Nathaniel Barton is a financial advisor at Soltis Investment Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Brokerage Services LLC from 2016 to 2022. 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.

Brett Caldwell is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Modera Wealth Management, LLC since 2017. Prior to joining Modera, he worked at Financial Insight Center and The Insight Group Insurance Agency, LLC. Modera Wealth Management provides wealth management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm integrates investment management with accounting and tax capabilities, employing a diversified asset allocation approach based on Modern Portfolio Theory.

Steven Edgren is a CFA® charterholder with 22 years of industry experience. He is currently with Sepio Capital, LP, where he has worked since 2020. Prior to that, he spent ten years at Morgan Stanley Smith Barney and five years at Morgan Stanley Private Bank. Outside of his advisory role, he manages an e-commerce account on Amazon. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, providing discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, with a focus on fundamental analysis and a generally long-term investment approach.

Tiffany Mounteer is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Diversify Advisory Services in 2025, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2018 to 2025 and was employed at Hobby Lobby from 2014 to 2018. Diversify Advisory Services provides investment advisory and financial planning to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm’s investment approach emphasizes tactical diversification and incorporates various models and strategies across multiple platforms.

Warren Curtis is a CFP® with 26 years of industry experience, currently serving at Interactive Financial Advisors. He has worked at Fortune Financial Services, Brooklight Place Securities, and Gwn Securities prior to his ongoing tenure at Interactive Financial Advisors since 2005. He is also licensed as a fixed insurance agent. Interactive Financial Advisors serves individual clients, including high-net-worth and non-HNW individuals, as well as pension plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models across risk profiles and utilizing ETFs and mutual funds through branded programs like Invest With Trust and Legacy.

Jared Johnsen is a financial advisor at Trek Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2008, with a four-year tenure at World Equity Group from 2015 to 2019. Outside of his advisory role, he is involved as an associate for BCJ Financial Group, focusing on health and disability insurance brokerage. 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 employs a combination of strategic and tactical portfolio management techniques, including the use of artificial intelligence tools and a diverse range of systematic and alternative investment models.

Timothy Brann is a CFA® charterholder with 13 years of industry experience. He has been with Soltis Investment Advisors, LLC since 2019 and previously worked at SlateStone Wealth, LLC and BP Wealth Management, LLC. He is based in Salt Lake City, UT. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Donald Wiscomb is a financial advisor at Dynamic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Dynamic Wealth Advisors dba Fortress Asset Management since 2018. His prior experience includes roles at Crown Capital Securities and Yellowstone Partners. Outside of advising, he is involved in several business ventures, including acting as an independent insurance agent and holding ownership interests in a family business and an import company. Dynamic serves a diverse client base, including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and other registered investment advisers. The firm provides portfolio management, financial planning, retirement services, and supports other advisers with technology, compliance, and sub-advisory services.

Roger Carter is a financial advisor with Sepio Capital, LP, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. His career includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in ranching operations as a general partner and owner of two ranch businesses in Utah and Oregon, and he serves as a co-trustee for a charitable trust and participates in estate planning trusts. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs proprietary strategies combined with allocations to independent managers, focusing on fundamental analysis and a long-term orientation while allowing flexibility for shorter-term trading.

Raymond De Witt Jr. is a financial advisor at Realta Investment Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at multiple firms including DeWitt Wealth Management, LLC and Concorde Investment Service, LLC. Outside of advisory roles, he serves on the Board of Directors for Safari Club International, a wildlife conservation and hunting organization. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension plans, and institutional clients. The firm emphasizes individualized advice using asset allocation strategies and offers a variety of portfolio management options, including third-party managers and held-away account aggregation.

Cade Mellies is a financial advisor at Crewe Advisors with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Crewe Capital since 2016. Outside of his advisory work, he helps organize the Crewe Cup, a charity golf tournament, and occasionally provides Romanian interpretation services for Utah courts and hospitals. 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 manages accounts primarily on a discretionary basis.

Riley Johnson is a financial advisor at Dynamic with three years of industry experience. He holds the Series 65 designation and has been with Dynamic Wealth Advisors and Fortress Asset Management since 2018. Prior to his advisory career, he was a full-time student from 2010 to 2018. Dynamic serves a diverse range of clients, including individuals, trusts, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support to other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology, compliance support, and research services to unaffiliated registered investment advisers.

Samuel Gardiner is a financial advisor at Soltis Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Grandeur Peak Global Advisors for five years. His background also includes roles at the University of Utah and The Church of Jesus Christ of Latter Day Saints. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and retirement plans. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.

Ashley Landon is a Series 65-licensed financial advisor at Crewe Advisors with nine years of industry experience. She has been with Crewe Advisors since 2015. Outside of her advisory role, she provides part-time bookkeeping services for a small business in Mountain View, California. Crewe Advisors offers portfolio management and financial planning to individual and institutional clients, including high-net-worth individuals, charitable organizations, private funds, and insurance companies. The firm employs a combination of fundamental, technical, and quantitative analysis and provides discretionary management guided by documented client risk tolerances.

Breanna Rose is a financial advisor at Legacy Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Management, she worked in healthcare and therapy-related roles at organizations including Intermountain Health Care and the Neuro Behavioral Center for Growth. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative investments, tailoring strategies based on clients’ objectives and risk tolerances.

Jackson Casper is a Series 65-licensed financial advisor with three years of industry experience. He has been with Sepio Capital, LP since 2021 and previously held roles at InvestmentBank.com, Phytomer USA, Vivint Solar, and the Church of Jesus Christ of Latter-day Saints. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors. The firm employs a long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers across various asset types, including mutual funds, ETFs, individual securities, private funds, and digital assets.

Caden Keate is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, with two years of industry experience. He holds a Series 65 designation and previously worked at Ryan Valuation and Mister Car Wash. He has also been involved with BYU Outdoors Unlimited and has experience with various organizations including The Church of Jesus Christ of Latter-day Saints and Trek Bicycle Corporation. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory-based approach with quantitative screening and qualitative due diligence across a range of investment types, managing approximately $13 billion in client assets.

Jedd Wilson is a financial advisor at Soltis Investment Advisors, LLC with 31 years of industry experience. He holds Series 65, 66, and 63 credentials. Prior to joining Soltis in 2018, he worked at Independent Financial Group LLC for four years. 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 employs a combination of Modern Portfolio Theory, quantitative screening, and qualitative manager due diligence in its investment process.

Lahn Simmons is a financial advisor at Trek Financial with 33 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at World Equity Group from 2015 to 2019. Simmons is also an independent agent involved in the sale and service of non-registered insurance products. Trek Financial serves individual, high-net-worth, and institutional retirement plan clients, offering discretionary and non-discretionary asset management, financial planning, and fiduciary services. The firm employs a combination of strategic and tactical investment approaches, leveraging AI tools and a broad range of systematic strategies and alternative investment options.

Derek Tanuvasa is a CFP®-designated financial advisor with six years of industry experience. He is currently with Soltis Investment Advisors, LLC and has previously worked at Fidelity Investments, DFPG Investments, FirstPurpose Wealth, Merrill Lynch - Bank of America, Vivint, Inc., and Utah Valley University. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans, offering discretionary portfolio management, financial planning, and consulting. The firm employs a manager selection and portfolio construction process that integrates Modern Portfolio Theory, quantitative screening, and qualitative due diligence across a broad range of investment vehicles.