Riley Hendrickson is a financial advisor with Navigate Private Wealth, LLC in Draper, UT, holding a Series 65 designation and bringing 10 years of industry experience. He has been with Navigate Private Wealth since 2016. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individual and high-net-worth households, trusts, retirement plans, and business entities. The firm offers comprehensive portfolio management, financial planning, pension consulting, and estate planning through its Estate Guru platform, employing quantitative optimization and diversified investment strategies.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has been with Decker Retirement Planning since 2017 and previously worked at Leap Innovations for one year. Decker Retirement Planning provides personalized retirement and comprehensive financial planning as well as discretionary investment management to individuals and various types of organizations. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, requiring all clients to complete a financial planning process before asset management services.

Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

Michael Berry is a CFP® professional with 13 years of experience, currently serving at Net Worth Advisory Group, LLC since 2013. He holds Series 66 and Series 65 licenses. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, managing accounts on both discretionary and non-discretionary bases.

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

Liam Elliott is a financial advisor with New Millennium Group in Sandy, Utah, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Bright Planet Solar, Fidelity Investments, and Solcius LLC. New Millennium Group is a team of 13 advisors managing approximately $257 million across various client types, including high-net-worth individuals and charitable organizations. The firm employs a three-level investment process and offers discretionary and non-discretionary portfolio management, retirement-plan advisory, and estate document coordination services.

Brooke Wolverton is a financial advisor with Jacobson & Schmitt Advisors, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Jacobson & Schmitt Advisors in 2021, she worked at Utah Valley University, DoTerra, Deseret Book, and Leiden Church. Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals, trusts, estates, retirement plans, and charitable organizations. The firm follows a responsibility and conscious investing philosophy, focusing on fundamental analysis and a long-term, all-cap equity approach combined with bonds for stability.

Jared Prazen is a financial advisor at Stronghold Capital Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hedgehog Investments and Stronghold Wealth Partners. Outside of advisory work, he is also an insurance agent transacting insurance-related products through Stronghold Wealth Partners. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm primarily recommends and monitors third-party managers and operates a solicitor-centric business model with a multi-office team structure.

Daniel Ruske is a CFP® professional with six years of industry experience, currently serving at Peterson Wealth Advisors, LLC since 2019. His prior roles include positions at Net Worth Advisory Group, Upwell Health Services, Greenix, and Zions Bank. Outside of financial advising, he is involved with Red Bird Homes, working on project planning and home repairs, and operates a single-unit residential rental property in Vineyard, Utah. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for over 650 clients. The firm provides personalized financial planning and portfolio management using ETFs, mutual funds, direct indexing, and cryptocurrency, with an emphasis on tax considerations and tailored investment strategies.

Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Neal Hansen is a CFP® professional with nine years of industry experience, currently affiliated with Net Worth Advisory Group, LLC. His prior experience includes a nine-year tenure at The Vanguard Group and two years at Utah Valley University. Neal holds the Series 66 designation. Net Worth Advisory Group offers financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes structured periodic reporting and back-tested model allocations, conducting semi-annual client reviews with detailed written materials.

Mark Burgon is a CFP® with 26 years of industry experience. He is associated with Navigate Private Wealth, LLC and has worked at Allegis Investment Services since 2014. Burgon's prior experience includes a decade at Allegis Investment Services, and he holds the Series 66 license. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individual and high-net-worth households, trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management and financial planning services, using quantitative optimization and diversified investment strategies that include ETFs, mutual funds, and private equity.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. 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 operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.

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, he worked at RBC Capital Markets, LLC for four years and has held roles in healthcare and academic settings. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing diversified investments including mutual funds, ETFs, equities, fixed income, and structured notes. The firm generally manages accounts on a discretionary basis and employs a combination of modern portfolio theory, fundamental analysis, and technical analysis in constructing portfolios.

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™ with seven years of industry experience, currently serving as an advisor at Squire Wealth Advisors. He has worked at Squire Wealth Advisors since 2019 and was previously with Pinnock, Robbins, Posey & Richins P.C. from 2010 to 2018. Hyde is also associated with Squire & Company, PC, an affiliated accounting firm. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a Modern Portfolio Theory–based, evidence-driven investment approach, using diversified mutual funds and ETFs, and offers integrated accounting and tax services through its affiliation with Squire & Company, PC.