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.

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.

John Figge is a financial advisor at North Capital with a Series 66 designation and four years of industry experience. He has held positions at North Capital Private Securities Corporation since 2022 and has prior work experience in various roles including at Georgetown University, Vail Resorts, and Dolly's Bookstore. North Capital offers 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 separately managed accounts, supported by quantitative risk models and proprietary analytics.

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.

David James is a financial advisor at Lone Peak Advisers with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including H. Beck, Inc. and Legacy Planning Group. Outside of his advisory role, he is a mortgage loan originator with Laser Lending, Inc. Lone Peak Advisers serves individuals, trusts, retirement plans, charitable organizations, and businesses with portfolio management and financial planning services. The firm employs a tactical, trend-focused investment approach, managing approximately $119 million in assets across more than 700 client relationships.

Anders Skagerberg is a CFP® and Series 65 licensed financial advisor with two years of industry experience. He is currently with Origin Investment Advisory LLC and has prior experience at Albion Financial Group, Dew Wealth Management, Addition Wealth, Intuit, Facet Wealth, and TrueNorth Wealth. Origin Investment Advisory provides financial planning, budgeting, and portfolio management services to individual retail clients through a direct-to-consumer subscription model and employer-sponsored programs. The firm’s investment approach is based on Modern Portfolio Theory with behavioral-finance adjustments, utilizing an AI-driven advisory platform and systematic, rules-based model construction.

Bailee Tate is a financial advisor at North Capital with four years of industry experience. She holds a Series 66 designation and has previously worked at Brigham Young University Idaho and the Research and Business Development Center. Tate is also involved with North Capital Investment Technology, which holds certain 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 quantitative risk models to construct diversified portfolios.

Martin Watkins is a CFP® with 24 years of industry experience currently affiliated with TrueNorth Wealth in Murray, UT. He has worked at Association Financial Services Inc., now operating as TrueNorth Wealth, for 20 years. TrueNorth Wealth serves individual and high-net-worth clients, including physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, ERISA plan services, and institutional consulting, managing approximately $1.266 billion in assets under management.

Jeffrey Zesiger is a CFP® professional with 20 years of experience in financial advising. He has been with Physician Wealth Advisors, Inc. (formerly Uma Financial Services) since 2009. The firm serves members of the Utah Medical Association and their families, focusing on discretionary investment management, financial planning, and retirement-plan consulting. Physician Wealth Advisors specializes in broadly diversified portfolios and tax-aware strategies, often incorporating alternative investments and digital assets when appropriate.

Todd McChesney is a Senior Wealth Advisor at Ashworth Wealth, LLC with 31 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Ashworth Wealth in 2018, he was with Ashworth & Empey Financial, LLC for ten years and has been associated with Royal Alliance Associates, Inc. since 2002. Outside of his advisory role, he serves as president of a personal corporation through which he markets fixed insurance products. Ashworth Wealth serves individuals, high-net-worth clients, and pension/profit-sharing plans by providing comprehensive wealth management, financial planning, and retirement plan consulting. The firm typically refers clients to third-party money managers and employs a structured, globally diversified asset allocation approach centered on passive index funds and ETFs.

David Sinclair is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management, he worked at the Darmen Group and held roles in the telecommunications and technology sectors. Soulence Wealth Management provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through customized accounts, third-party model portfolios, and access to alternative investments. The firm tailors strategies based on client objectives and risk tolerances, employing multiple analytical approaches and continuous account monitoring.

Kevin Whisenant is an advisor at Tencap Wealth Coaching with Series 63 and Series 65 credentials and three years of industry experience. He has been involved with Whisenant Financial Services Inc. since 2001 as an owner and insurance agent. Outside of advisory work, he is also the owner of The KC7NMW Trust. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans, managing discretionary portfolios tailored to client objectives and risk tolerances. The firm employs third-party models and co-advisory arrangements, offering comprehensive financial planning and retirement plan consulting.

Gregory Hawkins is a financial advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, holding a Series 65 license and two years of industry experience. He has operated his own law practice, Gregory P. Hawkins PC, since 2002, where he serves as owner and attorney. Wealth Management CPAs 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.

Michael Riley is a CFP® with 28 years of industry experience and currently serves as an advisor at Coign Capital Advisors LLC. His prior roles include positions at Allegis Investment Securities and Navigate Private Wealth LLC. Outside of financial advising, he is involved with private equity holdings in companies focused on automotive accessories and outdoor retail, and he coordinates umpire activities for a youth baseball league in Utah. Coign Capital Advisors serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, offering discretionary asset management, financial planning, and pension consulting. The firm employs four proprietary portfolio models tailored to client risk tolerance and supplements these with customized positions, using a range of investment techniques and third-party managers as appropriate.

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.

C Richard Hopkins is a financial advisor at TrueNorth Wealth with nine years of industry experience and a Series 65 credential. He concurrently serves as President of C. Richard Hopkins, MD PC, where he works as a physician. TrueNorth Wealth serves individual and high-net-worth clients, including physicians and business owners, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, utilizing asset allocation and portfolio construction strategies tailored to client needs.

Scott Cheshire is an investment advisory representative with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with several firms including Cetera Wealth Services and Cetera Advisor Networks. Outside of advisory work, he is a member of the ENRG Layton Hills networking group, where he conducts weekly meetings and supports chapter growth. Financial Network Wealth Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm combines fundamental analysis with advanced planning tools and often utilizes sub-advisors to manage client portfolios.

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.

Eric Halvorsen is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Physician Wealth Advisors, Inc. since 2013. The firm primarily serves members of the Utah Medical Association, their families, and related entities, focusing on physician practices and associated plans. Physician Wealth Advisors offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments. Their investment approach emphasizes strategic asset allocation, broad diversification, periodic rebalancing, and tax-aware loss harvesting, with a client service model that includes ongoing portfolio monitoring and educational resources under ERISA/IRC fiduciary standards.