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 with eight years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Drive Wealth Advisers, Bank of America, Merrill, and ICONIQ Capital. Clarke also spent three years at Brigham Young University before entering the financial sector. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and due diligence approaches within a Modern Portfolio Theory framework, focusing on founder and executive clients in real estate, venture capital, and private equity.

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.

Mc Kenna Jacobsen is a financial advisor at Net Worth Advisory Group, LLC with the Series 65 designation and six years of industry experience. She has been with Net Worth Advisory Group since 2014. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing financial planning, investment supervisory services, and referrals to third-party asset managers. The firm offers both discretionary and non-discretionary portfolio management and prepares standalone financial plans, with a process centered on a detailed financial profile and written plan that guides asset allocation based on client risk tolerance, time horizon, and objectives.

Mason Miles is a financial advisor at Tanara Wealth Management LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Andina Capital Management, Fidelity Investments, and non-industry employment before joining Tanara Wealth Management. Tanara Wealth Management offers financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations across various asset classes and typically manages client accounts on a discretionary basis.

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 Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, Mortimer serves as a bishop for The Church of Jesus Christ of Latter-day Saints, where he manages church business, works with youth, and oversees budgeting. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services with a fiduciary approach that integrates investment, tax, and estate planning. The firm offers discretionary, personalized investment plans and customized financial administration, including bill-pay services and consolidated reporting.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of advisory work, he is involved in non-variable insurance sales covering health, dental, vision, fixed annuities, and supplemental health products. The Norden Group LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages nearly $2 billion in discretionary assets and employs a model portfolio approach utilizing 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 CFA® charterholder with 10 years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he manages a rental duplex in Provo, Utah. Exponent Wealth LLC provides financial planning and investment management services primarily to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework, offering both discretionary management and non-discretionary recommendations tailored to client goals.

Bradley Ferney is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at TownSquare Capital, LLC, Allegis Advisor Group, and Multi Financial Securities Corporation. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm combines portfolio management with financial planning and consulting, serving a diverse client base including high-net-worth individuals.

Robert Galeria is a financial advisor with Tencap Wealth Coaching, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also the managing member and owner of Oakstead Infusion Pharmacy and Oakstead Infusion Pharmacy of Eastern Idaho LLC. Additionally, he works as an independent insurance agent. Tencap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm offers tailored asset management and ongoing retirement plan consulting, operating from multiple offices with formal affiliations to other advisory and insurance entities.

Robert Lym is a financial advisor at LPG Capital Management with a Series 65 credential and five years of industry experience. He has worked as an urgent care physician at Intermountain Healthcare since 2001. LPG Capital Management is a five-advisor team managing approximately $99.7 million for about 311 clients. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities, using model-driven portfolios that combine fundamental and technical analysis.

John Thomas Lloyd is a financial advisor at Parkshore Wealth Management with 14 years of industry experience. He holds a Series 65 designation and has been with Parkshore Wealth Management since 2012. Parkshore Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, and participants by offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm employs a disciplined investment approach centered on asset allocation, passive strategies, and model portfolios, enhanced by custom indexing, sub-adviser relationships, and fiduciary retirement plan services.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, among other firms. His background also includes experience with Solidarity Capital Fund I L.P. and M.S. Howles. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering wealth management services alongside portfolio management, financial administration, bill-pay support, and equity planning. The firm operates with a fiduciary approach, coordinating 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.