John Larsen is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 credential. He has one year of industry experience, with prior roles including work at the Utah Division of Technology Services and Brigham Young University. Crewe Advisors provides portfolio management and financial planning services to a mix of individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is noted for advising and sponsoring private pooled vehicles and serving insurance company clients.

Ryan Halliday is a financial advisor with Crewe Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Crewe Advisors since 2014. Outside of his advisory role, Halliday serves as managing director of Crewe Insurance Advisors, LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a combination of fundamental, technical, and quantitative analysis and manages client accounts primarily on a discretionary basis.

Jarrod Perry is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Crewe Advisors since 2022. Prior to joining Crewe Advisors, he worked at KeyBank National Association for eight years. Perry holds a Series 66 license and is based in Salt Lake City, UT. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm employs a multifaceted investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Megan Slatter is a Series 65 licensed financial advisor with 10 years of industry experience. She has worked at Crewe Advisors, LLC since 2018 and previously spent two years with Regent Street Advisors. Based in Salt Lake City, UT, she is part of a team of 26 advisors at Crewe Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a diverse investment approach that integrates fundamental, technical, and quantitative analysis, offering discretionary management and balancing allocation across clients.

Travis Peugnet is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Crewe Advisors and previously held positions at Olympus Wealth Management, LLC and Bank of America. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis, and is notable for advising private pooled vehicles and serving insurance company clients.

Luther Woodard III is a financial advisor at Crewe Advisors in Seattle, WA, with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Cognitive G Capital Group, BCW Securities LLC, and Integration Systems, LLC. Outside of advising, he is the CEO of Sports Acquisition Capital, LLC, which focuses on capital raising for professional sports secondaries, and also works as a Zamboni driver for the Seattle Kraken. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm employs a blend of fundamental, technical, and quantitative analysis, managing accounts primarily on a discretionary basis and is known for advising private pooled vehicles and serving insurance company clients.

Joshua Hancock is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His previous roles include positions at PACS, Opiniion, SimPlus, and Aloha Food Group. He also worked at Utah Valley University and The Church of Jesus Christ of Latter-Day Saints. Crewe Advisors serves individual and institutional clients, including high-net-worth individuals and charitable organizations, providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Darren Siegrist is a financial advisor at Crewe Advisors in Salt Lake City, UT, holding a Series 66 designation with eight years of industry experience. His career includes roles at Crewe Capital, Endurance Capital, Rockefeller Financial, Bank of America, Merrill, and PNC Bank. Crewe Advisors provides ongoing portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm combines fundamental, technical, and quantitative analysis in its investment process and is notable for advising private pooled vehicles and serving insurance company clients.

Marshall Nelson is a financial advisor at Crewe Advisors in Salt Lake City, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Commonwealth Financial Network and Merrill Financial Associates. Crewe Advisors provides portfolio management and financial planning services to a diverse client base including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a multi-faceted investment approach combining fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Cade Mellies is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Crewe Capital since 2016. Outside of his advisory work, he helps organize the Crewe Cup, a charity golf tournament, and occasionally provides Romanian interpretation services for Utah courts and hospitals. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Ashley Landon is a Series 65-licensed financial advisor at Crewe Advisors with nine years of industry experience. She has been with Crewe Advisors since 2015. Outside of her advisory role, she provides part-time bookkeeping services for a small business in Mountain View, California. Crewe Advisors offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and provides discretionary management guided by documented client risk tolerances.

Nicholas Smith is a financial advisor at Crewe Advisors in Salt Lake City, UT, with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and Courage Capital Management. He earned an MBA from Vanderbilt University. Crewe Advisors provides portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Ryan Schlappi is a financial advisor at Crewe Advisors in Scottsdale, AZ, with 17 years of industry experience. He holds Series 65 and Series 66 designations and previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for 14 years. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm’s investment approach combines fundamental, technical, and quantitative analysis and offers discretionary management with documented risk tolerance through an Investment Policy Statement.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

Jesse Mitchell is a financial advisor with Crewe Advisors in Salt Lake City, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Crewe Capital since 2020 and previously worked in the automotive and telecommunications sectors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a comprehensive investment process that integrates fundamental, technical, and quantitative analysis and is noted for advising private pooled vehicles and serving insurance company clients.

Louise Willmering is a CFA® charterholder and holds a Series 63 license with four years of industry experience. She has worked at Crewe Advisors since 2019 and previously spent 26 years at BMO Financial Group. Outside of her advisory role, she serves as Vice President of Sonic Aerospace, Inc., a family-owned aerospace manufacturing company. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Daniel Sudit is a financial advisor at Crewe Advisors with 18 years of industry experience. He holds the Series 65 and Series 66 licenses and has been with Crewe Advisors since 2015. Crewe Advisors provides ongoing portfolio management and financial planning to a mix of individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance company clients. The firm uses a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis according to documented client risk tolerances.

Tanner Mcquiston is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Crewe Advisors in Salt Lake City, UT. His prior experience includes positions at Goldman Sachs and Integrated Financial Group. He is also licensed as an insurance agent with Crewe Insurance Advisors. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and typically manages client accounts on a discretionary basis.

Joshua Kunzler is a financial advisor at Crewe Advisors in Salt Lake City, holding Series 65 and Series 63 registrations with one year of industry experience. His prior roles include positions at Crewe Capital and Chipr, as well as work related to Brigham Young University and The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance company clients. The firm employs fundamental, technical, and quantitative analysis in its investment process and is known for advising private pooled vehicles and serving insurance company clients.

Ryan Anderson is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Crewe Advisors. His prior work includes roles at Rock House Financial and Fidelity Brokerage Services LLC. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multi-faceted investment approach that combines fundamental, technical, and quantitative analysis and is notable for advising private pooled vehicles and serving insurance company clients.

James Davenport is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Crewe Advisors since 2024. Prior to this, he spent 11 years at OSAIC. He is also involved in outside business activities including ownership and management roles in several entities related to insurance and personal investments. Crewe Advisors provides portfolio management and financial planning services to individuals, institutions, and insurance company clients. The firm employs a multifaceted investment process that includes fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Jason Miller is a financial advisor with Crewe Advisors in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He previously worked at BMO Wealth Management from 2016 to 2021 before joining Crewe Advisors, where he has been since 2021. Crewe Advisors serves a range of clients including high-net-worth individuals, charitable organizations, private funds, and insurance companies, offering discretionary portfolio management and financial planning. The firm uses a combination of fundamental, technical, and quantitative analysis and is recognized for advising private pooled vehicles and serving insurance company clients.

Corey Pederson is a financial advisor at Crewe Advisors based in Salt Lake City, UT, holding the CFP® and ChFC® designations with five years of industry experience. Prior to joining Crewe Advisors in 2025, he worked at Olympus Wealth Management and the Small Business Administration, among other firms. Outside of advising, he serves as Officer-Treasurer for the Mount Olympus Community Council and maintains a legal practice through the Law Offices of Corey Pederson. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm employs a multi-faceted investment approach and is known for advising private pooled vehicles and serving insurance company clients.

Nicholas Jones is a financial advisor at Crewe Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Houlihan Lokey Capital, Inc., Piper Sandler & Co., and Citigroup, among other firms. Crewe Advisors provides portfolio management and financial planning services to both individual and institutional clients, including high-net-worth individuals, charitable organizations, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and manages accounts primarily on a discretionary basis.

Rylie Halliday is a financial advisor at Crewe Advisors with five years of industry experience. She holds a Series 65 designation and has worked at Crewe Advisors since 2015, with additional roles at the University of Utah and The Walt Disney Company. Outside of her advisory work, she serves as a consultant for Bloomfully Group LLC, a digital content provider. Crewe Advisors offers portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses a combination of fundamental, technical, and quantitative analysis and is known for advising private pooled vehicles and serving insurance company clients.

Dustin Thackeray is a CFA® charterholder with 21 years of experience in the financial industry. He has been with Crewe Advisors since 2015, where he holds a Series 66 license. Crewe Advisors provides portfolio management and financial planning services to a diverse client base, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis in its investment process and manages accounts primarily on a discretionary basis.