Warren Curtis is a CFP® with 26 years of industry experience, currently serving at Interactive Financial Advisors. He has worked at Fortune Financial Services, Brooklight Place Securities, and Gwn Securities prior to his ongoing tenure at Interactive Financial Advisors since 2005. He is also licensed as a fixed insurance agent. Interactive Financial Advisors serves individual clients, including high-net-worth and non-HNW individuals, as well as pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models across risk profiles and utilizing ETFs and mutual funds through branded programs like Invest With Trust and Legacy.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Gary Tsujimoto is a financial advisor with Interactive Financial Advisors in Salt Lake City, UT, holding a Series 63 designation and over 42 years of industry experience. He has worked at multiple firms including Fortune Financial Services and Brooklight Place Securities, Inc., and has been with Interactive Financial Advisors since 2005. Outside of advising, he is a general partner and landlord for 1414 East Association LLC, an office building management business. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models using ETFs and mutual funds and integrates tools such as Modern Portfolio Theory and the TIFIN Wealth Risk tool to manage client portfolios on a discretionary basis.