Scott Muhlestein is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT. He holds a Series 65 designation and has been with Peterson Wealth Advisors since 2025. Prior to joining the firm, he worked at Brooksee and has held various roles in other industries. 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 for about 653 clients across a 12-advisor team, providing financial planning and portfolio management tailored to client goals and risk tolerance.

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.

Gregory Hyde is a CFP® and PFS™ with seven years of industry experience, currently serving as an advisor at Squire Wealth Advisors. He has worked at Squire Wealth Advisors since 2019 and was previously with Pinnock, Robbins, Posey & Richins P.C. from 2010 to 2018. Hyde is also associated with Squire & Company, PC, an affiliated accounting firm. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a Modern Portfolio Theory–based, evidence-driven investment approach, using diversified mutual funds and ETFs, and offers integrated accounting and tax services through its affiliation with Squire & Company, PC.

Kevan Phillips is a financial advisor at WT Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining WT Wealth Management in 2020, he worked at Northwestern Mutual in various capacities from 2002 to 2020. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients, offering discretionary portfolio management, financial planning, and wealth-education services. The firm employs proprietary, model-based investment strategies and provides specialized approaches including values-based screening and has affiliations with accounting, law, and insurance practices.

Kadin Bullock is a CFP® and holds a Series 65 license with four years of industry experience. He has worked at Squire Wealth Advisors since 2022 and previously was involved with Alder Holdings, LLC. Outside of his advisory work, he has experience in entrepreneurial ventures including Sweet Indulgence, LLC. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals and small businesses. The firm follows an evidence-based, buy-and-hold investment approach rooted in Modern Portfolio Theory and maintains operational ties with an affiliated accounting firm, which allows it to offer integrated advisory and accounting services to some clients.

Christopher Anderson is a financial advisor at Soulence Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors for 10 years. Outside of his advisory role, he has maintained business interests in several private ventures since 2005. Soulence Wealth Management provides investment management and integrated financial planning services for individual clients, including discretionary portfolio management through custom-traded accounts, third-party model portfolios, and access to alternative investments. The firm utilizes a combination of strategic asset allocation and various analytical methods to tailor client strategies, with continuous account monitoring and rebalancing.

Siria Terry is a Series 65 licensed financial advisor at Blue Barn Wealth with two years of industry experience. Her work history includes roles at Savvy and Pandowealth, along with positions outside finance such as at Utah Valley University and The Church of Jesus Christ of Latter-day Saints. Blue Barn Wealth is a team-based registered investment adviser serving individuals, retirement plans, businesses, and charities. The firm employs a long-term, diversified investment approach guided by Modern Portfolio Theory and offers tiered wealth management services including fiduciary retirement plan support.

Todd Quinn is a financial advisor at Arista Wealth Management, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Merrill Lynch/Bank of America and several 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 relies on academic research and modern portfolio theory, emphasizing passive index allocations, model portfolios, and low-cost mutual funds and ETFs, supplemented by third-party strategists and alternative investments where appropriate.

Jeffrey Brimhall is a CFP® and CFA® with 15 years of industry experience, currently serving at Blue Barn Wealth in Orem, UT. He has held roles at Blue Barn Wealth since 2016 and is also the owner and manager of Force For Good Financial, LLC. 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 employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and offers tiered wealth management services including fiduciary support for qualified retirement plans.

Aaron Pugh is a financial advisor at Driven Investments LLC with 13 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Brooklight Place Securities, SJI Financial, GWN Securities, and Interactive Financial Advisors. Outside of advising, he is an insurance producer with Shelton Insurance. 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 approach incorporating mutual funds, ETFs, equities, fixed income, and structured notes, and manages a high client load with a focus on standardized advisory services.

Ben Brackett is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Diversify Wealth Management, Caliber Wealth Management, Sowell Financial Services, Teton Wealth Group, DFPG Investments, Butler Financial Advisors, Cambridge Financial Center, and Deseret Mutual Benefits Administrators. His background includes experience at multiple advisory firms and a role at Utah Valley University. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm combines fundamental and quantitative analysis with manager due diligence within a Modern Portfolio Theory framework and serves primarily founder/executive clients in real estate, venture capital, and private equity.

Joshua Weir is a financial advisor at Driven Investments LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Interactive Financial Advisors and Transamerica Financial Advisors. He is based in Lehi, Utah. Driven Investments LLC provides portfolio management and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental and technical analysis alongside modern portfolio theory. The firm serves a large client base with a model-driven approach and offers access to complex investment products and third-party advisory services.

Brock Payne is a financial advisor at Driven Investments LLC with Series 63 and Series 66 licenses and two years of industry experience. He previously held roles at Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory work, he serves as an assistant varsity lacrosse coach at Westlake High School in Saratoga Springs, Utah. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, using a mix of 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 portfolio construction.

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior roles include work at Wire Briar LLC, WhatAreOptions.com LLC, Local Passports LLC, and Getout Games. Outside of advising, he owns two non-investment related businesses: Prepstepper LLC, which sells emergency preparedness tools online, and Crackling Fire Enterprises LLC, a holding company. Hurley Investments provides portfolio management primarily to individual investors, including high-net-worth clients, and occasionally small businesses and non-profits. The firm employs a combination of fundamental and technical analysis with a focus on long-term equity positions and systematic option hedging strategies.

Nathan Larsen is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 12 years of industry experience. He has been with Squire Wealth Advisors since 2012 and is also associated with Squire & Company PC. 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 approach with diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs, and coordinates closely with its accounting affiliate, Squire & Company PC.

Camille Fox is a CFP® with three years of experience in financial advising, currently with Squire Wealth Advisors since 2022. Prior to joining the firm, she worked in healthcare and education roles at Orem Rehabilitation and Nursing Ensign Services and Utah Valley University. 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 a market-efficiency investment approach focused on diversified, low-turnover portfolios primarily using passive and evidence-based funds.

Renn Olsen is a CFP® professional with 11 years of experience in the financial industry. He is currently with The Norden Group LLC and previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of advisory work, he is an independent insurance agent selling fixed life insurance products and manages an equipment rental business, RSTS, LLC. 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 using model portfolios, third-party sub-advisers, and a turnkey asset management platform, offering a broad investable universe that includes equities, debt instruments, structured products, and private placements.

Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.

David Sinclair 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, he worked at the Darmen Group and held roles in the telecommunications and technology sectors. Soulence Wealth Management provides investment management and integrated financial planning for individual clients, offering discretionary portfolio management through customized accounts, third-party model portfolios, and access to alternative investments. The firm tailors strategies based on client objectives and risk tolerances, employing multiple analytical approaches and continuous account monitoring.

Seth Merrill is a CFP® with 14 years of industry experience currently working at The Norden Group LLC. He has previously worked at TownSquare Capital, LLC and Allegis Investment Advisers, LLC. Outside of his advisory role, Merrill is a licensed insurance agent involved in life insurance and annuity sales and serves as a board member of PLV, 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 and implements client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.