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.

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.

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.

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.