Dwayne Asay is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with seven years of industry experience. He has been with Squire Wealth Advisors since 2016 and has been associated with the affiliated accounting firm 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 an investment approach grounded in Modern Portfolio Theory and market efficiency, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Brent Cochran is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at TownSquare Capital, Crewe Advisors, Cambridge Investment Research Advisors, and First Western Advisors. In addition to his advisory work, he is an independent insurance agent selling fixed life insurance products and is involved in equipment leasing and real estate investment activities through KBC Ventures and KBC Good Deeds LLC. 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 December 2025. The firm employs a broad investable universe and primarily implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Brett Redd is a financial advisor at Pinkerton Wealth Partners in Springville, UT, holding a Series 65 designation with two years of industry experience. His work history includes roles at Pinkerton Retirement Specialists, PRIVI, LLC dba Linked Wealth Alliance, DSPRO, LLC, and Squire & Company, LLC. Outside of his advisory role, he is involved as a managing partner in multiple investment-related ventures including DSPRO, LLC and PRIVI, LLC. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies through its Pinkerton Investment Platform.

Nathan Rosell is a CFP® with nine years of industry experience, currently with The Norden Group LLC in Provo, UT. His prior roles include positions at TownSquare Capital, Portside Wealth Group, and Allegis Investment Advisors. Outside of financial advising, he owns a multi-line insurance brokerage and creates educational content on YouTube related to firearms and general skills. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm utilizes model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Kylee Adamson is a CFP® with six years of experience in financial advising, currently with The Norden Group LLC. She previously worked at TownSquare Capital and has also operated a cosmetology business as a stylist and owner. 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. The firm employs model portfolios and third-party sub-advisers, offering a diverse investable universe that includes equities, fixed income, real estate vehicles, and private placements.

Julie Anderson is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. She holds the PFS™ and Series 65 credentials and has been with Squire & Company PC since 2005. Outside of her advisory role, she owns two investment-related businesses, Ascent Investments LLC and Greenflow LLC. 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 market-efficiency investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based funds, and offers integrated accounting and tax services through its affiliate Squire & Company, PC.

Leland Mc Cullough IV is a CFP® certified financial advisor with five years of industry experience. He is currently with Blue Barn Wealth, a team-based registered investment adviser in Orem, UT, and also serves as an attorney with The McCullough Group in Salt Lake City. His prior experience includes roles at Fabian VanCott and various financial firms beginning in 2015. Blue Barn Wealth manages approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost vehicles and providing tiered wealth management and fiduciary services.

David Bigler is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 11 years of industry experience. He has been with Squire Wealth Advisors since 2012 and has been affiliated with the parent firm, Squire & Company, since 1990. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $494 million in discretionary assets using investment strategies grounded in Modern Portfolio Theory and a market-efficiency framework, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Tyson Wakley is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and ALLEGIS Investment Advisors. Outside of his advisory work, he is a board member of BetheBestU LLC and owns TLW Consulting LLC, a pass-through consulting entity. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Kevin Hurley is a financial advisor at Hurley Investments, LLC with 16 years of industry experience. He previously worked at Options Animal from 2014 to 2019. Hurley also maintains an insurance agent license and offers insurance products and services to clients. Hurley Investments provides fee-based portfolio management primarily to individual clients, with occasional services for small businesses and nonprofit entities. The firm employs a combination of fundamental and technical analysis and systematically uses collar option strategies to manage risk and generate income, a practice uncommon among similarly sized firms.

Nathaniel Evans is a financial advisor at Keeler Thomas Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Zions Bank, and SagePoint Financial. In addition to his advisory role, he serves as an adjunct instructor at Utah Valley University, teaching content related to the Series 7 exam. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients. The firm offers discretionary portfolio management and targeted planning engagements, often employing model portfolios or third-party money managers as part of its investment process.

Scott Garbutt is a CFP® with 48 years of industry experience, currently serving as an advisor at Blue Barn Wealth in Orem, UT. His prior experience includes roles at First Western Advisors and Strategis Financial Group, where he spent over three decades. He is also involved in a family investment entity, Garbutt Family Investments, L.L.C. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and provides tiered wealth management services, including fiduciary support for qualified retirement plans.

Hayden Johnson is a financial advisor at The Norden Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Deseret Mutual Benefit Administrators, Mountain America Credit Union, and teaching experience at Utah Valley University. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers. The firm utilizes a broad investment universe and emphasizes operational outsourcing and third-party manager relationships.

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Derek Unice is a financial advisor with Keeler Thomas Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at multiple firms, including Sagepoint Financial, Inc., FIDELITY Brokerage Services LLC, and OSAIC. Keeler Thomas Management LLC serves individual and high-net-worth clients by providing investment management, wealth management, financial planning, and pension consulting. The firm manages accounts under discretionary authority, often using model portfolios or third-party money managers, and organizes its wealth management around an annual planning cycle that includes cash management and tax coordination.

Phillip Peine is a PFS™ credentialed financial advisor with over 30 years of experience, currently with Squire Wealth Advisors since 2026. He previously worked at HintonBurdick for 29 years. 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, utilizing diversified, low-turnover portfolios built mainly from passive and evidence-based funds.

Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. 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 employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

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.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.

Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.