Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

Daniel Ruske is a CFP® professional with six years of industry experience, currently serving at Peterson Wealth Advisors, LLC since 2019. His prior roles include positions at Net Worth Advisory Group, Upwell Health Services, Greenix, and Zions Bank. Outside of financial advising, he is involved with Red Bird Homes, working on project planning and home repairs, and operates a single-unit residential rental property in Vineyard, Utah. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for over 650 clients. The firm provides personalized financial planning and portfolio management using ETFs, mutual funds, direct indexing, and cryptocurrency, with an emphasis on tax considerations and tailored investment strategies.

Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.

Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.

Gabriel Smith is a financial advisor at Keeler Thomas Management LLC with one year of industry experience. He holds the Series 65 credential and previously worked in various roles outside the financial sector before joining Keeler Thomas Management. Keeler Thomas Management LLC advises individual and high-net-worth clients, providing investment management, wealth management, financial planning, and pension consulting. The firm offers both discretionary portfolio management and targeted planning engagements, utilizing investment policy statements and model portfolios as part of its approach.

Scott Muhlestein is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2025. Prior to joining the firm, he worked at Brooksee and has held various roles in other industries. 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 for about 653 clients across a 12-advisor team, providing financial planning and portfolio management tailored to client goals and risk tolerance.

Gregory Hyde is a CFP® and PFS™ with seven years of industry experience, currently serving as an advisor at Squire Wealth Advisors. He has worked at Squire Wealth Advisors since 2019 and was previously with Pinnock, Robbins, Posey & Richins P.C. from 2010 to 2018. Hyde is also associated with Squire & Company, PC, an affiliated accounting firm. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a Modern Portfolio Theory–based, evidence-driven investment approach, using diversified mutual funds and ETFs, and offers integrated accounting and tax services through its affiliation with Squire & Company, PC.

Kevan Phillips is a financial advisor at WT Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining WT Wealth Management in 2020, he worked at Northwestern Mutual in various capacities from 2002 to 2020. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides specialized approaches including values-based screening and has affiliations with accounting, law, and insurance practices.

Kadin Bullock is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Squire Wealth Advisors since 2022 and previously was involved with Alder Holdings, LLC. Outside of his advisory work, he has experience in entrepreneurial ventures including Sweet Indulgence, LLC. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals and small businesses. The firm follows an evidence-based, buy-and-hold investment approach rooted in Modern Portfolio Theory and maintains operational ties with an affiliated accounting firm, which allows it to offer integrated advisory and accounting services to some clients.

Siria Terry is a Series 65 licensed financial advisor at Blue Barn Wealth with two years of industry experience. Her work history includes roles at Savvy and Pandowealth, along with positions outside finance such as at Utah Valley University and The Church of Jesus Christ of Latter-day Saints. Blue Barn Wealth is a team-based registered investment adviser serving individuals, retirement plans, businesses, and charities. The firm employs a long-term, diversified investment approach guided by Modern Portfolio Theory and offers tiered wealth management services including fiduciary retirement plan support.

Jeffrey Brimhall is a CFP® and CFA® with 15 years of industry experience, currently serving at Blue Barn Wealth in Orem, UT. He has held roles at Blue Barn Wealth since 2016 and is also the owner and manager of Force For Good Financial, LLC. 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 employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and offers tiered wealth management services including fiduciary support for qualified retirement plans.

Ben Brackett is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Diversify Wealth Management, Caliber Wealth Management, Sowell Financial Services, Teton Wealth Group, DFPG Investments, Butler Financial Advisors, Cambridge Financial Center, and Deseret Mutual Benefits Administrators. His background includes experience at multiple advisory firms and a role at Utah Valley University. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm combines fundamental and quantitative analysis with manager due diligence within a Modern Portfolio Theory framework and serves primarily founder/executive clients in real estate, venture capital, and private equity.

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior roles include work at Wire Briar LLC, WhatAreOptions.com LLC, Local Passports LLC, and Getout Games. Outside of advising, he owns two non-investment related businesses: Prepstepper LLC, which sells emergency preparedness tools online, and Crackling Fire Enterprises LLC, a holding company. Hurley Investments provides portfolio management primarily to individual investors, including high-net-worth clients, and occasionally small businesses and non-profits. The firm employs a combination of fundamental and technical analysis with a focus on long-term equity positions and systematic option hedging strategies.

Nathan Larsen is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 12 years of industry experience. He has been with Squire Wealth Advisors since 2012 and is also associated with Squire & Company PC. 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 approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs, and coordinates closely with its accounting affiliate, Squire & Company PC.

Camille Fox is a CFP® with three years of experience in financial advising, currently with Squire Wealth Advisors since 2022. Prior to joining the firm, she worked in healthcare and education roles at Orem Rehabilitation and Nursing Ensign Services and Utah Valley University. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach focused on diversified, low-turnover portfolios primarily using passive and evidence-based funds.

Renn Olsen is a CFP® professional with 11 years of experience in the financial industry. He is currently with The Norden Group LLC and previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of advisory work, he is an independent insurance agent selling fixed life insurance products and manages an equipment rental business, RSTS, LLC. 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 using model portfolios, third-party sub-advisers, and a turnkey asset management platform, offering a broad investable universe that includes equities, debt instruments, structured products, and private placements.

Tanner Manning is a CFP® with two years of industry experience, currently serving as a financial advisor at Searcy Financial Services, Inc. He has worked at both Searcy Financial Services and its subsidiary, Allos Investment Advisors, LLC. Outside of his advisory role, he operates a concrete pumping business and is involved in training employees. Searcy Financial Services, Inc. provides integrated wealth management services—including financial planning, investment management, and retirement plan consulting—to individuals, retirement plans, corporations, and foundations. The firm manages approximately $514 million in discretionary assets and offers risk-based, diversified investment strategies primarily using exchange-traded funds, individual equities, and bonds.

Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.

Seth Merrill is a CFP® with 14 years of industry experience currently working at The Norden Group LLC. He has previously worked at TownSquare Capital, LLC and Allegis Investment Advisers, LLC. Outside of his advisory role, Merrill is a licensed insurance agent involved in life insurance and annuity sales and serves as a board member of PLV, Inc. 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 implements client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.