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.

Jeffrey Brimhall is a CFP® and CFA® with 15 years of industry experience, currently serving at Blue Barn Wealth in Orem, UT. He has held roles at Blue Barn Wealth since 2016 and is also the owner and manager of Force For Good Financial, LLC. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and offers tiered wealth management services including fiduciary support for qualified retirement plans.

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.

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.

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, UT, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including prior roles at Geneos Wealth Management and National Planning Corporation. Myers is involved in nonprofit committee work with the Million Dollar Round Table and owns Pepperwood Financial, a wealth management practice operating under his registered RIA and broker-dealer. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses, managing approximately $119 million in assets across more than 700 client relationships. The firm employs a tactical, trend-focused investment approach using ETFs, mutual funds, equities, and variable annuity sub-accounts, adjusting allocations based on intermediate-term market trends.

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.

Marshall Okerlund is an advisor at Ignite Planners LLC with a Series 65 credential and one year of industry experience. His work history includes roles at Ignite Planners and Atlas Investment Management, as well as a service mission and prior experience at North Sevier High School. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, using tailored portfolios that incorporate stocks, bonds, ETFs, options, and private investments, along with a volatility-responsive VEGA strategy and tax-efficient asset management.

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 eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab & Co., Inc., Brigham Young University, and Alliance Health prior to joining Navigate Private Wealth. In addition to his advisory role, Smith serves as a General Partner for Ollin Ventures, where he is involved in marketing, event planning, and investor relations. Navigate Private Wealth manages approximately $529 million for nearly 1,930 clients, including individuals, high-net-worth households, trusts, retirement plans, and business entities. The firm offers portfolio management, financial planning, and various tax and corporate advisory services, using quantitative models 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® professional with 11 years of experience in the financial industry. He is currently with The Norden Group LLC and previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of advisory work, he is an independent insurance agent selling fixed life insurance products and manages an equipment rental business, RSTS, LLC. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets using model portfolios, third-party sub-advisers, and a turnkey asset management platform, offering a broad investable universe that includes equities, debt instruments, structured products, and private placements.

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.