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.

Marc Russell is a CFP® certificant with four years of industry experience, currently serving at Q3 Advisors, LLC. His prior roles include positions at Diversify Wealth Management, DFPG Investments, and FirstPurpose Wealth. Outside of his advisory work, he operates an Etsy shop with his children selling freeze-dried candy under an LLC called Contra Capital. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through structured, fixed-fee programs. The firm emphasizes planning recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or charging assets under management fees.

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.

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.

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.

Sadie Sanches is a financial advisor at Driven Investments LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Paragon Wealth Management and Utah Valley Dental Lab. Driven Investments LLC provides portfolio management and financial planning to individual and high-net-worth clients, using individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach with a high client-to-advisor ratio and integrates complex products such as structured notes and buffer ETFs.

Laura Caler is a financial advisor with Exponent Wealth LLC in Orem, Utah, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney LLC, Merrill, and several other wealth management firms. Exponent Wealth LLC provides financial planning and investment management services primarily to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental and quantitative analysis within a Modern Portfolio Theory framework, managing assets through discretionary and non-discretionary strategies tailored to founder and executive clients in real estate, venture capital, and private equity.

Joseph Adair is a CFP® with five years of industry experience, currently serving as an advisor at Exponent Wealth LLC. He has held roles at several firms, including Diversify Wealth Management, Caliber Wealth Management, and Sowell Financial Services. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework and offers both discretionary management and non-discretionary recommendations, focusing on founder and executive clients in real estate, venture capital, and private equity.

Christian Williams is a financial advisor at Driven Investments LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Williams also operated his own advisory business, Christian Williams MWF LLC, from 2019 to 2022. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a model-driven approach using mutual funds, ETFs, equities, fixed income, structured notes, and buffered ETFs, supported by fundamental and technical analysis and modern portfolio theory.

Ivanna Velazco is a financial advisor at Driven Investments LLC with a Series 65 designation and one year of industry experience. Prior to joining Driven Investments, she worked at Serenity and spent four years with Waffle Love. She has also been involved with Skyridge High School and Utah Valley University since 2015. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing individualized Investment Policy Statements and discretionary management. The firm employs a model-driven investment approach incorporating mutual funds, ETFs, equities, fixed income, and structured products, serving a high client load through a standardized service model.

Bo Brower is a financial advisor at Desert Rose Capital Management, Inc. in Lehi, Utah, holding Series 63, 65, and 66 licenses with 10 years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company and is involved with B&B Supplements and Corprotect, LLC. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering discretionary and non-discretionary portfolio management along with ancillary financial advice. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and potential market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies.

Kristen Hudspeth is a financial advisor at Peterson Wealth Advisors, LLC with Series 65 and Series 66 credentials and one year of industry experience. Her prior roles include positions at Charles Winninger Investments and Northwest College. 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, and offers strategies such as direct indexing and tax-loss harvesting.

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.

Alison Mc Fadden is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. She holds a Series 65 designation and has one year of industry experience. Prior to joining Peterson Wealth Advisors, she worked briefly at Forvis Mazars and Bottom Line Refined, and has served as a volunteer. Peterson Wealth Advisors provides 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- and short-term strategies, and offers services such as direct indexing and tax-loss harvesting.

Michael Hampton is a financial advisor with Peterson Wealth Advisors, LLC in Orem, Utah. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2026. Prior to this, he has worked at Timp Accounting since 2016 and briefly at Prime Acceptance Corp in 2016. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $830 million across a 12-advisor team, providing financial planning and portfolio management with individualized investment policies tailored to client goals and risk tolerance.

Adam Haynes is a financial advisor at Peak Financial Planning with four years of industry experience. He holds a Series 65 designation and has held roles at Core Planning, H3 Financial Planning, Albion Financial Group, and Association Financial Services. He has also been affiliated with Brigham Young University since 2019. Peak Financial Planning advises individual and high-net-worth clients as well as businesses, providing discretionary investment management and comprehensive financial planning. The firm’s investment approach combines Modern Portfolio Theory with tactical asset allocation, employing a range of strategies and instruments to deliver personalized portfolios alongside ongoing planning services.