Cathy Keen is a financial advisor with UMB Financial Services, Inc. in Salt Lake City, UT, holding a Series 66 designation and 11 years of industry experience. Her prior work includes eight years at Wells Fargo Clearing and eighteen years at Wells Fargo Bank, N.A. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account options and operates as a registered broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.

Miles Harkleroad is a financial advisor with Capital Analysts based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His prior work includes roles at Lincoln Investment and Financial Integrity Group. Outside of advisory work, he participates in an educational study group that meets twice annually to share investment ideas. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management teams.

Craig Fredrickson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2008, he has been with Berthel Fisher, and he is also president of several tax and accounting-related businesses, including a CPA firm and insurance services in Bountiful, Utah. Berthel Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and institutional clients. The firm offers a range of asset management platforms and strategies through approximately 100 investment adviser representatives.

Jordan Parkinson is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, he worked at Fidelity Investments and held roles at several other firms including Earth Probe and Tetra Tech. Facet Wealth provides subscription-based financial planning and discretionary investment management, serving a wide range of individual clients through phone, video, and a proprietary web platform. The firm employs model-based asset allocations focused on exchange-traded funds and uses technology-driven processes to deliver tax-optimized portfolio implementation and regular account reviews.

Logan Holbrook is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Olympus Wealth Management, VentureCapital.org, and HB Investment Group, as well as experience outside finance at Holbrook Mortuary and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base that includes individuals, institutions, trusts, and retirement plans. The firm uses a combination of Modern Portfolio Theory, quantitative screening, and qualitative due diligence to manage approximately $13 billion in assets across various investment vehicles.

Tadd Killpack is a financial advisor at Alexander Capital Wealth Management LLC with 22 years of industry experience. He holds a Series 66 designation and has worked with International Assets Advisory since 2015. Killpack is also the owner of Rising Sun Wealth Management, a separate business he has operated since 2010. Alexander Capital Wealth Management LLC serves individual and high-net-worth clients, as well as certain institutional clients, providing investment advisory and capital markets advisory services. The firm employs a top-down investment approach that combines proprietary technical analysis with fundamental review and utilizes multiple advisory teams, discretionary management, and third-party platforms.

Joshua Kunzler is a financial advisor at Crewe Advisors in Salt Lake City, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes positions at Crewe Capital, Brigham Young University, Chipr, and The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides portfolio management and financial planning services to a range of 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 accounts primarily on a discretionary basis with documented investment policies.

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.

Darcel Stucki is a financial advisor at Trek Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at Trek Financial since 2017, previously at World Equity Group from 2015 to 2017. Outside of advisory work, he owns Stucki and Associates Insurance Services, offering group insurance including health and dental. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing both discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm utilizes a mix of strategic and tactical portfolio approaches, incorporating evidence-based models, fundamental and technical analysis, and AI tools under human review.

Lori Timothy is a Series 66-licensed financial advisor with 24 years of industry experience. She currently works at International Assets Investment Management, LLC and International Assets Advisory, LLC, having previously been with Wells Fargo Clearing and UBS Financial Services. She also serves as CEO of Steed Wealth Management, LLC, a private label entity for her financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using various investment vehicles and may utilize third-party money managers and wrap programs in its strategies.

Matt Karlson is the Director, Executive Services Officer at Fidelity Investments. In his role, he focuses on educating executives about their equity compensation plans, assisting with complex transactions involving company stock, and acting as a liaison to broader Fidelity services beyond equity plans. Matt has experience in various capacities at Fidelity Investments, including Senior Relationship Manager since 2023, Planning Consultant from 2021 to 2023, Relationship Manager from 2020 to 2021, and Financial Representative from 2019 to 2020.

Joel Robison is a financial advisor with Calton & Associates, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Calton & Associates, he worked at Capital Financial Services, Inc. for six years. Outside of advisory work, he is involved in life insurance sales through Strategic Life Insurance Planners and participates in family business ventures including a partnership in Sage Creek Partners LLC. Calton & Associates is a multi-disciplinary firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management, financial planning, and sponsors wrap fee programs, with a platform that includes both direct firm management and third-party money manager recommendations.

Mark Johnson is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dynamic Wealth Advisors dba Fortress Asset Management, Crown Capital Securities, and Yellowstone Partners. Outside of advising, he is also an Independent Insurance Agent involved in selling insurance and annuity products. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and support services with a focus on tailored, long-term investment strategies and providing operational and technology solutions to other advisers.

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.

Ryan Ennis is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, with seven years of industry experience. He holds Series 66, Series 63, and Series 65 designations and has previously worked at National Benefit Services and J.P. Morgan Securities. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to a diverse client base, including high-net-worth individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based investment process that integrates quantitative screening and qualitative manager due diligence across various asset classes.

Hunter Johnson is a financial advisor at Soltis Investment Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has previously worked at KPMG LP and Pelion Venture Partners. Outside of his advisory role, Johnson serves as a teaching assistant at the University of Utah, tutoring students in marketing. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, and consulting services.

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 in Salt Lake City, UT, with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Houlihan Lokey Capital, Piper Sandler & Co., and Citigroup. 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 combined fundamental, technical, and quantitative investment approach and is known for advising private pooled vehicles and serving insurance company clients.