Edward Cole is a CFP® with 43 years of industry experience. He is a principal at Cole Financial Advisors, Inc. in Provo, UT, where he has worked since 2023. Prior to this, he spent 15 years at Cetera Advisor Networks LLC and has been associated with LPL Financial since 2023. Cole Financial Advisors, Inc. provides portfolio management and pension consulting primarily for pension and employee benefit plans and other institutional clients. The firm employs a model-driven, committee-governed investment process that integrates fundamental analysis, modern portfolio theory, and quantitative methods, and offers discretionary portfolio management through a Strategic Wealth Management platform.

Tyler Olson is a financial advisor at Ascend Investment Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Lone Peak Advisers, Inc. and Transamerica Financial Advisors, Inc. He is also owner and partner at Ascend Management Holdings, LLC, a parent company related to life insurance operations, and serves as co-director at Ascend Life Insurance, LLC, where he evaluates and recommends life insurance strategies as part of overall financial planning. Ascend Investment Management, LLC provides fee-based investment advisory and financial planning primarily to individual clients, along with services for trusts, estates, retirement accounts, charitable organizations, and small businesses. The firm manages accounts on a discretionary basis using fundamental and technical analysis, offers consulting and written financial plans, and supplements client services with public educational seminars and workshops.

Ryan Carrington is a CFA® charterholder with five years of industry experience. He is the sole advisor at Sandlot Private Wealth LLC, where he has worked since 2026. His prior experience includes roles at Elysium Wealth Management, SDDCO Brokerage Advisors, and Sky Harbor Capital Management. Sandlot Private Wealth is a boutique investment adviser serving ultra-high-net-worth families, entrepreneurs, executives, family offices, and select institutional partners. The firm offers comprehensive wealth management, including portfolio management and estate planning, with a focus on private investments and tailored, long-term client relationships.

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.

Matthew Hopkins is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 credential with one year of industry experience. Prior to joining Squire Wealth Advisors, he worked at Bridge Investment Group and studied at Brigham Young University. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, charitable organizations, and small businesses. The firm follows an evidence-based, buy-and-hold investment philosophy grounded in Modern Portfolio Theory and utilizes diversified mutual funds and ETFs, supported by proprietary portfolio modeling and third-party solutions.

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.

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.

Zachary Swenson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT, holding a Series 65 designation with three years of industry experience. Prior to joining Peterson Wealth Advisors, he worked at Paragon Wealth Management and held roles at Amentum Government Services and Marriott Hotels. Peterson Wealth Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, employing diversified portfolios with mutual funds, ETFs, and individual securities alongside both long- and short-term trading strategies.

Scott Peterson is a ChFC® with 38 years of industry experience. He is a founding advisor at Peterson Wealth Advisors, LLC, where he has worked since 2008, and previously worked at Mutual Securities from 2010 to 2019. Outside of his advisory role, he is a book author and teaches a retirement class at Brigham Young University. 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 strategies, and offers services such as direct indexing and tax-loss harvesting.

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® professional with nine years of experience in the financial industry. He is currently with The Norden Group LLC, where he has worked since 2024. His prior experience includes roles at Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. Outside of financial advising, Rosell is involved in fixed insurance sales and operates several non-investment-related educational YouTube channels. 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 employs model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad range of investment vehicles.

Carson Johnson is a CFP® with 10 years of industry experience, currently serving as an advisor at Peterson Wealth Advisors, LLC since 2020. His prior experience includes roles at First Financial Advisors LC and Fidelity Investments. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management tailored to client goals, utilizing ETFs, mutual funds, direct indexing, and cryptocurrency within both long- and short-term strategies.

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.

Jeffrey Lindsay is a CFP® with 12 years of industry experience and has been with Peterson Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Orem, UT. 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 occasionally individual securities, employing both long- and short-term trading strategies alongside direct indexing and tax-loss harvesting.

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.

Nicholas Olsen is a financial advisor at Exponent Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital and AlphaSights. 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, focusing on founder and executive clients primarily in real estate, venture capital, and private equity.