red Bird Homes, working on project planning and home repairs, and operates a single-unit residential rental property in Vineyard, Utah. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for over 650 clients. The firm provides personalized financial planning and portfolio management using ETFs, mutual funds, direct indexing, and cryptocurrency, with an emphasis on tax considerations and tailored investment strategies.

Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Mark Burgon is a CFP® with 26 years of industry experience. He is associated with Navigate Private Wealth, LLC and has worked at Allegis Investment Services since 2014. Burgon's prior experience includes a decade at Allegis Investment Services, and he holds the Series 66 license. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individual and high-net-worth households, trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management and financial planning services, using quantitative optimization and diversified investment strategies that include ETFs, mutual funds, and private equity.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.