James Ferrin is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Asset One Wealth Management, LLC, where he has worked since 2025. His prior experience includes roles at Purshe Kaplan Sterling Investments, LPL Financial, Shilanski & Associates, Inc., Ferrin Capital, and Triad Advisors Inc. Asset One Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, business entities, pension plans, and charitable organizations. The firm offers customized portfolios based on clients’ risk profiles and objectives, using a mix of individual securities, ETFs, mutual funds, and selected Independent Managers.

Ginger Harris is a Series 65-licensed advisor at Andina Advisors with experience in business consulting and real estate. She has been active with Mores Capital, LLC since 2016 and serves as president of the Circle of Gratitude Foundation, a nonprofit that funds charitable organizations. Her background also includes roles in real estate sales and property management. Andina Advisors delivers financial planning and investment management services to individual clients, retirement plans, insurance companies, and institutional clients. The firm offers comprehensive planning, discretionary portfolio management, and consulting with a focus on diversified allocations and active involvement in pooled investment vehicles and private funds.

Jeffrey Sevy is a financial advisor with Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked for ten years at CV Electric. 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 using mutual funds, ETFs, and individual securities, employing both long-term and short-term trading strategies aligned with client objectives.

Adam Jones is a financial advisor at Drive Wealth Advisers with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial, Inc., OSAIC, and Keeler Thomas Inc. In addition to his advisory role, he provides fiduciary and investment advice services through Crabb Financial LLC, supporting 401(k) plans and managed accounts. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides customized, goals-based asset allocation and ongoing portfolio monitoring, employing a broad range of strategies including equities, options, structured products, and direct indexing.

Carson Brown is a financial advisor at Soulence Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Utah State University and held positions in the service and construction sectors. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, utilizing customized discretionary portfolios and model strategies tailored to client objectives and risk tolerances.

Alexander Call is a CFP®-credentialed financial advisor at Peterson Wealth Advisors, LLC with 11 years of industry experience. He has worked at Peterson Wealth Advisors since 2018 and previously held positions at Drive Wealth Advisers LLC and LearnVest Inc. 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 using mutual funds, ETFs, and individual securities, employing both long- and short-term strategies alongside direct indexing and tax-loss harvesting.

John Kochersperger is a financial advisor at Sovereign Financial Group, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and Emerson Reid. Outside of his advisory work, he is employed as a transportation driver at a ski resort in Park City, Utah. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, and consulting services, focusing on low-cost diversified investments and long-term strategies with tactical adjustments as needed.

Tyler Thomas is a financial advisor with Elysium Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has held roles at multiple firms, including Executech and Ivanti, and is the owner and operator of Investing Paradigms, a platform that creates online educational content for the financial industry. Additionally, he is an independent licensed insurance agent specializing in life, accident and health, and variable annuity insurance. 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 using its own oversight combined with model portfolios and research from sub-advisers, and it offers both one-time and ongoing planning engagements.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. 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 and market-efficiency approach, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Thomas Challis is a financial advisor at Peterson Wealth Advisors, LLC with a Series 65 designation. He has one year of industry experience and previously worked at Amicus Financial Advisors and Walker Covey Wealth Advisors. Outside of finance, he has experience working with the Church of Jesus Christ and in education at Utah Valley University and Reno High School. 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 using mutual funds, ETFs, and individual securities, and offers strategies including direct indexing and tax-loss harvesting.

Kaden Waters is a CFP® professional with 10 years of industry experience, currently serving at Peterson Wealth Advisors, LLC. Prior to joining Peterson Wealth Advisors, he worked at Fidelity Brokerage Services and Fidelity Investments. 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 employs diversified portfolios using mutual funds, ETFs, and individual securities, alongside tax-loss harvesting and direct indexing strategies, with ongoing monitoring through quarterly investment-committee reviews.

Shane Jensen is a financial advisor with The Norden Group LLC in Provo, UT. He holds the ChFC® designation and has 26 years of industry experience. Jensen has previously worked at firms including Capital Synergy Partners, TownSquare Capital, and Allegis Investment Services. In addition to his advisory roles, he manages Jensen Capital, LLC, an entity related to fixed insurance products. 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. The firm implements client strategies primarily through model portfolios, sub-advisers, and a turnkey asset management platform, covering a broad investment universe that includes equities, debt, options, and alternative vehicles.

John Rosswog is a financial advisor with Solidarity Wealth, LLC in Lehi, UT, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years and First Clearing, LLC for four years. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities with a family-office-style wealth management approach, offering services including portfolio management, financial administration, and equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and document review.

Mark Sumsion is a financial advisor at Blue Barn Wealth with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he owns and manages Jigzy Enterprises, LLC, a business involved in apartment property management. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets. The firm serves individuals, retirement plans, businesses, and charities, offering wealth management through financial planning and portfolio management using a long-term, buy-and-hold approach based on Modern Portfolio Theory.

Spencer Cazier is a CFP® with seven years of industry experience, currently serving as an advisor at Navigate Private Wealth, LLC since 2017. Prior to joining Navigate Private Wealth, he worked at BeesPath, Inc. from 2014 to 2017. Outside of advisory work, he is also an insurance agent with Allegis Advisor Group, LLC. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews and offers services including portfolio management, financial planning, and estate-planning workflows.

Aaron Havens is a financial advisor at Castleview Partners, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Wealth Foundations Partners, Vivint Solar, and TD Ameritrade. Outside of his advisory role, Havens operates as a handyman through Statcast LLC. Castleview Partners provides investment advisory and financial planning services to individuals, corporations, non-profits, and retirement plans. The firm employs a mix of internally managed models, third-party money managers, and direct holdings, supported by its aiAlpha platform, which also offers operational support to other registered investment advisers.

Taylor Waldron is a financial advisor with Elysium Wealth Management, LLC, holding a Series 65 designation and beginning his industry experience in 2024. Prior to joining Elysium Wealth Management in 2026, he worked at Maxwell & Morgan and has been involved with Smoke'N Ink Tattoos since 2023. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting services to individuals, trusts, estates, businesses, and charitable organizations, providing tailored investment strategies supported by both in-house oversight and sub-adviser research.

Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. His prior work includes positions at Eide Bailley LLP and various firms in financial services. He also operates a sole proprietorship focused on insurance sales and service. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities. The firm collaborates with third-party portfolio managers, offering non-discretionary financial plans and maintaining model selection authority while delegating portfolio management.

Zachary Whitchurch is a CFP® professional with 17 years of industry experience, currently serving at Solidarity Wealth, LLC. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as involvement with Solidarity Capital Fund I, L.P. and M. S. Howells & Co. He holds the Series 66 designation and is based in Lehi, Utah. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside standalone services like portfolio management and financial administration. The firm operates on a fiduciary basis, coordinating investment, tax, and estate planning through ongoing client engagement.

Christopher Cordova is a financial advisor with Elevated Capital Advisors, LLC in Draper, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with SPL Financial since 2015, focusing on fixed insurance products including health, life, disability, and long-term care insurance. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis alongside third-party tools to tailor both strategic and tactical asset allocations.