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.

Manuel Negron is a financial advisor at M2 Financial LLC with seven years of industry experience and holds a Series 65 license. He has worked at firms including Teton Wealth Group, New Millennium Group, AE Wealth Management, and has owned an insurance agency through GenWealth Advisory Group since 2007. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals and charitable organizations, managing approximately $84.1 million in client assets. The firm uses documented investment policies and a range of strategies, including options and derivatives, implemented through both in-house and sub-advisory programs.

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.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Alpha Wealth Management and Planning, and LPL Financial. Decker Retirement Planning offers personalized retirement and financial planning as well as discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The six-advisor team serves approximately 900 clients and manages about $285 million, employing a largely model-driven investment approach that utilizes ETFs, mutual funds, individual securities, and third-party strategies.

Cesily Tippetts is a financial advisor at Interwise with a Series 65 credential and four years of industry experience. Prior to joining Interwise, she worked in the education sector with Canyons School District at Quail Hollow Elementary. Interwise serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a combination of direct investments, separately managed accounts, and third-party managers, along with affiliated tax and accounting services.

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.

Robert Beck is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Wealth Management CPAs, LLC in Salt Lake City, where he has worked since 2010 and holds roles in affiliated insurance and health solutions entities. Beck is also a managing partner of BKBC, LLC, a non-investment-related business. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity and offering insurance products via affiliated businesses. The firm employs a variety of investment strategies and utilizes selected sub-advisors while maintaining comprehensive client documentation and regular account reviews.

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 Series 65-licensed financial advisor with Decker Retirement Planning Inc. in Lehi, Utah. He has eight years of industry experience, all of which he has spent with Decker Retirement Planning. Decker Retirement Planning provides personalized retirement and comprehensive financial planning as well as discretionary investment management to individuals and various institutional clients. The firm uses quantitative, computer-driven models combined with third-party trading signals and offers portfolios that include ETFs and alternative exposures such as cryptocurrency ETFs and covered-call strategies.

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.

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.

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.

Preston Lee is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 18 years of industry experience. He previously worked at Morgan Stanley and E*TRADE Securities, including E*TRADE Capital Management. Outside of advisory work, he is involved in property management. Wealth Management CPAs, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a variety of investment strategies and utilizes sub-advisors for portions of portfolio management.

Derek Overstreet is a financial advisor with New Millennium Group, holding a Series 65 license and bringing 11 years of industry experience. He has worked with New Millennium Group since 2019 and concurrently with AE Wealth Management since 2018, following prior roles at Global Financial Private Capital and earlier positions within affiliated New Millennium entities. Overstreet is the author of the book *Stop Working and Start Living*. New Millennium Group serves a diverse client base including high-net-worth individuals, employer-sponsored retirement plans, and charitable organizations, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a structured investment process that blends broad asset allocation with security-level analysis and customizes strategies using risk-assessment tools, offering portfolio management, financial planning, and retirement-plan advisory services.

Michael Weaver Jr. is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with North Capital Private Securities since 2015 and serves as Secretary, Co-portfolio Manager, and Project Manager of the North Capital Funds Trust. Outside of advisory duties, he is Managing Director of North Capital Investment Technology Inc., which holds intellectual property assets for North Capital Group companies. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach, utilizing mutual funds, ETFs, and proprietary analytics, and offers a range of services including discretionary portfolio management, financial planning, and technology integration.

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.