Michele Olsen is a financial advisor at M2 Financial LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning for individuals, including high-net-worth clients, and charitable organizations. The firm uses documented investment policies and a range of strategies including fundamental and quantitative analysis, options, and derivatives, and maintains regular portfolio reviews.

Jason Haymore is a financial advisor at Elysium Wealth Management, LLC with a Series 65 designation and no prior industry experience. He has worked as an attorney at Pearson Butler since 2018, a law firm he owns alongside Elysium Wealth Management under Elysium Holdings, LLC, where he practices law and estate planning. Elysium Wealth Management serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement advice, and wealth consulting.

Christian Williams is a financial advisor at Driven Investments LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Williams also operated his own advisory business, Christian Williams MWF LLC, from 2019 to 2022. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a model-driven approach using mutual funds, ETFs, equities, fixed income, structured notes, and buffered ETFs, supported by fundamental and technical analysis and modern portfolio theory.

Justin Hansen is an investment advisory representative with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 designations and totaling eight years of industry experience. His prior roles include positions at Goldman, Sachs & Co., Key Bank, and Cetera Wealth Services, LLC. Outside of his advisory work, Hansen serves as a defensive line football coach at Bingham High School. Financial Network Wealth Advisors LLC (d/b/a Plan 4 Wealth) provides investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets with a team of six advisors, employing a process that integrates fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction to align portfolios with client goals and risk tolerance.

Jeffrey Ingersoll is a financial advisor at Drive Wealth Advisers with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at several firms, including Links Consulting, M Holdings Securities, Magellan Capital, and Allegis Investment Advisors. Ingersoll is also an author of an investment-related book and has experience as a life and health insurance agent. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring, offering a broad range of investment strategies and additional services such as family office capabilities and consolidated reporting.

Ivanna Velazco is a financial advisor at Driven Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Driven Investments, she worked at Serenity and spent four years with Waffle Love. She has also been involved with Skyridge High School and Utah Valley University since 2015. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach incorporating mutual funds, ETFs, equities, fixed income, and structured products, serving a high client load through a standardized service model.

Bo Brower is a financial advisor at Desert Rose Capital Management, Inc. in Lehi, Utah, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company and is involved with B&B Supplements and Corprotect, LLC. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering discretionary and non-discretionary portfolio management along with ancillary financial advice. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and potential market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies.

Roger Lowe is a CFP® with 14 years of industry experience and currently serves at Tanara Wealth Management LLC. He has previously worked at Andina Capital Management, LLC and Coign Capital Advisors. He is also the manager of L3 Investments LLC. 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 that may include equities, fixed income, ETFs, structured products, and alternative investments accessed through third-party managers and private funds.

Nicholas Carrigan is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Tencap Wealth Coaching, a team-based firm, and previously operated as a sole proprietor. Outside of his advisory role, he owns Wealtharbor, LLC, which provides business consulting to advisors and offers fixed insurance products. Tencap Wealth Coaching delivers discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes tailored asset management based on client goals and risk tolerances and maintains co-advisory relationships with other investment advisers.

Kristen Hudspeth is a financial advisor at Peterson Wealth Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Charles Winninger Investments and Northwest College. 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 such as direct indexing and tax-loss harvesting.

Cade Pack is a Series 65-licensed advisor with Net Worth Advisory Group, LLC, where he has worked for two years. He previously held roles at Lincoln Financial Advisors and Ameriprise, and has experience in construction and education. Cade also served with the Church of Jesus Christ of Latter Day Saints from 2019 to 2021. 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 uses asset allocation strategies implemented across a range of investment vehicles, managing accounts on both discretionary and non-discretionary bases.

Kristina Donahoo is a financial advisor at Net Worth Advisory Group, LLC with nine years of industry experience. She holds a Series 65 designation and has been with Net Worth Advisory Group since 2015. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm provides both discretionary and non-discretionary portfolio management across a range of investment vehicles and emphasizes a financial planning process that includes in-depth profiling, written plans, and semi-annual account reviews with detailed performance reporting.

Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Gateway Insurance Services, Inc. alongside her advisory role. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small businesses, primarily delivering non-discretionary plans and collaborating with third-party portfolio managers for asset management.

Mc Kenna Rice is a financial advisor at Private Advisory with a Series 65 credential and three years of industry experience. Prior to joining Private Advisory Group in 2022, Rice worked at Momentum Loans for two years and UFirst (University Federal Credit Union) for six years. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios blending equities, fixed income, and alternatives, while allowing advisors to tailor strategies and offers unique services such as performance-based fee arrangements and concierge support for larger clients.

Collyn Kirry is a financial advisor with New Millennium Group, holding a Series 65 designation and four years of industry experience. He has been with New Millennium Group since 2017 and previously worked at HomeMaker from 2014 to 2018. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process and customizes strategies using tools such as Riskalyze, offering portfolio management, financial planning, retirement-plan advisory, and estate-document coordination services.

Nathan Salisbury is a Series 65-licensed financial advisor with ten years of industry experience, currently serving at Beacon Financial Planning, LLC since 2016. Prior to his advisory role, he worked briefly in the automotive industry and was involved with Aloha Ski & Snowboard Rental for two years. Beacon Financial Planning, LLC provides personalized financial planning and discretionary investment management to a range of clients including individuals, pension plans, trusts, and small businesses. The firm employs an evidence-based investment approach focused on strategic portfolio engineering and global diversification, typically utilizing no-load mutual funds and ETFs.

Joshua Osmond is a Series 65 licensed financial advisor at Drive Wealth Advisers with two years of industry experience. He previously worked at 1847 Financial and is currently involved with Crabb Financial as an investment analyst and life insurance agent. His career includes nearly a decade as a full-time student prior to entering the financial advisory field. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring, offering a range of strategies from equity to derivatives and specialized services such as family office capabilities.

Alison Mc Fadden is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. She holds a Series 65 designation and has one year of industry experience. Prior to joining Peterson Wealth Advisors, she worked briefly at Forvis Mazars and Bottom Line Refined, and has served as a volunteer. Peterson Wealth Advisors provides 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, and offers services such as direct indexing and tax-loss harvesting.

Michael Hampton is a financial advisor with Peterson Wealth Advisors, LLC in Orem, Utah. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2026. Prior to this, he has worked at Timp Accounting since 2016 and briefly at Prime Acceptance Corp in 2016. 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 across a 12-advisor team, providing financial planning and portfolio management with individualized investment policies tailored to client goals and risk tolerance.

David Shackelford is a financial advisor at Lone Peak Advisers with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including OneAmerica Securities and Transitional Brokers, LLC. Outside of finance, he is involved in an interior design advisement business, Shackelford Interiors LLC, which provides design consulting services for residential projects. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning. The firm uses a tactical, trend-focused investment approach combining fundamental and technical analysis, managing approximately $119 million in assets across more than 700 client relationships.