Joel Robison is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Calton & Associates since 2019 and previously at Capital Financial Services, Inc. Additionally, he is active in life insurance sales through Strategic Life Insurance Planners. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides a range of investment program structures and analytic approaches, combining fee-based and commissionable brokerage and insurance products.

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 with seven years of industry experience. He has been with Soltis since 2019 and previously worked at National Benefit Services from 2016 to 2019. Ennis holds Series 66, Series 63, and Series 65 licenses. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individual clients, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and utilizes a diversified investment approach based on Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence.

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.

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.

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 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 with 10 years of industry experience. He has worked at Composition Wealth, LLC since 2025, following roles at Alloy Accounting, LLC, Alloy Financial Services, LLC, and Smith, Kunz & Associates, PLLC. He also served four years with The Church of Jesus Christ of Latter-day Saints. Composition Wealth, LLC provides investment management, financial planning, and retirement plan advisory services to a broad range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by individual securities and private investments, and manages approximately $9.47 billion in discretionary assets through a multi-advisor structure.

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 at Wedbush Securities Inc. in Salt Lake City, UT, holding Series 65 and Series 63 credentials with 37 years of industry experience. He has worked at Wedbush Securities since 2007 and Brookstreet Securities Corporation since 2004. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of wealth management, fixed income, commodities, and capital markets services, including discretionary portfolio management and institutional research.

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.

Christopher Stagg is a CFP® professional with 17 years of experience in the financial industry. He is currently with United Capital Financial Advisors, where he has worked since 2019. His prior experience includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and Miller Financial, Inc. United Capital Financial Advisors provides national financial planning and discretionary investment management to a diverse client base, including individual and high-net-worth households, retirement plans, and institutional accounts. The firm offers a range of services such as sub-advisory and consulting, supported by a technology platform that assists independent investment advisors.

Bradley Barclay is a financial advisor at Foundations Investment Advisors LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including ChangePath, LLC and Beam Lending. Outside of advising, he is a silent partner and investor in a performance auto mechanics business. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a mix of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices.

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 financial advisor at D.A. Davidson & Co. in Salt Lake City, UT, with 42 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses and has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, he serves as a trustee for a non-investment-related insurance trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers advisory services under fiduciary standards, combining qualitative and quantitative analysis with third-party tools, and includes specialized programs such as Davidson Private Wealth for clients with over $20 million in net worth.