John Brough is a financial advisor at B.O.S.S. Retirement Advisors, LLC with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with B.O.S.S. Retirement Advisors and BOSS Retirement Solutions since 2017. Prior to that, he was associated with Lee Miles LLC and Lee Miles Insurance Agency from 2015 to 2017. B.O.S.S. Retirement Advisors offers investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and utilizes model portfolios and external managers to construct diversified allocations while providing oversight and client liaison services.

Craig Martucci is a financial advisor with Kestra Private Wealth Services, LLC in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Kestra since 2014. Outside of his advisory work, he is involved with the Boys and Girls Club, helping to raise awareness and funds for the charity, and serves as a defensive coach for a high school girls football team. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and platforms and supports both discretionary and non-discretionary account arrangements.

Jason Collier is a CFP® and ChFC® with 26 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. Collier maintains an inactive business entity for potential future use and co-owns several real estate-related ventures. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach, utilizing various internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.

Ammon Christensen is a financial advisor at Soltis Investment Advisors, LLC in Salt Lake City, UT, holding a Series 65 license with six years of industry experience. He has been with Soltis since 2016, with prior experience at Brigham Young University from 2015 to 2018. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in assets and employs an investment process based on Modern Portfolio Theory combined with quantitative and qualitative analysis, offering a range of investment options including ETFs, equities, fixed income, and alternatives.

Glen Kavanagh is a financial advisor at Tucker Asset Management LLC with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Eagle Strategies, New York Life, Encompass More Asset Management LLC, and Fidelity Investments. Tucker Asset Management serves individual and high-net-worth clients as well as foundations, trusts, estates, and charitable organizations. The firm uses a top-down, macroeconomic asset-allocation process and offers discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services.

Kimberly Mallas is a financial advisor with Consolidated Portfolio Review Corp and Vanderbilt Securities, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Lone Peak Advisers and International Assets Advisory, LLC. Outside of her advisory work, she serves as a life and health insurance agent and holds ownership in a family estate enterprise. Consolidated Portfolio Review is an SEC-registered advisor serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm offers a range of managed accounts and financial planning services, with investment strategies tailored by independent advisors using strategic asset allocation combined with fundamental and technical analysis.

Tyler Bolyard is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Kestra in 2020. Outside of advisory work, he is an owner of Elevated Insurance Advisors, where he contributes to insurance planning and strategy. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individual and institutional clients. The firm oversees a broad range of investment products and platforms, managing approximately $13.45 billion in client assets across 208 advisors.

Andrew Parsons is a CFP® with six years of industry experience, currently serving as a financial advisor at CW Advisors, LLC since 2025. Prior to joining CW Advisors, he operated Parsons Capital Management, LLC from 2019 to 2025 and worked at Rutgers University from 2016 to 2019. CW Advisors serves a diverse client base including individuals, high-net-worth families, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a core-and-satellite investment approach using a mix of active, passive, quantitative, and ESG strategies, and supports other advisers through its sub-advisory and operational outsourcing services.

Nicholas Smith is a financial advisor at Crewe Advisors in Salt Lake City, UT, with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at SunTrust Advisory Services and Courage Capital Management. He earned an MBA from Vanderbilt University. 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 comprehensive investment approach that integrates fundamental, technical, and quantitative analysis, and is known for advising private pooled vehicles and serving insurance company clients.

Michael Bennett is an Investment Advisor Representative with Crewe Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience and has been with Crewe Capital since 2015. Bennett serves on the board of CharityVision, a nonprofit focused on addressing global blindness issues, and is involved with the Crewe Cup, an annual golf tournament that donates its profits to charity. 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’s investment approach integrates fundamental, technical, and quantitative analysis and includes discretionary management and private fund sponsorship.

John Beatson Jr. is a financial advisor at Sepio Capital, LP with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sepio Capital since 2018, following 13 years at Marshfield Associates. Based in Salt Lake City, UT, he is part of a 19-advisor team. Sepio Capital is an SEC-registered investment adviser managing approximately $4.46 billion in client assets as of December 31, 2025. The firm serves high-net-worth individuals, families, trusts, charitable organizations, businesses, and institutional investors, using a long-term, fundamentals-driven investment approach across proprietary strategies and independent managers.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

Logan Burrell is a financial advisor at Interactive Financial Advisors holding a Series 65 designation. He has one year of industry experience, including prior roles at SJI Financial Services and various positions outside the financial sector. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs a multi-advisor network approach and integrates fundamental analysis with Modern Portfolio Theory to construct diversified ETF and mutual fund model portfolios.

Rod Cushing is a financial advisor at Kovack Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors since 2019. Prior to that, he was with Cambria Capital, LLC for nine years and has been affiliated with RBC Capital Markets Corporation since 2008. Outside of advisory work, he serves as a personal representative and co-trustee of a family trust. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, utilizing both internally created and third-party investment models supported by an Envestnet workflow.

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 in Bountiful, UT, with four years of industry experience. He holds a Series 65 designation and previously worked at Acquire Consult LLC, Acquire Consulting LLC, and Simply Right Inc. Outside of his advisory role, he is the owner of Disruptor LLC, which provides IAR-related services. 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 employs a blend of strategic and tactical investment approaches and provides access to a wide range of systematic strategies, alternative investments, and direct indexing options.

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.

Ross Wamsley is a financial advisor at St. Bernard Financial Services, Inc. with 17 years of industry experience. He has previously worked at Voya Financial Advisors, Inc., Questar Asset Management, Inc., Merrill, and Edward Jones. Wamsley is also an independent insurance agent specializing in the sale of fixed insurance products. St. Bernard Financial Services serves individuals, families, trusts, estates, and small businesses with portfolio management and investment implementation across mutual funds, annuities, and life insurance. The firm employs a long-term, conservative growth approach with tactical asset allocation based on Modern Portfolio Theory and academic research.

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.