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.

Jason Perkins is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Baker Tilly Wealth Management and DFPG Investments. In addition to his advisory role, he has been active as an insurance and benefits agent since 1995, selling health, dental, vision, life, disability, and long-term care insurance. 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.

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.

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.