Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

Joshua Coombs is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently works at Drive Wealth Advisers and Crabb Financial, LLC, where he provides investment research and reporting functions. His prior experience includes roles at OSAIC, SagePoint Financial, and Keeler Thomas Management among others. Drive Wealth Advisers serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized, goals-based asset allocation and utilizes a broad range of investment strategies including equity, options, structured products, and direct indexing.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.

Wesley Jensen is a financial advisor with Private Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He worked at ABG Consultants for 13 years before joining Private Advisory Group LLC, where he has been for four years. Jensen is also a licensed life and health insurance agent since 2004 and manages an LLC used for internal business purposes. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios blending equities, fixed income, and alternatives, and uses a range of instruments and strategies including derivatives and borrowing for specific client objectives.

Justin Ericksen is a CFP® with three years of industry experience. He is currently an advisor at Blue Barn Wealth, a team-based registered investment adviser in Orem, UT. His prior roles include work with Savvy and various positions ranging from education to nonprofit and missionary service. Blue Barn Wealth serves individuals, businesses, retirement plans, and charities, managing approximately $317 million in assets. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and offers tiered wealth management services along with fiduciary support for qualified retirement plans.

James Ferrin is a CFP® professional with 42 years of experience in the financial services industry. He currently serves at Asset One Wealth Management, LLC and has previously worked at LPL Financial and Triad Advisors. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to a diverse client base including individuals, trusts, business entities, and charitable organizations. The firm offers customized portfolios based on strategic asset allocation and serves clients with more than $2 million in assets through combined wealth management and family office coordination.

Wade Watkins is a financial advisor at Squire Wealth Advisors with three years of industry experience. He holds a Series 65 credential and has prior experience at Pinnock, Robbins, Posey & Richins from 1998 to 2018. Outside of his advisory role, he is a partner and CPA at the public accounting firm Squire & Company, PC. 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 an investment approach grounded in Modern Portfolio Theory, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC in Orem, UT, holding Series 63 and Series 65 designations with eight years of industry experience. His background includes roles at Drive Wealth Advisers, Bank of America, Merrill, and other financial firms. Exponent Wealth LLC serves high-net-worth individuals, trusts, estates, and business entities by providing financial planning and investment management. The firm emphasizes tailored portfolio construction using fundamental and quantitative analysis within a Modern Portfolio Theory framework and manages a significant portion of assets on a non-discretionary basis.

Dallin Bunnell is a financial advisor at Elevated Capital Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including life insurance and annuity contract writing and servicing. Outside of advisory work, he manages a family property, overseeing repairs and maintenance. Elevated Capital Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, retirement plans, and corporations. The firm provides investment management and financial planning through a network of independent advisors, employing a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation.

Mckenna Sheldon is a CFP® professional with six years of industry experience, currently serving at Private Advisory Group LLC since 2021. Prior to this, Sheldon worked at LPL Financial, LLC and Mountain America Credit Union. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios that include equities, fixed income, and alternative exposures, and uses a range of strategies including derivatives and structured notes to meet client objectives.

William Mortimer II is a financial advisor at Solidarity Wealth, LLC with 20 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and M. S. Howells & Co. Outside of his advisory role, he serves as a bishop managing church business and youth programs for The Church of Jesus Christ of Latter-day Saints in Salt Lake City. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside portfolio management, financial administration, and equity planning services. The firm integrates investment, tax, and estate planning through ongoing client engagement and offers discretionary advisory relationships with customized investment strategies.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, Utah, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at TownSquare Capital and Allegis Investment Advisors. Outside of his advisory work, he is involved with a personal LLC that manages leasing of machinery equipment. 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 and implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Raymond Johns is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at DFPG Investments, Allegis Investment Services, TownSquare Capital, and his own RW Johns Financial Group. He serves as a volunteer board member for Utah Valley University’s gift planning committee. 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 as of the end of 2025. The firm utilizes model portfolios, third‑party sub‑advisers, and a turnkey asset management platform, offering a broad investable universe that may incorporate ESG considerations where appropriate.

Elton Wilcox is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he works as a rideshare driver for Uber. Elevated Capital Advisors, LLC 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 and provides various portfolio management and consulting services through a network of independent advisors.

Alec Ferguson is a financial advisor at Exponent Wealth LLC with 11 years of industry experience. He holds the CFA® designation as well as Series 63 and Series 65 licenses. Prior to joining Exponent Wealth in 2025, he worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of advising, he is involved in property management as an owner of a rental duplex. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm utilizes a mix of fundamental and quantitative analysis within a Modern Portfolio Theory framework and offers both discretionary and non-discretionary portfolio management tailored primarily to founder and executive clients in real estate, venture capital, and private equity.

Bradley Ferney is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with The Norden Group LLC, where he has worked since 2023. His prior experience includes roles at TownSquare Capital, LLC, Allegis Advisor Group, Multi Financial Securities Corporation, and Osaic FA, Inc. 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, offering portfolio management, financial planning, and consulting through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Bank and M.S. Howles. His career includes involvement with Solidarity Capital Fund I L.P. since 2023. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary management coordinated across investment, tax, and estate planning through ongoing client engagement.

Nicholas Trotter is a CFP® affiliated with Solidarity Wealth, LLC, with two years of experience in the financial industry. His background includes roles at Northwestern Mutual and involvement with the UVU Money Success Center and Community Education. He has additional experience in non-financial roles such as work with Mountain View Hospital and the LDS Church. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a family-office-style wealth management suite alongside standalone services like portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and provides discretionary management with customized investment plans.

Radford Brogden is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Compass Wealth Management LLC since 2021 and previously worked at RBC Capital Markets from 2012 to 2020. Compass Wealth Management serves individuals, high net worth clients, corporations, and pension plans with discretionary portfolio management and standalone financial planning. The firm employs a research-driven investment approach guided by fundamental data and tailors portfolios across a spectrum from conservative to aggressive based on client investment policy statements.

Christopher Captain is a Series 65-licensed financial advisor at Trek Financial with three years of industry experience. His prior roles include positions at eFinancial and BCJ Financial. Outside of advising, he works as an insurance agent and drives for DoorDash during non-trading hours. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a blend of strategic and tactical investment approaches, incorporating AI tools, direct indexing with tax-loss harvesting, and a diverse array of systematic and alternative strategies.