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.

Roger Lowe is a CFP® with 14 years of industry experience and currently serves at Tanara Wealth Management LLC. He has previously worked at Andina Capital Management, LLC and Coign Capital Advisors. He is also the manager of L3 Investments LLC. Tanara Wealth Management provides 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 that may include equities, fixed income, ETFs, structured products, and alternative investments accessed through third-party managers and private funds.

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.

Madelyn Dobbe is a financial advisor at Gateway Financial & Estate Planning, Inc. with one year of industry experience. She holds a Series 65 designation and has previously worked at Gateway Insurance Services, Inc. alongside her advisory role. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting services to individuals, trusts, retirement plans, and small businesses, primarily delivering non-discretionary plans and collaborating with third-party portfolio managers for asset management.

Mc Kenna Rice is a financial advisor at Private Advisory with a Series 65 credential and three years of industry experience. Prior to joining Private Advisory Group in 2022, Rice worked at Momentum Loans for two years and UFirst (University Federal Credit Union) for six years. 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 blending equities, fixed income, and alternatives, while allowing advisors to tailor strategies and offers unique services such as performance-based fee arrangements and concierge support for larger clients.

Joshua Osmond is a Series 65 licensed financial advisor at Drive Wealth Advisers with two years of industry experience. He previously worked at 1847 Financial and is currently involved with Crabb Financial as an investment analyst and life insurance agent. His career includes nearly a decade as a full-time student prior to entering the financial advisory field. 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 and ongoing monitoring, offering a range of strategies from equity to derivatives and specialized services such as family office capabilities.

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.

Brock Alvord is a CFP® with four years of industry experience, currently serving at Tanara Wealth Management LLC. His prior roles include positions at Farther Finance Advisors and Coign Capital Advisors LLC. He has also worked in academic settings at Brigham Young University and Utah Valley University. Tanara Wealth Management provides financial planning, discretionary portfolio management, and family office services to individuals, employer retirement plans, and institutional clients. The firm utilizes diversified model portfolios and customized allocations, including alternative investments, typically managing accounts on a discretionary basis.

Jonathan Potter is a Series 65-licensed advisor at PracticeCFO Investments with one year of industry experience. Prior to joining PracticeCFO, he held roles at JSP Services LLC, GoReact, HG Insights, Boostability, and Omadi. Outside of his advisory work, he consults for Coburn Analytics Inc., providing bookkeeping and strategic CFO services to technology sector companies. PracticeCFO Investments serves individuals, high-net-worth clients, retirement plans, trusts, and institutional accounts with investment management, financial planning, and retirement-plan advisory services. The firm uses a long-term, Modern Portfolio Theory-based approach centered on low-cost ETFs and combines passive core exposure with tactical asset allocation.

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.

Cameron Archibald is a financial advisor at Decker Retirement Planning Inc. in Lehi, UT, holding a Series 65 credential with four years of industry experience. He has been with Decker Retirement Planning since 2017 and previously worked at Leap Innovations for one year. Decker Retirement Planning provides personalized retirement and comprehensive financial planning as well as discretionary investment management to individuals and various types of organizations. The firm uses quantitative, computer-driven models and third-party trading signals to manage portfolios that often include ETFs and alternative exposures, requiring all clients to complete a financial planning process before asset management 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.

John Pennington is a financial advisor at Andina Advisors with a Series 65 designation and three years of industry experience. He has a legal background, having been the owner and principal of Pennington Law, PLLC since 2015, and has held roles at several firms including Kirkland & Ellis PLLC and Divergent Wealth Advisors, LLC. Outside of financial advising, he is involved in entrepreneurial activities including managing an e-commerce business selling beauty products and serving as a member of an LLC focused on apartment complex ownership. Andina Advisors provides financial planning and investment management services to individual clients, retirement plans, insurance companies, and other institutional clients. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting, with a focus on diversified portfolios that may include private funds and alternative investments.

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.