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 at New Millennium Group with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Commonwealth Financial Network, Sterling Financial Group, and MML Investors Services LLC. Overstreet served in the Utah Army National Guard for eight years. New Millennium Group serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and estates, managing approximately $257 million through a team of 13 advisors. The firm employs a structured, three-level investment process and offers discretionary portfolio management, financial planning, and estate document coordination services.

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.

Gerilyn Merrill is a financial advisor with Everspire, holding a Series 65 designation and nine years of industry experience. She has worked at Everspire since 2014, with additional experience at Delta Air Lines. Merrill receives referral fees for directing business to TomiPlan, a financial planning company. 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 oversight in investment decision-making.

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.

Evan Green is a financial advisor at Everspire with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ADP Broker-Dealer Inc. for nine years. He refers business to TomiPlan, a financial planning company, and receives referral fees for this. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm manages diversified portfolios using equities, fixed income, cash, and alternative strategies, often employing third-party and affiliated managers, and incorporates AI-enabled tools alongside human review in its advisory process.

Jesse Burt is a financial advisor at Everspire with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Titan Securities and Synchrony Wealth Management. Burt served in the United States Air National Guard from 2014 to 2020. Everspire is an SEC-registered advisory firm with 13 advisors managing approximately $181 million in discretionary assets. The firm serves individuals, families, businesses, charitable organizations, and retirement plans, offering wealth management, portfolio management, and financial planning through a dedicated advisor model and a process that incorporates both quantitative and fundamental analysis.

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.

Zachary Whitlock is a financial advisor at TrueNorth Wealth in Salt Lake City, UT, holding a Series 65 license with one year of industry experience. Prior to joining TrueNorth Wealth, he worked briefly at Goldman Sachs and has experience with various organizations including Utah Valley University and LGCY Power, LLC. TrueNorth Wealth serves individual and high-net-worth clients such as physicians, surgeons, business owners, and retirees, as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning and investment supervisory services, emphasizing asset allocation and portfolio construction, and offers both wrap fee programs and non-wrap accounts.

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.

Brennon Lund is a financial advisor at New Millennium Group with a Series 65 credential and one year of industry experience. His prior work includes positions with the Angels Baseball Organization and Tecolotes Los Dos Laredos. New Millennium Group, LLC serves individual clients, employer-sponsored retirement plans, charitable organizations, estates, and trusts. The firm manages approximately $257 million across 881 client relationships using a three-level investment process and offers portfolio management, financial planning, retirement-plan advisory, and estate-document coordination.

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.

Kyle Moriyama is a financial advisor at Wealth Management CPAs, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Nav Technologies, Inc., Gbank Financial Holdings, Inc., Merrick Bank, and Zions Bancorporation. 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 range of investment strategies and manages a multi-hundred-million dollar asset base with a mid-sized advisory team.