Shane Jensen is a financial advisor with The Norden Group LLC in Provo, UT. He holds the ChFC® designation and has 26 years of industry experience. Jensen has previously worked at firms including Capital Synergy Partners, TownSquare Capital, and Allegis Investment Services. In addition to his advisory roles, he manages Jensen Capital, LLC, an entity related to fixed insurance products. 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 implements client strategies primarily through model portfolios, sub-advisers, and a turnkey asset management platform, covering a broad investment universe that includes equities, debt, options, and alternative vehicles.

Mark Sumsion is a financial advisor at Blue Barn Wealth with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he owns and manages Jigzy Enterprises, LLC, a business involved in apartment property management. Blue Barn Wealth is a team-based registered investment adviser managing approximately $317 million in assets. The firm serves individuals, retirement plans, businesses, and charities, offering wealth management through financial planning and portfolio management using a long-term, buy-and-hold approach based on Modern Portfolio Theory.

Brad Sorensen is a financial advisor with The Norden Group LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Wealth Keep Financial LLC, TownSquare Capital, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life 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 implements client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Nathan Mirizzi is a CFP® with one year of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior experience includes roles at Savvy, Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth is a team-based registered investment adviser with eight advisors managing approximately $317 million in assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, businesses, and charities, employing a long-term, diversified investment approach guided by Modern Portfolio Theory.

Justin Ericksen is a CFP® with three years of industry experience. He is currently an advisor at Blue Barn Wealth, a team-based registered investment adviser in Orem, UT. His prior roles include work with Savvy and various positions ranging from education to nonprofit and missionary service. Blue Barn Wealth serves individuals, businesses, retirement plans, and charities, managing approximately $317 million in assets. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and offers tiered wealth management services along with fiduciary support for qualified retirement plans.

Wade Watkins is a financial advisor at Squire Wealth Advisors with three years of industry experience. He holds a Series 65 credential and has prior experience at Pinnock, Robbins, Posey & Richins from 1998 to 2018. Outside of his advisory role, he is a partner and CPA at the public accounting firm Squire & Company, PC. 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 an investment approach grounded in Modern Portfolio Theory, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, Utah, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at TownSquare Capital and Allegis Investment Advisors. Outside of his advisory work, he is involved with a personal LLC that manages leasing of machinery equipment. 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 through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Raymond Johns is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at DFPG Investments, Allegis Investment Services, TownSquare Capital, and his own RW Johns Financial Group. He serves as a volunteer board member for Utah Valley University’s gift planning committee. 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 the end of 2025. The firm utilizes model portfolios, third‑party sub‑advisers, and a turnkey asset management platform, offering a broad investable universe that may incorporate ESG considerations where appropriate.

Bradley Ferney is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with The Norden Group LLC, where he has worked since 2023. His prior experience includes roles at TownSquare Capital, LLC, Allegis Advisor Group, Multi Financial Securities Corporation, and Osaic FA, 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, offering portfolio management, financial planning, and consulting through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Tammy Johns is a financial advisor at Compound Planning, Inc. with four years of industry experience. She holds a Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm uses a fiduciary approach with risk-based model allocations that combine long-term buy-and-hold strategies with tactical tools such as direct indexing and tax-loss harvesting.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at firms including Ameritas Investment Corp, Gem State Financial Group, and Peterson & Associates CPA, LLC. Outside of her advisory role, she serves as treasurer for a local homeowner association. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and various advisory arrangements.

Jolyn Whittaker is a Series 65-licensed financial advisor at Trek Financial with eight years of industry experience. She has served at Trek Financial since 2018 and holds additional roles as CFO and Treasurer at Discount Manufacturing & Distributing Inc. and Kids Village Workshop Inc., both non-investment-related businesses. She is also a CPA who prepares business and individual tax returns during tax season. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction, incorporating AI tools under governance and offering a broad range of systematic strategies, alternative investments, and specialized hedging techniques.

Paul Ewell is a financial advisor at Portside Wealth Group, LLC with 24 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at several firms, including Townsquare Capital LLC and ARS Investment Advisors, Inc. Outside of finance, he is a musician in the Andy Brown Band. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental, technical, and modern portfolio theory in its investment approach, and provides related legal and accounting services through affiliated professionals.

Barry Magaoay is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long tenures at Lee Financial Recordkeeping, Inc., Lee Financial Securities, Inc., and Lee Financial Group Hawaii, Inc., before joining Regulus Financial Group and Regal Investment Advisors in 2021. Regal Investment Advisors LLC provides discretionary investment management services to independent adviser representatives and other registered advisers, serving a range of clients including individuals, charitable organizations, and businesses. The firm offers a variety of proprietary and third-party model portfolios, allowing advisers to select allocations for clients while granting Regal discretionary authority to implement and rebalance strategies.

David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.

Jeremy Johnston is a financial advisor at Portside Wealth Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including DFPG Investments, Townsquare Capital, Allegis Investment Services, and JohnstonRogers Financial Advisors, which he has been associated with since 1995. Johnston is also a managing member of Oxford Portfolio Management, focusing on portfolio design and management. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs tailored discretionary mandates and integrates legal and accounting services through affiliated professionals.

Joshua Thayne is a financial advisor at Portside Wealth Group, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at GreenStreet Mortgage and Johnston Rogers LLC. Outside of his advisory work, he is an owner/member of Pinewood LLC, a personal business entity. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, utilizing tailored investment approaches that combine fundamental, technical, and modern portfolio theory.

Brent Christensen is a financial advisor at Portside Wealth Group, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at TownSquare Capital, Aventus Wealth, and Fidelity Investments. He is also an independent life insurance and annuity sales agent through BC Consulting LLC. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored mandates and a blend of investment approaches, alongside affiliated legal and accounting expertise.

Mark Mckell is a financial advisor at Portside Wealth Group, LLC in Provo, UT, holding Series 63 and Series 65 licenses with three years of industry experience. He previously worked at Townsquare Capital LLC for three years and has been the owner and president of McKell Partners, offering fixed life and annuity products, since 2001. Outside of advising, he serves as a non-voting advisory board member for a construction company and manages its 401(k) plan. Portside Wealth Group is an SEC-registered multi-advisor firm providing discretionary portfolio management, financial planning, pension consulting, and co-advisory services to individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory in its investment analysis and offers related legal and accounting services through affiliated professionals.

Jacob Rust is a financial advisor at Portside Wealth Group, LLC with 16 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and Townsquare Capital. Outside of advisory services, he owns and manages a rare coin retail business and participates in exit planning consulting. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charities, and corporate clients. The firm provides discretionary portfolio management, financial planning, and pension consulting using a blend of fundamental, technical, and portfolio theory-based investment approaches.