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 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 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 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 Series 65-credentialed financial advisor at Compound Planning, Inc. in Orem, Utah, with three years of industry experience. Her prior work includes roles at Goldman Sachs and Shelton and Seal Wealth Management. 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 utilizes risk-based model allocations and combines 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.

Scott Edwards is a financial advisor with CW Advisors, LLC and holds a Series 65 credential. He has three years of industry experience, including prior roles at Rovin Capital and Moxie Pest Control. Edwards is also a licensed real estate agent, assisting clients with property transactions in Lehi, Utah. CW Advisors, LLC is a multi-team advisory firm offering investment management, comprehensive wealth management, financial planning, and family office services to a diverse client base, including individuals, trusts, charitable organizations, and business entities. The firm employs a Core-and-Satellite investment approach utilizing a mix of active, passive, quantitative, and ESG strategies, and is part of the larger Osaic corporate group.

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.