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 Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, Mortimer serves as a bishop for The Church of Jesus Christ of Latter-day Saints, where he manages church business, works with youth, and oversees budgeting. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services with a fiduciary approach that integrates investment, tax, and estate planning. The firm offers discretionary, personalized investment plans and customized financial administration, including bill-pay services and consolidated reporting.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of advisory work, he is involved in non-variable insurance sales covering health, dental, vision, fixed annuities, and supplemental health products. The Norden Group LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages nearly $2 billion in discretionary assets and employs a model portfolio approach utilizing 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 CFA® charterholder with 10 years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he manages a rental duplex in Provo, Utah. 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, quantitative, and manager due diligence within a Modern Portfolio Theory framework, offering both discretionary management and non-discretionary recommendations tailored to client goals.

Bradley Ferney is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at TownSquare Capital, LLC, Allegis Advisor Group, and Multi Financial Securities Corporation. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm combines portfolio management with financial planning and consulting, serving a diverse client base including high-net-worth individuals.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, among other firms. His background also includes experience with Solidarity Capital Fund I L.P. and M.S. Howles. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering wealth management services alongside portfolio management, financial administration, bill-pay support, and equity planning. The firm operates with a fiduciary approach, coordinating 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.

Christopher Heyman is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. Heyman also serves as the manager of Six Peak Capital Management, LLC, which manages special purpose vehicle entities. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

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 three years of industry experience. She holds the 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, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameritas Investment Corp, Peterson & Associates CPA, and Corecap Advisors. Hunter also serves as treasurer for a homeowner association in Orem, Utah. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing a range of advisor-specific styles, model portfolios, and third-party management relationships.

Scott Edwards is a financial advisor at CW Advisors, LLC with three years of industry experience. He holds the Series 65 designation and previously worked at Rovin Capital for three years. Outside of his advisory role, he is a licensed real estate agent assisting clients with buying, selling, or leasing properties. CW Advisors serves a diverse client base including individuals, families, trusts, and business entities, offering wealth management, financial planning, and family office services. The firm employs a core-and-satellite investment approach that integrates active, passive, quantitative, and ESG strategies, supported by an Investment Oversight Committee and access to affiliated platforms and services.

Craig Riggs is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He has previously worked at Riggs Capital Management, which he helped transition into Merit Financial Advisors, as well as Emerson Equity LLC, DFPG Investments, and Orchard Securities. Outside of his advisory work, he holds leadership roles in several holding companies and business ventures. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models while allowing advisor customization, and provides a range of wealth-management services including financial planning, retirement advice, and employee financial-wellness programs.

Jonathan Kerby White is a financial advisor at B.O.S.S. Retirement Advisors, LLC, holding a Series 65 designation. He has been with B.O.S.S. Retirement Advisors and its related entities since 2026. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes a client assessment process followed by diversified allocations through model portfolios and outside managers.

Garrett Wozniak is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America, Merrill, Fidelity Investments, and Capital Wealth Advisors. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and delivers services primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Robert Brantley is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining B.O.S.S. Retirement Advisors in 2017. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, typically working through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Michael Staffieri is a financial advisor with CW Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience, including prior roles at Rovin Capital, First Allied Securities, and First Allied Advisory Services. Outside of his advisory work, he serves as a trustee for the Seacology Foundation and the New Neighbor Relief Foundation and acts as treasurer for Four Peaks Little League, where he helps teach and coach youth baseball. CW Advisors serves a diverse client base including individuals, families, trusts, estates, charitable organizations, and business entities, offering wealth management, financial planning, family office services, retirement plan advisory, and portfolio management. The firm employs a core-and-satellite investment approach utilizing active, passive, quantitative, and ESG strategies, and provides sub-advisory and operational outsourcing services to other advisers.