Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds the Series 65 credential and previously worked in various roles outside the financial sector before joining Keeler Thomas Management. Keeler Thomas Management LLC advises individual and high-net-worth clients, providing investment management, wealth management, financial planning, and pension consulting. The firm offers both discretionary portfolio management and targeted planning engagements, utilizing investment policy statements and model portfolios as part of its approach.

Gregory Hyde is a CFP® and PFS™ credentialed financial advisor with seven years of industry experience. He is currently with Squire Wealth Advisors and has prior experience at Pinnock, Robbins, Posey & Richins P.C. Hyde is also associated with Squire & Company, PC. Squire Wealth Advisors provides investment management, financial planning, and employee retirement plan advisory services to a diverse client base including individuals, trusts, and small businesses. The firm employs an evidence-based, buy-and-hold investment philosophy rooted in Modern Portfolio Theory and integrates financial and accounting services through its affiliation with Squire & Company, PC.

Kevan Phillips is a financial advisor at WT Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining WT Wealth Management in 2020, he worked at Northwestern Mutual in various capacities from 2002 to 2020. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides specialized approaches including values-based screening and has affiliations with accounting, law, and insurance practices.

Kadin Bullock is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Squire Wealth Advisors since 2022 and previously was involved with Alder Holdings, LLC. Outside of his advisory work, he has experience in entrepreneurial ventures including Sweet Indulgence, LLC. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals and small businesses. The firm follows an evidence-based, buy-and-hold investment approach rooted in Modern Portfolio Theory and maintains operational ties with an affiliated accounting firm, which allows it to offer integrated advisory and accounting services to some clients.

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior roles include work at Wire Briar LLC, WhatAreOptions.com LLC, Local Passports LLC, and Getout Games. Outside of advising, he owns two non-investment related businesses: Prepstepper LLC, which sells emergency preparedness tools online, and Crackling Fire Enterprises LLC, a holding company. Hurley Investments provides portfolio management primarily to individual investors, including high-net-worth clients, and occasionally small businesses and non-profits. The firm employs a combination of fundamental and technical analysis with a focus on long-term equity positions and systematic option hedging strategies.

Nathan Larsen is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 12 years of industry experience. He has been with Squire Wealth Advisors since 2012 and is also associated with Squire & Company PC. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs, and coordinates closely with its accounting affiliate, Squire & Company PC.

Camille Fox is a CFP® with three years of experience in financial advising, currently with Squire Wealth Advisors since 2022. Prior to joining the firm, she worked in healthcare and education roles at Orem Rehabilitation and Nursing Ensign Services and Utah Valley University. 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 a market-efficiency investment approach focused on diversified, low-turnover portfolios primarily using passive and evidence-based funds.

Tanner Manning is a CFP® with two years of industry experience, currently serving as a financial advisor at Searcy Financial Services, Inc. He has worked at both Searcy Financial Services and its subsidiary, Allos Investment Advisors, LLC. Outside of his advisory role, he operates a concrete pumping business and is involved in training employees. Searcy Financial Services, Inc. provides integrated wealth management services—including financial planning, investment management, and retirement plan consulting—to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and offers risk-based, diversified investment strategies primarily using exchange-traded funds, individual equities, and bonds.

Casey Monsen is a CFP® with 17 years of industry experience. He is currently with Keeler Thomas Management LLC and has worked at Andina Capital Management, LLC. Outside his advisory role, Monsen owns and manages ACE Bookkeeping. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients, offering both discretionary portfolio management and targeted planning engagements.

John Unice is a financial advisor with Keeler Thomas Management LLC in Orem, Utah. He holds the CFP® designation and has 47 years of industry experience. Prior to joining Keeler Thomas Management, he worked at SagePoint Financial for 14 years and OSAIC for one year. Unice serves on the Planned Giving Advisory Board at Utah Valley University and is a member of the business advisory board for Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC serves individual and high-net-worth clients, offering investment management, wealth management, financial planning, and pension consulting. The firm utilizes discretionary portfolio management with written Investment Policy Statements and incorporates a recurring annual planning cycle that includes cash management and coordination with tax advisors.

John Houck is a financial advisor with Promontory Financial Planning, LLC, holding the ChFC® and Series 63 designations and bringing 53 years of industry experience. He previously worked at VOYA Financial Advisors before joining Promontory in 2017. Outside of financial advising, Houck is an independent insurance agent and has experience teaching various academic subjects, including math, English, history, and science. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a team-based approach and integrates insurance and accounting services alongside investment management.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a Modern Portfolio Theory and market-efficiency approach, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

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.

Jolyn Whittaker is a Series 65-licensed financial advisor at Trek Financial with eight years of industry experience. She has served at Trek Financial since 2018 and holds additional roles as CFO and Treasurer at Discount Manufacturing & Distributing Inc. and Kids Village Workshop Inc., both non-investment-related businesses. She is also a CPA who prepares business and individual tax returns during tax season. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporating AI tools under governance and offering a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Paul Ewell is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Vantage Point Investments. Outside of finance, he is a musician in the Andy Brown Band. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored investment mandates with a blend of fundamental, technical, and modern portfolio theory approaches and provides additional legal and accounting services through affiliated professionals.

Barry Magaoay is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long tenures at Lee Financial Recordkeeping, Inc., Lee Financial Securities, Inc., and Lee Financial Group Hawaii, Inc., before joining Regulus Financial Group and Regal Investment Advisors in 2021. Regal Investment Advisors LLC provides discretionary investment management services to independent adviser representatives and other registered advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party model portfolios, allowing advisers to select allocations for clients while granting Regal discretionary authority to implement and rebalance strategies.

David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital, Allegis Investment Services, and JohnstonRogers Financial Advisors, which he has been associated with since 1995. Johnston is also a managing member of Oxford Portfolio Management, focusing on portfolio design and management. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored discretionary mandates and integrates legal and accounting services through affiliated professionals.