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.

Joseph Anderson is a financial advisor at North Capital with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining North Capital in 2020, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2010 to 2020. 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 and combines technology integration with multi-family office services.

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.

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.

Nelson Sebra Jr. is a financial advisor with Insight Folios, holding Series 65 and Series 63 credentials and 14 years of industry experience. His prior roles include positions at Mutual of Omaha, Synergy One, and Symetra Financial. Insight Folios provides portfolio management and financial planning services to a diverse individual client base, including high-net-worth households, as well as ERISA retirement plans and other registered investment advisers. The firm employs a discretionary management approach supported by proprietary planning software and integrates AI tools alongside fundamental, technical, and cyclical analysis in its investment process.

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.

Therese Milad is a CFP® with 40 years of industry experience, currently serving as an investment advisory representative at Financial Network Wealth Advisors LLC. She has a long tenure in the financial services industry, including over two decades with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. Milad is active in community and professional organizations, including membership in the Rotary Club of Sugarhouse, UT, and participation on the Financial Planning Association’s pro bono committee, where she teaches financial planning to community groups. 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 employs fundamental analysis and planning tools such as Monte Carlo simulations and efficient-frontier optimization, often engaging sub-advisors to manage client assets and offering ERISA plan advisory services in a limited-scope 3(21) capacity.

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.

Jeremiah Hughes is a financial advisor at Everspire with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Morgan Stanley, E*TRADE, and TD Ameritrade. He also refers business to TomiPlan, a financial planning company, receiving referral fees without providing securities or financial products there. Everspire is a wealth management firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm provides discretionary portfolio management, financial planning, third-party manager coordination, and retirement-plan consulting, implementing diversified portfolios with equities, fixed income, cash, and alternatives, and integrating technology including AI-enabled tools alongside human review.

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.

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.

Armand Overstreet is a financial advisor with New Millennium Group, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at Commonwealth Financial Network and Sterling Financial Group. Outside of advising, he has been involved in fixed insurance sales. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on asset allocation, security selection, and client risk constraints, utilizing tools like Riskalyze and combining internal management with third-party providers.