Adam Haynes is a financial advisor at Peak Financial Planning with four years of industry experience. He holds a Series 65 designation and has held roles at Core Planning, H3 Financial Planning, Albion Financial Group, and Association Financial Services. He has also been affiliated with Brigham Young University since 2019. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach combines Modern Portfolio Theory with tactical asset allocation, employing a range of strategies and instruments to deliver personalized portfolios alongside ongoing planning services.

Brock Alvord is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Tanara Wealth Management LLC. He has three years of industry experience and previously worked at Farther Finance Advisors and Coign Capital Advisors LLC. His background also includes roles at Brigham Young University, Utah Valley University, and the Church of Jesus Christ of Latter Day Saints. 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 across various asset classes and manages client accounts primarily on a discretionary basis.

Austin Mcchesney is a financial advisor at Ashworth Wealth, LLC with five years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Royal Alliance & Associates Inc and Fidelity Investments. Outside of his advisory role, he participates as a community advisor member for a startup focused on building local awareness and providing feedback on its application. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm primarily coordinates with third-party money managers, focusing on structured asset allocation using passive index and ETF positions combined with selective active managers.

Hunter Horrocks is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments, he worked in various roles including positions at Canyon Home Care and Hospice and Utah Tech University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering services that include oversight of sub-advisers and advisory roles to multiple registered investment companies.

Sean Snow is a financial advisor at Teton Wealth Group LLC with three years of industry experience. He holds the Series 63 and Series 65 licenses and has prior experience at NFP Retirement, Fidelity Investments, and Utah Valley University. Outside of his advisory role, he holds an insurance producer license and engages in the sale of insurance products on a limited basis. Teton Wealth Group provides investment management primarily for individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a model portfolio approach tailored to each client’s financial situation and utilizes fundamental, cyclical, and technical analysis in its investment process.

Jeffrey Wood is a financial advisor at Elysium Wealth Management, LLC with Series 63 and Series 65 credentials and four years of industry experience. He has worked with Elysium Wealth Management since 2021 and previously held roles at Common Sense Financial and AMP Security, where he oversaw finance and accounting activities for a home security business. 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, providing financial planning, portfolio management, retirement plan advice, and wealth consulting.

Hunter Swapp is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience that includes roles in education and community organizations such as Wasatch High School Baseball and the Church of Jesus Christ of Latter-Day Saints. Net Worth Advisory Group provides financial planning and portfolio management services to individuals, trusts, estates, ERISA plans, and business entities. The firm emphasizes comprehensive financial plans, structured periodic reporting, and the use of back-tested model allocations in managing client portfolios.

Remington Adams is a Series 65 licensed advisor at New Millennium Group with no prior industry experience before joining the firm. He has worked at New Millennium Group since 2023 and has held various non-financial roles at companies including ClickUp, Weave HQ, and Canopy. New Millennium Group serves individual clients, retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm uses a multi-level investment process incorporating equities, ETFs, and debt securities, and employs tools like Riskalyze to tailor strategies to client risk tolerance.

Benjamin Satterfield is a financial advisor at Regatta Capital Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Griffin Capital Securities, LLC for five years before joining Regatta Capital Group in 2020. Regatta Capital Group is an SEC-registered advisory firm that serves individual and high-net-worth clients, institutional investors, and a range of entities including pension plans and charitable organizations. The firm employs a long-term, fundamental analysis investment approach and offers services such as wealth management, retirement plan advisory, estate-document generation, and digital-asset account facilitation through a third party.

Jonathan Potter is a Series 65-licensed advisor at PracticeCFO Investments with one year of industry experience. Prior to joining PracticeCFO, he held roles at JSP Services LLC, GoReact, HG Insights, Boostability, and Omadi. Outside of his advisory work, he consults for Coburn Analytics Inc., providing bookkeeping and strategic CFO services to technology sector companies. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts with investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach centered on low-cost ETFs and combines passive core exposure with tactical asset allocation.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds the Series 65 designation and has worked at multiple firms including FOUNDATIONS INVESTMENT ADVISORS, Stauffer Retirement Planning, and Teton Wealth Group. He is also involved in Annuity and Life Insurance sales through Wasatch Retirement Planning. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies, including options and derivatives trading, using documented investment policies and sub-advisory programs.

Richard Smith is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. 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, back-tested model allocations, and offers client seminars as part of its comprehensive approach.

Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.

Douglas Ferrell is a Series 65 licensed financial advisor with seven years of industry experience. He is currently with Teton Wealth Group LLC, where he has worked since 2020, and also has roles with Sowell Management Services and D & M Financial, LLC, the latter being a business he manages primarily for bookkeeping and tax organization. Additionally, he is an owner and investor in NuBody Nutrition, LLC, a nutrition products company. Teton Wealth Group provides investment management services primarily to individuals, including high-net-worth clients, as well as trusts, estates, retirement accounts, and business entities. The firm employs a portfolio management team that uses fundamental, cyclical, and technical analysis to build model portfolios tailored to clients’ financial situations and risk tolerances.

Brandon Roper is a financial advisor with Stronghold Capital Partners LLC in South Jordan, UT, holding Series 63 and Series 65 licenses and three years of industry experience. He owns Ledger Expert LLC, where he provides accounting, investments, and financial planning services. Prior to joining Stronghold Capital Partners, he worked at Nations Creations and Black Rifle Coffee Company. Stronghold Capital Partners is a registered investment adviser serving individual and business clients with financial planning, portfolio management, and retirement-plan services. The firm operates a solicitor-centric model, recommending third-party managers and offering ongoing monitoring and reporting.

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 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.

Thomas Melburn is a financial advisor at Everspire with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Cambria Capital, OPTIONiQ, and Kingswood Wealth Advisors. In addition to his advisory role, Melburn receives referral fees from TomiPlan, a financial planning company. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning services through a dedicated advisor model and an investment process that combines quantitative and fundamental analysis.

John Pennington is a financial advisor at Andina Advisors with a Series 65 credential and two years of industry experience. He is also the owner and principal of Pennington Law, PLLC, a law firm he has operated since 2015, and the owner and principal of Alt Alchemy LLC. Additionally, he is involved in e-commerce through NailDrop LLC, an online beauty products company. Andina Advisors provides financial planning and investment management to individual clients, retirement plans, insurance companies, and other institutions. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, with a focus on diversified investment strategies and active involvement in pooled investment vehicles and private funds.