Nicholas Olsen is a financial advisor at Exponent Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital and AlphaSights. 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, focusing on founder and executive clients primarily in real estate, venture capital, and private equity.

Marco Figueroa is a CFP® and holds a Series 65 license, with six years of industry experience. He is currently with Amicus Financial Advisors, LLC and its affiliated entities, having held prior roles at Jackson Hewitt, Northwestern Mutual, Canopy, and Ken Garff Chevrolet. He is also licensed as an independent insurance agent. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, and corporate clients. The firm employs a multi-cap, multi-style, multi-manager investment approach incorporating both active and passive strategies and incorporates tools such as mean-variance optimization and Monte Carlo analysis to guide asset allocation and portfolio rebalancing.

Dalin Jewett is a financial advisor at Tanara Wealth Management LLC in Lehi, UT, holding a Series 65 designation with one year of industry experience. His prior experience includes roles at Andina Advisors, Vivint Inc., Volcanic Retail, and Brigham Young University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and other institutional clients. The firm utilizes diversified model portfolios and customized allocations across various asset classes, managing most accounts on a discretionary basis.

Tyson Wakley is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and ALLEGIS Investment Advisors. Outside of his advisory work, he is a board member of BetheBestU LLC and owns TLW Consulting LLC, a pass-through consulting entity. 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 uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Kevin Hurley is a financial advisor at Hurley Investments, LLC with 16 years of industry experience. He previously worked at Options Animal from 2014 to 2019. Hurley also maintains an insurance agent license and offers insurance products and services to clients. Hurley Investments provides fee-based portfolio management primarily to individual clients, with occasional services for small businesses and nonprofit entities. The firm employs a combination of fundamental and technical analysis and systematically uses collar option strategies to manage risk and generate income, a practice uncommon among similarly sized firms.

Daniel Clark is a financial advisor at Solidarity Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank NA, Wells Fargo Advisors, LLC, Kera Capital, and M. S. Howells & Co. Clark is a limited partner in a non-investment-related business based in Park City, UT. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services including portfolio management, financial administration, and a subscription-style equity planning service. The firm manages advisory relationships primarily on a discretionary basis, integrating investment, tax, and estate planning through ongoing engagement and customized client workflows.

Nathaniel Evans is a financial advisor at Keeler Thomas Management LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Osaic Wealth, Inc., Zions Bank, and SagePoint Financial. In addition to his advisory role, he serves as an adjunct instructor at Utah Valley University, teaching content related to the Series 7 exam. Keeler Thomas Management LLC provides investment management, wealth management, financial planning, and pension consulting services to individual and high-net-worth clients. The firm offers discretionary portfolio management and targeted planning engagements, often employing model portfolios or third-party money managers as part of its investment process.

Marc Russell is a CFP® certificant with four years of industry experience, currently serving at Q3 Advisors, LLC. His prior roles include positions at Diversify Wealth Management, DFPG Investments, and FirstPurpose Wealth. Outside of his advisory work, he operates an Etsy shop with his children selling freeze-dried candy under an LLC called Contra Capital. Q3 Advisors provides financial planning and tax-focused consulting services to individual clients through structured, fixed-fee programs. The firm emphasizes planning recommendations across retirement, tax, estate, insurance, and employee-benefit topics without managing investment portfolios or charging assets under management fees.

Scott Broadbent is a financial advisor at Drive Wealth Advisers with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Acquire Consult LLC, Raymond James Financial Services Advisors, and Holman Investments and Planning. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and a broad range of investment strategies, with formal account reviews conducted at least annually.

Scott Garbutt is a CFP® with 48 years of industry experience, currently serving as an advisor at Blue Barn Wealth in Orem, UT. His prior experience includes roles at First Western Advisors and Strategis Financial Group, where he spent over three decades. He is also involved in a family investment entity, Garbutt Family Investments, L.L.C. 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 follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and provides tiered wealth management services, including fiduciary support for qualified retirement plans.

Hayden Johnson is a financial advisor at The Norden Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Deseret Mutual Benefit Administrators, Mountain America Credit Union, and teaching experience at Utah Valley University. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers. The firm utilizes a broad investment universe and emphasizes operational outsourcing and third-party manager relationships.

Ashton Green is a financial advisor at Soulence Wealth Management with a Series 65 credential and one year of industry experience. Prior to joining Soulence Wealth Management II, Ashton worked at Mountain America and spent five years associated with Utah Valley University. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to certain alternative investments. The firm employs a range of analytical approaches and continuously monitors and rebalances accounts to align with client objectives and risk tolerances.

Lynn Gilbert is a financial advisor with Drive Wealth Advisers, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He is a partner and CEO of E. Excel USA, LLC, a dietary supplement company, and also operates Gilbert & Stewart, a CPA firm. His prior experience includes roles at Magellan Capital LLC and Knox Capital Advisors, LLC. 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 with ongoing monitoring and offers a broad range of investment strategies, including equity, derivatives, and structured products.

Lowell Crabb is a CFP® with 15 years of industry experience, currently serving at Drive Wealth Advisers. His prior experience includes roles at Cambridge Financial Center and operating his own firm, Crabb Financial, LLC. He also manages several non-investment related businesses, including an insurance agency and an accounting services firm. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities, with a focus on customized, goals-based asset allocation and ongoing monitoring. The firm offers a broad range of investment strategies and maintains multiple affiliated businesses under a common holding company, including insurance, accounting, and private real estate interests.

Joshua Ripley is a financial advisor at Drive Wealth Advisers with a Series 65 designation and one year of industry experience. Prior to joining Drive Wealth Advisers, he worked at Red Rock Management Co. and Foresight Wealth Management. He is also the owner of JMR Management, LLC, a client service consulting business. Drive Wealth Advisers provides investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers customized, goals-based asset allocation and portfolio management that includes a broad range of investment strategies and family office services.

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Kaige Korth is a CFP® and holds a Series 66 license, currently serving as an advisor at Drive Wealth Advisers with three years of industry experience. Prior to joining Drive Wealth Management, Kaige held roles at several firms including OSAIC, Keeler Thomas Management, and SagePoint Financial. In addition to his advisory role, he is also affiliated with CRABB FINANCIAL, LLC, where he provides operational and investment services for 401(k) plans. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation with ongoing monitoring and employs a broad range of investment strategies, including equities, derivatives, structured products, and direct indexing.

Michael Reid Jr. is a CFP®-designated financial advisor at Drive Wealth Advisers with 10 years of industry experience. Prior to joining his current firm in 2021, he worked at Magellan Capital LLC and M Holdings Securities, Inc. He is also an Independent Insurance Agent, assisting clients with life insurance and annuity contracts as part of their financial planning. Drive Wealth Advisers serves individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm focuses on customized, goals-based asset allocation and uses a broad range of investment strategies and tools, including options, derivatives, and direct indexing.

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.