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 with five years of industry experience. He holds a Series 65 designation and has worked at Trek Financial since 2022. Prior to that, he worked with Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of DISRUPTOR LLC, a non-investment-related business. 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 combines strategic and tactical portfolio approaches, utilizing evidence-based models, artificial intelligence tools, and a broad array of systematic strategies and alternative investments.

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 Lanark Financial, Inc. with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with NBC Securities, Inc. since 2015. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a variety of program-based accounts through several platforms and IA programs.

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.

Miles Harkleroad is a financial advisor at Capital Analysts with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lincoln Investment since 2012 and the Financial Integrity Group since 1993. Outside of his advisory roles, he participates in the Heritage Study Group, an educational investment-focused study group that meets twice annually. Capital Analysts serves a diverse client base including individual and 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 firm-managed programs.

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 registrations with one year of industry experience. His prior roles include positions at Crewe Capital and Chipr, as well as work related to Brigham Young University and The Church of Jesus Christ of Latter-day Saints. Crewe Advisors provides portfolio management and financial planning services to individual and institutional clients, including high-net-worth individuals and insurance company clients. The firm employs fundamental, technical, and quantitative analysis in its investment process and is known for advising private pooled vehicles and serving insurance company clients.

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 financial advisor with International Assets Investment Management, LLC, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 investment adviser representatives. The firm offers customized, long-term portfolio construction and may utilize third-party money managers and wrap programs as part of its investment approach.

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.