Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds the Series 65 credential and previously worked in various roles outside the financial sector before joining Keeler Thomas Management. Keeler Thomas Management LLC advises individual and high-net-worth clients, providing investment management, wealth management, financial planning, and pension consulting. The firm offers both discretionary portfolio management and targeted planning engagements, utilizing investment policy statements and model portfolios as part of its approach.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

Thomas Tuohy is a financial advisor with Driven Investments LLC in Lehi, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Driven Investments, Tuohy worked at RBC Capital Markets and Medtronic. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a mix of mutual funds, ETFs, equities, fixed income, and structured notes. The firm applies modern portfolio theory, fundamental and technical analysis, and manages model portfolios and third-party manager offerings.

Scott Muhlestein is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2025. Prior to joining the firm, he worked at Brooksee and has held various roles in other industries. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $830 million for about 653 clients across a 12-advisor team, providing financial planning and portfolio management tailored to client goals and risk tolerance.

Matthew Burbank is a financial advisor at Arista Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other wealth management firms. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, utilizing passive index funds, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

Gregory Hyde is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is currently with Squire Wealth Advisors and has prior experience at Pinnock, Robbins, Posey & Richins P.C. Hyde is also associated with Squire & Company, PC. Squire Wealth Advisors provides investment management, financial planning, and employee retirement plan advisory services to a diverse client base including individuals, trusts, and small businesses. The firm employs an evidence-based, buy-and-hold investment philosophy rooted in Modern Portfolio Theory and integrates financial and accounting services through its affiliation with Squire & Company, PC.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding the Series 66 designation with 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Alpha Wealth Management and Planning LLC, LPL Financial, U.S. Bancorp Advisors, U.S. Bancorp Investments, Cetera, and UBS Financial Services. Decker Retirement Planning provides personalized retirement and financial planning along with discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm utilizes quantitative, computer-driven models and a variety of investment vehicles, including ETFs, mutual funds, and individual securities, often employing third-party managers and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Alan Fletcher is a Series 65 credentialed advisor with one year of experience, currently serving at Elysium Wealth Management, LLC. He has prior experience with Elysium Financial Solutions, Common Sense Financial, Farmers Financial Solutions, and Farmers Insurance. Outside of his advisory role, he is also an agent with Elysium Financial Solutions, an insurance-related business. Elysium Wealth Management, LLC manages approximately $159 million in discretionary assets for individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers through an eight-advisor team. The firm offers financial planning, discretionary portfolio management, retirement plan advice, and wealth consulting, utilizing model-based portfolios that combine in-house strategies with third-party sub-advisers.

Sean Lee is a financial advisor at Elevated Capital Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Elevated Capital Advisors since 2015. Lee is also a partner in Emerging Advisor, LLC, a firm that provides training for financial advisors on planning and proactive structuring. Elevated Capital Advisors serves a diverse client base including individual and institutional clients, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to define client risk profiles and applies both strategic and tactical asset allocation.

Kevan Phillips is a financial advisor at WT Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining WT Wealth Management in 2020, he worked at Northwestern Mutual in various capacities from 2002 to 2020. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides specialized approaches including values-based screening and has affiliations with accounting, law, and insurance practices.

Kadin Bullock is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Squire Wealth Advisors since 2022 and previously was involved with Alder Holdings, LLC. Outside of his advisory work, he has experience in entrepreneurial ventures including Sweet Indulgence, LLC. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals and small businesses. The firm follows an evidence-based, buy-and-hold investment approach rooted in Modern Portfolio Theory and maintains operational ties with an affiliated accounting firm, which allows it to offer integrated advisory and accounting services to some clients.

Alex Graham is a CFP® professional with five years of industry experience. He currently works at Tanara Wealth Management LLC and has held prior roles at Andina Capital Management, Allos Investment Advisors, and several other firms. Previously, he was employed at Sundance Mountain Resort and Holland America Princess, indicating experience outside the financial sector. 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, managing client accounts on a discretionary basis and incorporating a range of investment types including alternative exposures through third-party managers.

Christopher Anderson is a financial advisor at Soulence Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors for 10 years. Outside of his advisory role, he has maintained business interests in several private ventures since 2005. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, including discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm utilizes a combination of strategic asset allocation and various analytical methods to tailor client strategies, with continuous account monitoring and rebalancing.

Scott Boyce is a financial advisor with Decker Retirement Planning Inc. in Lehi, Utah. He holds the Series 65 designation and has eight years of industry experience, all with Decker Retirement Planning. Decker Retirement Planning provides personalized retirement and financial planning, along with discretionary investment management to a diverse client base including individuals, pension plans, trusts, estates, and business entities. The firm employs quantitative, computer-driven investment models and a variety of investment vehicles across multiple portfolio strategies, and operates a multi-office team structure.

Carson Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, Utah, holding a Series 65 designation with three years of industry experience. He has prior experience with Gateway Insurance Services, Inc. and Federal Benefits Advisory Group, LLC, where he is involved in insurance product sales and benefits counseling. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small business entities. The firm typically works with co-advisors and third-party managers for portfolio management while maintaining model selection authority and delivering non-discretionary financial plans.

Siria Terry is a Series 65 licensed financial advisor at Blue Barn Wealth with two years of industry experience. Her work history includes roles at Savvy and Pandowealth, along with positions outside finance such as at Utah Valley University and The Church of Jesus Christ of Latter-day Saints. Blue Barn Wealth is a team-based registered investment adviser serving individuals, retirement plans, businesses, and charities. The firm employs a long-term, diversified investment approach guided by Modern Portfolio Theory and offers tiered wealth management services including fiduciary retirement plan support.

Todd Quinn is a financial advisor at Arista Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Merrill Lynch/Bank of America and several wealth management firms. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach relies on academic research and modern portfolio theory, emphasizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Jeffrey Brimhall is a CFP® and CFA® with 15 years of industry experience, currently serving at Blue Barn Wealth in Orem, UT. He has held roles at Blue Barn Wealth since 2016 and is also the owner and manager of Force For Good Financial, LLC. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and offers tiered wealth management services including fiduciary support for qualified retirement plans.

Daniel Maxwell is a Series 65-licensed financial advisor with 12 years of industry experience, currently serving at Amicus Financial Advisors, LLC in Lehi, Utah. He is also a law firm partner at Maxwell Law Group LLP and Tombs Maxwell LLP. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive vehicles, supported by quantitative tools to set asset allocations and guide portfolio rebalancing.