David Bunnell is a financial advisor at Navigate Private Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 65 license. Outside of his advisory role, he works as a craps dealer at company parties on a part-time basis. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm provides portfolio management, financial planning, and consulting services, using a blend of quantitative optimization, technical analysis, and model-driven risk-tolerance bands in its investment approach.

Courtland Adams is a financial advisor at Coign Capital Advisors LLC in Draper, UT, holding a Series 65 designation with seven years of industry experience. He previously worked at Mountain America Credit Union from 2015 to 2018 before joining Coign Capital Advisors, where he has been since 2018. Coign Capital Advisors serves individuals, trusts, pension plans, and businesses by offering discretionary asset management, financial planning, and consulting services. The firm utilizes four proprietary model portfolios tailored to client risk tolerance and combines fundamental and technical analysis, with access to alternative investments and customized satellite positions.

James Hawker is a CFA® charterholder with five years of industry experience. He is currently an advisor at Drive Wealth Advisers and serves as Chief Investment Officer at Crabb Financial LLC, the parent company of Drive Wealth Advisers. Prior to joining Drive Wealth Advisers, he worked at J.P. Morgan Securities, JPMorgan Chase Bank, Zions Bank, and Wells Fargo Securities. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers a range of investment strategies and emphasizes customized, goals-based asset allocation with ongoing monitoring and formal account reviews.

John Unice is a financial advisor with Keeler Thomas Management LLC in Orem, Utah. He holds the CFP® designation and has 47 years of industry experience. Prior to joining Keeler Thomas Management, he worked at SagePoint Financial for 14 years and OSAIC for one year. Unice serves on the Planned Giving Advisory Board at Utah Valley University and is a member of the business advisory board for Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC serves individual and high-net-worth clients, offering investment management, wealth management, financial planning, and pension consulting. The firm utilizes discretionary portfolio management with written Investment Policy Statements and incorporates a recurring annual planning cycle that includes cash management and coordination with tax advisors.

Karsten Walker is a Series 65-credentialed advisor with one year of industry experience, currently serving at Blue Barn Wealth. His prior experience includes roles at Savvy, First Financial Advisors, LC, and StockTrak.com. He also serves as a board member for the Jump$tart Coalition and is involved in a family-owned security and monitoring business. Blue Barn Wealth is a team-based registered investment adviser with eight advisors and approximately $317 million in assets under management. The firm serves individuals, retirement plans, businesses, and charities, employing a long-term, diversified investment approach grounded in Modern Portfolio Theory with discretionary account management.

Jason Sterzer is a financial advisor with Elysium Wealth Management, LLC, based in South Jordan, Utah, and holds one year of industry experience. Prior to joining Elysium, he spent nine years with the Utah Division of Securities. Outside of his advisory role, he provides legal counsel and representation to clients as an attorney at Pearson Butler. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies using both in-house oversight and research from sub-advisers, and supplements client service with educational seminars and publications.

James Franklin is a CFP® professional with four years of industry experience currently serving at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC, among other firms. Outside his advisory role, his background includes various positions across different industries, including involvement with Utah Valley University and event coordination for The Color Run. Asset One Wealth Management is an SEC-registered advisory firm that offers discretionary investment management, financial planning, and retirement plan consulting to a diverse client base. The firm emphasizes customized strategic asset allocation with a long-term buy-and-hold approach and provides family-office style coordination for clients with significant assets.

Jack Holmes is a financial advisor at Driven Investments LLC with one year of industry experience. He previously worked at Michael Sutter Company for three years and has held roles outside the financial industry, including at Wasatch Golf Course. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven approach with a high client-to-advisor ratio and integrates a range of investment products including mutual funds, ETFs, equities, and structured notes.

Ralph Horne is a financial advisor with Elevated Capital Advisors, LLC and holds a Series 65 designation. He has four years of industry experience and has been involved with Eagle Ridge Advisors LLC since 2021. Additionally, he operates the Ralph C. Horne Agency, a life and disability insurance business, which he has owned since 2003. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by 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, supported by third-party tools and a network of independent advisors.

Jill Floden is a financial advisor at Elysium Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at United Planners' Financial Services and Eide Bailly Advisors. Outside of her advisory work, she serves as the treasurer for the GUMC Foundation, a charitable organization. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies supported by both internal oversight and research from multiple sub-advisers, and supplements client service with educational seminars and publications.

Kevin Golding is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Elysium, he worked at Layton Construction and Flowserve Corporation and was employed by Tahitian Noni International for over two decades. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies that incorporate both in-house oversight and research from multiple sub-advisers.

Jacob Martin is a financial advisor at Soulence Wealth Management with five years of industry experience. He holds a Series 65 designation and has worked at Soulence Wealth Management II since 2026, following prior roles at CoreCap Advisors and Total Windows & Glass. In addition to his advisory work, Martin is a licensed insurance agent and is involved with Soulence Tax & Wealth Advisors. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and alternative investments as appropriate. The firm employs a combination of model portfolios, strategic and tactical asset allocation, and fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerances.

Robert Featherstone is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and M. S. Howells & Co. Outside of his advisory role, he is a partner in a real estate venture focused on purchasing and renovating homes and participates in a car-sharing platform. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite alongside standalone services such as portfolio management and financial administration. The firm manages most client relationships on a discretionary basis with individualized investment plans and integrates tax and estate planning through ongoing engagement.

Rachelle Morris is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with The Norden Group LLC, where she has worked since 2023, and has held prior roles at Rev Road Capital, TownSquare Capital, Crestone Asset Management, JPMorgan, and Goldman Sachs. In addition to her advisory work, Morris serves as a volunteer board director for This Is The Place Heritage Park in Salt Lake City. 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, utilizing model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Adam Lefler is a financial advisor at Coign Capital Advisors LLC with 16 years of industry experience. He has been with Coign Capital Advisors since 2014 and holds a Series 66 designation. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and utilizes a range of investment strategies, including ETFs, individual securities, structured notes, and alternative investments.

Alek Johnson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, Utah, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Horrocks Engineers and Northwestern Mutual. 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 primarily composed of mutual funds and ETFs, incorporating both long- and short-term trading strategies and offering services such as direct indexing and tax-loss harvesting.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Jeff Busch is a financial advisor at Elysium Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Common Sense Financial and Farmers Financial Solutions. Busch is also a managing member and insurance agent at Elysium Financial Solutions, LLC. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting for individuals, trusts, businesses, and charitable organizations. The firm develops tailored investment strategies through its own oversight and partnerships with sub-advisers, and supplements client service with educational seminars and publications.

Melissa Child is a financial advisor at LPG Capital Management with seven years of industry experience. She holds a Series 65 designation and has been with LPG Capital Management since 2017. Outside of her advisory role, she is the managing partner of Keltic Court LLC and Kilt Rock LLC, where she oversees property management and leasing activities. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for around 311 clients. The firm serves individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities, employing a model-driven investment approach that combines fundamental and technical analysis to manage diversified portfolios.

Daniel Zundel is a financial advisor at Coign Capital Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Coign Capital Advisors since 2014. Coign Capital Advisors serves individuals, including high-net-worth clients, trusts, pension plans, and businesses by providing discretionary asset management, financial planning, consulting, and an automated platform called Iliad. The firm uses four proprietary model portfolios tailored to client risk tolerance, combining fundamental and technical analysis and offering access to alternative investments and independent money managers.