Ammon Christensen is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. He has been with Soltis since 2016, with prior experience at Brigham Young University from 2015 to 2018. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment process based on Modern Portfolio Theory combined with quantitative and qualitative analysis, offering a range of investment options including ETFs, equities, fixed income, and alternatives.

Glen Kavanagh is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eagle Strategies, New York Life, Encompass More Asset Management LLC, and Fidelity Investments. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation process and offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services.

Richard Roethel is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds a Series 65 designation and has been with Foundations since 2015. In addition to his advisory role, he operates as an independent insurance agent specializing in life and health insurance and annuities. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for about 29,615 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Andrew Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he operated Parsons Capital Management, LLC from 2019 to 2025 and worked at Rutgers University from 2016 to 2019. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and supports other advisers through its sub-advisory and operational outsourcing services.

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.

Lincoln West is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at several firms including Altura Private Wealth LLC and Legacy Peak Insurance. Outside of advising, he is a minority owner of West Family Enterprises, LLC, a family business involved in investment activities. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house models, sub-advisers, and a broad range of investment options, including alternative and illiquid assets.

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.

Adam Woolston is a financial advisor at Vanderbilt Advisory Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. Outside of his advisory work, he is also involved with Bowman's Market in a stocking role. Vanderbilt Advisory Services serves a diverse client base, including individuals, charities, trusts, estates, businesses, and retirement plans. The firm offers various management and consulting services, emphasizing strategic asset allocation and integrating retirement-plan and benefits firms to provide combined advisory and plan-administration solutions.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

Rod Cushing is a financial advisor with Kovack Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes roles at Cambria Capital, LLC and RBC Capital Markets Corporation. He serves as president of an insurance sales and service business and acts as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans nationwide, offering discretionary and non-discretionary asset management and financial planning with a focus on diversified asset-class exposure through mutual funds, ETFs, and other vehicles.

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.

Craig Poulson is a financial advisor at Trek Financial in Bountiful, UT, with four years of industry experience. He holds a Series 65 designation and previously worked at Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of Disruptor LLC, which provides IAR-related services. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical investment approaches and provides access to a wide range of systematic strategies, alternative investments, and direct indexing options.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and 3D/L Capital Management. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through programs such as its Private Direct Investments platform.

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.

Louissa Powers is a financial advisor at Northwest Asset Management in Salt Lake City, UT. She holds a Series 65 designation and has one year of industry experience. Her prior work includes roles outside the financial industry, such as positions with Wylder Hospitality Group and Sawtooth Adventure Company. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs a strategic asset allocation approach using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

Lee Steorts is a financial advisor at NBC Securities, Inc. with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with NBC Securities since 2015. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individual and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of fee-based advisory programs and employing discretionary manager selection and model portfolios.

Angela Woodhead is a Series 66-licensed financial advisor with Sound Income Strategies, LLC, based in Salt Lake City, UT. She has two years of industry experience and has worked previously at Edward Jones and multiple other firms across different sectors. Outside of advising, she owns rental properties. Sound Income Strategies is a fee-based investment adviser serving individuals, corporate and pension clients, other advisors, and retirement plans. The firm focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis, and offers services including asset management, financial planning, ERISA plan consulting, and ETF sub-advisory.

Laura Evans is a financial advisor at Dynamic with 22 years of industry experience. She holds the Series 66 designation and has worked at firms including Geneos Wealth Management, Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Dynamic serves a diverse client base that includes individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on a long-term, client-specific investment approach and support for other advisers through technology, research, and operational services.

Cathy Keen is a financial advisor with UMB Financial Services, Inc. in Salt Lake City, UT, holding a Series 66 designation and bringing 11 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, N.A. She currently also serves as a licensed agent with UMB Insurance. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and is affiliated with UMB Bank and UMB Investment Management.

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.