The Norden Group LLC

Brent Cochran is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research, Crewe Advisors, and TownSquare Capital. Outside of his advisory work, he is involved in equipment leasing through KBC Ventures. 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 utilizes model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at TownSquare Capital and Bander Investments. Outside of advising, he has been involved with Fall Pest Services since 2017. 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 primarily implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

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.

Cody Hutchinson is a financial advisor with The Norden Group LLC in St. George, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining The Norden Group. In addition to his advisory role, Hutchinson is licensed as an independent insurance agent, enabling him to transact insurance products for clients. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily operating on a discretionary basis with approximately $1.74 billion in client assets. The firm employs model-driven and sub-advised strategies, focusing on manager selection and asset allocation across a broad investment universe.

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.

Jason Perkins is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Baker Tilly Wealth Management and DFPG Investments. In addition to his advisory role, he has been active as an insurance and benefits agent since 1995, selling health, dental, vision, life, disability, and long-term care insurance. 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.

Tyson Wakley is a financial advisor with The Norden Group LLC in Provo, UT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and ALLEGIS Investment Advisors. Outside of his advisory work, he is a board member of BetheBestU LLC and owns TLW Consulting LLC, a pass-through consulting entity. 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 uses model portfolios, third-party sub-advisers, and a turnkey asset management platform to implement client strategies across a broad investable universe.

Hayden Johnson is a financial advisor at The Norden Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Deseret Mutual Benefit Administrators, Mountain America Credit Union, and teaching experience at Utah Valley University. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers. The firm utilizes a broad investment universe and emphasizes operational outsourcing and third-party manager relationships.

Alec Abbott is a financial advisor at The Norden Group LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Us, LLP, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, DFPG Investments, Inc., and Squar Milner Financial Advisors. Outside of his advisory role, Alec is an independent insurance broker and serves as a member of the board of advisors for Medalist Diversified REIT, Inc. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management, financial planning, and consulting. The firm primarily uses model-driven and sub-advised strategies implemented through a turnkey asset management platform and manages a broad investment universe including ETFs, mutual funds, and alternative assets.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.

Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.

Renn Olsen is a CFP® professional with 11 years of experience in the financial industry. He is currently with The Norden Group LLC and previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of advisory work, he is an independent insurance agent selling fixed life insurance products and manages an equipment rental business, RSTS, LLC. 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 using model portfolios, third-party sub-advisers, and a turnkey asset management platform, offering a broad investable universe that includes equities, debt instruments, structured products, and private placements.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. 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 serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Rachelle Dillingham is a Series 65-licensed financial advisor with seven years of industry experience. She is a CPA and provides tax and accounting services through Layton & Associates, her primary non-investment business. She has worked with The Norden Group LLC since 2024. The Norden Group LLC offers investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets, implementing client strategies primarily through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.