Dylan Payne is a financial advisor at Exponent Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Drive Wealth Advisers, Crabb Financial, and Enduro Financial. Outside of his advisory role, he serves as president of Phantom Defense, a company operating in the defense sector. Exponent Wealth LLC provides financial planning and investment management services 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 and offers both discretionary and non-discretionary portfolio management.

Andrew Backenstoss is a financial advisor at Soulence Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within Trajector companies. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients through discretionary portfolio management, custom-traded accounts, and access to alternative investments. The firm tailors strategies using model portfolios and a mix of analytical approaches, continuously monitoring and rebalancing accounts as needed.

Brad Sorensen is a financial advisor with The Norden Group LLC in Provo, Utah, holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at TownSquare Capital, LLC, Hornor Townsend & Kent Inc, and has been affiliated with Penn Mutual Life Insurance for ten years. The Norden Group LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as charitable organizations and businesses. The firm manages approximately $1.97 billion in discretionary assets, implements client strategies primarily through model portfolios and third-party sub-advisers, and offers a broad investable universe that includes equities, debt instruments, options, real estate vehicles, and private placements.

David Bunnell is a financial advisor with Navigate Private Wealth, LLC in Draper, Utah, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Navigate Private Wealth since 2014 and previously worked at Allegis Investment Services from 2016 to 2018. Outside of his advisory role, Bunnell serves as a volunteer board member for the Giverny Master Association neighborhood HOA. 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 comprehensive portfolio management, financial planning, and pension consulting, employing quantitative optimization and a variety of investment products to construct diversified portfolios.

Randy Swartwood is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with GenWealth Advisory Group, New Millennium Group, and Teton Wealth Group. Outside of his advisory role, he is a licensed life and health insurance producer, engaged in the sale of life, health, and Medicare policies. M2 Financial LLC provides discretionary portfolio management and fee-based financial planning to individuals, including high-net-worth clients, and charitable organizations. The firm employs a range of investment strategies including the use of options and derivatives, supported by model portfolios and sub-advisory programs.

Joshua Jones is a financial advisor with Everspire and holds the CFP® and Series 66 designations. He has 19 years of industry experience and has worked with firms including MHL Investments, e6 Portfolios, and DFPG Investments, Inc. Outside of advisory roles, he is Operating President and Co-Owner of TomiPlan and provides speaking and moderator services for Utah Valley University through an entity he owns. Everspire delivers investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolios with allocations across equities, fixed income, cash, and alternative strategies, utilizing both third-party and affiliated managers alongside AI-enabled tools supported by human review.

Grant Rowan is a Series 65-licensed financial advisor with nine years of industry experience. He is currently a partner at Drive Wealth Advisers and has prior experience at Crewe Capital Advisors, LLC. In addition to his advisory work, he is a partner and CEO at Porch Financial, an insurance software company. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation and offers a broad range of investment strategies alongside services such as financial planning, pension consulting, and family office capabilities.

Gregory Black is a CFP® and ChFC® with 16 years of experience in financial advising. He is affiliated with Tencap Wealth Coaching, a team-based firm where he has been active since 2012. Outside of his advisory work, he serves as president of the Grant Taggart Symposium Committee, organizing an annual symposium for financial advisors. 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 emphasizes tailored asset management and offers co-advisory services alongside third-party managers.

Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation and over nine years of industry experience, including prior work at Orriant. He is based in Lehi, UT, and has been with Solidarity Wealth since 2022. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and subscription-style equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing engagement and customized reporting.

Tyler Thompson is a CFP® with four years of industry experience currently working at Tanara Wealth Management LLC. Prior to joining Tanara, he spent five years at Andina Capital Management, LLC and one year with Andina Family Offices. Before his financial career, he was a professional baseball player for ten years and currently works as a baseball hitting coach. Tanara Wealth Management provides 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, including alternative investments, and manages accounts primarily on a discretionary basis.

Tyler Glazier is a financial advisor at New Millennium Group in Sandy, Utah, with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining New Millennium Group in 2019, he had brief tenures at E*Trade Securities and worked in other roles including Rallysport Direct. He is also licensed as an insurance agent offering life and health products, spending less than 10% of his time on this activity. New Millennium Group is a team of 13 advisors managing approximately $257 million across various individual clients, retirement plans, charitable organizations, and trusts. The firm employs a three-level investment process combining broad asset allocation, security-level selection, and client risk constraints, using both in-house management and external providers to customize portfolios.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He has held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. His credentials include Series 63, Series 65, and Series 66 licenses. Private Advisory offers personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios combined across equities, fixed income, and alternatives, using a discretionary implementation approach that may include derivatives, structured notes, and borrowing to meet specific client objectives.

David Swapp is a CFP® professional with 21 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2005. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities, providing financial planning, investment supervisory services, and referrals to third-party asset managers. Net Worth Advisory Group employs a process centered on detailed financial profiles and written plans to guide asset allocation, offering semi-annual account reviews and comprehensive performance reporting.

Nathan Mirizzi is a CFP® with one year of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior experience includes roles at Savvy, Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth is a team-based registered investment adviser with eight advisors managing approximately $317 million in assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, businesses, and charities, employing a long-term, diversified investment approach guided by Modern Portfolio Theory.

Rock Allen Sr. is a financial advisor at Tencap Wealth Coaching with 10 years of industry experience. He holds a Series 65 license and has worked at firms including Evident Wealth Management and his own sole proprietorship. In addition to his advisory work, he practices law through his own firm, Rock Winchester Allen - Counsellor at Law, PLLC. 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 delivers investment advice primarily through discretionary asset management tailored to client goals, while also offering co-advisory services and ongoing retirement plan consulting.

Katherine Ludeman is a financial advisor with Private Advisory, holding a Series 66 designation and 10 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Private Advisory Group LLC in 2021. Outside of her advisory work, she has a passive ownership interest in a storage unit facility and office space through Farstvedt & Scott, LLC. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with tailored allocations and offers performance-based fee options and specialized strategies such as option box-spread synthetic lending.

Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

Joshua Coombs is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently works at Drive Wealth Advisers and Crabb Financial, LLC, where he provides investment research and reporting functions. His prior experience includes roles at OSAIC, SagePoint Financial, and Keeler Thomas Management among others. Drive Wealth Advisers serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized, goals-based asset allocation and utilizes a broad range of investment strategies including equity, options, structured products, and direct indexing.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.

Wesley Jensen is a financial advisor with Private Advisory in Draper, UT, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at ABG Consultants for 13 years before joining Private Advisory Group LLC in 2022. Jensen is also a licensed life and health insurance agent since 2004, dedicating a small portion of time to this non-investment activity. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios with flexibility for advisors to tailor strategies and offers performance-based fee arrangements and concierge services for qualified clients.