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.

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.

Jeffrey Sanchez is a financial advisor at Wealth Management CPAs, LLC with a Series 65 designation and one year of industry experience. He previously worked at Armanino, Cooper Savas LLC, KPMG, and EY. Wealth Management CPAs, LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, offering customized investment programs and coordinating related tax and insurance services through affiliated entities. The firm uses a range of analysis methods and strategies, conducts due diligence on sub-advisors, and maintains formal processes to manage conflicts of interest.

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.

Adam Lazaro is a financial advisor at Everspire with five years of industry experience. He holds a Series 66 designation and has worked with Everspire since 2021. Outside of financial advising, Lazaro is a First Officer pilot with United Airlines and participates in a referral arrangement with the financial planning company TomiPlan. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, while maintaining human oversight in client advice.

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.

Sara Judd is a financial advisor with North Capital in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with North Capital Private Securities since 2014. Outside of her advisory role, Judd is involved in ballet choreography for the West Point Ballet Academy and the Salt Lake Ballet Cooperative, and she operates an online dance costume marketplace called TutuList. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics.

Scott Sams is a financial advisor with North Capital, holding Series 63, 65, and 66 licenses and over 22 years of industry experience. His prior roles include nearly two decades at Principal Asset Management and Principal Capital, as well as work with MLG Capital. North Capital provides financial planning, investment management, and consulting services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs an open-architecture investment approach using mutual funds, ETFs, ETNs, and separately managed accounts, supported by quantitative risk models and proprietary analytics to construct diversified portfolios and manage tax efficiency.

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.

Garrett Merrill is a Series 65-licensed advisor at Physician Wealth Advisors, Inc. in Salt Lake City, UT, with experience at the firm since 2021. His prior roles include positions at Sky Satellite and Trax Power Sports, as well as service with The Church of Jesus Christ of Latter-day Saints. Physician Wealth Advisors serves members of the Utah Medical Association and related entities, focusing on physician practices and associated plans. The firm offers discretionary investment management, financial planning, retirement-plan consulting, and access to private and alternative investments, emphasizing strategic asset allocation, diversification, and tax-aware portfolio management.

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.

Jason Lindquist is a financial advisor at Everspire with 16 years of industry experience. He holds a Series 65 designation and has worked in advisory roles at Aegis Wealth Group (dba Everspire) since 2017, as well as with other firms including e6 Portfolios and MHL Investments. Outside of his advisory work, he holds a profit interest in JHL Inc., a non-investment-related entity. Everspire provides investment advisory and wealth management services to individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI tools, alongside human review, to support client-specific advice.

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 Rockwell is a financial advisor at Everspire with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at MHL Investments and Everspire and operates two professional services firms, Carefree Professional Practice Resources, LLC and Rockwell Financial, PLLC, providing tax, valuation, and consulting services primarily within the dental industry. He also receives referral fees for business directed to TomiPlan, a financial planning company. Everspire offers investment advisory and wealth management services to individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs diversified portfolio strategies and integrates technology, including AI-enabled tools, alongside human review to manage client assets.

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.