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.

Myles Overstreet is a financial advisor with New Millennium Group holding a Series 65 designation and five years of industry experience. His work history includes multiple engagements with New Millennium Group as well as roles at Capital Wealth Advisors and Due Diligence. Outside of advisory services, he is licensed as an insurance agent offering life insurance products. New Millennium Group serves individual clients, employer-sponsored retirement plans, charitable organizations, and estates and trusts, managing approximately $257 million across 881 client relationships. The firm employs a three-level investment process focused on asset allocation, security selection, and risk constraints, utilizing tools like Riskalyze and offering a range of services including portfolio management, financial planning, and coordinated estate-document preparation.

Merrit Arnell is a financial advisor at Net Worth Advisory Group, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Net Worth Advisory Group since 2011. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering financial planning, investment supervisory services, and referrals to third-party asset managers. The firm employs a process that starts with an in-depth financial profile and written plan, providing semi-annual account reviews and detailed performance reporting.

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.

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® 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.

Gregory Simmons is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been with Net Worth Advisory Group, LLC since 2009. Net Worth Advisory Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers financial planning, investment supervisory services, and referrals to third-party asset managers, employing a process that begins with a detailed financial profile and a written plan to guide asset allocation based on client-specific risk tolerance and objectives.

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.

Andrew Fonda is a financial advisor at Net Worth Advisory Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Phillips 66 for five years. Outside of advisory work, he is the sole owner of Fonda Franchises Inc., a holding company involved as a silent partner in two food franchise businesses. Net Worth Advisory Group serves individuals, trusts, estates, ERISA plans, and business entities by providing financial planning and portfolio management. The firm emphasizes structured periodic reporting, asset allocation strategies across various securities, and offers comprehensive financial plans with ongoing supervisory management.

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.