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.

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.

Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Gateway Insurance Services, Inc. alongside her advisory role. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small businesses, primarily delivering non-discretionary plans and collaborating with third-party portfolio managers for asset management.

Mc Kenna Rice is a financial advisor at Private Advisory with a Series 65 credential and three years of industry experience. Prior to joining Private Advisory Group in 2022, Rice worked at Momentum Loans for two years and UFirst (University Federal Credit Union) for six years. 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 blending equities, fixed income, and alternatives, while allowing advisors to tailor strategies and offers unique services such as performance-based fee arrangements and concierge support for larger clients.

Collyn Kirry is a financial advisor with New Millennium Group, holding a Series 65 designation and four years of industry experience. He has been with New Millennium Group since 2017 and previously worked at HomeMaker from 2014 to 2018. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process and customizes strategies using tools such as Riskalyze, offering portfolio management, financial planning, retirement-plan advisory, and estate-document coordination services.

Nathan Salisbury is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Beacon Financial Planning, LLC since 2016. Prior to his advisory role, he worked briefly in the automotive industry and was involved with Aloha Ski & Snowboard Rental for two years. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to a range of clients including individuals, pension plans, trusts, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering and global diversification, typically utilizing no-load mutual funds and ETFs.

Joshua Osmond is a Series 65 licensed financial advisor at Drive Wealth Advisers with two years of industry experience. He previously worked at 1847 Financial and is currently involved with Crabb Financial as an investment analyst and life insurance agent. His career includes nearly a decade as a full-time student prior to entering the financial advisory field. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring, offering a range of strategies from equity to derivatives and specialized services such as family office capabilities.

David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.

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 five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Royal Alliance & Associates Inc and Fidelity Investments. Outside of his advisory role, he participates as a community advisor member for a startup focused on building local awareness and providing feedback on its application. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm primarily coordinates with third-party money managers, focusing on structured asset allocation using passive index and ETF positions combined with selective active managers.

Hunter Horrocks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Canyon Home Care and Hospice and Utah Tech University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include oversight of sub-advisers and advisory roles to multiple registered investment companies.

Sean Snow is a financial advisor at Teton Wealth Group LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at NFP Retirement, Fidelity Investments, and Utah Valley University. Outside of his advisory role, he holds an insurance producer license and engages in the sale of insurance products on a limited basis. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach tailored to each client’s financial situation and utilizes fundamental, cyclical, and technical analysis in its investment process.

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.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience that includes roles in education and community organizations such as Wasatch High School Baseball and the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes comprehensive financial plans, structured periodic reporting, and the use of back-tested model allocations in managing client portfolios.

Remington Adams is a Series 65 licensed advisor at New Millennium Group with no prior industry experience before joining the firm. He has worked at New Millennium Group since 2023 and has held various non-financial roles at companies including ClickUp, Weave HQ, and Canopy. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm uses a multi-level investment process incorporating equities, ETFs, and debt securities, and employs tools like Riskalyze to tailor strategies to client risk tolerance.

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.