Jaxon Knighton is a financial advisor at Gateway Financial & Estate Planning, Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. His prior work includes positions at Eide Bailley LLP and various firms in financial services. He also operates a sole proprietorship focused on insurance sales and service. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities. The firm collaborates with third-party portfolio managers, offering non-discretionary financial plans and maintaining model selection authority while delegating portfolio management.

Zachary Whitchurch is a CFP® professional with 17 years of industry experience, currently serving at Solidarity Wealth, LLC. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing, as well as involvement with Solidarity Capital Fund I, L.P. and M. S. Howells & Co. He holds the Series 66 designation and is based in Lehi, Utah. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing a family-office-style wealth management suite alongside standalone services like portfolio management and financial administration. The firm operates on a fiduciary basis, coordinating investment, tax, and estate planning through ongoing client engagement.

Andrew Backenstoss is a financial advisor at Soulence Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within Trajector companies. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients through discretionary portfolio management, custom-traded accounts, and access to alternative investments. The firm tailors strategies using model portfolios and a mix of analytical approaches, continuously monitoring and rebalancing accounts as needed.

Grant Rowan is a Series 65-licensed financial advisor with nine years of industry experience. He is currently a partner at Drive Wealth Advisers and has prior experience at Crewe Capital Advisors, LLC. In addition to his advisory work, he is a partner and CEO at Porch Financial, an insurance software company. Drive Wealth Advisers provides investment advisory and planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm focuses on customized, goals-based asset allocation and offers a broad range of investment strategies alongside services such as financial planning, pension consulting, and family office capabilities.

Robert Patrick is a financial advisor at Solidarity Wealth, LLC with a Series 65 designation and over nine years of industry experience, including prior work at Orriant. He is based in Lehi, UT, and has been with Solidarity Wealth since 2022. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by offering a family-office-style wealth management suite alongside standalone services such as portfolio management, financial administration, and subscription-style equity planning. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing engagement and customized reporting.

Tyler Thompson is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He currently works at Tanara Wealth Management LLC and previously was with Andina Capital Management, LLC and Andina Family Offices. Before entering finance, he had a ten-year career as a professional baseball player and now also works as a baseball hitting coach. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm uses diversified model portfolios and customized allocations, managing most accounts on a discretionary basis.

Steven Hillstead is a financial advisor at Private Advisory with 25 years of industry experience. He has held roles at Edelman Financial Engines, Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. His credentials include Series 63, Series 65, and Series 66 licenses. Private Advisory offers personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs model portfolios combined across equities, fixed income, and alternatives, using a discretionary implementation approach that may include derivatives, structured notes, and borrowing to meet specific client objectives.

Katherine Ludeman is a financial advisor with Private Advisory, holding a Series 66 designation and 10 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Private Advisory Group LLC in 2021. Outside of her advisory work, she has a passive ownership interest in a storage unit facility and office space through Farstvedt & Scott, LLC. 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 with tailored allocations and offers performance-based fee options and specialized strategies such as option box-spread synthetic lending.

Stephen Reeves is a CFP® with 10 years of industry experience and currently serves as an advisor at Private Advisory Group LLC. His prior roles include positions at Approach Capital and Footprints Coastal Inc. Since 2021, he has been a managing member of Magic-Closet LLC, a business selling an outdoor pickleball game, where he handles accounting, finance, and sales. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that combine equities, fixed income, and alternative exposures, and offers performance-based fee options and specialized strategies for qualified clients.

Joshua Coombs is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He currently works at Drive Wealth Advisers and Crabb Financial, LLC, where he provides investment research and reporting functions. His prior experience includes roles at OSAIC, SagePoint Financial, and Keeler Thomas Management among others. Drive Wealth Advisers serves individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and family office services. The firm emphasizes customized, goals-based asset allocation and utilizes a broad range of investment strategies including equity, options, structured products, and direct indexing.

Matthew Chambers is a CFP® and ChFC® professional with 14 years of experience in financial advising. He currently works at Private Advisory Group LLC and previously held roles at QuickBoost EV, Transamerica Financial Advisors, Inc., and World Financial Group Insurance Agency, Inc. Private Advisory serves individuals, trusts, estates, charitable organizations, and small businesses with investment management and comprehensive financial planning. The firm uses discretionary, model-driven portfolios that blend equities, fixed income, and alternative exposures, offering tailored allocations and a performance-based fee option for qualified clients.

Wesley Jensen is a financial advisor with Private Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He worked at ABG Consultants for 13 years before joining Private Advisory Group LLC, where he has been for four years. Jensen is also a licensed life and health insurance agent since 2004 and manages an LLC used for internal business purposes. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios blending equities, fixed income, and alternatives, and uses a range of instruments and strategies including derivatives and borrowing for specific client objectives.

Mason Miles is a financial advisor at Tanara Wealth Management LLC with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Andina Capital Management, Fidelity Investments, and non-industry employment before joining Tanara Wealth Management. Tanara Wealth Management offers 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 across various asset classes and typically manages client accounts on a discretionary basis.

Mckenna Sheldon is a CFP® professional with six years of industry experience, currently serving at Private Advisory Group LLC since 2021. Prior to this, Sheldon worked at LPL Financial, LLC and Mountain America Credit Union. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary implementation model with firm-generated portfolios that include equities, fixed income, and alternative exposures, and uses a range of strategies including derivatives and structured notes to meet client objectives.

William Mortimer II is a financial advisor at Solidarity Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and M. S. Howells & Co. Outside of his advisory role, Mortimer serves as a bishop for The Church of Jesus Christ of Latter-day Saints, where he manages church business, works with youth, and oversees budgeting. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, providing wealth management services with a fiduciary approach that integrates investment, tax, and estate planning. The firm offers discretionary, personalized investment plans and customized financial administration, including bill-pay services and consolidated reporting.

Jeffrey Mcclean is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, among other firms. His background also includes experience with Solidarity Capital Fund I L.P. and M.S. Howles. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering wealth management services alongside portfolio management, financial administration, bill-pay support, and equity planning. The firm operates with a fiduciary approach, coordinating investment, tax, and estate planning through ongoing client engagement.

Nicholas Trotter is a CFP® affiliated with Solidarity Wealth, LLC, with two years of experience in the financial industry. His background includes roles at Northwestern Mutual and involvement with the UVU Money Success Center and Community Education. He has additional experience in non-financial roles such as work with Mountain View Hospital and the LDS Church. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities, offering a family-office-style wealth management suite alongside standalone services like portfolio management, financial administration, and bill-pay support. The firm emphasizes fiduciary coordination of investment, tax, and estate planning through ongoing client engagement and provides discretionary management with customized investment plans.

Christopher Heyman is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at CW Advisors, LLC and previously worked at Rovin Capital and Accuvest Global Advisors. Heyman also serves as the manager of Six Peak Capital Management, LLC, which manages special purpose vehicle entities. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, estates, charitable organizations, and businesses. The firm employs a core-and-satellite investment approach combining active, passive, quantitative, and ESG strategies, and provides wealth management, family office services, retirement plan advisory, and sub-advisory solutions.

Bradyn Haderlie is a CFP® professional with four years of experience at Capita Financial Network, LLC. Prior to joining Capita, he worked at Frandsen Morrill Advisors, Deseret Mutual Benefit Administrators, and Utah Community Credit Union. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving both individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm implements risk-based model portfolios sub-advised by third-party managers and conducts due diligence on private fund opportunities.

Michael Fortin is a financial advisor at B.O.S.S. Retirement Advisors, LLC in Lehi, Utah, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Fidelity Investments and LPL Enterprise LLC. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, and various institutional entities. The firm emphasizes a client assessment-driven process and uses model portfolios and external managers to construct diversified allocations while overseeing client relationships.