Robert Featherstone is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and M. S. Howells & Co. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and renovating homes and participates in a car-sharing platform. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages most client relationships on a discretionary basis with individualized investment plans and integrates tax and estate planning through ongoing engagement.

Rachelle Morris is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with The Norden Group LLC, where she has worked since 2023, and has held prior roles at Rev Road Capital, TownSquare Capital, Crestone Asset Management, JPMorgan, and Goldman Sachs. In addition to her advisory work, Morris serves as a volunteer board director for This Is The Place Heritage Park in Salt Lake City. 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, utilizing model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Adam Lefler is a financial advisor at Coign Capital Advisors LLC with 16 years of industry experience. He has been with Coign Capital Advisors since 2014 and holds a Series 66 designation. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and utilizes a range of investment strategies, including ETFs, individual securities, structured notes, and alternative investments.

Alek Johnson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, Utah, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Horrocks Engineers and Northwestern Mutual. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios primarily composed of mutual funds and ETFs, incorporating both long- and short-term trading strategies and offering services such as direct indexing and tax-loss harvesting.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Daniel Zundel is a financial advisor at Coign Capital Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Coign Capital Advisors since 2014. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses by providing discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses four proprietary model portfolios tailored to client risk tolerance, combining fundamental and technical analysis and offering access to alternative investments and independent money managers.

James Ferrin is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Asset One Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Shilanski & Associates, Inc., Ferrin Capital, and Triad Advisors Inc. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, pension plans, and charitable organizations. The firm offers customized portfolios based on clients’ risk profiles and objectives, using a mix of individual securities, ETFs, mutual funds, and selected Independent Managers.

Ginger Harris is a Series 65-licensed advisor at Andina Advisors with experience in business consulting and real estate. She has been active with Mores Capital, LLC since 2016 and serves as president of the Circle of Gratitude Foundation, a nonprofit that funds charitable organizations. Her background also includes roles in real estate sales and property management. Andina Advisors delivers financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning, discretionary portfolio management, and consulting with a focus on diversified allocations and active involvement in pooled investment vehicles and private funds.

Jeffrey Sevy is a financial advisor with Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked for ten years at CV Electric. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, employing both long-term and short-term trading strategies aligned with client objectives.

Adam Jones is a financial advisor at Drive Wealth Advisers with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc., OSAIC, and Keeler Thomas Inc. In addition to his advisory role, he provides fiduciary and investment advice services through Crabb Financial LLC, supporting 401(k) plans and managed accounts. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides customized, goals-based asset allocation and ongoing portfolio monitoring, employing a broad range of strategies including equities, options, structured products, and direct indexing.

Carson Brown is a financial advisor at Soulence Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Utah State University and held positions in the service and construction sectors. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, utilizing customized discretionary portfolios and model strategies tailored to client objectives and risk tolerances.

Alexander Call is a CFP®-credentialed financial advisor at Peterson Wealth Advisors, LLC with 11 years of industry experience. He has worked at Peterson Wealth Advisors since 2018 and previously held positions at Drive Wealth Advisers LLC and LearnVest Inc. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, employing both long- and short-term strategies alongside direct indexing and tax-loss harvesting.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Thomas Challis is a financial advisor at Peterson Wealth Advisors, LLC with a Series 65 designation. He has one year of industry experience and previously worked at Amicus Financial Advisors and Walker Covey Wealth Advisors. Outside of finance, he has experience working with the Church of Jesus Christ and in education at Utah Valley University and Reno High School. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified portfolios using mutual funds, ETFs, and individual securities, and offers strategies including direct indexing and tax-loss harvesting.

Kaden Waters is a CFP® professional with 10 years of industry experience, currently serving at Peterson Wealth Advisors, LLC. Prior to joining Peterson Wealth Advisors, he worked at Fidelity Brokerage Services and Fidelity Investments. Peterson Wealth Advisors provides tailored portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs diversified portfolios using mutual funds, ETFs, and individual securities, alongside tax-loss harvesting and direct indexing strategies, with ongoing monitoring through quarterly investment-committee reviews.

Shane Jensen is a financial advisor with The Norden Group LLC in Provo, UT. He holds the ChFC® designation and has 26 years of industry experience. Jensen has previously worked at firms including Capital Synergy Partners, TownSquare Capital, and Allegis Investment Services. In addition to his advisory roles, he manages Jensen Capital, LLC, an entity related to fixed insurance products. 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. The firm implements client strategies primarily through model portfolios, sub-advisers, and a turnkey asset management platform, covering a broad investment universe that includes equities, debt, options, and alternative vehicles.

Mark Sumsion is a financial advisor at Blue Barn Wealth with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he owns and manages Jigzy Enterprises, LLC, a business involved in apartment property management. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets. The firm serves individuals, retirement plans, businesses, and charities, offering wealth management through financial planning and portfolio management using a long-term, buy-and-hold approach based on Modern Portfolio Theory.

Spencer Cazier is a CFP® with seven years of industry experience, currently serving as an advisor at Navigate Private Wealth, LLC since 2017. Prior to joining Navigate Private Wealth, he worked at BeesPath, Inc. from 2014 to 2017. Outside of advisory work, he is also an insurance agent with Allegis Advisor Group, LLC. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews and offers services including portfolio management, financial planning, and estate-planning workflows.

Aaron Havens is a financial advisor at Castleview Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Wealth Foundations Partners, Vivint Solar, and TD Ameritrade. Outside of his advisory role, Havens operates as a handyman through Statcast LLC. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm employs a mix of internally managed models, third-party money managers, and direct holdings, supported by its aiAlpha platform, which also offers operational support to other registered investment advisers.

Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously at Eide Bailley LLP and several other firms. In addition to his advisory role, he operates as a sole proprietor offering insurance sales and service. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities. The firm collaborates with third-party portfolio managers and focuses on cash-flow and retirement projections, tax strategies, risk management, and estate preservation through non-discretionary financial plans.