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 in Orem, UT, holding Series 63 and Series 65 designations with eight years of industry experience. His background includes roles at Drive Wealth Advisers, Bank of America, Merrill, and other financial firms. Exponent Wealth LLC serves high-net-worth individuals, trusts, estates, and business entities by providing financial planning and investment management. The firm emphasizes tailored portfolio construction using fundamental and quantitative analysis within a Modern Portfolio Theory framework and manages a significant portion of assets on a non-discretionary basis.

Mckenna Sheldon is a CFP® professional with six years of industry experience, currently serving at Private Advisory Group LLC since 2021. Prior to this, Sheldon worked at LPL Financial, LLC and Mountain America Credit Union. 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 that include equities, fixed income, and alternative exposures, and uses a range of strategies including derivatives and structured notes to meet client objectives.

William Mortimer II is a financial advisor at Solidarity Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and M. S. Howells & Co. Outside of his advisory role, he serves as a bishop managing church business and youth programs for The Church of Jesus Christ of Latter-day Saints in Salt Lake City. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside portfolio management, financial administration, and equity planning services. The firm integrates investment, tax, and estate planning through ongoing client engagement and offers discretionary advisory relationships with customized investment strategies.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, Utah, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at TownSquare Capital and Allegis Investment Advisors. Outside of his advisory work, he is involved with a personal LLC that manages leasing of machinery equipment. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Raymond Johns is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at DFPG Investments, Allegis Investment Services, TownSquare Capital, and his own RW Johns Financial Group. He serves as a volunteer board member for Utah Valley University’s gift planning committee. 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 as of the end of 2025. The firm utilizes model portfolios, third‑party sub‑advisers, and a turnkey asset management platform, offering a broad investable universe that may incorporate ESG considerations where appropriate.

Alec Ferguson is a financial advisor at Exponent Wealth LLC with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Exponent Wealth in 2025, he worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved in property management as an owner of a rental duplex. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a mix of fundamental and quantitative analysis within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management tailored primarily to founder and executive clients in real estate, venture capital, and private equity.

Bradley Ferney is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with The Norden Group LLC, where he has worked since 2023. His prior experience includes roles at TownSquare Capital, LLC, Allegis Advisor Group, Multi Financial Securities Corporation, and Osaic FA, Inc. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, offering portfolio management, financial planning, and consulting through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and M.S. Howles. His career includes involvement with Solidarity Capital Fund I L.P. since 2023. 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 bill-pay support. The firm emphasizes fiduciary management coordinated across investment, tax, and estate planning through ongoing client engagement.

Nicholas Trotter is a CFP® affiliated with Solidarity Wealth, LLC, with two years of experience in the financial industry. His background includes roles at Northwestern Mutual and involvement with the UVU Money Success Center and Community Education. He has additional experience in non-financial roles such as work with Mountain View Hospital and the LDS Church. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a family-office-style wealth management suite alongside standalone services like portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and provides discretionary management with customized investment plans.

Radford Brogden is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Compass Wealth Management LLC since 2021 and previously worked at RBC Capital Markets from 2012 to 2020. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm employs a research-driven investment approach guided by fundamental data and tailors portfolios across a spectrum from conservative to aggressive based on client investment policy statements.

Christopher Heyman is a CFA® charterholder with 16 years of industry experience. He is currently with CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. He serves as a manager for Six Peak Capital Management, LLC, a management company involved with special purpose vehicle entities. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth planning, and family office services to a diverse client base, including high-net-worth individuals, trusts, estates, and institutions. The firm employs a Core-and-Satellite investment approach using active, passive, quantitative, and ESG strategies, and it is integrated within the larger Osaic corporate group.

Kelly Holtman is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Raymond James Financial Services, Wells Fargo Advisors, and LPL Financial. Outside of his advisory role, Holtman owns a home business focused on art and writing sales and serves as a Board Council Member of the South Jordan Arts Council. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm emphasizes co-managed arrangements with external managers and uses model portfolios to construct diversified allocations while offering supplemental planning and consulting.

Bradyn Haderlie is a CFP® professional with four years of experience at Capita Financial Network, LLC. Prior to joining Capita, he worked at Frandsen Morrill Advisors, Deseret Mutual Benefit Administrators, and Utah Community Credit Union. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Michael Fortin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes a client assessment-driven process and uses model portfolios and external managers to construct diversified allocations while overseeing client relationships.

Christopher Dolan is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with B.O.S.S. Retirement Advisors, LLC and has previously worked at Robert W Baird & Co., Madison Avenue Securities, and EA Buck Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes client assessments, diversified model portfolios, and collaboration with outside managers for portfolio management and oversight.

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Tammy Johns is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses a fiduciary approach with risk-based model allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

William Howe Jr. is a Series 65-licensed financial advisor with Capita Financial Network, LLC, based in Draper, Utah. He has one year of industry experience and prior work history includes roles in the food service industry and volunteer representation for the Church of Jesus Christ. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement. The firm serves individual and high-net-worth clients, as well as 401(k) plans and small businesses, using risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Ameritas Investment Corp, Gem State Financial Group, and Peterson & Associates CPA, LLC. Outside of her advisory role, she serves as treasurer for a local homeowner association. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and various advisory arrangements.