Zachary Williams is a financial advisor at Three Phases Wealth Advisors LLC with a Series 65 designation and one year of industry experience. Prior to joining Three Phases, he worked at Centsei LLC, Intuit, Podium, and InMoment. He is also a co-founder of Centsei LLC, which provides educational courses and planning materials that support his advisory work. Three Phases Wealth Advisors serves individual clients, including high-net-worth individuals, offering comprehensive financial planning and discretionary investment management. The firm emphasizes tailored planning and client education, integrating resources from Centsei LLC into its services without additional cost.

Chad Poulson is a CFP® with four years of industry experience, currently serving as an advisor at Decker Retirement Planning Inc. in Lehi, UT. His prior roles include positions at Andina Capital Management, Andina Advisors, and Core Capital Wealth Management. Decker Retirement Planning provides personalized retirement and financial planning, as well as discretionary investment management to a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and charitable organizations. The firm utilizes quantitative, computer-driven investment models and offers a range of portfolios incorporating ETFs, mutual funds, individual securities, and alternative strategies such as cryptocurrency ETFs and covered-call overlays.

Tricia Eliason is a financial advisor at Private Advisory with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses firm-generated model portfolios across multiple asset classes and employs a variety of instruments and strategies, including structured notes and derivatives, often managing assets on a discretionary basis.

Mary Belnap is a financial advisor at Ocean Path Advisors, LLC in Pleasant Grove, Utah, holding a Series 65 designation with one year of industry experience. Prior to joining Ocean Path Advisors, she worked at Mariner Independent and spent eight years at Utah State University. Ocean Path Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing ongoing portfolio management grounded in modern portfolio theory, emphasizing diversified, low-cost indexed investments alongside long-term trading and selective use of margin and options strategies. The firm manages a multi-hundred-million-dollar asset base with a distinct approach that includes discretionary trading authority and quarterly account reviews.

Brigham Ballard is a financial advisor with Driven Investments LLC in Lehi, UT, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and The Schrub Care Company. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a combination of mutual funds, ETFs, equities, fixed income, and structured notes. The firm applies modern portfolio theory, fundamental, and technical analysis, and manages model portfolios while partnering with third-party advisers and custodians.

Joshua Glenn is a CFP® with three years of industry experience, currently serving at Private Advisory Group LLC. His prior roles include positions at Peterson Wealth Advisors and Vanguard. He also spent two years as a volunteer missionary for the LDS Church. Private Advisory offers personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and strategies such as structured notes, options, and derivatives. The firm manages most assets on a discretionary basis and provides services including tax and estate coordination, insurance review, and third-party professional coordination.

Brenton Ripley is a financial advisor with Drive Wealth Advisers and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Foresight Wealth Management and Sego Capital Management. In addition to his advisory work, he is the sole owner of Jamestown Law Group, where he provides legal services. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, and business entities. The firm provides customized, goals-based asset allocation and conducts formal account reviews annually, utilizing a broad range of investment strategies and maintaining multiple affiliated businesses under a common holding company.

Daniel Wilson is a Series 65-licensed financial advisor at Drive Wealth Advisers with three years of industry experience. He has worked at multiple firms including Crabb Financial, High End Financial, Foresight Wealth Management, and Black Diamond Financial Solutions. Outside of his advisory role, he also works as an analyst supporting investment management and operations at Crabb Financial, the parent company of Drive Wealth Advisers. 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 offers customized, goals-based asset allocation and employs a broad range of investment strategies with regular formal account reviews.

Veronica Fox is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and M. S. Howells & Co. Outside of her advising role, she maintains an active cosmetology license and has experience as an independent distributor of health products. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite and standalone services such as portfolio management and financial administration. The firm emphasizes fiduciary coordination of investment, tax, and estate planning with discretionary advisory relationships and customized financial workflows.

Parker Anderson is a financial advisor at Private Advisory with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Order Protection, and Lumio. Anderson also spent six years at Utah Valley University in a role concurrent with his early career. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary model portfolio approach with a variety of instruments and strategies, including structured notes, options, and private placements, and offers a performance-based fee arrangement for qualified clients.

Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Dalin Jewett is a financial advisor at Tanara Wealth Management LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Andina Advisors, Vivint Inc., Volcanic Retail, and Brigham Young University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and other institutional clients. The firm utilizes diversified model portfolios and customized allocations across various asset classes, managing most accounts on a discretionary basis.

Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank NA, Wells Fargo Advisors, LLC, Kera Capital, and M. S. Howells & Co. Clark is a limited partner in a non-investment-related business based in Park City, UT. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services including portfolio management, financial administration, and a subscription-style equity planning service. The firm manages advisory relationships primarily on a discretionary basis, integrating investment, tax, and estate planning through ongoing engagement and customized client workflows.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. His career includes roles at Acquire Consult LLC, Raymond James Financial Services, and Holman Investments and Planning. He holds Series 63 and Series 65 designations. Drive Wealth Advisers provides investment advisory and planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers customized, goals-based asset allocation with ongoing monitoring, employing a broad range of investment strategies and several affiliated businesses under a common holding company.

Justin Mcintyre is a financial advisor at Financial Network Wealth Advisors LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and NPB Financial Group, LLC. Outside of advisory work, he owns and operates an e-commerce business selling wood engraved products. Financial Network Wealth Advisors LLC serves individuals, high-net-worth clients, and business or charitable entities with discretionary and non-discretionary investment management, financial planning, and ERISA 3(21) retirement plan services. The firm manages over $515 million in assets using a combination of fundamental security analysis, Monte Carlo planning, and efficient-frontier portfolio construction, frequently engaging sub-advisors while maintaining primary client oversight.

Ashton Green is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management II, Ashton worked at Mountain America and spent five years associated with Utah Valley University. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to certain alternative investments. The firm employs a range of analytical approaches and continuously monitors and rebalances accounts to align with client objectives and risk tolerances.

Lynn Gilbert is a financial advisor with Drive Wealth Advisers, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is a partner and CEO of E. Excel USA, LLC, a dietary supplement company, and also operates Gilbert & Stewart, a CPA firm. His prior experience includes roles at Magellan Capital LLC and Knox Capital Advisors, LLC. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation with ongoing monitoring and offers a broad range of investment strategies, including equity, derivatives, and structured products.

Lowell Crabb is a CFP® with 15 years of industry experience, currently serving at Drive Wealth Advisers. His prior experience includes roles at Cambridge Financial Center and operating his own firm, Crabb Financial, LLC. He also manages several non-investment related businesses, including an insurance agency and an accounting services firm. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, with a focus on customized, goals-based asset allocation and ongoing monitoring. The firm offers a broad range of investment strategies and maintains multiple affiliated businesses under a common holding company, including insurance, accounting, and private real estate interests.

Joshua Ripley is a financial advisor at Drive Wealth Advisers with a Series 65 designation and one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at Red Rock Management Co. and Foresight Wealth Management. He is also the owner of JMR Management, LLC, a client service consulting business. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and portfolio management that includes a broad range of investment strategies and family office services.

Kaige Korth is a CFP® and holds a Series 66 license, currently serving as an advisor at Drive Wealth Advisers with three years of industry experience. Prior to joining Drive Wealth Management, Kaige held roles at several firms including OSAIC, Keeler Thomas Management, and SagePoint Financial. In addition to his advisory role, he is also affiliated with CRABB FINANCIAL, LLC, where he provides operational and investment services for 401(k) plans. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and employs a broad range of investment strategies, including equities, derivatives, structured products, and direct indexing.