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.

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.

Parker Anderson is a financial advisor at Private Advisory with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Order Protection, and Lumio. Anderson also spent six years at Utah Valley University in a role concurrent with his early career. Private Advisory provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a discretionary model portfolio approach with a variety of instruments and strategies, including structured notes, options, and private placements, and offers a performance-based fee arrangement for qualified clients.

Carson Johnson is a CFP® with 10 years of industry experience, currently serving as an advisor at Peterson Wealth Advisors, LLC since 2020. His prior experience includes roles at First Financial Advisors LC and Fidelity Investments. Peterson Wealth Advisors, LLC is a fee-based SEC-registered investment adviser managing approximately $830 million for individuals, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management tailored to client goals, utilizing ETFs, mutual funds, direct indexing, and cryptocurrency within both long- and short-term strategies.

Conner Taylor is a financial advisor at Ignite Planners LLC with a Series 65 designation. He has experience working with Utah Valley University and Atlas Investment Management. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and private pooled funds. The firm offers discretionary asset management, financial planning, and consulting with a focus on tailored portfolios using a variety of public and private investments and employs strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Kylee Adamson is a CFP® with six years of experience in financial advising, currently with The Norden Group LLC. She previously worked at TownSquare Capital and has also operated a cosmetology business as a stylist and owner. 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. The firm employs model portfolios and third-party sub-advisers, offering a diverse investable universe that includes equities, fixed income, real estate vehicles, and private placements.

Jeffrey Lindsay is a CFP® with 12 years of industry experience and has been with Peterson Wealth Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Orem, UT. 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 occasionally individual securities, employing both long- and short-term trading strategies alongside direct indexing and tax-loss harvesting.

Julie Anderson is a financial advisor at Squire Wealth Advisors with 21 years of industry experience. She holds the PFS™ and Series 65 credentials and has been with Squire & Company PC since 2005. Outside of her advisory role, she owns two investment-related businesses, Ascent Investments LLC and Greenflow LLC. 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 market-efficiency investment approach based on Modern Portfolio Theory, utilizing primarily passive and evidence-based funds, and offers integrated accounting and tax services through its affiliate Squire & Company, PC.

Leland Mc Cullough IV is a CFP® certified financial advisor with five years of industry experience. He is currently with Blue Barn Wealth, a team-based registered investment adviser in Orem, UT, and also serves as an attorney with The McCullough Group in Salt Lake City. His prior experience includes roles at Fabian VanCott and various financial firms beginning in 2015. Blue Barn Wealth manages approximately $317 million in assets for individuals, retirement plans, businesses, and charities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost vehicles and providing tiered wealth management and fiduciary services.

David Bigler is a financial advisor at Squire Wealth Advisors in Orem, UT, holding the PFS™ designation and Series 65 license with 11 years of industry experience. He has been with Squire Wealth Advisors since 2012 and has been affiliated with the parent firm, Squire & Company, since 1990. Squire Wealth Advisors serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm manages approximately $494 million in discretionary assets using investment strategies grounded in Modern Portfolio Theory and a market-efficiency framework, emphasizing diversified, low-turnover portfolios primarily composed of passive and evidence-based funds.

Nicholas Olsen is a financial advisor at Exponent Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked at ICONIQ Capital and AlphaSights. Exponent Wealth LLC provides financial planning and investment management services to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and manager due diligence within a Modern Portfolio Theory framework, focusing on founder and executive clients primarily in real estate, venture capital, and private equity.