Casey Monsen is a CFP® with 17 years of industry experience. He is currently with Keeler Thomas Management LLC and has worked at Andina Capital Management, LLC. Outside his advisory role, Monsen owns and manages ACE Bookkeeping. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients, offering both discretionary portfolio management and targeted planning engagements.

John Unice is a financial advisor with Keeler Thomas Management LLC in Orem, Utah. He holds the CFP® designation and has 47 years of industry experience. Prior to joining Keeler Thomas Management, he worked at SagePoint Financial for 14 years and OSAIC for one year. Unice serves on the Planned Giving Advisory Board at Utah Valley University and is a member of the business advisory board for Thunder Biotech, a company developing cancer treatment technologies. Keeler Thomas Management LLC serves individual and high-net-worth clients, offering investment management, wealth management, financial planning, and pension consulting. The firm utilizes discretionary portfolio management with written Investment Policy Statements and incorporates a recurring annual planning cycle that includes cash management and coordination with tax advisors.

Karsten Walker is a Series 65-credentialed advisor with one year of industry experience, currently serving at Blue Barn Wealth. His prior experience includes roles at Savvy, First Financial Advisors, LC, and StockTrak.com. He also serves as a board member for the Jump$tart Coalition and is involved in a family-owned security and monitoring business. Blue Barn Wealth is a team-based registered investment adviser with eight advisors and approximately $317 million in assets under management. The firm serves individuals, retirement plans, businesses, and charities, employing a long-term, diversified investment approach grounded in Modern Portfolio Theory with discretionary account management.

John Houck is a financial advisor with Promontory Financial Planning, LLC, holding the ChFC® and Series 63 designations and bringing 53 years of industry experience. He previously worked at VOYA Financial Advisors before joining Promontory in 2017. Outside of financial advising, Houck is an independent insurance agent and has experience teaching various academic subjects, including math, English, history, and science. Promontory Financial Planning serves individual clients, trusts, small businesses, and nonprofit organizations with comprehensive financial planning, discretionary asset management, and targeted consultation services. The firm emphasizes a team-based approach and integrates insurance and accounting services alongside investment management.

Rachelle Morris is a Series 66 licensed financial advisor with 16 years of industry experience. She is currently with The Norden Group LLC, where she has worked since 2023, and has held prior roles at Rev Road Capital, TownSquare Capital, Crestone Asset Management, JPMorgan, and Goldman Sachs. In addition to her advisory work, Morris serves as a volunteer board director for This Is The Place Heritage Park in Salt Lake City. 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, utilizing model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

Alek Johnson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, Utah, holding a Series 65 designation with four years of industry experience. Prior to his current role, he worked at Horrocks Engineers and Northwestern Mutual. 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 primarily composed of mutual funds and ETFs, incorporating both long- and short-term trading strategies and offering services such as direct indexing and tax-loss harvesting.

David Archibald is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with 11 years of industry experience. He has been with Squire Wealth Advisors since 2014 and is also a partner and shareholder in the affiliated accounting firm Squire & Company, where he has been involved since 2005. Squire Wealth Advisors serves a diverse client base including individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses, managing approximately $494 million in discretionary assets. The firm employs a market-efficiency investment approach grounded in Modern Portfolio Theory, utilizing diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Jeffrey Sevy is a financial advisor with Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he worked for ten years at CV Electric. 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 trading strategies aligned with client objectives.

Alexander Call is a CFP®-credentialed financial advisor at Peterson Wealth Advisors, LLC with 11 years of industry experience. He has worked at Peterson Wealth Advisors since 2018 and previously held positions at Drive Wealth Advisers LLC and LearnVest Inc. 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- and short-term strategies alongside direct indexing and tax-loss harvesting.

Wayne Barben is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. He holds the PFS™ designation and Series 65 license. Barben has worked at Squire Investment Management Company, LLC since 2004 and has been associated with Squire & Company PC since 1997. 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, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Thomas Challis is a financial advisor at Peterson Wealth Advisors, LLC with a Series 65 designation. He has one year of industry experience and previously worked at Amicus Financial Advisors and Walker Covey Wealth Advisors. Outside of finance, he has experience working with the Church of Jesus Christ and in education at Utah Valley University and Reno High School. 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 including direct indexing and tax-loss harvesting.

Kaden Waters is a CFP® professional with 10 years of industry experience, currently serving at Peterson Wealth Advisors, LLC. Prior to joining Peterson Wealth Advisors, he worked at Fidelity Brokerage Services and Fidelity Investments. 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 employs diversified portfolios using mutual funds, ETFs, and individual securities, alongside tax-loss harvesting and direct indexing strategies, with ongoing monitoring through quarterly investment-committee reviews.

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.

Dylan Payne is a financial advisor at Exponent Wealth LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Drive Wealth Advisers, Crabb Financial, and Enduro Financial. Outside of his advisory role, he serves as president of Phantom Defense, a company operating in the defense sector. 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 and offers both discretionary and non-discretionary portfolio management.

Brad Sorensen is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include five years at TownSquare Capital, LLC, one year at Hornor Townsend & Kent Inc, and ongoing involvement with Penn Mutual Life Insurance. 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 uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies 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.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC with eight years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Drive Wealth Advisers, Bank of America, Merrill, and ICONIQ Capital. Clarke also spent three years at Brigham Young University before entering the financial sector. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and due diligence approaches within a Modern Portfolio Theory framework, focusing on founder and executive clients in real estate, venture capital, and private equity.