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.

Scott Smith is a CFP® and PFS™ credentialed advisor at Composition Wealth, LLC with nine years of industry experience. His prior roles include positions at Alloy Accounting, Alloy Financial Services, and Smith, Kunz & Associates, PLLC. He also worked with The Church of Jesus Christ of Latter-day Saints. Composition Wealth provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds, ETFs, individual securities, and employs both fundamental and technical analysis to manage portfolios.

Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

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.

Robert Lemon is a financial advisor with Wedbush Securities Inc. in Salt Lake City, UT, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has worked with Wedbush Securities since 2007 and Brookstreet Securities Corporation since 2004. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutions, offering brokerage and SEC-registered advisory services across wealth management, fixed income, commodities, and capital markets. The firm operates multiple managed account programs alongside commission-based brokerage arrangements and provides custody, clearing, and prime services tied to commodities and derivatives activities.

Maggie Scanlon is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. She previously worked at NGON Solutions and Goldman Sachs. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, consulting, and sub-advisory services. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence.

Cameron Rafati is a financial advisor at Arkadios Wealth Advisors in Salt Lake City, UT, holding the Series 66 designation with two years of industry experience. Prior to joining Arkadios Capital in 2026, he was with DAI Wealth, LLC and Dai Securities LLC from 2024 to 2026. Outside of finance, Cameron is the owner of CMR Music LLC, a business he has operated since 2011, and is involved with consulting and philanthropy work through a family foundation. Arkadios Wealth Advisors serves individuals, trusts, businesses, and retirement plans by providing customized investment and wealth management solutions, including advisor-managed accounts, wrap programs, and third-party money manager access. The firm employs fundamental, technical, and cyclical analysis and supports advisors with an internal portfolio team that offers models, strategies, and trade execution across a range of asset classes.

Chesley Erickson is a financial advisor at Trek Financial with 24 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at Platform Accounting Group, World Equity Group, and Huber, Erickson and Bowman, CPA's. Erickson serves as a board member trustee of the Utah Association of Certified Public Accountants Political Action Committee and is president of the Oakridge Country Club board. 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 services. The firm uses a blend of strategic and tactical approaches, including evidence-based models and artificial intelligence tools under governance, and provides access to a broad range of systematic strategies and alternative investment platforms.

William Thornton is a CFP® with 42 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. Based in Salt Lake City, UT, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Thornton acts as a trustee for an insurance trust. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides fiduciary-advised retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Corey Conway is a Series 66-credentialed financial advisor with three years of industry experience. He has worked at Empower Advisory Group, Empower Financial, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both point-in-time financial plans and optional managed account solutions.

Zachary Nelson is a CFP® and holds a Series 65 license with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, having joined in 2024. Prior to this, he worked at RH Advisors, LLC and Rock House Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Blake Earl is a financial advisor with TIAA-CREF based in Salt Lake City, UT, holding Series 63 and Series 66 designations and with 34 years of industry experience. He has worked with TIAA and affiliated entities since 2011. Outside of his advisory role, he serves as a State Delegate in Utah, participating in the review of political candidates and attending state conventions. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm separates planning services from ongoing management and offers both model-based and customized portfolio management under a fiduciary standard.

Bradley Thurber is a CFP® professional with 26 years of experience currently serving at D.A. Davidson & Co. since 2000. He is based in Salt Lake City, UT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Thurber serves as president of the Farmington Youth Football league, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

David Payne is a financial advisor at Stratos Wealth Partners, Ltd. in Salt Lake City, UT, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Winward Financial Insurance and Investments, EP Wealth Advisors, and UWC Wealth Management. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and various financial planning services, utilizing an open-architecture approach and access to a broad range of platforms and resources.

Kelton Lawson is a financial advisor at TIAA-CREF with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining TIAA-CREF, Lawson worked at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Fidelity Investments. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and separate broker‑dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management through customized and model portfolio options.

Robert Aamodt is a CFP® professional with 27 years of experience in financial advising. He is currently with Wealth Enhancement Advisory Services, LLC and Wealth Enhancement Group, and has prior experience with firms including RH Advisors, Rock House Financial, and United Planners Financial Services. He also serves as an adjunct instructor at the University of Utah. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment process combines strategic asset allocation with passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Brian Moore is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, LLC and Zions Direct. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach combining in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Scott Phillips is a financial advisor with Centaurus Financial, Inc. in Salt Lake City, UT, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including nearly two decades with Centaurus Financial and over 45 years operating Phillips Financial. Outside his advisory role, he consults with specialized professionals on business risk reduction and tax strategies and provides services related to cash flow, business succession, and employee benefit planning. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary approaches with a combination of fundamental, technical, bottom-up, and top-down analysis.

Shane Roghaar is a financial advisor with TIAA-CREF in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA-CREF since 2000. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers both one-time planning services and ongoing portfolio management within a vertically integrated structure that includes affiliated funds and acts as adviser to a donor-advised fund.