Matthew Hopkins is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 credential with one year of industry experience. Prior to joining Squire Wealth Advisors, he worked at Bridge Investment Group and studied at Brigham Young University. Squire Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, trusts, charitable organizations, and small businesses. The firm follows an evidence-based, buy-and-hold investment philosophy grounded in Modern Portfolio Theory and utilizes diversified mutual funds and ETFs, supported by proprietary portfolio modeling and third-party solutions.

Peter Ferriello is a CFP® professional with 19 years of industry experience, currently serving as a Senior Wealth Advisor at Ashworth Wealth, LLC. His prior experience includes roles at Royal Alliance Associates, INC. and Fsc Securities Corp. He is also a board member of the nonprofit organization Schools to End Poverty and leads a mindfulness app development venture as CEO of The Meru. Ashworth Wealth serves individual and high-net-worth clients as well as employer retirement plan sponsors, providing comprehensive wealth management, financial planning, and retirement plan consulting through coordination with third-party money managers. The firm emphasizes structured asset allocation using passive index and ETF core positions, supplemented by selectively chosen active managers, and generally does not exercise discretionary trading authority over client accounts.

Dwayne Asay is a financial advisor at Squire Wealth Advisors in Orem, UT, holding a Series 65 designation with seven years of industry experience. He has been with Squire Wealth Advisors since 2016 and has been associated with the affiliated accounting firm 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 an investment approach grounded in Modern Portfolio Theory and market efficiency, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Brent Cochran is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at TownSquare Capital, Crewe Advisors, Cambridge Investment Research Advisors, and First Western Advisors. In addition to his advisory work, he is an independent insurance agent selling fixed life insurance products and is involved in equipment leasing and real estate investment activities through KBC Ventures and KBC Good Deeds LLC. 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 as of December 2025. The firm employs a broad investable universe and primarily implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Mary Belnap is a financial advisor at Ocean Path Advisors, LLC in Pleasant Grove, Utah, holding a Series 65 designation with one year of industry experience. Prior to joining Ocean Path Advisors, she worked at Mariner Independent and spent eight years at Utah State University. Ocean Path Advisors serves individuals, high-net-worth clients, charitable organizations, and business entities by providing ongoing portfolio management grounded in modern portfolio theory, emphasizing diversified, low-cost indexed investments alongside long-term trading and selective use of margin and options strategies. The firm manages a multi-hundred-million-dollar asset base with a distinct approach that includes discretionary trading authority and quarterly account reviews.

David Hogan is a financial advisor at DMK Advisor Group, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities Management & Research, Inc. and BFC Planning, Inc. Outside of advisory work, he has been involved in insurance sales through American National Insurance Company and owns an insurance agency, Hogan Insurance Services. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, with a combination of technical and fundamental analysis and operates as both a registered broker-dealer and investment adviser sponsoring wrap accounts.

Brigham Ballard is a financial advisor with Driven Investments LLC in Lehi, UT, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Northwestern Mutual and The Schrub Care Company. Driven Investments serves individual and high-net-worth clients with portfolio management and financial planning, utilizing a combination of mutual funds, ETFs, equities, fixed income, and structured notes. The firm applies modern portfolio theory, fundamental, and technical analysis, and manages model portfolios while partnering with third-party advisers and custodians.

Matthew Elson is a financial advisor at LPG Capital Management with six years of industry experience. He holds a Series 65 designation and has worked in communications management at Gold Cross Ambulance since 2019. Previously, he was employed by West Valley City for 24 years. Outside of advising, he serves as Director of Communications at Gold Cross Ambulance, managing the operations of their dispatch center. LPG Capital Management is a state-registered investment adviser managing approximately $99.7 million for about 311 clients through a five-advisor team. The firm provides discretionary portfolio management and written financial planning to individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities using model-driven portfolios that combine fundamental and technical analysis.

Zachary Swenson is a financial advisor at Peterson Wealth Advisors, LLC in Orem, UT, holding a Series 65 designation with three years of industry experience. Prior to joining Peterson Wealth Advisors, he worked at Paragon Wealth Management and held roles at Amentum Government Services and Marriott Hotels. Peterson Wealth Advisors provides portfolio management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, employing diversified portfolios with mutual funds, ETFs, and individual securities alongside both long- and short-term trading strategies.

Scott Peterson is a ChFC® with 38 years of industry experience. He is a founding advisor at Peterson Wealth Advisors, LLC, where he has worked since 2008, and previously worked at Mutual Securities from 2010 to 2019. Outside of his advisory role, he is a book author and teaches a retirement class at Brigham Young University. 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 strategies, and offers services such as direct indexing and tax-loss harvesting.

John Bergquist is a financial advisor with Elysium Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held various roles since 2004, including positions at IAMS Wealth Management, Common Sense Financial, and as President of Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management, LLC serves individuals, trusts, estates, businesses, charitable organizations, and other registered investment advisers, managing approximately $159 million in discretionary assets through an eight-advisor team. The firm employs model-based portfolios combining in-house strategies and third-party sub-advisers, offering financial planning, portfolio management, retirement plan advice, and wealth consulting services.

Shirley Spencer is a financial advisor with Coign Capital Advisors LLC, holding a Series 65 credential and beginning her career in the industry in 2025. Her prior work experience includes roles in education and the food service industry. Coign Capital Advisors serves individual and high-net-worth clients, as well as trusts, pension plans, and business entities, offering discretionary asset management, financial planning, and pension consulting. The firm employs proprietary portfolio models tailored to client risk tolerance and utilizes a range of investment strategies including ETFs, individual securities, structured notes, and alternatives.

Nathan Rosell is a CFP® professional with nine years of experience in the financial industry. He is currently with The Norden Group LLC, where he has worked since 2024. His prior experience includes roles at Portside Wealth Group, TownSquare Capital, and Allegis Investment Advisors. Outside of financial advising, Rosell is involved in fixed insurance sales and operates several non-investment-related educational YouTube channels. 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 employs model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad range of investment vehicles.

Joshua Glenn is a CFP® with three years of industry experience, currently serving at Private Advisory Group LLC. His prior roles include positions at Peterson Wealth Advisors and Vanguard. He also spent two years as a volunteer missionary for the LDS Church. Private Advisory offers personalized financial planning and investment management to individual and institutional clients, utilizing firm-generated model portfolios and strategies such as structured notes, options, and derivatives. The firm manages most assets on a discretionary basis and provides services including tax and estate coordination, insurance review, and third-party professional coordination.

Brenton Ripley is a financial advisor with Drive Wealth Advisers and holds a Series 66 designation. He has 25 years of industry experience and has worked at firms including Foresight Wealth Management and Sego Capital Management. In addition to his advisory work, he is the sole owner of Jamestown Law Group, where he provides legal services. Drive Wealth Advisers offers investment advisory and planning services to individuals, pension plans, trusts, and business entities. The firm provides customized, goals-based asset allocation and conducts formal account reviews annually, utilizing a broad range of investment strategies and maintaining multiple affiliated businesses under a common holding company.

John Hawkins is a Series 65-licensed advisor with Wealth Management CPAs, LLC in Salt Lake City, UT, where he has worked since 2023. He has over 20 years of experience in related fields, including ownership and marketing consulting at John Hawkins Inc. since 2016 and roles at Richland Title Insurance Agency since 2006. Wealth Management CPAs provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, integrating tax and accounting services through an affiliated CPA entity. The firm employs a range of investment strategies and manages a multi-hundred-million dollar asset base across a mid-sized advisory team.

Colby Mallett is a Series 65 licensed advisor at Elysium Wealth Management, LLC with one year of industry experience. Prior to joining Elysium, he held roles at Utah Valley University, Salt Lake Community College, and the Church of Jesus Christ of Latter-Day Saints. Elysium Wealth Management offers financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm creates tailored investment strategies by combining internal oversight with research from sub-advisers and provides ongoing client service through reviews, publications, and educational seminars.

Daniel Wilson is a Series 65-licensed financial advisor at Drive Wealth Advisers with three years of industry experience. He has worked at multiple firms including Crabb Financial, High End Financial, Foresight Wealth Management, and Black Diamond Financial Solutions. Outside of his advisory role, he also works as an analyst supporting investment management and operations at Crabb Financial, the parent company of Drive Wealth Advisers. 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 offers customized, goals-based asset allocation and employs a broad range of investment strategies with regular formal account reviews.

Veronica Fox is a financial advisor at Solidarity Wealth, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Advisors and M. S. Howells & Co. Outside of her advising role, she maintains an active cosmetology license and has experience as an independent distributor of health products. Solidarity Wealth serves individuals, high-net-worth families, trusts, and closely held entities by providing a family-office-style wealth management suite and standalone services such as portfolio management and financial administration. The firm emphasizes fiduciary coordination of investment, tax, and estate planning with discretionary advisory relationships and customized financial workflows.

Jim De Muth is a financial advisor at Lone Peak Advisers with four years of industry experience. He holds a Series 65 designation and has been with Lone Peak Advisers since 2021. In addition, he owns 4Ten Enterprises LLC, a financial and investment counseling business, and is involved in trading education through Maverick Trading. Lone Peak Advisers is a team-based registered investment adviser managing approximately $125 million for around 900 clients, including individuals, high-net-worth clients, trusts, retirement plans, charitable organizations, and corporate entities. The firm employs a tactical investment approach combining fundamental and technical analysis to manage diversified portfolios across various asset classes.