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.

Matthew Mulcock is a CFP® professional with 12 years of industry experience. He has been with Dentist Advisors since 2018 and previously worked at Fidelity Investments for five years. Matthew holds Series 63 and Series 66 licenses. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, providing investment management, wealth management, retirement-plan consulting, and hourly financial planning. The firm employs a Modern Portfolio Theory approach with discretionary model portfolios primarily composed of ETFs and mutual funds, supplemented by sub-advisers and third-party programs.

Kevin Whisenant is a financial advisor at Tencap Wealth Coaching with three years of experience at the firm and over 25 years of experience in the financial services industry. He holds Series 65 and Series 63 licenses and has been involved in insurance sales through his ownership of Whisenant Financial Services Inc. Tencap Wealth Coaching provides investment advice and planning services to individuals, corporations, and retirement plans. The firm emphasizes client-specific, primarily discretionary portfolio management and offers financial planning across retirement, tax, estate, and cash-flow matters, utilizing third-party models and co-advisory arrangements.

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 a financial advisor with Financial Network Wealth Advisors LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC, among others. Outside of his advisory work, he is a member of the Layton Hills Chapter of ENRG, where he conducts weekly meetings and supports chapter growth. Financial Network Wealth Advisors LLC provides discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services to individuals, high-net-worth clients, and business or charitable entities. The firm manages over $515 million in assets and combines fundamental security analysis with Monte Carlo planning and efficient-frontier portfolio construction to align investments with client goals and risk tolerance.

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.

Carrie Kerr is a financial advisor with Albion Financial Group in Salt Lake City, UT. She holds a Series 65 designation and has 19 years of industry experience. Kerr has been with Albion Financial Group since 1998. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm uses a fundamentals-driven, long-term investment process and manages multiple private funds while offering fiduciary retirement plan services and standalone financial consulting.

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.

Koby Glazier is a financial advisor with New Millennium Group, holding a Series 65 designation and one year of industry experience. Prior to joining the firm in 2023, he worked for Questar Gas (Dominion Energy) for 27 years. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts, managing approximately $257 million across 881 client relationships with a team of 13 advisors. The firm employs a three-level investment process that emphasizes broad asset allocation, security selection, and risk management, utilizing tools like Riskalyze and incorporating equities, ETFs, debt securities, and third-party managers as appropriate.

Adam Cook is a financial advisor with Everspire, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to his current role, he has worked with firms including MHL Investments, Lionshare Financial Group, and Global View Capital Management. Outside of finance, he is involved in the music industry through The Nogusman, LLC, where he books and performs live music and records songs. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm uses diversified portfolios with equities, fixed income, cash, and alternative strategies, incorporating technology and human review to support client-specific advice.

Taylor Wagner is a financial advisor at Interwise with six years of industry experience. He holds a Series 66 designation and has worked at firms including KPMG and Valued Wealth Advisors, LLC. Outside of his advisory role, he participates in a band performing music. Interwise provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management using diversified portfolios and third-party managers, with services that include retirement plan consulting and financial planning.

William Levitt is a Series 65-licensed advisor at Albion Financial Group with 24 years of industry experience. He has been with Albion since 1982. Outside of his advisory work, Levitt serves as the chief financial officer of a family-owned hotel and ski lodge business in Alta, Utah. Albion Financial Group provides discretionary investment management and financial planning to individuals, families, businesses, and retirement plan sponsors. The firm employs a fundamentals-driven, long-term investment approach and manages multiple private funds alongside its individual client accounts.

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® with five years of industry experience currently serving as a financial advisor at Asset One Wealth Management, LLC. He previously worked at LPL Financial LLC and E*Trade Securities LLC among other roles. Outside of financial advisory, he has held positions at Utah Valley University and was involved with The Color Run event. Asset One Wealth Management is an SEC-registered advisory firm that provides discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, business entities, and charitable organizations. The firm offers a customized, long-term investment approach and family-office style coordination for clients with at least $2 million in assets under management.

Jake Elm is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Dentist Advisors since 2018 and previously spent two years at La Jolla Groves. Elm also has experience teaching at Utah Valley University. Dentist Advisors serves dentists, other professionals, and high-net-worth individuals and families, managing approximately $504 million for around 752 clients. The firm combines discretionary investment management with wealth management, retirement plan advisory, consulting, and outsourced accounting and tax-related services, utilizing model portfolios based on Modern Portfolio Theory.

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.