Gregory Maxwell is a CFP® with 15 years of industry experience and is affiliated with Amicus Financial Advisors, LLC. He has held partner roles at multiple law firms, including Maxwell Law Group LLP and Amicus Law Firm LLP, focusing on estate planning, tax planning, settlement planning, special needs lien resolution, probate, and personal injury lawsuits. Amicus Financial Advisors provides comprehensive financial planning, retirement and tax planning, trust and estate services, insurance planning, settlement planning, and investment advisory to individuals, trusts, charitable organizations, pension plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive management, supported by tools such as Monte Carlo analysis and mean-variance optimization.

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.

Jeffrey Ingersoll is a financial advisor at Drive Wealth Advisers with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Links Consulting, M Holdings Securities, and Allegis Investment Advisors. Ingersoll is also a published author of an investment-related book. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension plans, trusts, estates, and business entities. The firm offers a range of strategies including discretionary portfolio management, financial planning, and family office services, emphasizing customized, goals-based asset allocation and ongoing account monitoring.

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.

Roger Lowe is a CFP® with 14 years of industry experience and currently serves at Tanara Wealth Management LLC. He has previously worked at Andina Capital Management, LLC and Coign Capital Advisors. He is also the manager of L3 Investments LLC. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations that may include equities, fixed income, ETFs, structured products, and alternative investments accessed through third-party managers and private funds.

Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Gateway Insurance Services, Inc. alongside her advisory role. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small businesses, primarily delivering non-discretionary plans and collaborating with third-party portfolio managers for asset management.

Mc Kenna Rice is a financial advisor at Private Advisory with a Series 65 credential and three years of industry experience. Prior to joining Private Advisory Group in 2022, Rice worked at Momentum Loans for two years and UFirst (University Federal Credit Union) for six years. Private Advisory serves individual clients, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios blending equities, fixed income, and alternatives, while allowing advisors to tailor strategies and offers unique services such as performance-based fee arrangements and concierge support for larger clients.

Joshua Osmond is a Series 65 licensed financial advisor at Drive Wealth Advisers with two years of industry experience. He previously worked at 1847 Financial and is currently involved with Crabb Financial as an investment analyst and life insurance agent. His career includes nearly a decade as a full-time student prior to entering the financial advisory field. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes customized, goals-based asset allocation and ongoing monitoring, offering a range of strategies from equity to derivatives and specialized services such as family office capabilities.

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.

Brock Alvord is a CFP® with four years of industry experience, currently serving at Tanara Wealth Management LLC. His prior roles include positions at Farther Finance Advisors and Coign Capital Advisors LLC. He has also worked in academic settings at Brigham Young University and Utah Valley University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm utilizes diversified model portfolios and customized allocations, including alternative investments, typically managing accounts on a discretionary basis.

Jonathan Potter is a Series 65-licensed advisor at PracticeCFO Investments with one year of industry experience. Prior to joining PracticeCFO, he held roles at JSP Services LLC, GoReact, HG Insights, Boostability, and Omadi. Outside of his advisory work, he consults for Coburn Analytics Inc., providing bookkeeping and strategic CFO services to technology sector companies. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts with investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach centered on low-cost ETFs and combines passive core exposure with tactical asset allocation.

Scott Ross is a financial advisor with Private Client Advisor Group, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at OWLFI, Kingswood Wealth Advisors, and International Assets Investment Management. Outside of his advisory work, Ross is also active as a loan officer and life insurance agent with Security National Mortgage Company. Private Client Advisor Group provides investment advisory services to individuals, families, businesses, and retirement plans, managing approximately $110 million across 190 client relationships. The firm employs a globally diversified investment approach based on modern portfolio theory and fundamental analysis, offering discretionary portfolio management alongside financial planning and retirement-plan services.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has been with Decker Retirement Planning since 2017 and previously worked at Leap Innovations for one year. Decker Retirement Planning provides personalized retirement and comprehensive financial planning as well as discretionary investment management to individuals and various types of organizations. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, requiring all clients to complete a financial planning process before asset management services.

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

Larry Peterson is a CFP® with 17 years of industry experience, currently serving as an advisor at Amicus Financial Advisors, LLC. He has worked at Amicus Financial Advisors since 2008 and is also involved with Amicus Settlement Planners and LHP Capital Holdings, LLC. Additionally, he has taught as an adjunct professor at Utah Valley University. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with regular reviews and a focus on asset allocation and risk management.

Thomas Tuohy is a financial advisor with Driven Investments LLC in Lehi, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Driven Investments, he worked at RBC Capital Markets, LLC for four years and has held roles in healthcare and academic settings. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing diversified investments including mutual funds, ETFs, equities, fixed income, and structured notes. The firm generally manages accounts on a discretionary basis and employs a combination of modern portfolio theory, fundamental analysis, and technical analysis in constructing portfolios.

Matthew Burbank is a financial advisor at Arista Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other wealth management firms. Arista Wealth Management provides financial planning and wealth management services to individuals and high-net-worth clients, as well as retirement plan advisory to employer plan sponsors. The firm’s investment approach is based on academic research and modern portfolio theory, utilizing passive index funds, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments when appropriate.

Mitchell Marriott is a financial advisor at Decker Retirement Planning Inc. with 16 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services, Alpha Wealth Management and Planning, and LPL Financial. Decker Retirement Planning offers personalized retirement and financial planning as well as discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The six-advisor team serves approximately 900 clients and manages about $285 million, employing a largely model-driven investment approach that utilizes ETFs, mutual funds, individual securities, and third-party strategies.

Alex Graham is a CFP® professional with five years of industry experience. He currently works at Tanara Wealth Management LLC and has held prior roles at Andina Capital Management, Allos Investment Advisors, and several other firms. Previously, he was employed at Sundance Mountain Resort and Holland America Princess, indicating experience outside the financial sector. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm employs diversified model portfolios and customized allocations, managing client accounts on a discretionary basis and incorporating a range of investment types including alternative exposures through third-party managers.