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Zaccary C

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Zaccary Call is a CFP® with 19 years of industry experience, currently serving as an advisor at Capita Financial Network, LLC since 2018. His prior experience includes roles at Allegis Investment Advisors and Fidelity. Outside of his advisory work, he maintains interest in personal business activities unrelated to investment management. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, as well as high-net-worth clients, 401(k) plans, and small businesses. The firm uses tailored financial plans and risk-based model portfolios sub-advised by third-party managers, conducting due diligence on private funds and employing standard portfolio performance metrics.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Tyler W

Series 65

Sandy, UT

Capita Financial Network, LLC

Tyler Williamson is a financial advisor at Capita Financial Network, LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Capita since 2018, following prior roles at Allegis Investment Advisors, LLC and MBL Financial. Williamson is also the owner of TKW Financial LLC, a personal business entity. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses, providing financial planning and discretionary investment advisory services. The firm employs risk-based model portfolios and primarily recommends third-party subadvisors, tailoring advice to each client’s financial plan and investment goals.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Michael L

Series 65

Sandy, UT

Capita Financial Network, LLC

Michael Littledike is a financial advisor at Capita Financial Network, LLC with 13 years of industry experience. He holds the Series 65 designation and has worked at Capita since 2018, following five years at Allegis Investment Advisers, LLC (formerly Bowengroup Advisors LLC). Outside of his advisory work, he serves as president of two personal, non-investment-related businesses, MBL Financial and The Riv LLC. Capita Financial Network serves individuals, high net worth clients, 401(k) plans, and small businesses by providing financial planning and discretionary investment advisory services. The firm uses risk-based model portfolios and primarily recommends third-party subadvisors to manage client investments, tailoring advice to each client’s financial plan and objectives.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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Richard G

CFP®, Series 63, Series 66

Sandy, UT

Capita Financial Network, LLC

Richard Gurr is a CFP® with 28 years of industry experience, currently affiliated with Capita Financial Network, LLC. He has worked at Fidelity Personal and Workplace Advisors from 2018 to 2022 and has been with Fidelity Investments since 2007. Capita Financial Network provides financial planning and discretionary investment advisory services primarily for retirees and individuals planning for retirement, serving individual and high-net-worth clients as well as 401(k) plans and small businesses. The firm offers tailored financial plans, separately managed accounts, and access to private funds, implementing risk-based model portfolios that are sub-advised by third-party managers.

General retirement planning Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Approaching retirement Retired
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