Luke Wonnacott is a Series 65-licensed advisor with The Professional Financial Company LLC in Orem, UT, and has one year of industry experience. His prior roles include positions at Rise Wealth Management, Arnold Financial Services, and various non-financial organizations such as the Church of Jesus Christ of Latter-day Saints and Nothing Bundt Cake. The Professional Financial Company LLC provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm uses a written Investment Policy Statement for each client and employs fundamental and quantitative analysis alongside modern portfolio theory to manage accounts on a discretionary basis.

Clinton Cowdell is a financial advisor at Cowdell Investments, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at NetDocuments for three years. Outside of his advisory role, he is engaged in external public-facing activities including acting, public speaking, and authorship. Cowdell Investments primarily serves individual clients with retirement planning, financial planning, and wealth management, as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios based on clients’ risk tolerance and time horizon, using both fundamental and technical analysis, and offers a range of products including discretionary wealth management and insurance-based solutions.

Benjamin Lyman is a financial advisor with LymanWealth LLC, holding a Series 65 credential and four years of industry experience. Prior to joining LymanWealth in 2025, he worked for IMFT, Micron, and Texas Instruments from 2013 to 2025. LymanWealth LLC provides discretionary portfolio management focused on high-risk capital growth through automated model portfolios composed exclusively of leveraged exchange-traded funds. The firm serves primarily retail investors and employs a quantitative algorithm that combines dollar-cost averaging, value-averaging, and other systematic rules to trade leveraged ETFs.

Spencer Dickinson is a financial advisor at Eldon Reese Advisory Group in Provo, UT, holding Series 65 and Series 63 licenses. He has been with the firm since 2025 and has prior experience at Clearstone Associates, Gajardo Wealth Management, and Brigham Young University. Eldon Reese Advisory Group serves individuals, families, and employer plan sponsors, providing financial planning, discretionary portfolio management, and business consulting. The firm focuses on long-term, asset-allocation strategies and offers a formal business consulting program for owner-clients.

Joseph Olson is a CFP® professional with 17 years of industry experience. He has been with R.O.I., a family-managed advisory firm in Lindon, UT, since 2003. R.O.I. serves individual clients and couples, including both high-net-worth and non‑HNW households, offering active investment management, comprehensive financial planning, and retirement planning. The firm manages client accounts on a discretionary basis using Fidelity’s Investment Adviser Network, focusing on no-load mutual funds and ETFs selected through a proprietary Best Funds List updated monthly with independent mutual-fund ratings.

Kevin Calderon is a financial advisor at Stonebriar Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Vario Advisors and Vivint. Calderon also contributes monthly to Vario Fund, LP, a debt fund focused on alternative investments, where he assists with due diligence. Stonebriar Wealth serves individual and high-net-worth clients, providing financial planning and discretionary investment management. The firm employs a structured planning process and combines fundamental, quantitative, and behavioral analysis to tailor asset-allocation strategies, often coordinating family office services and integrating third-party managers.

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.

Kyle Wilhelm is a financial advisor at Switchpoint Financial Planning LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Integris Wealth Management, RH Advisors, Rock House Financial, and United Planners Financial Services. Switchpoint Financial Planning LLC provides comprehensive financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm employs a primarily passive investment approach using index mutual funds and ETFs, managing approximately $281 million in assets across about 90 client relationships.

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.

Jordan Watts is a financial advisor at Stonebriar Wealth, LLC with four years of experience. He holds a Series 65 designation and previously worked at Vivint Solar, TMW, and Redman Van and Storage. Stonebriar Wealth, LLC provides financial planning, discretionary investment management, and family office–style services for individual and high-net-worth clients. The firm manages approximately $100 million in client assets and emphasizes asset allocation through strategic and tactical model portfolios, with options for ESG fund selections and coordination of estate, tax, and trust services.

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.

Ruth Barber is a financial advisor at Provident Living Financial Services with a Series 65 designation and over 16 years of experience at the firm. She is also involved with Welfie, LLC, an outside business activity. Provident Living Financial Services provides fee-based investment management, financial planning, and financial-wellness services to individuals, trusts, estates, nonprofit organizations, and business clients. The firm offers discretionary portfolio management through its Finique 360 program and includes services such as estate-planning support and multi-generational wealth stewardship.

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® and holds a Series 65 license with four years of industry experience. He is currently with Decker Retirement Planning Inc., where he has worked since 2023. His prior roles include positions at Andina Capital Management, Andina Advisors, Core Capital Wealth Management, and Bear Lake Community Health Center. Decker Retirement Planning provides personalized retirement and comprehensive financial planning, as well as discretionary investment management to a range of clients including individuals, trusts, charitable organizations, and corporations. The firm uses quantitative, computer-driven models combined with third-party trading signals and typically manages portfolios with ETFs and alternative exposures such as cryptocurrency ETFs and covered-call strategies.

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.

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.