Aaron Pugh is a financial advisor at Driven Investments LLC with 13 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Brooklight Place Securities, SJI Financial, GWN Securities, and Interactive Financial Advisors. Outside of advising, he is an insurance producer with Shelton Insurance. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach incorporating mutual funds, ETFs, equities, fixed income, and structured notes, and manages a high client load with a focus on standardized advisory services.

Colby Gillies is a financial advisor at Elevated Capital Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Goldman Sachs & Co and Lakanto prior to joining Elevated Capital Advisors. Elevated Capital Advisors serves individuals, trusts, estates, retirement and profit-sharing plans, and small businesses, managing approximately $499 million for around 1,000 clients through a team of 21 advisors. The firm offers wealth management, financial planning, ERISA retirement-plan services, sub-advisory services, and self-directed brokerage account options, implementing portfolios using model strategies, direct indexing, and third-party platforms.

Ben Brackett is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Diversify Wealth Management, Caliber Wealth Management, Sowell Financial Services, Teton Wealth Group, DFPG Investments, Butler Financial Advisors, Cambridge Financial Center, and Deseret Mutual Benefits Administrators. His background includes experience at multiple advisory firms and a role at Utah Valley University. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm combines fundamental and quantitative analysis with manager due diligence within a Modern Portfolio Theory framework and serves primarily founder/executive clients in real estate, venture capital, and private equity.

Michael Walsh is a financial advisor with Drive Wealth Advisers in Lehi, UT, holding a Series 66 license and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Morgan Stanley Private Bank, Blue Diamond Capital, and Tula Health, Inc., where he currently provides administrative services. Outside of advisory work, he manages family office services at Blue Diamond Capital. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and a broad range of investment strategies, including portfolio management, family office services, and innovative tools such as options, direct indexing, and structured products.

Brad Myers is a financial advisor with Lone Peak Advisers in Draper, Utah, holding the ChFC® designation and Series 63 and 65 licenses, and has 26 years of industry experience. His career includes roles at firms such as National Planning Corporation and Geneos Wealth Management. He is involved in the Million Dollar Round Table as a committee member and volunteers with related industry study groups. Lone Peak Advisers manages approximately $125 million for about 900 clients, including individuals, trusts, estates, and small businesses. The firm combines fundamental, technical, and statistical analysis in its investment process, constructing portfolios that utilize ETFs, mutual funds, equities, and variable annuities, with discretionary management and tactical allocation adjustments.

Joshua Weir is a financial advisor at Driven Investments LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Interactive Financial Advisors and Transamerica Financial Advisors. He is based in Lehi, Utah. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory. The firm serves a large client base with a model-driven approach and offers access to complex investment products and third-party advisory services.

Brock Payne is a financial advisor at Driven Investments LLC with Series 63 and Series 66 licenses and two years of industry experience. He previously held roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant varsity lacrosse coach at Westlake High School in Saratoga Springs, Utah. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, using a mix of 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 portfolio construction.

James Zundel is a financial advisor at Coign Capital Advisors LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Coign Capital Advisors since 2014. Outside of his advisory role, he serves on the board of directors for Turning Point Justice, a cloud technology company focused on reforming first-time petty shoplifters, and for RedSky Solutions, a network hardware and service provider. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses, offering discretionary asset management, financial planning, and consulting. The firm uses four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis with access to alternative investments and independent money managers.

Cooper Parry is a financial advisor at Elevated Capital Advisors, LLC with two years of industry experience. He holds the Series 65 designation. Prior to joining Elevated Capital Advisors, he worked at Wi-Fiber Inc and held roles in education at Utah State University, Oxbow Academy, and the South Sanpete School District. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, providing a range of portfolio management and consulting services through a network of independent advisors.

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior roles include work at Wire Briar LLC, WhatAreOptions.com LLC, Local Passports LLC, and Getout Games. Outside of advising, he owns two non-investment related businesses: Prepstepper LLC, which sells emergency preparedness tools online, and Crackling Fire Enterprises LLC, a holding company. Hurley Investments provides portfolio management primarily to individual investors, including high-net-worth clients, and occasionally small businesses and non-profits. The firm employs a combination of fundamental and technical analysis with a focus on long-term equity positions and systematic option hedging strategies.

Nathan Larsen is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 12 years of industry experience. He has been with Squire Wealth Advisors since 2012 and is also associated with Squire & Company PC. 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 approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs, and coordinates closely with its accounting affiliate, Squire & Company PC.

Stephen Smith is a financial advisor at Navigate Private Wealth, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Navigate Private Wealth since 2018, following prior roles at Charles Schwab & Co., Inc., Brigham Young University, and Alliance Health. Outside of his advisory work, he serves as a General Partner at Ollin Ventures, contributing to marketing content, event planning, and investor relations. Navigate Private Wealth LLC manages approximately $529 million for nearly 1,930 clients, including individuals, high-net-worth households, trusts, retirement plans, and business entities. The firm provides comprehensive portfolio management, financial planning, pension consulting, and estate planning through its Estate Guru platform, employing quantitative optimization and diversified investment strategies.

Camille Fox is a CFP® with three years of experience in financial advising, currently with Squire Wealth Advisors since 2022. Prior to joining the firm, she worked in healthcare and education roles at Orem Rehabilitation and Nursing Ensign Services and Utah Valley University. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach focused on diversified, low-turnover portfolios primarily using passive and evidence-based funds.

Renn Olsen is a CFP® with 11 years of industry experience, currently with The Norden Group LLC since 2023. He previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of his advisory role, Olsen is an independent insurance agent selling fixed life 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 employs model portfolios, third-party sub-advisers, and a turnkey asset management platform, offering access to a broad investable universe that includes equities, debt, options, and alternative investments.

Nicholas Bodily is a financial advisor at Amicus Financial Advisors, LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Driven Investments LLC, Utah Valley University, and Mountain America Credit Union. Amicus Financial Advisors provides comprehensive financial planning and investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach combining active and passive strategies, managing approximately $511 million on a discretionary basis.

David James is a financial advisor with Lone Peak Advisers who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked at firms including H. Beck, Inc., Legacy Planning Group, and Investment Management Corporation. Outside of his advisory role, he also acts as a mortgage loan originator. Lone Peak Advisers provides portfolio management and financial planning to individuals, trusts, estates, retirement plans, and small businesses. The firm manages approximately $125 million across 900 client relationships, employing a combination of fundamental, technical, and statistical analysis to guide intermediate market trend strategies across diversified investment vehicles.

Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.

Todd McChesney is a Senior Wealth Advisor at Ashworth Wealth, LLC with 31 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Ashworth Wealth in 2018, he was with Ashworth & Empey Financial, LLC for ten years and has been associated with Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he serves as president of a personal corporation through which he markets fixed insurance products. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically refers clients to third-party money managers and employs a structured, globally diversified asset allocation approach centered on passive index funds and ETFs.

David Sinclair is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management, he worked at the Darmen Group and held roles in the telecommunications and technology sectors. Soulence Wealth Management provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through customized accounts, third-party model portfolios, and access to alternative investments. The firm tailors strategies based on client objectives and risk tolerances, employing multiple analytical approaches and continuous account monitoring.

Kevin Whisenant is a financial advisor at Tencap Wealth Coaching with three years of industry experience. He holds Series 63 and Series 65 licenses and has been involved in financial services since 2001 through Whisenant Financial Services Inc., where he also acts as an insurance agent. Outside of his advisory role, he manages The KC7NMW Trust. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, primarily managing discretionary, client-specific portfolios. The firm employs third-party models and co-advisory arrangements while offering comprehensive financial planning and retirement consulting.