Andrew Backenstoss is a financial advisor at Soulence Wealth Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and various roles within Trajector companies. Soulence Wealth Management II provides investment management and integrated financial planning for individual clients through discretionary portfolio management, custom-traded accounts, and access to alternative investments. The firm tailors strategies using model portfolios and a mix of analytical approaches, continuously monitoring and rebalancing accounts as needed.

Brad Sorensen is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include five years at TownSquare Capital, LLC, one year at Hornor Townsend & Kent Inc, and ongoing involvement with Penn Mutual Life Insurance. 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 uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Nathan Mirizzi is a CFP® with one year of industry experience, currently serving as a financial advisor at Blue Barn Wealth. His prior experience includes roles at Savvy, Burrus Financial Services, Moss Adams, and Cal Poly Agriculture Operations. Blue Barn Wealth is a team-based registered investment adviser with eight advisors managing approximately $317 million in assets. The firm serves individuals, including high-net-worth clients, as well as retirement plans, businesses, and charities, employing a long-term, diversified investment approach guided by Modern Portfolio Theory.

Jeffrey Silver is a Series 65-licensed financial advisor with Corrado Advisors, LLC, where he has worked for 13 years. Prior to joining Corrado Advisors, he was with Berson and Corrado. Outside of financial advising, he is a part owner and funder of Citadel Partners, LLC, a locksmith services business. Corrado Advisors is a team-based registered investment adviser managing approximately $253 million for about 337 clients, including individuals, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, employing a diversified investment approach with ongoing monitoring and customized client solutions.

Justin Ericksen is a CFP® with three years of industry experience. He is currently an advisor at Blue Barn Wealth, a team-based registered investment adviser in Orem, UT. His prior roles include work with Savvy and various positions ranging from education to nonprofit and missionary service. Blue Barn Wealth serves individuals, businesses, retirement plans, and charities, managing approximately $317 million in assets. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory and offers tiered wealth management services along with fiduciary support for qualified retirement plans.

Wade Watkins is a financial advisor at Squire Wealth Advisors with three years of industry experience. He holds a Series 65 credential and has prior experience at Pinnock, Robbins, Posey & Richins from 1998 to 2018. Outside of his advisory role, he is a partner and CPA at the public accounting firm Squire & Company, PC. Squire Wealth Advisors serves a diverse client base, including individuals, retirement plans, trusts, and small businesses, managing approximately $494 million in discretionary assets. The firm employs an investment approach grounded in Modern Portfolio Theory, focusing on diversified, low-turnover portfolios primarily composed of passive and evidence-based mutual funds and ETFs.

Avereigh Clarke is a financial advisor at Exponent Wealth LLC with eight years of industry experience. He holds Series 65 and Series 63 registrations and has worked at firms including Drive Wealth Advisers, Bank of America, Merrill, and ICONIQ Capital. Clarke also spent three years at Brigham Young University before entering the financial sector. Exponent Wealth LLC provides financial planning and investment management to high-net-worth individuals, trusts, estates, and business entities. The firm employs a combination of fundamental, quantitative, and due diligence approaches within a Modern Portfolio Theory framework, focusing on founder and executive clients in real estate, venture capital, and private equity.

Garen Winn is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of advisory work, he is involved in non-variable insurance sales covering health, dental, vision, fixed annuities, and supplemental health products. The Norden Group LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, charitable organizations, and businesses. The firm manages nearly $2 billion in discretionary assets and employs a model portfolio approach utilizing third-party sub-advisers and a turnkey asset management platform.

Raymond Johns is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at DFPG Investments, Allegis Investment Services, TownSquare Capital, and his own RW Johns Financial Group. He serves as a volunteer board member for Utah Valley University’s gift planning committee. 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 the end of 2025. The firm utilizes model portfolios, third‑party sub‑advisers, and a turnkey asset management platform, offering a broad investable universe that may incorporate ESG considerations where appropriate.

Alec Ferguson is a CFA® charterholder with 10 years of industry experience. He is currently with Exponent Wealth LLC and has previously worked at Drive Wealth Advisers, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Outside of his advisory work, he manages a rental duplex in Provo, Utah. Exponent Wealth LLC provides financial planning and investment management services primarily 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, offering both discretionary management and non-discretionary recommendations tailored to client goals.

Bradley Ferney is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at TownSquare Capital, LLC, Allegis Advisor Group, and Multi Financial Securities Corporation. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm combines portfolio management with financial planning and consulting, serving a diverse client base including high-net-worth individuals.

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Tammy Johns is a financial advisor at Compound Planning, Inc. with three years of industry experience. She holds the Series 65 designation and has previously worked at Goldman Sachs, Shelton and Seal Wealth Management, Utah Valley Specialty Hospital, and Vivint. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, and consulting. The firm employs a risk-based investment approach using fundamental, technical, and modern portfolio theory analysis, incorporating low-cost ETFs, direct indexing, and alternative strategies.

Diana Hunter is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameritas Investment Corp, Peterson & Associates CPA, and Corecap Advisors. Hunter also serves as treasurer for a homeowner association in Orem, Utah. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, employing a range of advisor-specific styles, model portfolios, and third-party management relationships.

Craig Riggs is a financial advisor at Merit Financial Advisors with 26 years of industry experience. He has previously worked at Riggs Capital Management, which he helped transition into Merit Financial Advisors, as well as Emerson Equity LLC, DFPG Investments, and Orchard Securities. Outside of his advisory work, he holds leadership roles in several holding companies and business ventures. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally developed models while allowing advisor customization, and provides a range of wealth-management services including financial planning, retirement advice, and employee financial-wellness programs.

John Kaufman is a financial advisor at DayMark Wealth Partners, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Kaufman serves as a director and advisory board member for the Rush Neurobehavioral Center. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets and employs a multi-strategy investment approach that includes fundamental, technical, quantitative, and ESG analysis.

Paul Ewell is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. His prior roles include positions at Townsquare Capital LLC, ARS Investment Advisors, Inc., and Vantage Point Investments. Outside of finance, he is a musician in the Andy Brown Band. Portside Wealth Group is a multi-advisor firm offering discretionary portfolio management, financial planning, pension consulting, and related services to individuals, retirement plans, charitable organizations, and corporations. The firm uses tailored investment mandates with a blend of fundamental, technical, and modern portfolio theory approaches and provides additional legal and accounting services through affiliated professionals.

Celeste Kennard is a financial advisor with Diversify Wealth Management, LLC and holds a Series 65 designation. She has six years of industry experience, having worked previously at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and uses a diversified investment approach incorporating both internal and third-party strategies across multiple platform options.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad client base including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and offers services such as financial planning, family office consulting, and portfolio management.

David West is a financial advisor with Tucker Asset Management LLC in Orem, Utah. He holds the ChFC® designation and has 21 years of industry experience, including prior roles at Alpine Capital Management, LLC and founding West Capital Advisors, Inc., where he serves as President. West Capital Advisors also operates as an insurance agency providing financial consulting and non-investment products such as annuities and life insurance. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down macroeconomic asset-allocation process and offers discretionary investment management, financial planning, and retirement plan advisory through a network of independent investment adviser representatives.