Heather Syrett is a financial advisor at Coign Capital Advisors LLC with 24 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise from 2002 to 2014 before joining Coign Capital Advisors in 2014. Coign Capital Advisors serves individual and high-net-worth clients, trusts, pension plans, and business entities with discretionary asset management, financial planning, and pension consulting. The firm employs four proprietary portfolio models tailored to client risk tolerance and uses a combination of fundamental, technical, and cyclical analysis, supplemented by strategies such as options and third-party money managers.

Murray Peters is a financial advisor at Navigate Private Wealth, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Navigate Private Wealth since 2017. Outside of his advisory work, he is the owner of NatureLens.com, a photography business, and serves as trustee for a family supplemental needs trust. Navigate Private Wealth is a team investment adviser serving individuals, trusts, pension plans, and business entities. The firm employs a quantitative and model-driven investment approach with regular portfolio reviews, offering a range of portfolio management and financial planning services.

Tricia Eliason is a financial advisor at Private Advisory with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Private Advisory provides personalized financial planning and ongoing investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm uses firm-generated model portfolios across multiple asset classes and employs a variety of instruments and strategies, including structured notes and derivatives, often managing assets on a discretionary basis.

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 J.P. Morgan Securities, Morgan Stanley, and FSC Securities Corp. Outside of advisory work, he serves as a board member for the nonprofit Schools to End Poverty and is the CEO of a forthcoming mindfulness app company, The Meru. Ashworth Wealth provides wealth management, financial planning, and retirement plan consulting services to individual and high-net-worth clients, as well as employer retirement plan sponsors. The firm focuses on structured asset allocation using passive index and ETF core positions combined with selectively chosen active managers, typically working through third-party money managers rather than exercising discretionary trading authority.

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 with DMK Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. His prior roles include long tenures at Securities Management & Research, Inc. and BFC Planning, Inc. Outside of advising, he also works as an insurance agent with American National Insurance Company. DMK Advisor Group serves individuals, small businesses, trusts, corporations, and retirement plans with portfolio management and investment supervisory services. The firm offers both discretionary and non-discretionary investment strategies using mutual funds and ETFs, managing roughly $130.8 million across approximately 515 client 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 credentials and 25 years of industry experience. His prior roles include positions at IAMS Wealth Management, Common Sense Financial, and founding Bergquist Financial LLC. He serves as a board member of the nonprofit Where Much Is Given Foundation. Elysium Wealth Management provides financial planning, discretionary portfolio management, and wealth consulting to individuals, trusts, estates, businesses, and charitable organizations. The firm develops tailored investment strategies combining its own oversight with research from sub-advisers and supplements client service with regular reviews, publications, and educational seminars.

Jacob West is a financial advisor at WT Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at various firms including Black Mountain Investments and Quest Consulting. Outside of advising, he serves as CEO of Smilin', a digital platform focused on mental and physical health through social and wellness engagement, and is involved in technology consulting and back-office modernization through Black Mountain Investment Group and Quest Consulting. WT Wealth Management is a multi-advisor firm managing approximately $419 million for over 1,100 clients. The firm offers discretionary portfolio management, financial planning, and wealth education services utilizing proprietary, model-based strategies across various asset classes, with additional services including tax, estate planning, and insurance through affiliated practices.

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® with nine years of industry experience, currently with The Norden Group LLC in Provo, UT. His prior roles include positions at TownSquare Capital, Portside Wealth Group, and Allegis Investment Advisors. Outside of financial advising, he owns a multi-line insurance brokerage and creates educational content on YouTube related to firearms and general skills. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses, managing approximately $1.97 billion in discretionary assets. The firm utilizes model portfolios, third-party sub-advisers, and a turnkey asset management platform across a broad investable universe.

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.